THE GREY
Boehringer Just Bet Up to $7 Billion on Untested Chinese Cancer Drugs. The Cautious Buyer Changed Its Pattern
Boehringer Ingelheim has never been the loudest buyer in biotechnology. The family-owned German drugmaker has historically favored licensing agreements with potential values in the...
THE GREY
The GLP-1 Lawsuits Passed 4,000 Cases. A Second Docket Over Vision Loss Is Adding About One a Day
In August 2024, a federal judge in Philadelphia counted 842 cases in consolidated litigation over GLP-1 drugs such as Ozempic, Wegovy and Mounjaro. Two...
THE GREY
Hims Reports Monday With Both GLP-1 Giants on Its Shelf. The Question Is What Branded Drugs Earn
Hims & Hers reports third-quarter results after the U.S. market closes on Monday, November 9, and the timing could hardly be more interesting.
Three days...
THE GREY
AstraZeneca Reportedly Offered $10 Billion for Rhythm. The Prize Is a Rare-Obesity Drug, Not a GLP-1
Earlier this week, Rhythm Pharmaceuticals was in the news for arranging a new financing package tied to its rare-obesity drug business. On Wednesday, November...
THE GREY
Lilly Put Zepbound Inside the Hims & Hers App. The Price Came With a No-Compounding Promise
For much of the GLP-1 boom, Hims & Hers and Eli Lilly stood on opposite sides of a commercial divide.
On one side were pharmaceutical...
THE GREY
Novo’s CFO Is Leaving as the Price Cuts Arrive. His Successor Comes From Dermatology
On the same day Novo Nordisk told investors its year would be better than feared, it also announced that the person who has run...
THE GREY
Pfizer Is Selling Its First Obesity Drug in China Like Viagra. Reimbursement Is the Missing Piece.
For two years, Pfizer was the big drugmaker conspicuously missing from the obesity boom. Its first marketed answer is not a homegrown pill or...
THE GREY
Who’s Winning the Wegovy Pill vs Foundayo Fight? It Depends on Whose Data You Count.
The Wegovy pill versus Foundayo fight now has a second front, and it is not about weight loss. It is about counting. Two drugmakers...
