The news: Novo Nordisk’s stock plunged over 20% on Tuesday after it cut full-year guidance, citing lower-than-expected sales growth for Wegovy, its blockbuster weight loss drug. Our take: Despite the recent slump, we think Novo is well positioned to rebound. It remains one of two dominant players in the weight loss drug space and is still posting profit growth, albeit below Wall Street expectations. With the US adult obesity rate expected to hit 50% by 2030, the market opportunity is huge. Meanwhile, regulators are likely going to make it more difficult for compounded drugs to be sold as long as brand-name forms stay off the FDA’s drug shortage list.

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?

UPS pushes into healthcare logistics: The company is renting out custom lab space near its main global air hub. Diagnostics companies will be able to consolidate their shipping operations and drive downstream cost-savings.

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.

Eli Lilly’s blockbuster GLP-1 sales fell short of expectations in Q3: The pharma giant blames wholesalers for not buying more drugs. We think the rise of compounded GLP-1s is also a factor.

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.

Kourtney Kardashian’s Lemme rolls out “GLP-1” weight loss supplement: The move is ingenious from a marketing perspective. But the brand could find itself in drugmakers’ crosshairs with already confusing marketing about the supplement’s key ingredient.