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Novo Nordisk's Wegovy pill sales rose 53% in Q3. But is the market really growing? With Eli Lilly's Foundayo gaining ground, competition is intensifying. Yet early research suggests some patients are switching from injections rather than starting treatment for the first time. In this week's Visiongain Market Watch: Healthcare, Pharma & Biotech, we examine: ➤ Patient demand: Are oral treatments reaching people previously untreated with GLP-1 medicines? ➤ Competition: Can Lilly challenge Novo's lead, and where could Roche and Pfizer find opportunities? ➤ Market growth: How will pricing, switching and continued treatment affect future revenue? Featuring: Novo Nordisk, Eli Lilly and Company, Roche, Pfizer, Truveta, IQVIA Missed an earlier edition? Catch up here: https://lnkd.in/ep437ncU Explore the Visiongain reports behind this analysis: www.visiongain.com #Pharma #Biotech #GLP1 #ObesityTreatment #MarketIntelligence

European governments are cutting procurement delays, coordinating defence orders and investing in manufacturing capacity. MBDA has doubled missile production, while the EU's €150bn SAFE programme is supporting defence investment. Yet shortages of critical materials, skilled workers and financing continue to constrain expansion. In this week's Visiongain Market Watch: Aerospace, Defence & Security, we examine: ➤ European procurement: Will new EU reforms and joint purchasing plans lead to faster deliveries? ➤ Industrial capacity: Where are manufacturers expanding production, and which bottlenecks remain? ➤ Market opportunities: How are sourcing rules, industrial partnerships and financing pressures affecting suppliers and investors? Higher defence spending is creating demand, but manufacturers still need the capacity, components and financial resources to deliver. Featuring: MBDA, Rheinmetall, Airbus, Dassault Aviation, European Commission, UK Ministry of Defence, International Institute for Strategic Studies Missed an earlier edition? Catch up here: https://lnkd.in/eVHZQBsW Explore Visiongain’s Drones & UAV Intelligence Hub: https://lnkd.in/e93pVSik #DefenceIndustry #DefenceProcurement #EuropeanDefence #DefenceManufacturing #MarketIntelligence

US$400m upfront for experimental cancer drugs. Which ADCs can justify the investment? Major pharmaceutical companies are committing heavily to antibody-drug conjugates (ADCs). New Phase III results show survival benefits for some candidates, while recent approvals are increasing competition among established treatments. In this week's Visiongain Market Watch: Healthcare, Pharma & Biotech, we examine: ➤ Licensing investment: What are companies paying for early-stage ADCs, and how much depends on future milestones? ➤ Clinical progress: Which experimental ADCs are moving closer to regulatory approval? ➤ Market opportunities: How could competition, safety and reimbursement influence commercial returns? Visiongain forecasts the global ADC market to reach US$55.94bn by 2036. But not every developer will benefit equally. Featuring: Roche, Jiangsu Hansoh Pharmaceutical Group Co., Ltd., MSD, Kelun-Biotech, MediLink Therapeutics, AstraZeneca, Daiichi Sankyo, Pfizer, Innovent Biologics, Amgen Missed an earlier edition? Catch up here: https://lnkd.in/ep437ncU Explore the Visiongain reports behind this analysis: www.visiongain.com #Oncology #Pharmaceuticals #Biotechnology #MarketIntelligence #ADC

US$30.7bn in missile contracts. Can US industry deliver? The Pentagon has awarded Raytheon major SM-3 and SM-6 contracts, while BAE Systems is planning higher APKWS production to meet growing demand. New counter-drone orders and directed-energy trials are also changing the options available to defence buyers. In this week's Visiongain Market Watch: Aerospace, Defence & Security, we examine: ➤ Missile production: Can manufacturers and specialist suppliers meet higher output targets? ➤ Counter-drone defence: How are lower-cost interceptors and directed-energy weapons influencing procurement? ➤ Market opportunities: Where could established contractors and emerging suppliers benefit? Featuring: RTX, Raytheon, BAE Systems, Aerovironment Inc, Epirus, Boeing, Anduril Industries, United States Department of War Missed an earlier edition? Catch up here: https://lnkd.in/eVHZQBsW Explore Visiongain's Drones & UAV Intelligence Hub: https://lnkd.in/e93pVSik #DefenceIndustry #MissileDefence #CounterUAS #DefenceProcurement

Big biologics manufacturing contracts are being signed years in advance. What are they worth to CDMOs? AGC Biologics has secured a commitment covering half the mammalian manufacturing capacity at its new Japanese facility, ahead of commercial production in 2027. Samsung Biologics and FUJIFILM Biotechnologies have also secured major manufacturing agreements, as pharmaceutical companies commit substantial business to external partners. In this week's Visiongain Market Watch: Healthcare, Pharma & Biotech, we examine: ➤ Long-term contracts: What makes a manufacturing agreement commercially valuable? ➤ Integrated services: How are CDMOs securing more business from existing customers? ➤ Specialist competition: Where can smaller providers compete with global manufacturers? Visiongain forecasts the biopharmaceuticals contract manufacturing market to grow from US$20.89 billion in 2026 to US$69.11 billion by 2036. Featuring: Lonza, AGC Biologics, Samsung Biologics, FUJIFILM Biotechnologies, Regeneron, Formycon AG, OneSource Missed an earlier edition? Catch up here: https://lnkd.in/ep437ncU Explore the Visiongain reports behind this analysis: www.visiongain.com #Biopharma #CDMO #PharmaManufacturing #Biotechnology

Britain wants allied warships to control its uncrewed vessels and underwater sensors across the Atlantic. But can its Hybrid Navy deliver? NATO's REPMUS 2026 trials demonstrated progress in autonomous underwater surveillance. Yet significant questions remain about operational readiness, geographical coverage and procurement. In this week’s Visiongain Market Watch: Aerospace, Defence & Security, we examine: ➤ What REPMUS actually demonstrated and what remains unproven. ➤ Why RUSI questions Atlantic Bastion's reach in countering Russian submarine activity. ➤ How shipbuilding costs and procurement schedules could affect Britain's Hybrid Navy plans. The stakes extend beyond technology to how NATO defends the North Atlantic and how Britain spends its naval budget. Featuring: Royal Navy, NATO, RUSI Europe, Babcock International Group, BAE Systems, Dstl Missed an earlier edition? Catch up here: https://lnkd.in/eVHZQBsW #NavalDefence #UnderseaWarfare #DefenceProcurement #HybridNavy