---
title: "Medicine"
description: "Medicine articles examine GLP-1 drugs, oral semaglutide and AI drug discovery, including IsoDDE."
type: index
canonical_url: "https://philippdubach.com/categories/medicine/"
source_url: "https://philippdubach.com/categories/medicine/index.md"
---

# Medicine

Medicine articles examine GLP-1 drugs, oral semaglutide and AI drug discovery, including IsoDDE.

Articles examine oral GLP-1 drugs, Novo Nordisk’s pipeline and GLP-1 addiction research. Other essays cover Ozempic and food spending and Novo Nordisk’s market decline. The IsoDDE analysis examines AI drug discovery.


*6 entries. Machine-readable feeds: [/api/posts.json](https://philippdubach.com/api/posts.json) · [/feed.json](https://philippdubach.com/feed.json) · [/index.xml](https://philippdubach.com/index.xml) · [/llms.txt](https://philippdubach.com/llms.txt).*

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- **[AI Can Now Design Drugs in Seconds; We Still Can't Tell You If They Work.](https://philippdubach.com/posts/ai-can-now-design-drugs-in-seconds-we-still-cant-tell-you-if-they-work./)** (2026-03-18, updated 2026-03-24) — IsoDDE doubles AlphaFold 3 on hard benchmarks and beats physics-based gold standards. But no AI drug has FDA approval. What $4B in pharma deals actually mean.
- **[GLP-1 Receptor Agonists in ASUD Treatment](https://philippdubach.com/posts/glp-1-receptor-agonists-in-asud-treatment/)** (2025-11-21, updated 2026-03-15) — A phase 2 RCT shows low-dose semaglutide reduces alcohol craving and heavy drinking with effect sizes exceeding naltrexone. What GLP-1 means for AUD treatment.
- **[Novo Nordisk's Post-Patent Strategy](https://philippdubach.com/posts/novo-nordisks-post-patent-strategy/)** (2025-06-29, updated 2026-05-14) — Novo Nordisk's lead replacement candidate amycretin reported Phase 1 data in The Lancet. How the company is positioning around the 2031 Ozempic patent cliff.
- **[Novo Was Europe's Most Valuable Company](https://philippdubach.com/posts/novo-was-europes-most-valuable-company/)** (2026-02-23) — Novo Nordisk lost 75% since June 2024. CagriSema failed vs Zepbound, US pricing is resetting lower, and Lilly leads on every axis. Full breakdown with numbers.
- **[Ozempic is Reshaping the Fast Food Industry](https://philippdubach.com/posts/ozempic-is-reshaping-the-fast-food-industry/)** (2026-01-16, updated 2026-05-14) — Cornell research: GLP-1 users cut grocery spending 5.3%, fast food 8%. With 16% household adoption and savory snacks down 10%, food stocks face headwinds.
- **[Why Lilly's Weight Loss Pill Isn't a Peptide](https://philippdubach.com/posts/why-lillys-weight-loss-pill-isnt-a-peptide/)** (2026-04-09) — Oral semaglutide destroys 99% of its active ingredient per dose. Lilly's Foundayo skips the problem entirely. Inside the $70B oral GLP-1 pill race.


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Canonical: https://philippdubach.com/categories/medicine/
This file is the canonical machine-readable variant of https://philippdubach.com/categories/medicine/. Author: Philipp D. Dubach (https://philippdubach.com/).