Novo Nordisk’s CEO steps down: Investor panic and a slumping stock may have been driving factors. Despite falling behind Eli Lilly in the weight loss drug market, recent moves around oral GLP-1 development put Novo in a strong position.

CVS puts Novo Nordisk’s Wegovy (not Lilly’s Zepbound) on commercial drug formularies: Market reaction to the decision affirms how much influence PBMs like CVS Caremark have over prescription drug access. Eli Lilly may need to explore creative pricing strategies to improve access to Zepbound.

Novo Nordisk and Hims go from competitors to partners: The deal signals Novo’s desire to capture patients transitioning off compounded GLP-1s. All eyes turn to Eli Lilly, which at last check said it’s not affiliating with Hims.

Self-pay patients can now get discounted Wegovy at retail pharmacies: It’s a smart play on the part of Novo Nordisk to make its GLP-1 available at pharmacies where most consumers still get their prescriptions. Will rival Eli Lilly follow suit?

Novo Nordisk launches D2C platform, drops price of Wegovy for cash-pay patients: The move could start a marketing showdown—and possible price war—between Novo and Lilly.

The Ozempic shortage is over: We explore how an FDA decision impacts compounded weight loss drug sellers like Hims & Hers and patients who are prescribed GLP-1s.

It’s about to get a lot harder to get cheap GLP-1s: Rising costs may force consumers to cut back on discretionary spending, creating headwinds for retailers already fearing tariff-driven cost increases.

CMS unveils list of drugs for the next round of Medicare price negotiations: Drugmakers’ efforts to win over the Trump administration could amend the process in their favor—up to a certain point.

Households with GLP-1 users slash their spending on groceries: Food companies need to adapt to the shifting buying patterns of consumers on GLP-1s to stay competitive.

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.

Eli Lilly’s GLP-1 medication shortage ends: The host of players who offer compounded versions of the blockbuster drugs don’t have to worry—yet.

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.