THE GREY
Lilly Took a Compounded ‘Tirzepatide+’ to the Ad Watchdog. The Evidence Was About Other Products.
The fight over compounded tirzepatide has mostly played out in courtrooms, regulatory announcements and FDA warning letters.
On November 4, it reached a quieter venue:...
THE GREY
Novo Called Lilly’s “50 vs. 33 Pounds” Ads Misleading. A Judge Said Novo Didn’t Prove the Harm.
Eli Lilly's television advertisements say Zepbound users lost an average of 50 pounds, compared with 33 pounds for people taking Novo Nordisk's Wegovy. Novo...
THE GREY
FDA Added Orforglipron to Its GLP-1 Import Alert. Twenty States Say the Green List Leaks.
FDA's border-control system for GLP-1 ingredients received a significant update in October, adding Eli Lilly's obesity-drug ingredient orforglipron to a regulatory framework originally developed...
THE GREY
Novo Raised Its 2026 Forecast. It Still Allows Wegovy’s Maker to Shrink.
Novo Nordisk has given investors a better quarter, but not yet a clear return to growth. On November 4, the Danish pharmaceutical company reported...
THE GREY
Novo Wrote Down Ziltivekimab by DKK 4.6 Billion. Its Heart-Failure Trials Were Halted.
Buried beneath the Wegovy pill headlines in Novo Nordisk's third-quarter report is a smaller number with a long backstory. Novo booked a DKK 4.6...
THE GREY
Novo’s Pill Beat the Forecast. The Price Cuts Are Already on the Calendar.
Yesterday, Novo Nordisk was heading into its third-quarter report with guidance that still allowed sales to shrink. On November 4, the company moved that...
THE GREY
The White House Says Drug Prices Are Falling Fastest Since 1963. The Index Behind It Has Limits.
On November 3, the White House reposted an opinion essay under a headline claiming that prescription drug prices are falling at the fastest rate...
THE GREY
Pelthos’ Skin-Disease Merger Ties $300 Million to a Gene Therapy That Isn’t Approved
The most revealing number in a biotechnology merger is sometimes the money that has not yet been earned. On October 30, Pelthos Therapeutics and...
