Archive

Every edition, newest first. All of it stays on the open web.

  1. No. 006 · Aug 9, 2026

    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.

  2. No. 005 · Aug 4, 2026

    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.

  3. No. 004 · Jul 31, 2026

    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.

  4. No. 003 · Jul 28, 2026

    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.

  5. No. 002 · Jul 24, 2026

    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.

  6. No. 001 · Jul 22, 2026

    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.