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
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
Corramycin kills drug-resistant TB cultures by locking gyrase onto severed DNA
A team at HIPS, the Institut Pasteur and Universite Paris Cite reports that corramycin attacks the same enzyme as fluoroquinolones by a different route and stays active against isolates those drugs no longer touch. An earlier program dropped the compound over production cost.
Reality
- Evidence58
- Adoption
- Not scored
- Hype gap+22
- Incentives66
- Confidence62
Revolution Medicines' RAS glue needed fourteen years from funded idea to FDA approval
Moderna's melanoma readout and an FDA approval a week later gave biotech bulls their summer story, though the figure worth underwriting is the calendar behind the RAS drug: money raised in 2012, asset sold in 2018, approval fourteen years on.
Reality
- Evidence58
- Adoption30
- Hype gap+28
- Incentives65
- Confidence55
Galderma's tariff hedge costs about 6% of its U.S. sales a year
A $650m manufacturing commitment through 2030 comes to roughly $130m a year against $2.1bn of American revenue, which is cheap enough that the more consequential move is the one Galderma made to its org chart.
Reality
- Evidence38
- Adoption52
- Hype gap+28
- Incentives74
- Confidence40
The GSK-Pfizer merger did cut costs. A rival put prices up 8.55 percent anyway.
A study of Philippine cough and cold prices confirms real savings on Pfizer lines after the 2019 deal, then finds Sanofi, never a party to it, raised prices by more than Pfizer's fell.
Reality
- Evidence52
- Adoption24
- Hype gap+16
- Incentives58
- Confidence47