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Here’s Why SGA U.S. Large Cap Growth Strategy Sold Novo Nordisk (NVO)

Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here. The portfolio returned -1.3% (Gross) and -1.4% (Net) in the third quarter, compared to a 10.5% return for the Russell 1000 Growth Index and an 8.1% […]

What Makes Eli Lilly And Co. (LLY) a Worthy Holding?

Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September return of 3.65% and the year-to-date return through September […]

Weekend reading: protein

Alert to readers: Amazon.com displays listings for several more workbooks, study guides, and cookbooks purportedly based on my book, What to Eat Now (see previous post on this).  I did not write any of them.  Caveat emptor! ___________________________ Protein is the #1 food marketing trend for 2026 and is expected to be a big issue in […]

What if Less Can Be More? A New Approach to GLP-1 Weight Loss Medications

Microdosing won’t be the right choice for everyone. But for many patients, it’s already proving to be the difference between quitting obesity treatment early and making lasting progress. The post What if Less Can Be More? A New Approach to GLP-1 Weight Loss Medications appeared first on MedCity News.

The expanding landscape of GLP-1 medicines

Nature Medicine, Published online: 02 January 2026; doi:10.1038/s41591-025-04124-5 This Review discusses the expansion of glucagon-like peptide-1 (GLP-1) medicines beyond type 2 diabetes and obesity, outlining opportunities for new indications, key questions around benefits and long-term safety, and areas of uncertainty requiring further research.