semaglutide oral drops Oral Semaglutide Tablets & Drops

Quick note on supply and barriers to entry: The more complex scaling of supply, the more resources it requires to build out manufacturing capabilities, the harder it will be for new entrants to compete, even with better drugs or improved form factors (e.g., Amgens 1x/month treatment) if they cant keep up with supply

doi: 10.1210/jc.2006-2479

Glucagon (GCG), a hormone secreted from pancreatic -cells, acts in opposition to insulin and plays as an essential regulator of glucose and lipid metabolism

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Side note: an example of this playing out in reality is that the cash prices of insulin have been increasing over the last decade but the net price (amount pharma receives) has been decreasing