Latest Issue
GLP-1 & Metabolic Watch · Vol. 1 Issue 1
The Access Inflection Point
January – April 2026 · 26 High-Signal Items across six domains
● Published 26 April 2026
Australia's GLP-1 market reaches a structural turning point: Wegovy PBS negotiations underway, Lilly withdraws Mounjaro for the fourth time, India's semaglutide patent expires and fifteen generics launch on Day 1, and Chemist Warehouse reports 17.2% Australian sales growth explicitly attributable to GLP-1 dispensing. A 7.8 million–eligible patient pool with only ~500,000 currently on therapy defines the commercial opportunity ahead.
Issue Highlights
- Wegovy PBS: negotiations commenced, listing expected late 2026
- India patent expiry: Day-1 generics, 90% price crash
- TGA April peptide warning: hospitalisation risk notice
- Orforglipron (Foundayo): FDA approved, TGA submitted
- Chemist Warehouse H1 FY26: +17.2% AU store sales
- GLP-1 companion supplement category emerging
Read Issue 1 →
26 Apr 2026 · 26 signals · Six domains
Coverage Domains