Medicine

Analysis of drug development economics and medical research, with particular depth in GLP-1 receptor agonists and the competitive dynamics between Novo Nordisk and Eli Lilly.

The GLP-1 coverage tracks the class from pharmacology to market impact: oral peptide delivery challenges explains why semaglutide’s 1% oral bioavailability shapes the competitive landscape, while Novo Nordisk’s post-patent strategy analyzes the amycretin pipeline against the semaglutide patent cliff. The Ozempic and fast food analysis examines downstream demand effects on consumer industries. Emerging research on GLP-1 for addiction treatment extends the receptor’s relevance beyond metabolic disease.

On the pharma economics side, Isomorphic Labs and AI drug discovery examines whether AI-designed drug candidates can beat the Phase II wall, and the Novo Nordisk crash analysis dissects what the CagriSema trial failure and 72% drawdown mean for the GLP-1 market.

Where medicine intersects with data science, posts apply quantitative methods to health data, including continuous glucose monitoring analysis and glycemic response prediction models.