Kisunla

Eli Lilly's late-stage obesity drug trial showed weight loss comparable to bariatric surgery but with concerning discontinuation rates of 11% due to adverse events, nearly double competitors' rates. A statistical technique called quantile aggregation used in Alzheimer's drug analyses may be overstating relationships between amyloid levels and cognitive outcomes.

People on Medicare are not getting recently approved Alzheimer's medications as much as anticipated, and uptake for the drugs has been muted. Meanwhile, there is a shortage of estrogen patches, with doctors and patients reporting difficulties in getting certain doses. The U.S. Food and Drug Administration has not yet included any estrogen patches on its list of drug shortages.

Medicare spending on new Alzheimer's drugs, Leqembi and Kisunla, is lower than expected due to challenges in administration, limited patient population, and severe side effects. Medicare does not forecast significant spending on these drugs in 2026 or 2027. The drugs have had little meaningful benefits despite their approval.