Category: Cardiometabolic

Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. Finerenone is a nonsteroidal mineralocorticoid receptor antagonist (MRA) that targets inflammation and fibrosis rather than blood pressure and volume — a mechanism that does not overlap…

The clinical cost behind the GLP-1 headline — reading lean-mass loss, discontinuation, rebound, and safety signals by evidence tier

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, and not medical advice. The 30-second version What. The GLP-1/GIP headline of −15 to −20% body weight comes with clinical costs: loss of lean (fat-free) mass, real-world discontinuation (roughly 50%+ within a year),…

The GLP-1 commercial map (Part 3): not “who wins” but “who gets access” — the Novo–Lilly duopoly and the access bottleneck

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. In the 2025–26 GLP-1 commercial map, US prescription share has flipped: Lilly (tirzepatide) overtook Novo (semaglutide) — roughly 57%+ vs 43% of US scripts as of Q3 2025 (press…

The next-generation obesity pipeline: from “how much you lose” to “at what cost”

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. The next-generation obesity drugs push weight-loss efficacy along three vectors: triple agonists (retatrutide), oral small molecules (orforglipron), and amylin combinations (CagriSema). At the top end, retatrutide’s…

Do incretins move hard outcomes in CKM, not just weight? A close read of SELECT, FLOW and SUMMIT

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, and not medical advice. The 30-second version What. GLP-1 / incretin agents lowered hard cardiovascular (SELECT) and kidney (FLOW) outcomes. In SELECT’s pre-specified analysis, roughly two-thirds of the cardiovascular benefit appeared independent of…

The GLP-1 / incretin landscape — why the question moved from “how much weight?” to “what does it change?”

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. The incretin (GLP-1) class is expanding beyond glucose and weight into cardiovascular, kidney and heart-failure indications. In the only two head-to-head trials, the dual agent (tirzepatide)…

The asymmetry in the US cardiovascular-kidney-metabolic standard — widen the diagnosis, narrow the drug threshold

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Evidence-first notes on bioscience and medical affairs, at the edge of the clinic and the market. Information only — not investment advice, not medical advice. The 30-second version What. The four US “definition-setting” societies (AHA, ACC, ADA, ASN) have converged on a single Cardiovascular-Kidney-Metabolic (CKM) syndrome frame that ties heart, kidney and metabolism together, and…

Who names the disease — America’s CKM and Europe’s SMD, two axes of definitional power over metabolic disease

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, and not medical advice. The 30-second version What. Two upper-level disease taxonomies are competing over the cardio-renal-metabolic continuum. In the United States, the AHA-led CKM (Cardiovascular-Kidney-Metabolic) Syndrome (2023 advisory → 2026 multisociety guideline).…

Do blood-pressure drugs pay off more the longer you take them? What 51 trials and 357,314 people actually say

Jul 5, 2026

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