Oral GLP-1s will make history (and the Cubs will win the World Series)

As we reflect on 2025, I can't remember a year that brought so many market, policy and social dynamics to the life sciences sector, both in the U.S. and globally. We are truly entering a Brave New World.

As we step into 2026, I am anticipating an expansion of policy focus. Most favored nation discussions expand to price transparency, PBM business models, and payment reform. We are already experiencing some of this as direct to consumer patient programs are launched, pricing announcements in obesity create new market dynamics and 340B rebate models for maximum fair price negotiated products start in January. Expect more health policy action from the Trump administration in advance of the 2026 elections and a wider range of pricing strategies employed by manufacturers.

Major investments in tech and artificial intelligence (AI) across healthcare and in life science are starting to emerge, creating new dynamics and savings efficiencies. 2026 will be early days. We’lll ee some advances that are breakthroughs. Others may look like breakthroughs but ultimately fail. Ethical use of AI in healthcare will move center stage as coverage algorithms emerge. Pharma needs to lean in but with caution. 

In addition, while oncology and immunology markets continue to grow, expect the growth rates to slow down due to increased competitive intensity.

However, this is not the case for GLP-1s. By this time next year, we might be witnessing the new oral GLP-1s becoming the fastest launches in history. In many ways, obesity treatments are leading the way to the next generation of product launch and access strategies.

And finally, the Cubs will come from nowhere to win the World Series! This was the same prediction I made last year. One of these times, it will be right (remember 2016!).

GLP-1 demand will force insurers to balance affordability, sustainability

The Trump administration’s plan to offer discounted pricing for GLP-1 drugs could dramatically increase consumer interest in these medications for weight loss in 2026. Health insurance companies will need to balance affordability with sustainability as demand surges. New eHealth research shows 33% of Americans intend to take a GLP-1 drug when the discounted pricing takes effect, with 49% saying they are willing to pay $200 or more for access.

GLP-1s will fuel momentum in cardiometabolic care (and U.S. will make a deep run in the World Cup)

Momentum in cardiometabolic care will undoubtedly accelerate as a new generation of GLP-1 therapies expands options for both weight management and cardiovascular risk reduction. Health systems and clinical groups will increasingly implement AI-supported workflows to streamline episodic and long-term management for patients. Smaller, nimble practices may emerge as surprising leaders in delivering truly preventive, patient-centered care. And, of course, the energy surrounding the World Cup matches in Miami will be unforgettable as the US makes a deep run ;)