UK Pharmacist Warns of Fake GLP

Eli Lilly (LLY) reported 48% Q2 revenue growth, raising guidance, while Novo Nordisk (NVO) saw 7% growth at constant rates, with falling margins. Lilly's Mounjaro and Zepbound drove sales, while Novo's Wegovy showed strong prescription numbers. Lilly is expanding with new drugs, while Novo cut prices and jobs. Investors weigh Lilly's growth vs. Novo's turnaround potential.

FDA reports over 1,700 adverse events linked to compounded semaglutide and tirzepatide. MEDVi, a company in the compounded GLP-1 market, faced FDA warnings and legal challenges. Novo Nordisk and Lilly have sued over patent infringement. The industry faces regulatory scrutiny and potential legislative changes.

Eli Lilly and the FDA are in a legal dispute over whether retatrutide, a triple-hormone injection for obesity, is a biologic or a drug. The classification affects market exclusivity, with biologics having 12 years and drugs 5 years. Lilly claims retatrutide has 41 amino acids, meeting the biologic threshold, but the FDA disagrees. The outcome could delay cheaper versions of the drug by years, impacting patients and insurers. Lilly plans to file for approval in early 2027, but the timeline may sh

Eli Lilly (LLY) reported a 48% revenue increase to $23B last quarter, driven by Mounjaro. Shares rose 78% over the past year. Wall Street's consensus target is $1,310, implying 4% upside, while an independent model targets $1,463. Key catalysts include retatrutide's Q1 2027 regulatory filing and Foundayo's global rollout. Risks include price erosion and competition from Novo Nordisk (NVO).

The FDA cleared Roche’s Elecsys pTau217 blood test, developed with Eli Lilly, for Alzheimer’s disease assessment. The test uses a single biomarker to evaluate amyloid pathology in adults 55 and older, potentially reducing the need for costly PET scans or invasive lumbar punctures. It runs on Roche’s existing cobas immunoassay instruments, enabling rapid scaling. The test aims to streamline diagnosis and treatment pathways, benefiting both primary and specialty care settings.

Eli Lilly (LLY) sued six companies for selling unapproved versions of its experimental obesity drug, retatrutide, which is still in trials. The company referred over 200 entities to regulators. Novo Nordisk (NVO) avoids similar legal issues, maintaining a cleaner narrative around its approved drugs. Lilly plans to submit retatrutide for US approval in Q1 2027, aiming to control the market for a drug not yet approved anywhere.