Jun 05, 2026
Global oncology drug spending is projected to reach $467 billion by 2030, driven by novel modalities like ADCs and bispecifics, but growth will slow due to patent expirations for key drugs like Keytruda and Lynparza. R&D is shifting, with novel modalities accounting for 33% of clinical trials in 2025. The industry is also seeing broader innovation and investment, with new blockbuster contenders emerging across multiple therapeutic areas.
Apr 23, 2026
January and March 2026 drug pipeline updates included Phase 3 results, Fast Track designations and Priority Review decisions across multiple disease areas. Mavacamten, teplizumab-mzwv, anifrolumab, AXS-05, gedatolisib and AFTX-201 were among the programs with notable milestones.
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.
Mar 20, 2026
A Cleveland Clinic study of nearly 8,000 patients found minimal weight regain one year after stopping semaglutide or tirzepatide, contrasting with clinical trial results. Meanwhile, Eli Lilly's retatrutide and Roche's petrelintide continue development as next-generation obesity treatments.
Mar 20, 2026
The FDA announced major policy changes including requiring only one study for drug approvals instead of two, and offering performance bonuses to reviewers who complete work ahead of schedule while maintaining thoroughness.
Mar 08, 2026
Novo Nordisk struggles against Eli Lilly in the weight loss market as CagriSema underperforms Zepbound, though new candidate UBT251 shows promise with 19.7% weight loss in 24 weeks. The company expects sales to decline in 2026 despite oral Wegovy's success.
Mar 01, 2026
Three GLP-1 weight-loss drugs—semaglutide, tirzepatide and retatrutide—reduced weight and improved metabolic health in mice lacking the MC4R gene, offering potential treatment for rare genetic obesity.
Feb 24, 2026
Novo Nordisk's experimental triple-action obesity drug UBT251 achieved up to 19.7% weight loss in a Phase 2 trial in China, as the company works to regain ground against rival Eli Lilly in the obesity drug market.
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 18, 2026
Eli Lilly is developing multiple next-generation obesity treatments, including oral GLP-1 drug orforglipron expected to launch in Q2 2026, as competition intensifies in a market projected to reach $95 billion by 2030.
Feb 18, 2026
GLP-1 weight loss drugs show increasing efficacy but raise concerns about excessive weight loss, side effects, and the rise of unregulated compounded versions sold online.
Feb 17, 2026
Novo Nordisk's investigational dual agonist CagriSema demonstrated superior efficacy to Ozempic in a phase 3 trial for type 2 diabetes patients, while the company faces market share losses to Eli Lilly in the GLP-1 space.
Feb 15, 2026
Eli Lilly achieved positive outcomes for nearly all R&D key events in 2025, with successful phase 3 trials for cancer drug Jaypirca, next-gen obesity medicine retatrutide, and oral GLP-1 orforglipron, while Alzheimer's drug Kisunla showed cognitive decline benefits.
Feb 15, 2026
The FDA will consider revoking safety exemptions for ultra-processed foods including corn syrup, while retatrutide, a triple-receptor weight loss drug, advances through phase three clinical trials without yet receiving regulatory approval.
Feb 14, 2026
Eli Lilly achieved positive outcomes for nearly all R&D key events in 2025 and acquired Orna Therapeutics for $2.4 billion to develop circular RNA therapies for autoimmune diseases.
Feb 14, 2026
Eli Lilly acquired Orna Therapeutics for $2.4 billion and announced multiple partnerships while investing in AI drug discovery infrastructure, including building the industry's largest AI supercomputer to boost clinical trial success rates.
Dec 12, 2025
Eli Lilly reported positive Phase 3 results for retatrutide showing up to 71.2 lbs average weight loss, while stockpiling $1.5 billion of oral drug orforglipron ahead of anticipated FDA approval in April 2026.
