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May 12, 2026
Trump secured agreements with 16 pharmaceutical companies tied to TrumpRx.gov, including most-favoured-nation pricing and direct-to-patient discounts. Several companies disclosed price cuts for obesity, diabetes, insulin and other medicines.
Apr 20, 2026
GLP-1 drugs are still being studied for Alzheimer’s and addiction after semaglutide failed to slow cognitive decline in Alzheimer’s. A 2025 abstract reported semaglutide slowed cognitive impairment in an Alzheimer’s model.
Apr 17, 2026
The FDA has announced plans to crack down on active pharmaceutical ingredients used in compounded GLP-1 drugs and warned about the risks of these products. The agency has cited counterfeit products, non-FDA-approved ingredients and more than 1,000 adverse event reports tied to compounded semaglutide and tirzepatide.
Apr 06, 2026
Doctors said Americans starting obesity treatment are showing interest in oral GLP-1 drugs because of lower cost and convenience. Novo’s oral Wegovy and Lilly’s Foundayo are priced below injectable options.
Apr 03, 2026
President Trump imposes 100% tariffs on imported branded drugs from companies refusing price cuts or U.S. production moves. Sixteen major pharmaceutical firms have secured tariff exemptions by agreeing to align U.S. prices with other developed nations and invest in domestic manufacturing. The policy aims to reduce prescription drug costs and rebuild domestic pharmaceutical production capacity.
Apr 01, 2026
The FDA has approved Eli Lilly's GLP-1 weight loss pill Foundayo, which will compete with Novo Nordisk's Wegovy pill. Foundayo will be available through LillyDirect and pharmacies, with prices ranging from $25 with insurance to $149-$349 for cash payers. The approval sets up a new battle in the oral GLP-1 market between the two pharmaceutical giants.
Mar 18, 2026
The FDA is set to make decisions on four drug applications in April 2026, including Orca-T for hematological malignancies, orforglipron for obesity, sparsentan for kidney disease, and a doravirine/islatravir combination for HIV-1.
Mar 16, 2026
Eli Lilly announced positive Phase 3 results for EBGLYSS in pediatric atopic dermatitis, orforglipron in diabetes showing superiority over Rybelsus, and Retevmo in early-stage lung cancer, expanding potential indications across its portfolio.
Mar 16, 2026
Eli Lilly is preparing for the launch of oral weight loss pill Orforglipron with a US$3 billion, decade-long investment in China, while advancing its oncology and genetic medicine pipeline with positive Phase 3 results for Retevmo and a milestone in CRISPR collaboration.
Mar 14, 2026
Eli Lilly's orforglipron demonstrated superior A1C reduction and weight loss compared to oral semaglutide in the ACHIEVE-3 trial, with regulatory submissions filed in over 40 countries and a potential US decision expected in Q2 2026.
Mar 09, 2026
Eli Lilly's weight-loss drug Mounjaro fueled sevenfold sales growth in Brazil and doubled sales in India within months of launch, as the company commits $1 billion to make India a global export hub for its supply chain.
Mar 08, 2026
Healthcare sector surged 10% since Q4 2025, outpacing all S&P 500 sectors as investors rotate from tech to pharmaceutical value plays. Major drugmakers demonstrate resilience following Medicare price negotiations implementation.
Mar 08, 2026
Orforglipron, an oral GLP-1 receptor agonist, demonstrated greater reductions in HbA1c and body weight compared to oral semaglutide in adults with type 2 diabetes, with more patients achieving strict glycemic targets at one year.
Mar 04, 2026
Novo Nordisk filed a patent infringement lawsuit against Hims & Hers over compounded versions of Wegovy. The legal action follows the telehealth company's announcement of a $49 oral pill, which was withdrawn after FDA warnings.
Mar 02, 2026
Australian regulators confirmed counterfeit GLP-1 products contain no active ingredients, while U.S. authorities escalate enforcement against compounded weight-loss drugs as Novo Nordisk sues telehealth company Hims & Hers.
Feb 27, 2026
Eli Lilly's oral GLP-1 drug orforglipron showed superior blood sugar control and weight loss compared to oral semaglutide in a year-long trial of over 1,500 patients with type 2 diabetes.
Feb 26, 2026
Eli Lilly's oral GLP-1 drug orforglipron demonstrated 6-8% weight loss in type 2 diabetes patients compared to 4-5% with oral semaglutide in a phase 3 trial, though discontinuation rates were higher due to gastrointestinal side effects.
Feb 24, 2026
Triple-agonist drug retatrutide has demonstrated weight loss outcomes similar to bariatric surgery in Phase 3 trials. Research shows GLP-1 drugs work through brain-mediated appetite suppression and are effective even in genetic obesity.
Feb 24, 2026
Eli Lilly reported Q4 2025 EPS of $7.54 versus $6.67 expected and projected 2026 revenue of $80-83 billion. Mounjaro revenue surged 110% to $7.4B while Zepbound jumped 123% to $4.2B in Q4.
Feb 23, 2026
Novo Nordisk's experimental weight loss drug CagriSema achieved 23% weight loss after 84 weeks compared to 25.5% with Eli Lilly's tirzepatide in a head-to-head Phase 3 trial, sending Novo shares down 15% in Copenhagen.
