On this episode of On the Pen , Dave breaks down Novo Nordisk’s decision to slash list prices for Wegovy and Ozempic starting in 2027, alongside new head-to-head data showing tirzepatide outperforming Novo’s next-gen combo CagriSema in weight loss. Dave also explores promising early results from triple-agonist drugs and the FDA approval of the Allurion Balloon , highlighting how the obesity treatment landscape is rapidly expanding beyond injections toward more personalized and accessible...

Lilly has landed what could be a defining blow in the oral GLP-1 race. In a 52-week Phase 3 trial published Wednesday in The Lancet, Lilly’s small molecule pill orforglipron beat Novo Nordisk’s oral semaglutide across the primary endpoint and all key secondary measures in adults with type 2 diabetes on background metformin. The ACHIEVE-3 study enrolled 1,698 patients across 4 arms and marks the first head-to-head comparison between 2 oral GLP-1 receptor agonists in diabetes. While the trial...

The FDA has formally removed suicidal ideation and depression language from the labeling of GLP-1 medications approved for obesity, closing out a nearly three year safety signal review that began in 2023. Supplement approval letters issued in late February to Novo Nordisk and Eli Lilly confirm that subsection 5.9, Suicidal Ideation and Behavior, has been removed from the Warnings and Precautions sections of Saxenda, Wegovy, and Zepbound. References to “depression or thoughts of suicide” have...