Talking about what others are afraid to say
At its Capital Markets Day event this week, Novo gave investors a plan to keep growing beyond Ozempic/Wegovy. They hope to see more than 5 “multi-blockbusters” reach market by 2030, …
Novo Nordisk created the obesity drug boom. Now it needs to figure out how to dominate it again. Read More
Keytruda has been the talk of pharma for over a decade. It revolutionized cancer treatment and helped Merck build its oncology portfolio. The drug has printed money. Of course, all …
Merck’s Ticking Patent Bomb Read More
Milvexian, the experimental blood thinner co-developed by Bristol Myers Squibb and Johnson & Johnson, may launch soon, but there are legitimate reasons to be cautious about its commercial prospects in …
New & Improved? Insurers Say “Show Us The Data Read More
Earlier this month, Eli Lilly took a dramatic step by notifying certain hospitals participating in the 340B program that they would lose access to discounted drug pricing unless they provide …
The 340B Transparency Reckoning Has Arrived Read More
From a pharma marketer’s viewpoint, GLP-1s represent one of the largest therapeutic-category opportunities in decades because they sit at the intersection of obesity, diabetes, cardiovascular health, and increasingly other metabolic …
Strategic Marketing for GLP-1 Therapies Read More
The PR machine is in overdrive around GLP-1 drugs. You can’t scroll LinkedIn, open a business publication, or turn on the TV without hearing about weight loss, market caps, shortages, …
How GLP-1 Drugs overshadow Oncology Breakthroughs Read More
Real-world data shows many patients discontinue within the first year due to: For a chronic therapy, that’s a structural problem, and pharma doesn’t seem to care as they pursue new …
The Drop-Off Problem in GLP-1 Therapy Read More
Novo Nordisk’s CEO has made it clear: if Medicare begins covering GLP-1 weight loss drugs more broadly, sales could surge. On the surface, that appears reasonable. Millions of seniors struggle …
Novo’s CEO Has Unrealistic Expectations Read More