Eli Lilly and Ro join forces to offer lower price vials of Zepbound: Seeing competitors become business partners may seem surprising, but we detail why the deal makes sense for both parties.

Hims to offer a generic GLP-1 in 2025: It’s preparing for headwinds if the FDA halts compounded versions of weight loss drugs. But we think its diverse D2C offerings and strong subscriber growth should help insulate it financially.

Novo asks FDA to ban compounders from making GLP-1 copies: The drugmaker argues Ozempic’s key ingredient is too complex to make safely, even during shortages. With patient access to affordable GLP-1s on the line, the FDA has a difficult decision to make.

Bad actors flood the GLP-1 weight loss drug market: Until the cost of branded GLP-1s drops, illegal online pharmacies advertising falsified versions of the drugs will keep lingering.

9amHealth, Instacart tackle obesity with healthy food and GLP-1s: We think that employer and health plan customers will be pleased with the program’s less costly approach than prescription weight loss drugs alone.

Ochsner expands its virtual weight management solution: The health system’s focus on selectively prescribing GLP-1s through affiliated physicians is a discerning financial move.

Nestlé targets GLP-1 users with line of nutritious frozen meals: The CPG company sees an opportunity to gain an early advantage as consumers shift to healthier options.

The Ozempic effect could have wide-ranging implications beyond the food industry—if it exists: Apparel makers, beauty brands, and airlines could capitalize as GLP-1 adoption grows, but only if users stick to the meds.