Hammond's Hot Takes Weekly Edition

研报英文原文证据摘录

Hammond's Hot Takes Weekly Edition

Pharmaceuticals (Major) & Large Cap Biotechnology

Hammond's Hot Takes Weekly Edition June 28, 2026

Sunday, June 28, 2026

Welcome back to our Hammond's Hot Takes weekly note, where we provide an

overview of what to expect for the upcoming week and a recap of what happened in

the prior week within our coverage universe and beyond.

Alexandria Hammond

What's on the docket for the upcoming week? ahammond@wolferesearch.com

(646) 582-9320

●Markets will be closed on Friday, July 3 to commemorate the 250th View Alexandria’s Research

anniversary signing of the Declaration of Independence. View Comp Table

●For participating manufacturers in the Medicare Drug Price Negotiation Cameron DeGuzman

program, July 1 is the deadline for drugmakers to accept the initial offer of a cdeguzman@wolferesearch.com

646-582-9324

maximum fair price (MFP) or propose a counteroffer, if desired. Manufacturers

have 30 days from receiving CMS’ initial offer to respond. Hannah Tran htran@wolferesearch.com

(646) 582-9391

What happened last week that we didn't get a chance to write on?

Updates this week to the obesity landscape:

●South Africa's High Court granted an interim order to block iDexis, a local

pharmacy group, from compounding, supplying, and marketing compounded

semaglutide after NOVOB had argued the pharmacy was unlawfully selling

unregistered Ozempic & Wegovy.

●VKTX kicked off its phase 1 trial of VK3019, a dual amylin and calcitonin

receptor agonist (DACRA), in a randomized, double-blind, placebo-controlled

SAD study in healthy adults with BMI ≥30.

●LLY issued a press release earlier this week ahead of the Medicare GLP-1

Bridge program coming online, which it highlighted would allow for

Medicare Part D beneficiaries to access its anti-obesity medications