Tag: obesity
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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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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 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…
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The next-generation obesity pipeline: from “how much you lose” to “at what cost”
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 next-generation obesity pipeline, and why the competitive question is shifting from how much weight a drug removes to what that removal costs in lean mass, tolerability…
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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 