Health Care Activity
Battle Intensifies in the Obesity Drug Market as Novo Nordisk and Eli Lilly Vie for Dominance
obesity drugs; GLP-1; Wegovy; Zepbound; Novo Nordisk; Eli Lilly; market competition; direct-to-consumer; pharmacy benefit managers; compounders; clinical trials
Uncertainty Clouds Finances for Payers and Health Systems in Q2 2025
Q2 2025; healthcare financial performance; payers; health systems; uncertainty; Medicaid; Medicare; admissions; policy changes; federal budget; consumer confidence
FDA may not renew Pfizer’s pediatric COVID-19 shot authorization, creating uncertainty for fall child vaccinations
FDA; Pfizer-BioNTech; pediatric COVID-19 vaccine; EUA renewal; authorization not renewed; child vaccinations; fall 2025; regulatory framework; Moderna comparison; CDC guidance
Obesity Leaders Dig Manufacturing Moats To Defend Injectable GLP-1 Empires
GLP-1; manufacturing capacity; Eli Lilly; Novo Nordisk; obesity drugs; Wegovy; Zepbound; capital expenditures; supply constraints; market competition; Medicare coverage; policy risk; biosimilars/generics; China GLP-1 pipeline; bariatric surgery
AbbVie Raises 2025 Guidance and Eyes Strategic Deals in Neuroscience, Obesity, and Oncology
AbbVie; 2025 guidance; earnings; neuroscience; obesity; PD-1/VEGF; strategic deals; pharmaceuticals
Trump’s Pharmaceutical Tariffs Materialize in New US-EU Trade Deal
Trump; pharmaceutical tariffs; US-EU trade deal; 15% tariff; Section 232 investigation; European Union exports; trade agreement
DTC vs. DTP: Regulatory Uncertainty & Access Challenges Drive New Go-to-Market Models (2025 Update)
DTC (Direct-to-Consumer); DTP (Direct-to-Patient); regulatory uncertainty; access challenges; pharmaceutical marketing; go-to-market models; FDA; Rx abandonment; formulary restrictions; OOP costs; telehealth; AI in marketing
Rethinking Clinical Trial Data in the Era of Decentralization: Key Trends and Challenges (2025)
decentralized clinical trials; DCT; data quality; patient diversity; remote monitoring; AI in trials; data integration; risk-based oversight; clinical trial data; regulatory guidance
J&J’s Stelara Revenue Plummets as Biosimilar Competition Intensifies in 2025
Stelara; Johnson & Johnson; ustekinumab; biosimilars; revenue decline; Q2 2025; pharmacy benefit managers; formulary exclusion; drug pricing; autoimmune disease
Viome and Scripps Initiate AI-Powered At-Home RNA Test for Early Colon Cancer Risk Detection
Viome; Scripps Research; AI-powered diagnostics; RNA test; at-home colon cancer screening; colon polyps; clinical study; microbiome; early cancer detection