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