News
News & Insights
What's moving in the GLP-1 industry: drug pipeline, supply status, and coverage trends, sourced from primary regulatory and company communications where possible.
What Novo Nordisk's Earnings Reports Actually Reveal About GLP-1 Demand
Novo Nordisk breaks out sales for Ozempic, Wegovy, and Rybelsus in its quarterly filings. Here's how to read those numbers without over-interpreting them.
5 min read
Where Semaglutide Stands on the FDA Drug Shortage List
A running summary of how the FDA has classified semaglutide injection availability, and why the shortage designation has downstream effects on compounding.
5 min read
Eli Lilly's Manufacturing Expansion and What It Means for Tirzepatide Supply
Eli Lilly has announced multiple new and expanded manufacturing sites tied to GLP-1 production. Here's how capacity investments connect to shortage status.
5 min read
Oral Semaglutide and the Next Generation of GLP-1 Drugs
Injectables built the GLP-1 category, but oral formulations and next-generation combination molecules are moving through late-stage trials and early approvals.
6 min read
FDA Warnings About Counterfeit Semaglutide Pens: What's Been Flagged
The FDA has issued advisories about counterfeit semaglutide entering the U.S. supply chain through channels outside licensed pharmacies.
5 min read
How Insurance Coverage for GLP-1 Weight-Loss Drugs Is Shifting in 2026
Employers and public payers have moved in different directions on GLP-1 coverage over the past two years. Here's a snapshot of the current landscape.
6 min read
State Attorneys General and Compounding Pharmacy Enforcement Actions
Several state attorneys general have opened investigations or enforcement actions against compounding pharmacies and telehealth platforms over GLP-1 marketing claims.
6 min read
Inside the Medicare GLP-1 Coverage Demonstration Discussions
Proposals to expand Medicare coverage of GLP-1 drugs for obesity have circulated for several budget cycles. Here's what's actually been proposed versus enacted.
6 min read
Why Some Employers Are Scaling Back GLP-1 Coverage
After initially expanding weight-management drug benefits, some employers have added stricter requirements or dropped coverage entirely, citing cost.
5 min read
Viking Therapeutics and the Next Wave of GLP-1 Competitors
Viking Therapeutics is among several smaller biopharma companies with GLP-1 or dual-agonist candidates in clinical trials, aiming at the same weight-management market as Novo Nordisk and Eli Lilly.
5 min read
Amgen's MariTide and the Push Toward Less Frequent GLP-1 Dosing
Amgen's MariTide is being studied as a monthly injection, aiming to reduce dosing frequency compared with the weekly standard set by Ozempic and Mounjaro.
5 min read
Pfizer's Oral GLP-1 Program: What Went Wrong, and What's Next
Pfizer discontinued danuglipron, one of its oral GLP-1 candidates, after tolerability and liver-safety signals emerged in trials. Here's what that means for its broader pipeline.
5 min read
The GLP-1 Patent Cliff: When Biosimilars Could Actually Arrive
Semaglutide's patent protection expires at different times in different countries, which is already shaping early biosimilar competition in some markets.
6 min read
Direct-to-Consumer GLP-1 Subscription Services Face Growing Scrutiny
Subscription-style telehealth weight-loss services have drawn attention from regulators and consumer advocates over marketing claims and clinical oversight.
6 min read
How GLP-1 Drugs Are Reshaping the Food and Snack Industry
Food and beverage companies have publicly acknowledged shifting product strategy in response to GLP-1 drugs' effect on consumer appetite and purchasing.
6 min read
Airlines, Anesthesia, and GLP-1 Drugs: Why Pre-Procedure Fasting Guidance Changed
Anesthesiology societies updated pre-procedure fasting guidance for patients on GLP-1 drugs after reports of delayed gastric emptying complicating sedation.
5 min read
How Semaglutide Shortages Have Specifically Affected Diabetes Patients
When GLP-1 supply tightened amid surging weight-management demand, some patients using these drugs for diabetes reported difficulty filling prescriptions.
5 min read
Inside the Compounding Industry's Legal Challenge to FDA Shortage Resolutions
Trade groups representing compounding pharmacies have challenged the FDA's decision to resolve semaglutide and tirzepatide shortages in court.
6 min read
GLP-1 Combination Therapy Trial Results: A Roundup
Several companies are studying GLP-1 drugs combined with other mechanisms — amylin analogs, myostatin inhibitors — to improve efficacy or offset muscle loss.
6 min read
State Medicaid Programs Are Diverging Sharply on GLP-1 Coverage
Some state Medicaid programs cover GLP-1 drugs for weight management; others cover them only for diabetes, or not at all. Here's why the map looks so uneven.
6 min read
GLP-1 Cardiovascular Outcome Trials: What's Been Established So Far
Cardiovascular risk reduction has become a major label expansion pathway for GLP-1 drugs. Here's what dedicated outcome trials have shown.
6 min read
Customs Seizures of Counterfeit and Unapproved GLP-1 Products
U.S. Customs and Border Protection has reported seizures of unapproved and counterfeit GLP-1 products entering through international mail and personal shipments.
5 min read
Several States Have Tightened Telehealth Prescribing Rules for GLP-1 Drugs
In response to concerns about inadequate clinical evaluation, some states have updated telemedicine rules affecting how GLP-1 drugs can be prescribed remotely.
6 min read
Novo Nordisk's Litigation Against Compounding Pharmacies: A Tracker
Novo Nordisk has filed numerous lawsuits against compounding pharmacies, medical spas, and telehealth companies it says are selling misbranded semaglutide.
6 min read
GLP-1 Drugs and Medicare's Drug Price Negotiation Program
Medicare's negotiation authority under federal law applies to a rotating list of high-spend drugs. Here's how GLP-1 drugs fit into that process.
6 min read
Tracking New GLP-1 Manufacturing Plant Announcements
Novo Nordisk, Eli Lilly, and their contract manufacturers have announced new production facilities across multiple countries as demand has outpaced supply.
5 min read
GLP-1 Drugs in Veterinary Use: What's Actually Documented
Reports of GLP-1 drugs being used off-label in veterinary settings have circulated. Here's what's actually been studied versus anecdotal.
5 min read
Semaglutide Research Beyond Weight Loss: Addiction and Neurology Trials
Researchers are studying GLP-1 drugs for potential effects on addiction, Alzheimer's disease, and other neurological conditions, separate from their approved uses.
6 min read
A Dose-by-Dose Tracker of GLP-1 Shortage Status
Shortage status for GLP-1 drugs isn't all-or-nothing — it's tracked by specific dose strength, and different strengths of the same drug can have different availability.
5 min read
What an FDA Advisory Committee Meeting on GLP-1 Drugs Actually Decides
FDA advisory committee meetings generate significant news coverage, but their recommendations are advisory, not binding. Here's how the process actually works.
5 min read