Raised twice. Fell anyway.
Novo raised its 2026 guidance twice in six months and the stock fell 5% on the news. The market has stopped grading Novo on how much it sells and started grading it on what it can charge.
Read edition #6The GLP-1 economy,
explained in 5 minutes.
Twice a week: drug prices, the Lilly vs Novo war, generic launches, and what the biggest drugs in the world are doing to money and culture. Free, sharp, no fluff.
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proof of voice
Written like the money press, because it is the money press.
Every edition reads like this one. A human with a point of view, numbers verified, five minutes flat.
Raised twice. Fell anyway.
Novo raised its 2026 guidance twice in six months and the stock fell 5% on the news. The market has stopped grading Novo on how much it sells and started grading it on what it can charge.
Read edition #6What you get
01
Prices, tracked.
Every launch, list price, and generic step, with the numbers verified.
02
The war, called.
Lilly, Novo, and the challengers, covered like the title fight it is.
03
The ripple, reported.
What GLP-1s are doing to food, fitness, insurance, and everything downstream.
the signature column
Dispatches from the post-patent future.
Canada broke the semaglutide patents first. Generic pens are already $88 a month there. We report from the aftermath so you can see what is coming everywhere else.
$88a month, generic semaglutide pen, ontario pharmacy counter, today