EVERY EDITION, NEWEST FIRST
Archive
13 editions, every price verified and dated. Everything we have published, in full, free, with the sources still attached.
- EDITIONS PUBLISHED
- 13
- COUNTRIES PRICED
- 06
- SELF-PAY VS US LIST
- US LIST, WEGOVY
SINCE JUL 22, 2026
CANADA / US / UK / GERMANY / DENMARK / JAPAN
→ $349
CUT TO $675 FROM JAN 2027
ALL EDITIONS
It reaches Dallas.
Two Sundays ago we asked whether the law that reaches peptide sellers would ever be used on American companies, or only on offshore websites. On September 1 the FDA answered, four times, in Texas and elsewhere.
The flattering number.
Three cardiovascular results landed in one month, from Lilly and from Novo. In every one, the number being shown to you is not the number the company agreed in advance would count.
The market for a drug that does not exist.
Eli Lilly is suing six companies for selling retatrutide, a drug no regulator anywhere has approved and that Lilly will not ask to sell until 2027. It already has sellers, customers and a price.
The cliff that is not a cliff.
Starbucks stops covering weight-loss GLP-1s in October. We read four writeups of that decision and three never say what the drug would cost you. Here is the number, where it comes from, and the expiry date sitting ten weeks behind the change.
Day 240.
We put a date on a prediction and promised to grade it in public whatever happened. The date is today. We got the clock wrong, and the logic never got tested, which is not the same thing as getting it right.
We read the documents.
A cease-and-desist the trade press gave one line, an ad quietly revised in the middle of the fight about it, and a pricing framework the internet quotes in the wrong unit. All of it was public. None of it was read.
Seven days, three clocks.
Everything this brief has been watching converges in the next seven days. Three dates, three calls of ours attached to them, and one of those calls gets graded in public whether it lands or not.
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.
Everyone is quoting 2023 prices.
Ask an AI engine what Ozempic costs around the world and you will get a confident answer built on a 2023 dataset. The market those numbers describe no longer exists. Here is the 2026 shelf, with a date on every figure.
The twins.
Novo Nordisk got renamed copies of Ozempic and Wegovy approved in Canada seven months ago and has never shipped either one. We checked all 17 DINs in Health Canada's database this week. Someone in Mississauga is still filing launch paperwork.
The $450 decision.
Novo Nordisk let a $450 bill go unpaid and surrendered two years of exclusivity in a $2.5 billion market. The company insists it was on purpose. Both versions are damning.
50 vs 33 vs 47.
Novo sued Lilly on Tuesday and asked a judge to stop the ads by Friday. The whole fight is three numbers, and the one in 700 million living rooms is not the one Novo likes.
Novo blinked.
The company that invented the GLP-1 economy just guided to its first decline, cut its prices, and sued its rival. Those are not the moves of a winner.