Deals· August 4, 2026 · 13 min read
Samsung Biologics' $1.8B PolyPeptide Deal: Peptide & GLP-1 Bet
By Ran Chen#Manufacturing Capacity#GLP-1#Manufacturing
Topic
GLP-1
Semaglutide, tirzepatide, oral GLP-1 candidates, supply capacity, coverage pressure, and the access systems around metabolic drugs.
Policy· July 29, 2026 · 25 min read
FDA 503A Wellness-Peptide Vote (July 2026): Six Peptides and the Bulk-List Process
Pipeline· July 2, 2026 · 17 min read
The Anti-Obesity Phase 3 Pipeline: Active Trials and Mechanisms
By Ran Chen#GLP-1#Weight Loss#Clinical Evidence
Generics· June 23, 2026 · 17 min read
When is Generic Ozempic Available? The US Semaglutide Patent-Cliff Reality
By Ran Chen#Generic Entry#FDA Approval#Orange Book
Generics· June 21, 2026 · 7 min read
Generic Liraglutide ANDAs: The Orange Book AP1 vs. AP2 Split
By Ran Chen#Generic Entry#FDA Approval#Market Access
Pipeline· June 12, 2026 · 9 min read
Retatrutide Phase 3: -28.3% body weight, 45% lose ≥30%, new UTI signal at ADA 2026
By Ran Chen#GLP-1#GIP/GLP-1#Clinical Evidence
Policy· June 9, 2026 · 12 min read
IRA Medicare drug negotiation third cycle: 15 drugs selected for 2028
Pricing & Access· June 6, 2026 · 14 min read
Aetna GLP-1 coverage: PA criteria, formulary tiers, and 2026 plan rules
By Ran Chen#GLP-1#Aetna#Prior Authorization
Pricing & Access· June 6, 2026 · 12 min read
Ambetter GLP-1 coverage: Centene marketplace rules, PA criteria, and 2026 exclusions
Pricing & Access· June 6, 2026 · 13 min read
Anthem BCBS GLP-1 coverage: PA criteria, formulary tiers, and 2026 plan rules
By Ran Chen#GLP-1#Anthem#Blue Cross Blue Shield