KEY DETAILS
PepsiCo set growth and margin targets after Elliott Investment Management took a roughly $4 billion stake a year ago, and Reuters reported on 2026-10-07 that the threat of GLP-1 drugs to salty snacks and sugary drinks is intensifying.
A new study of people with type 2 diabetes links semaglutide (Ozempic and Wegovy) to a lower risk of a first Alzheimer's diagnosis compared with other antidiabetic drugs. The study did not examine people without diabetes.
As more people turn to telehealth for GLP-1 weight-loss drugs, compounding pharmacies are coming under scrutiny, according to TIME on 2026-10-07.
Lilly presented Milan data in which Foundayo showed greater weight loss (1.5% more at 52 weeks) and better blood sugar control than oral semaglutide 25 mg in adults with type 2 diabetes. The weight-loss comparison was an indirect comparison of two separate trials, not a head-to-head study.
Research presented at the European Academy of Dermatology and Venereology Congress found GLP-1 users reported nail detachment, nail discoloration and hair loss at higher rates than non-users with diabetes or obesity.
PepsiCo is running out of time on the growth and margin targets it set after Elliott Investment Management took a roughly $4 billion stake a year ago, and the threat from GLP-1 drugs to salty snacks and sugary drinks is intensifying. The same drugs are in other research reported this week: a study of people with type 2 diabetes links semaglutide to a lower risk of a first Alzheimer's diagnosis compared with other antidiabetic drugs, and a separate study flags nail and hair loss among users. Lilly presented data in Milan showing greater weight loss and better blood sugar control for Foundayo than for oral semaglutide 25 mg. The weight-loss comparison was indirect, across two separate trials.
PepsiCo set growth and margin targets after Elliott took a roughly $4 billion stake a year ago, according to Reuters on 2026-10-07. The company is running out of time to deliver on those targets. The threat of GLP-1 drugs to salty snacks and sugary drinks is intensifying.
That is one side of the GLP-1 story; the other side appears in medical research. A new study of people with type 2 diabetes links semaglutide (Ozempic and Wegovy) to a lower risk of a first Alzheimer's diagnosis compared with other antidiabetic drugs. The study did not look at people without diabetes. Researchers at Case Western Reserve School of Medicine analyzed three years of electronic records of nearly one million Americans with type 2 diabetes.
As more people turn to telehealth for GLP-1 weight-loss drugs, compounding pharmacies are coming under scrutiny, according to TIME on 2026-10-07. A Gallup poll released in July estimated that 5 million people in the U.S. are using compounded GLP-1s. A 2026 study found that out of 45 telehealth websites, only 6 offered brand-name GLP-1 drugs, with the majority instead selling compounded versions.
At the European Association for the Study of Diabetes meeting in Milan, Lilly presented data on its oral GLP-1 pill Foundayo. The data showed greater weight loss (1.5% more after 52 weeks) and better blood sugar control than oral semaglutide 25 mg in adults with type 2 diabetes. The weight-loss comparison was an indirect comparison between two separate trials rather than a head-to-head study.
Research presented at the European Academy of Dermatology and Venereology Congress found that 39% of GLP-1 users reported nail detachment compared with 9% of non-users. Half of GLP-1 users reported unusual hair loss compared with 34% of the control group. After adjusting for existing dermatological conditions and nutritional deficiencies, nail detachment and discoloration remained two to three times more frequent among GLP-1 users.
The reports from 2026-10-06 and 2026-10-07 cover several areas: PepsiCo's targets, an Alzheimer's study limited to people with type 2 diabetes, scrutiny of compounding pharmacies, Lilly's Milan data and nail and hair loss findings. Each rests on its own source, and the sources describe different studies and settings.
Originally published on GLP-1 Nation.
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