On January 8, 2026, LIR Life Sciences Corp. announced a services agreement with Neuland Laboratories to accelerate R&D on its transdermal GLP-1/GIP peptide formulations. Neuland, a CDMO with over 40 years’ experience, will deploy its API development and scale-up capabilities to test novel permeation enhancers and stability profiles. The agreement covers initial feasibility studies, preformulation screening and early formulation optimization, with three deliverables due over the next nine months. LIR expects this partnership to reduce its time to IND-enabling studies by six months and support its goal of filing an IND for the transdermal platform in late 2027.

Omada Health’s 12-month real-world analysis of 965 members in its Enhanced GLP-1 Care Track showed an average weight loss of 18.4% for those persisting on GLP-1 therapy, versus 11.9% in published real-world evidence. Members on semaglutide achieved 47% greater weight loss, while those on tirzepatide saw a 37% uplift. Persistence through one year was 67%, compared with a 47–49% benchmark, driving 16.3% average loss across all participants. Omada’s data reinforce the impact of its behavioral support model on medication adherence and long-term outcomes and underpin its expanded AOM prescribing capability.

Amylyx Pharmaceuticals has selected AMX0318, discovered in collaboration with Gubra A/S, as its next development candidate for post-bariatric hypoglycemia and other rare disorders. AMX0318 demonstrated robust stability, solubility and a pharmacokinetic profile supportive of dosing intervals beyond 24 hours in preclinical studies. The handover triggers a $4 million milestone payment to Gubra and begins IND-enabling toxicology and formulation work, targeting an IND submission in 2027. Amylyx remains on track to report topline data from its Phase 3 LUCIDITY trial of avexitide in Q3 2026.

Hims & Hers Health is positioning itself for global expansion by diversifying product offerings and leveraging its digital care platform beyond GLP-1 therapies. Management forecasts adjusted EBITDA margins of at least 20% by 2030, driven by lower marketing spend and increased vertical integration in telehealth services. The company plans to enter three new international markets in 2026, add two proprietary product lines targeting metabolic health, and scale its personalized subscription model to over 500,000 members. Analysts highlight that Hims & Hers trades below peers on a 2026 EV/EBITDA multiple, suggesting potential upside as execution milestones are met.