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Obesity Drugs

All articles tagged with #obesity drugs

HSBC Downgrades Lilly as Obesity Market Faces Pricing Pressures
market-news23 days ago

HSBC Downgrades Lilly as Obesity Market Faces Pricing Pressures

HSBC analyst Rajesh Kumar downgraded Eli Lilly (LLY) from Hold to Sell, arguing that pricing dynamics and a downsized total addressable market, intensified competition from Novo Nordisk, and potential headwinds for Lilly’s oral obesity drug orforglipron could limit upside; he cut the price target from $1,070 to $850 as TAM is viewed at about $80–120B versus consensus around $150B+, while the broader market remains bullish with a Strong Buy consensus and ~36% upside over the next year.

via TipRanks|
#healthcare#lly#market-news
Snake metabolite pTOS hints at a new appetite-control drug path
science23 days ago

Snake metabolite pTOS hints at a new appetite-control drug path

Researchers identified pTOS, a metabolite produced by python gut bacteria that surges after a meal (more than 1,000-fold); when given to obese mice, it suppressed appetite, leading to about 9% body weight loss over 28 days, without notable changes in energy expenditure or organ size. Unlike GLP-1 drugs that slow gastric emptying, pTOS appears to act on the hypothalamus to regulate hunger. The molecule also exists at low levels in human urine, suggesting potential safety, though clinical applicability requires more research; the findings were published in Nature Metabolism.

via The Guardian|
#appetite-regulation#gut-microbiome#hypothalamus
Most weight lost on GLP-1 obesity drugs returns within a year, study finds
health25 days ago

Most weight lost on GLP-1 obesity drugs returns within a year, study finds

A meta-analysis of six randomized trials (3,200+ participants) shows people rapidly regain about 60% of the weight lost during GLP-1 class obesity treatments within a year of stopping, with long-term modelling suggesting regain may plateau after around 60 weeks and reach roughly 75% of the lost weight. The studies raise uncertainty about whether regained weight is lean mass or fat, and they underscore the potential need for tapering doses and lifestyle support to preserve fat loss after cessation.

via ScienceAlert|
#glp-1#health#obesity-drugs
GLP-1 obesity drugs linked to lower addiction risk in a massive VA study
health1 month ago

GLP-1 obesity drugs linked to lower addiction risk in a massive VA study

A large observational study of electronic health records from over 600,000 US veterans found that GLP-1 drugs used for obesity and type 2 diabetes were associated with reduced risk of developing substance-use disorders and, among those with addiction, about a 50% lower risk of death from substance abuse. Among GLP-1 users with no prior addiction, three-year risks were 18% lower for alcohol, 14% lower for cannabis, 20% lower for cocaine, 20% lower for nicotine, and 25% lower for opioids compared with users of another diabetes medication, though randomized trials are needed to establish causality.

via Nature|
#addiction#glp-1#health
Lilly Launches Employer Connect to Expand Employer Coverage for Obesity Drugs
business1 month ago

Lilly Launches Employer Connect to Expand Employer Coverage for Obesity Drugs

Eli Lilly unveils Employer Connect to help employers cover obesity medicines by connecting them with 15+ program administrators and offering a net price of $449 per month for a new Zepbound dose, aiming to lower employee out-of-pocket costs while giving employers design flexibility and price visibility; the move comes as Medicare coverage for these drugs is set to expand later this year and some firms may opt in gradually.

via CNBC|
#business#employer-coverage#glp-1
GLP-1 obesity drugs and pancreatitis: what the science actually shows
health1 month ago

GLP-1 obesity drugs and pancreatitis: what the science actually shows

Regulators in the UK and Brazil warned of a possible link between GLP-1 weight‑loss drugs and pancreatitis, but causality remains unclear. With millions using GLP-1 therapies for obesity and related conditions, reported pancreatitis cases and deaths are very rare relative to use (UK: 19 pancreatitis deaths since 2007 and about 1,300 related reports among ~1.6 million users; Brazil: 6 deaths and 145 pancreatitis cases since 2020). Meta-analyses yield mixed results—some show a small risk, others none—while a large real‑world study found no difference in pancreatitis between GLP‑1 users and non‑users with similar risk factors. Ongoing pharmacovigilance and rigorous studies are needed to distinguish true signals from background risk.

via Nature|
#clinical-trials#glp-1#health
TrumpRx: White House rolls out cash-pay drug hub to lower costs
politics2 months ago

TrumpRx: White House rolls out cash-pay drug hub to lower costs

The White House announced TrumpRx, a direct-to-consumer hub that directs cash-paying patients to discounts offered by drugmakers on their own sites, as part of efforts to lower U.S. prescription costs. The site does not sell drugs itself and may not benefit insured patients who rely on coverage, but could help uninsured or underinsured access drugs not widely covered, such as obesity medications; participating makers include Lilly and Novo Nordisk, with prices advertised (e.g., Ozempic and Wegovy at about $350/month) amid broader debated savings, since actual prices often depend on rebates and payer contracts. The overall impact on out-of-pocket costs remains uncertain.

via CNBC|
#direct-to-consumer#discounts#drug-pricing
Medicare tailwinds could accelerate Lilly’s obesity-pill rollout
business2 months ago

Medicare tailwinds could accelerate Lilly’s obesity-pill rollout

Eli Lilly CEO Dave Ricks says Medicare coverage of obesity treatments later this year could be a major catalyst for the launch of orforglipron, with a full rollout planned in Q2 and price reductions expected in the second half under Trump-era deals; the move could expand access to 20–30 million beneficiaries and follows strong early demand for competitor Wegovy, a GLP-1 obesity pill.

via CNBC|
#business#eli-lilly#glp-1
Lilly bets on a $3.5B PA plant to accelerate next-gen obesity drugs
business2 months ago

Lilly bets on a $3.5B PA plant to accelerate next-gen obesity drugs

Eli Lilly announced a $3.5 billion manufacturing plant in Pennsylvania’s Lehigh Valley to produce its next-generation obesity therapies, including the experimental drug retatrutide. The new facility, Lilly’s fourth major U.S. site, is slated to start this year and become operational in 2031, creating about 850 local jobs and 2,000 construction roles, as the company seeks to expand capacity amid strong GLP-1 market competition and ongoing push to secure drug supply.

via CNBC|
#business#eli-lilly#glp-1
Pfizer and Novo Nordisk's $10 Billion Battle Reshapes Biotech M&A
business5 months ago

Pfizer and Novo Nordisk's $10 Billion Battle Reshapes Biotech M&A

Pfizer's $10 billion acquisition of Metsera, a company developing experimental weight loss drugs, highlights significant activity in biotech mergers and investments, with venture funds like Population Health Partners and ARCH Venture Partners poised to profit greatly. The deal underscores both opportunities and cautionary lessons in biotech M&A and investment strategies.

via statnews.com|
#biotech-manda#business#metsera
Pfizer's $10 Billion Bet on Metsera Sparks Market Uncertainty
business5 months ago

Pfizer's $10 Billion Bet on Metsera Sparks Market Uncertainty

Pfizer has acquired Metsera for up to $10 billion in a high-stakes deal to enter the obesity treatment market, aiming to recover from past struggles in this sector and boost its declining COVID-19 vaccine sales. The success of the investment remains uncertain, with Pfizer CEO Albert Bourla acknowledging the risk of overpaying if the venture fails or gaining a significant advantage if it succeeds.

via statnews.com|
#acquisition#business#metsera