Obesity Space Abuzz With Oral, Amylin Assets as Momentum Rides Into 2026

Biopharma’s obsession with the weight loss sector—projected to exceed $130 billion in revenue by 2035—shows no signs of slowing down as analysts gear up for a year that will test the oral market and provide key data on novel mechanisms.
FDA chief Makary takes aim at Hims’ compounded Wegovy pill plans

FDA Commissioner Marty Makary took a not-so-subtle swipe at Hims & Hers in a social media post Thursday, saying his agency would “take swift action against companies mass-marketing illegal copycat drugs.”
Without naming Hims, Makary’ …
2026 GLP-1 Super Bowl Commercials May Be Game Changers for Weight Loss Drugs

New GLP-1 ads, like telehealth provider Ro’s new campaign featuring tennis icon Serena Williams, aim to shift the conversation about weight loss drugs.
This year, the Super Bowl will feature advertising of GLP-1 drugs in new ways.
Telehealth provider Ro is using tennis star Serena Williams to help break down stigma.
Hims & Hers is seeking to highlight affordability and equity in healthcare.
Experts say this trend is positive since it can help improve uptake of these medications.
However, it’s essential that advertisers are responsible and accurate in their claims.
With 127 million pairs of eyes glued to TV screens in 2025 and ad revenue topping out at $650 million in 2024, Super Bowl advertising is big business, according to figures provided by Statista.
However, this year’s Super Bowl isn’t just about touchdowns and halftime theatrics; it’s also turning into a national conversation about healthcare.
Companies are using the Big Game’s unparalleled reach to promote GLP-1 medications such as semaglutide (Ozempic, Wegovy) and tirzepatide (Mounjaro, Zepbound).
These medications are widely prescribed for type 2 diabetes and obesity and have become both medically transformative and culturally controversial.
One ad from telehealth company Ro, starring former professional tennis player Serena Williams, seeks to dismantle the stigma around these medications, while Hims & Hers is leaning into themes of healthcare affordability and accessibility, highlighting how access is often driven by wealth.
GLP-1 medications are an important development in healthcare
Ana Reisdorf, MS, who is a registered dietitian and founder of the website GLP-1 Hub, said that GLP-1 medications have been an important development in healthcare due to the prevalence of obesity and metabolic disease.
“These meds offer a very effective solution to this issue,” she said, adding that this is the first time in recent decades that the obesity rate has actually started to go down.
According to Gallup, the obesity rate has declined from a record high of 39.9% in 2022 to 37.0% in 2025.
Reisdorf went on to explain that these drugs help regulate appetite, blood sugar, and energy balance.
They also reduce the “food noise” that can make weight loss so difficult.
“Importantly, they also improve heart health, insulin resistance, blood pressure, and blood cholesterol,” she said.
“They are a miracle in a space that has been a struggle for so long,” Reisdorf added.
Why many people avoid GLP-1 medications despite the benefits
Timur Alptunaer, MD, of InHouse Wellness, noted, however, that despite the many benefits for metabolic health, people are often resistant to trying these medications because they see it as a personal failure if exercise and diet alone are not enough, a perception which he says is “damaging.”
“Obesity goes beyond lifestyle choices,” he said. “Obesity is a problem that is influenced by countless factors, including genetics, hormones, the environment, and the brain.”
Putting things into perspective, Alptunaer compared the use of obesity drugs to using insulin for diabetes or using blood pressure medications for hypertension, which he says is no different.
Alptunaer praised Ro’s ad starring Serena Williams, saying that having a well-known athlete as a spokesperson could help reduce some of the stigma surrounding GLP-1 medications.
“Most people are misinformed and believe using those medications is ‘cheating,’” he said.
“When there is a stigma surrounding the use of obesity medications, patients are more likely to wait longer to start such treatment, or delay starting these medications for the ‘right’ reasons, ultimately causing them more shame,” said Alptunaer.
High costs can also block access to GLP-1 medications
According to Alptunaer, even when stigma is not standing in their way, many people experience financial limitations when it comes to accessing these drugs.
“Those of higher income can access specialized care, newer drug therapies, and more frequent monitoring,” he said.
As a result, these individuals often experience better health outcomes than their lower-income counterparts.
Alptunaer said that companies like Hims & Hers make healthcare more affordable and accessible, which he believes is “an improvement, but not a total solution.”
“From a public health standpoint, effective obesity treatment leads to benefits such as fewer incidences of diabetes and heart disease,” he added.
“When care becomes affordable, it starts to push obesity treatment beyond the confines of an elite, concierge-only world,” said Alptunaer.
Super Bowl advertising may help improve GLP-1 uptake
When asked whether she sees this trend in advertising as being a net positive for healthcare consumers, Reisdorf answered with an enthusiastic, “Yes.”
“Increased visibility helps normalize obesity as a medical condition and lets people know effective treatments exist,” she said. “That alone can reduce shame and encourage people to get care.”
However, she added the proviso that ads promising effortless weight loss or that ignore the potential side effects could be problematic.
Echoing Reisdorf, Alptunaer said, “In general, when the advertisements are responsible and medically accurate, I consider this trend favorable.”
He also noted that reframing obesity from a “social crime” to a disease is a positive change.
“Elimination of stigma, affordability, and access to these advertisements all at once will foster better dialogue between the patients and the caregivers,” said Alptunaer. “This will have positive implications in terms of awareness and early interventions, as well as the outcomes and costs of healthcare.”
Alptunaer concluded his remarks by reiterating the importance of balanced advertising that doesn’t oversimplify treatment or suggest that people don’t need medical supervision.
“When there is an adequate level of balance in advertising, there is a possibility of empowering patients and promoting evidence-based care,” he said.
Novo’s threat to sue Hims over Wegovy pill faces legal hurdle

Novo Nordisk’s threatened legal action against Hims & Hers for selling a compounded version of the pharma giant’s newly launched Wegovy pill may be far from a slam-dunk win.
Dae Lee, an attorney at Buchanan …
Challenges for a crucial sickle cell treatment and the latest outlook for GLP-1s

This week on “The Readout LOUD”: We discuss financial outlooks from Novo Nordisk and Eli Lilly, a closer look at why manufacturing problems have slowed the rollout of a crucial…
STAT+: Novo Nordisk accuses Hims & Hers of ‘illegal mass compounding’ over a cheaper version of Wegovy pill

Hims & Hers is making available a cheaper, compounded version of the Wegovy weight loss pill sold by Novo Nordisk, prompting the drugmaker to accuse the telehealth platform of “illegal…
Hims & Hers Launches Copy of Wegovy Pill, Prompting Legal Threats

(MedPage Today) — Telehealth company Hims & Hers said Thursday it will launch a cheaper, off-brand version of the weight-loss pill semaglutide (Wegovy), just weeks after drugmaker Novo Nordisk launched its highly anticipated reformulation…
Novo Nordisk vows legal action to protect Wegovy pill

Novo Nordisk said Thursday it would take legal action against a US chain offering a copycat of the new pill version of its Wegovy weight-loss drug.
Safety and Efficacy of Glucagon-Like Peptide-1 Receptor Agonists Use in Elderly People With Obesity-A Meta-Analysis

CONCLUSIONS: GLP-1 RA therapy seems to be safe and effective in older adults with obesity, achieving similar effects on weight loss and glycemic control as in younger individuals.
Efficacy and Safety of Oral GLP-1 RA Orforglipron on Weight and Glycemic Control According to Diabetes Status: A Systematic Review and Meta-Analysis

Excess body weight and poor metabolic control remain major contributors to cardiometabolic disease, highlighting the need for effective therapeutic options. This meta-analysis aimed to evaluate the efficacy and safety of once-daily oral orforglipron in obese adults with and without diabetes. Searches were conducted across four databases through November 2025. Five randomized controlled trials (n = 6140) were included. Orforglipron produced consistent, dose-dependent reductions in body weight,…