6 new care and payment models CMS introduced in 2025

CMS introduced several new care and payment models in 2025, many focused on drug pricing, chronic disease management and prevention:  1. CMS published plans Dec. 23 for its voluntary “Better Approaches to Lifestyle and Nutrition for Comprehensive hEalth” — or BALANCE — model. Under the model, CMS will negotiate reduced prices with GLP-1 manufacturers for […]

Can Amgen’s MariTide Take on Leaders in the Obesity Space?

Amgen AMGN is one of the few companies with a late-stage obesity candidate in its pipeline. The company is developing MariTide, an investigational GLP-1/GIP receptor agonist, as part of its comprehensive MARITIME phase III program in obesity. With this drug, Amgen intends to take on Eli Lilly LLY and Novo Nordisk NVO, which currently dominate […]

Obesity efforts dominate dealmaking in 2025

When glucagon-like peptide-1 (GLP-1) receptor agonists entered the market for obesity and overweight indications in recent years, the uptake and enthusiasm drove investor excitement for companies advancing any of the new mechanisms in the space.

Tirzepatide noninferior to dulaglutide for CV outcomes in type 2 diabetes

Tirzepatide is noninferior to dulaglutide with respect to a composite of death from cardiovascular (CV) causes, myocardial infarction, or stroke among patients with type 2 diabetes and atherosclerotic CV disease, according to a study published in the Dec. 18/25 issue of the New England Journal of Medicine.

Hims Delivered 173% Returns Over Five Years but Recent Buyers Face 50% Losses

Quick Read Hims scaled to $2.2B in revenue and 2.7M subscribers but margins fell from 6.5% to 2% as infrastructure spending surged. Subscriber growth slowed from 700K in 2024 to 480K in 2025 after FDA removed semaglutide from shortage list. A $1,000 investment at public debut returned 173.5% over five years despite recent pullback from […]

Novo Nordisk just pulled off something nobody saw coming – Yahoo Finance

Novo Nordisk just pulled off something nobody saw coming  Yahoo Finance Novo Nordisk’s ‘long game’ on weight loss drugs sparks hope in science, but the Street is impatient  CNBC FDA approves Novo Nordisk’s Wegovy® pill, the first and only oral GLP-1 for weight loss in adults  PR Newswire Weight-Loss Drugs Are Changing. Here’s What to Know  Bloomberg.com With the […]

The Year That Shattered American Science

For all of the political chaos that American science endured in 2025, aspects of this country’s research enterprise made it through somewhat … okay. The Trump administration terminated billions of dollars in research grants; judges intervened to help reinstate thousands of those contracts. The administration threatened to cut funding to a number of universities; several […]