THE GREY
Drug Middlemen Face a New Disclosure Rule. Employers May Finally See the Rebate Machinery
A drug's list price is visible. The path money takes between a manufacturer, pharmacy benefit manager, insurer, employer and pharmacy often is not. That...
THE GREY
Brazil Approved Five More GLP-1 Pens in One Day. Approval Is Not the Same as Access
Brazil's medicines regulator made a quiet but consequential move on October 29: it authorized five additional GLP-1 injection pens. Three are indicated for diabetes...
THE GREY
Lilly Sold $16 Billion of Mounjaro and Zepbound in a Quarter. The Price Story Is More Complicated
On October 29, Eli Lilly delivered a quarterly result that makes the obesity-drug market look less like a promising category and more like an...
THE GREY
The Employer GLP-1 Squeeze: Coverage Is Common, Confidence Is Not
The most consequential weight-loss decision in America may be made in a benefits meeting rather than a doctor's office. Employers are confronting a difficult...
THE GREY
Six Peptides, Ten Conditions: Washington Opens a Narrow Compounding Door
Washington has changed the legal weather around six closely watched peptides without making any of them an approved medicine. On October 28, 2026, the...
THE GREY
The Smart Ring Enters Obesity Care: Oura and UC San Diego Put Wearable Data on Trial
The next obesity-treatment experiment is not another injectable molecule. It is a test of whether clinicians can make better decisions when they can see...
THE GREY
GLP-1 Telehealth Is Entering Its Enforcement Era
The GLP-1 telehealth boom was never going to remain a frictionless internet growth story forever.
For several years the formula looked almost absurdly simple: build...
THE GREY
A Patent Ruling Just Erased Half of Liquidia’s Value. Welcome to the Other Side of the Peptide Boom.
Biotech loves to tell a clean story about innovation. Discover a molecule. Prove it works. Get it approved. Help patients. Collect the reward.
Then the...
