The GLP-1 economy, explained in 5 minutes. A twice weekly brief on the business of GLP-1 drugs.https://thedowntick.com/https://thedowntick.com/editions/raised-twice-fell-anyway/https://thedowntick.com/editions/raised-twice-fell-anyway/Novo's second guidance raise of 2026, the price erosion underneath it, and the first time we have heard management pair the Canadian and Brazilian patent expiries. Plus the twins' launch window, now open.Sun, 09 Aug 2026 00:00:00 GMThttps://thedowntick.com/editions/quoting-2023-prices/https://thedowntick.com/editions/quoting-2023-prices/AI engines are serving 2023 GLP-1 prices as current. What our July audit found, what the semaglutide shelf actually looks like in 2026, and why a maintained record beats a better article.Tue, 04 Aug 2026 00:00:00 GMThttps://thedowntick.com/editions/the-twins/https://thedowntick.com/editions/the-twins/Plosbrio and Poviztra, Novo Nordisk's own lower-priced twins of Ozempic and Wegovy: approved December 22, 2025, still unlaunched as of July 29, and the timing calculus keeping them off Canadian shelves.Fri, 31 Jul 2026 00:00:00 GMThttps://thedowntick.com/editions/the-450-decision/https://thedowntick.com/editions/the-450-decision/The paper trail behind Novo's lapsed Canadian semaglutide patent, what the $450 actually cost, and whether it was strategy or a paperwork failure wearing a strategy costume.Tue, 28 Jul 2026 00:00:00 GMThttps://thedowntick.com/editions/50-vs-33-vs-47/https://thedowntick.com/editions/50-vs-33-vs-47/Novo sued Lilly Tuesday and moved for an expedited injunction Friday. Inside the three numbers driving the GLP-1 ad war, and what it means for the telehealth layer caught between them.Fri, 24 Jul 2026 00:00:00 GMThttps://thedowntick.com/editions/novo-blinked/https://thedowntick.com/editions/novo-blinked/Novo's first backward step, the lawsuit against Lilly, and who gets hurt as the pill era reprices everything.Wed, 22 Jul 2026 00:00:00 GMT