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

Sanofi Acquires China Rights to Arrowhead’s Plozasiran for $395 Million

Sanofi; Arrowhead Pharmaceuticals; Visirna Therapeutics; Plozasiran; China rights; RNA interference; Familial chylomicronemia syndrome; Severe hypertriglyceridemia; biotech partnership; milestone payments

AstraZeneca’s China woes recede as focus shifts to upcoming readouts

$2.5 billion R&D investment in Beijing, Global strategic R&D center, China legal issues resolution, Biotech partnerships, Manufacturing expansion, $8 million potential fine, FibroGen China acquisition