The industrial side of the peptide category — capacity, chemistry, cost of goods, and the decisions that sit behind them. Written for the people who have to make these molecules, not only the ones who discovered them.
Cadence
Roughly monthly
Written by
Kelly Wong
Current
Issue #1 · Jul 2026
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Two Phase 3 readouts have reset the ceiling for what peptide therapeutics can do. The more interesting story is everything the efficacy headline leaves out.
In this issue · mean weight reduction
TRIUMPH-1 / TRIUMPH-4 topline. Three of the four factors likely to decide this market are not chemistry.
01
Who actually has GMP peptide capacity, when it is contracted to, and what "available" means on a 2029 timeline.
02
Solid-phase and hybrid synthesis, sequence complexity, impurity profiles, and the analytical depth to characterise them.
03
How yield and fill-finish throughput flow into price, and how price determines access.
04
What sponsors weigh at partner selection, and what gets discovered too late at tech transfer.