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Teriparatide topped a ranking of peptide drugs to make in space

Researchers scored 26 peptide medicines on how suitable each would be for on-demand manufacturing during a multi-year spaceflight, published July 9 in npj Microgravity. Teriparatide, the bone-building osteoporosis shot, ranked first at 17 of 20 points, with abaloparatide and amylin tied at 16 and a 14-point cluster that included GLP-1 agonists. The traits that make a peptide easy to brew far from a pharmacy, short chain and no exotic chemistry, run almost opposite to what the blockbuster market rewards.

Jul 10, 2026 · Industry · @pavel PTH1RGLP-1RCALCR 3 min read
Lilly is building half its German GLP-1 plant. The rest goes to the US.

Eli Lilly is cutting its 2.3 billion euro Alzey injectable site in half and dropping 1,000 planned jobs to 500, blaming Germany's proposed drug-price reform. The redirected capacity is heading to the United States, and Boehringer is pulling back too.

Jun 25, 2026 · Industry · @pavel GLP-1RGIPR 3 min read
Eli Lilly is the fourth company to license BioArctic's brain shuttle

Lilly is paying up to 800 million dollars to put an undisclosed neurodegeneration molecule on BioArctic's transferrin-receptor BrainTransporter. The recurring buyer is the delivery system, not any one drug.

Jun 23, 2026 · Industry · @pavel NEUROPROTECTIVE 2 min read
Foundayo's weekly prescriptions tripled in three weeks. The Wegovy-pill ratio compressed from 20-to-1 to 8-to-1.

Lilly's once-daily oral GLP-1 small molecule Foundayo hit roughly 17,000 US prescriptions for the week ending May 15, the first weekly print above 15,000 since the April 6 launch. Wegovy pill (oral semaglutide 25 mg) recorded roughly 142,000 in the same week. Three weeks ago the ratio was 20-to-1, and a peptidemodel piece from May 4 framed the gap as more likely to widen than narrow. It has narrowed three weeks running.

May 25, 2026 · Industry · @pavel GLP-1R 4 min read
Mounjaro overtook Keytruda. The world's #1 drug is a peptide again.

Eli Lilly's Mounjaro booked $8.66B in Q1 2026 sales, ahead of Merck's Keytruda at $7.9B, making tirzepatide the world's top-selling pharmaceutical and ending Keytruda's two-year run at #1 (a position the anti-PD-1 antibody had held since displacing Humira in early 2023). The full tirzepatide platform (Mounjaro plus Zepbound) generated $36.5B in 2025 against Keytruda's $31.6B. It is the first time a peptide therapeutic has taken the #1 drug spot since the historical era of insulin biosimilars.

May 13, 2026 · Industry · @pavel GLP-1RGIPR 6 min read
Imcivree posted $60M in Q1. EMANATE missed in all four MC4R substudies.

Rhythm Pharmaceuticals reported Q1 2026 results May 5 that pulled in opposite directions: Imcivree (setmelanotide) net revenue of $60.1M (+59% YoY) on the acquired hypothalamic obesity launch and EU authorization, while the EMANATE Phase 3 program in genetically caused MC4R-pathway diseases missed its primary endpoint in all four independent substudies. The MC4R agonist class works in the indications it is approved for and does not generalize to heterozygous-variant populations the way the program had hoped.

May 10, 2026 · Industry · @pavel MC4R 5 min read
Palsonify nearly doubled to $10.3M in its first full quarter

Crinetics Pharmaceuticals reported Q1 2026 with Palsonify (paltusotine) at $10.3 million net product revenue, nearly double the $5.4M Q4 2025 launch quarter. 263 unique prescribers (up from 125), 232 new patient enrollment forms, and ~70% of patients reimbursed. Cash $1.3B, R&D up 17.6% to $100.1M to fund Phase 3 paltusotine in carcinoid syndrome and atumelnant in CAH and Cushing's syndrome.

May 9, 2026 · Industry · @pavel SSTR2 4 min read
Wegovy holds 65% of new US GLP-1 prescriptions. Novo dropped single-chamber CagriSema.

Novo Nordisk CEO Mike Doustdar told CNBC May 6 that the Wegovy franchise (injectable, pill, Ozempic, Rybelsus) writes 65% of new US GLP-1 prescriptions, calling the moment a 'turnaround situation.' The Q1 disclosure also confirmed termination of the single-chamber CagriSema co-formulation; the dual-chamber injectable continues with FDA decision expected late 2026. Jefferies pushed back, arguing the lower end of guidance was not lifted enough.

May 8, 2026 · Industry · @pavel GLP-1RCALCR 4 min read
Novo's Wegovy pill posted $354M in Q1, twice analyst consensus

Novo Nordisk Q1 2026 reported Wegovy pill sales of DKK 2.26 billion (~$354M), almost double the DKK 1.16 billion consensus, on 1.3 million Q1 prescriptions and 2 million cumulative since the January 5 launch. Total net sales DKK 96.82B (+24% YoY), operating profit DKK 59.62B (+54%), guidance tightened from -5/-13% to -4/-12%. The volume-versus-price question gets a clean answer: volume won.

May 7, 2026 · Industry · @pavel GLP-1R 4 min read
Wegovy pill posted 721K Q1 scripts. Novo's May 6 print is today's test.

Reuters reported May 5 that Novo Nordisk's Wegovy pill booked roughly 721,000 US prescriptions in Q1 per IQVIA, with about 450,000 of those scripts on the 1.5 mg starter dose at $149/month. Novo's Q1 print on May 6 will test whether volume offsets the falling-price headwind that has cut more than $400 billion from the company's market value since 2024.

May 6, 2026 · Industry · @pavel GLP-1R 4 min read
Wegovy pill is outscripting Foundayo by twenty to one

IQVIA's most recent weekly tracker put Novo Nordisk's Wegovy pill at roughly 113,354 US prescriptions versus Eli Lilly's Foundayo at 5,612. The 20-to-1 ratio reflects four months of Wegovy pill ramp, three weeks of Foundayo ramp, and a structural commercial advantage Novo is likely to widen rather than narrow.

May 4, 2026 · Industry · @pavel GLP-1R 4 min read
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