THE GREY

WuXi AppTec Is Off the Pentagon’s Military List. The BIOSECURE Clock Is Still Running

WuXi AppTec, one of the world's largest contract drug developers and manufacturers and an important producer of peptides, is off the Pentagon's list of Chinese military companies. The U.S....

The FDA Reportedly Shelved the Fast Lane That Sped Up Wegovy and Foundayo

The fastest lane at the Food and Drug Administration appears to be closing without a public announcement. The Commissioner's National Priority Voucher program, a...

Democrats Want the Secret MFN Drug Deals. Europe’s Drug Launches Are Falling

The Trump administration's most-favored-nation drug pricing agreements have remained largely confidential. Now congressional Democrats preparing to lead key health committees want to read the...

A Former Lilly Manager Says She Was Fired for Fighting Mounjaro Weight-Loss Pitches. Texas Is Her Second Court

A new Mounjaro lawsuit does not come from a patient. It comes from inside Eli Lilly's own sales force. On November 9, 2026, former Lilly...

Doctors’ Biggest Lobby Wants HHS to Undo Its Peptide Compounding Pause. The Comment Deadline Is This Week

The fight over compounded peptides just gained its most powerful opponent. On November 9, at its interim meeting in the Orlando area, the American Medical...

The FDA’s Vision Warning Lands in the Middle of the Ozempic Blindness Lawsuit

For much of the past year, the Ozempic blindness lawsuit has been an argument about a warning that did not appear in U.S. prescribing...

Hims Grew Revenue 49%. Its Gross Margin Fell From 74% to 57%.

Two days ago, Grey Pepper previewed the Hims earnings report with one question: what do branded weight-loss drugs actually earn a telehealth company? The third-quarter...

GLP-1 Vision Loss: FDA Orders New NAION Warning

On November 9, 2026, the US Food and Drug Administration ordered a new safety warning across one of the most commercially important drug classes...

India Cut Some Cancer Drug Prices by 96%. It Did It by Capping the Markup

On November 9, 2026, the maximum retail price of Palbopro, a breast cancer medicine containing palbociclib and manufactured by RPG Life Sciences, fell from...

Medicare’s GLP-1 Bridge Signed Up 1.1 Million People. The 2028 Coverage Cliff Is Already Visible.

On paper, Medicare's temporary GLP-1 Bridge has attracted substantial demand. At an October 7, 2026, event, federal health official Chris Klomp said approximately 1.1...

argenx Is Paying $550 Million Cash for Ring-Shaped Peptides. It Hasn’t Said What They’ll Treat.

Argenx built one of biotech's most successful recent immunology franchises around an antibody fragment delivered by infusion or injection. On November 9, 2026, the company...