About The Downtick

The GLP-1 drugs are the biggest business story in the world that most people only hear as a celebrity headline. Two companies fighting over a market measured in hundreds of billions. Prices falling in steps as patents crack, country by country. An entire economy of clinics, apps, insurers, and gray markets being built and demolished in real time.

Somebody should cover that like a beat. So that's what this is.

Twice a week, five minutes: the prices, tracked and verified. The Lilly vs Novo war, called like the title fight it is. And the ripple, what these drugs are doing to food, fitness, insurance, and everything downstream.

It's written by Travis, from Canada, which happens to be the first G7 country where the patents broke. The prices you'll pay in five years are already on shelves up here. Consider this your preview.

One thing this is not: medical advice. We report the business. Talk to a licensed clinician about your health.

Questions, tips, or numbers we should check:[email protected].