Hanmi's Eppe is due this month at 129,800 won wholesale for four weeks, against about 210,000 to 270,000 won for Wegovy and Mounjaro. At the 299,200 won maintenance dose, Seoul Economic Daily puts the gap at 17% to 19%.
Perspective Coverage
3 publishers
- Builder
- Builder 13%
- Operator
- Operator 37%
- Investor
- Investor 50%
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+35
- Incentives60
- Confidence62
NATCO priced generic semaglutide vials from Rs 1,290 a month on the day India's patents lapsed
NATCO Pharma launched generic semaglutide in India on March 20, 2026, the day key patents expired, with vials from Rs 1,290 a month. Rival prices were not in the March 2026 launch report, so that figure was a benchmark until a competitor tested it.
Reality
- Evidence40
- Adoption
- Not scored
- Hype gap+20
- Incentives60
- Confidence50
Anthropic puts $100 million into training other companies' deployment engineers
Anthropic is putting $100 million into training 10,000 engineers from other companies as deployment specialists by the end of 2027. Business Insider ties the program to Claude spending ahead of an IPO, while Anthropic's executives describe a skills gap.
Reality
- Evidence35
- Adoption12
- Hype gap+30
- Incentives70
- Confidence45
GLP-1 drugs outsold generative AI in 2025 on Exponential View's own estimate of AI revenue
Exponential View says GLP-1 sales reached $76 billion in 2025, ahead of its own $63 billion estimate for generative AI. The $13 billion lead rests on that estimate, and the retention studies the piece cites show heavy attrition.
Reality
- Evidence45
- Adoption11
- Hype gap+20
- Incentives40
- Confidence50
Gallup's revised survey finds 11% of US adults taking GLP-1s for weight loss, up from 3% in 2024
Gallup found 11% of US adults now take a GLP-1 for weight loss, up from 3% in 2024. Its survey of 5,065 adults counts users, not spending, so food and insurance planners still need their own dollar figures.
Publishers:news.gallup.com
Reality
- Evidence62
- Adoption11
- Hype gap+10
- Incentives
- Not scored
- Confidence66
Medicaid GLP-1 spending has risen since 2019 although only 13 state programs cover obesity use
KFF counts 13 state Medicaid programs covering GLP-1s for obesity under fee-for-service as of January 2026. Medicaid prescriptions and gross spending on the drugs have risen substantially since 2019, so public use is growing even where obesity coverage is thin.
Publishers:kff.org
Reality
- Evidence58
- Adoption
- Not scored
- Hype gap+25
- Incentives
- Not scored
- Confidence55
Korea's regulator approved Hanmi Pharmaceutical's efpeglenatide, the first homegrown GLP-1 obesity drug, after patients lost 9.02% of body weight in 40 weeks. That is less than Wegovy and Mounjaro showed in longer trials, so Hanmi's case rests on milder side effects and a price for long-term patients that it has not yet set.
Reality
- Evidence60
- Adoption8
- Hype gap+15
- Incentives60
- Confidence58
Novo Nordisk and Eli Lilly say patients on their GLP-1 drugs measured two to three years younger on molecular aging clocks than those on placebo. The size of that drop swings with which clock is used and which organ it reads.
Reality
- Evidence45
- Adoption60
- Hype gap+35
- Incentives80
- Confidence50
Anthropic is putting $100 million into a residency meant to train and credential 10,000 enterprise engineers on Claude by the end of 2027. Residents finish by running live Claude projects at their own employers, so the money buys deployments along with the teaching.
Perspective Coverage
8 publishers
- Builder
- Builder 28%
- Operator
- Operator 44%
- Investor
- Investor 28%
Reality
- Evidence72
- Adoption25
- Hype gap+20
- Incentives75
- Confidence65
Hanmi's Cheaper Obesity Drug Eppe Could Undercut Lilly's Mounjaro More Than Novo's Wegovy
Hanmi Pharmaceutical's Eppe could launch in Korea before year-end at an estimated 150,000 won for four weeks, 45% below Mounjaro's cheapest listing. Lilly won about 85% of the market at a higher price than Wegovy, so Novo, which has cut once already, is the likelier incumbent to cut again.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+25
- Incentives
- Not scored
- Confidence40
Novo Nordisk faces more than 90 New Jersey suits blaming Ozempic and Wegovy for vision loss
One personal injury firm has filed more than 90 New Jersey suits claiming Novo Nordisk's Ozempic and Wegovy caused sudden vision loss. Denmark has awarded about $55,600 a patient for the same injury, the only price on record, while studies of whether the drugs cause it still disagree.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+10
- Incentives65
- Confidence50
Novartis says it saw evidence of clinical activity in secondary and exploratory analyses it has not disclosed, while the drug missed its primary endpoint, an expert-rated video timing of hand opening. Shares fell 11% in Zurich.
Reality
- Evidence62
- Adoption
- Not scored
- Hype gap+35
- Incentives60
- Confidence60
Cellular Intelligence has added Bob Langer and Yann LeCun to its scientific advisory board. The $62m to $70m it has raised now has to take STEM-PD, the cell therapy Novo Nordisk dropped, through Phase 2.
Reality
- Evidence45
- Adoption15
- Hype gap+40
- Incentives65
- Confidence55
Off-label GLP-1 prescribing reaches one in eleven US children aged 8 to 11 with obesity
Prescribing has outrun the approval label for US children aged 8 to 11 with obesity. The trial behind the benefit claim followed them for 68 weeks. Those 68 weeks are the entire developmental record so far.
Reality
- Evidence50
- Adoption72
- Hype gap+14
- Incentives62
- Confidence55
The 2035 diversification target Novo gave investors in London is a single risk-adjusted total that includes assets already in the pipeline, and the launch list it published for 2027 through 2030 is almost all GLP-1 and amylin.
Reality
- Evidence64
- Adoption34
- Hype gap+24
- Incentives80
- Confidence67
FDA investigates possible link between GLP-1 drugs and rare eye condition amid New Jersey lawsuits
The FDA is investigating whether GLP-1 drugs cause sudden vision loss, and the New Jersey filings number in the dozens. The market those drugs sell into is projected at $92 billion this year.
Reality
- Evidence45
- Adoption74
- Hype gap+14
- Incentives62
- Confidence42
Denmark has paid 27 GLP-1 vision-loss claims at about $56,000 each
More than 90 New Jersey suits and dozens more against Novo Nordisk and Eli Lilly turn on a warning the FDA has not written while four other jurisdictions added theirs. Denmark's payouts are the only money that has moved so far.
Reality
- Evidence45
- Adoption55
- Hype gap+20
- Incentives65
- Confidence45
The company's head of life sciences told Reuters that real lab work is still the final test in biology. Anthropic has not said which experiments the lab is running, and it has yet to run a clinical trial.
Perspective Coverage
5 publishers
- Builder
- Builder 28%
- Operator
- Operator 35%
- Investor
- Investor 37%
Reality
- Evidence55
- Adoption40
- Hype gap+30
- Incentives70
- Confidence57
buildConfirmed2 publishers Anthropic's June decision to keep Fable usage logs for 30 days has turned zero data retention into a procurement gate at Nvidia, Booz Allen and Palantir. The metadata channel stays open under the clause they are demanding.
Perspective Coverage
4 publishers
- Builder
- Builder 26%
- Operator
- Operator 35%
- Investor
- Investor 39%
Reality
- Evidence58
- Adoption62
- Hype gap+18
- Incentives74
- Confidence55
Pediatricians are putting 8-year-olds on GLP-1s four years below the label age
Semaglutide's approval starts above age 12 and tirzepatide's obesity approval at 18, but a published study and one Dallas hospital's own count both show children under 12 already taking these drugs, mostly for obesity and type 2 diabetes.
Reality
- Evidence48
- Adoption52
- Hype gap+15
- Incentives62
- Confidence45