Derek Thompson on 2025

I think this was a really bad year for American politics, a mediocre year for the American economy, and an exceptional year for America. In 12 months, you’ve got – the largest decline in murder rate ever recorded – huge declines in traffic fatalities, drug overdoses, and suicide – first ever personalized gene editing treatment […]

Heartbreakingly Shortsighted

Trump and his throwback henchmen have set scientific research back for decades. This piece from the Atlantic (gift link) spells it out and it’s just so depressing:  Some of those losses are straightforward: Since the beginning of 2025, “all, or nearly all, federal agencies that supported research in some way have decreased the size of […]

Medifast New Product Line Planned: Can Innovation Reignite Demand?

Medifast, Inc. MED is strategically transitioning beyond its traditional identity as a weight-loss company toward becoming a broader leader in metabolic health. As part of this evolution, the company plans to introduce a new product line next year, reflecting its long-term focus on advancing science-driven health solutions. This upcoming launch is centered on the science […]

HIMS Scales AI-Enabled Care as Platform Depth and Engagement Expand

The renowned health and wellness platform, Hims & Hers Health, Inc. HIMS, has consistently positioned technology and clinical infrastructure at the core of its operating model. The platform integrates digital intake, electronic medical records (EMR), prescription workflows and fulfillment into a single end-to-end system, allowing licensed providers to deliver personalized care at scale. This infrastructure […]

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.