Tag: GLP-1
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Retatrutide in early type 2 diabetes — the glucose axis converges, the weight axis does not
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. In 537 adults with early type 2 diabetes inadequately controlled on diet and exercise (mean duration 2.5 years, HbA1c 7.9%, BMI 35.8), 40 weeks of once-weekly…
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The clinical cost behind the GLP-1 headline — reading lean-mass loss, discontinuation, rebound, and safety signals by evidence tier
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),…
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The GLP-1 commercial map (Part 3): not “who wins” but “who gets access” — the Novo–Lilly duopoly and the access bottleneck
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…
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The next-generation obesity pipeline: from “how much you lose” to “at what cost”
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…
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Do incretins move hard outcomes in CKM, not just weight? A close read of SELECT, FLOW and SUMMIT
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…
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Making the molecule — the real rate-limiting step behind the GLP-1 headline is manufacturing physics, not efficacy
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 headline for the GLP-1 class is efficacy (about −20% weight, about −20% cardiovascular events). But the real rate-limiting step for population-level access is manufacturing physics:…
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The drug is the battleground — what GLP-1, SGLT2i and resmetirom labels reveal about who really owns the CKM/SMD taxonomy
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. Reading the actual approved labels of the CKM/SMD-defining drug classes — GLP-1 (semaglutide, tirzepatide), SGLT2i (empagliflozin, dapagliflozin), the first MASH drug resmetirom, and finerenone — against…
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The three-pillar combination in CKM — where the finerenone + SGLT2i + GLP-1 case is proven, and where it is still an assumption
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 “three-pillar” combination in cardio-kidney-metabolic (CKM) disease stacks three non-overlapping mechanisms — SGLT2 inhibitor (hemodynamic), GLP-1 receptor agonist (metabolic) and finerenone (anti-inflammatory / anti-fibrotic). CONFIDENCE (NEJM…
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The clinical cost behind the GLP-1 headline — reading lean-mass loss, discontinuation, rebound, and safety signals by evidence tier
This article has been superseded. An expanded and updated version was published on 25 July 2026 and is now the version of record. Read the current version → The clinical cost behind the GLP-1 headline — lean-mass loss, discontinuation, weight rebound and safety signals, separated by evidence tier. The full text now lives in the…
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The GLP-1 commercial map (Part 3): not “who wins” but “who gets access” — the Novo–Lilly duopoly and the access bottleneck
This article has been superseded. An expanded and updated version was published on 25 July 2026 and is now the version of record. Read the current version → The GLP-1 commercial map, where the binding constraint is access and reimbursement rather than which manufacturer wins on efficacy. The full text now lives in the updated…
Uthando Nethemba 