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ENSCEIS: Will the Brazilian law of industrial sovereignty finance those who innovate, or only those who have already succeeded?
Bill 2.583/2020 concludes a six-year process with rare political support for the topic. The important question is not whether Brazil needs an industrial policy for healthcare. It is whether this policy knows how to recognize the technological risk assumed by those who do not yet have the capacity, or whether it will, once again, reward those who have already eliminated the risk from their own equation. The Brazilian National Health Strategy of the Health Economic-Industrial C
Jul 58 min read


Lenacapavir: Revolution in PrEP or ethical dilemma?
Two doses per year could reshape HIV prevention, but price and licensing issues may limit scalability within the Brazilian public health system (SUS). The “quasi-vaccine” developed by Gilead Sciences arrives in Brazil with rare clinical evidence and global regulatory endorsement. But the geopolitics of voluntary licenses and the pricing logic in rich markets create a dilemma: how to remunerate innovation without turning prevention into a luxury incompatible with universality
Jan 167 min read


Tablet or injectable: who will lead the global obesity market?
In early 2026, Novo Nordisk launched Wegovy in tablet form (oral semaglutide, daily use) in the US, with an announced entry price of US$149/month for initial doses, scaling to higher doses, and price adjustments expected from April 15th . This move helps to highlight a transition that goes beyond a simple product line extension: the global obesity market is becoming a game of leadership at scale , where "tablet versus injectable" is just the tip of the iceberg in a broade
Jan 87 min read
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