GLP-1 3 posts

• Obesity's Second Wave: Roche Gate-Crashes the Top Tier, But the Moat Holds
  16 August 2026  ·  Roche RO Amgen
• The GLP-1 Race Splits in Two: Novo and Lilly After Q2 2026
  8 August 2026  ·  Novo Nordisk NVO NOVO
  Novo Nordisk and Eli Lilly reported Q2 2026 the same week to opposite reactions. On Lilly's own measures it leads incretins in both regions, though Novo claims the larger share by volume abroad - and Novo's oral Wegovy pill is the fastest volume launch the class has produced.
• China's Obesity Drugs Look Best-in-Class - and the West Is Already Buying Them
  6 July 2026  ·  Obesity GLP-1 Novo Nordisk
  Chinese GLP-1 drugs post Western-level weight loss with strikingly low side-effect dropouts. The trials are shorter and some data is unaudited - but Lilly, AstraZeneca and Merck have already licensed in.