Two of the most closely watched pipeline readouts in obesity pharmacology are now in. After REDEFINE 4 (CagriSema vs tirzepatide) and TRIUMPH-1 (retatrutide), it is finally possible to draw a real competitive map. This post scores each drug on what the data actually shows.
The headline weight-loss percentages from liraglutide, semaglutide, and tirzepatide trials look like a straight-line march of progress. They are not. Inclusion criteria have shifted systematically over a decade, changing who gets enrolled and for how long - making cross-trial comparisons unreliable without a head-to-head.
Novo Nordisk and Eli Lilly have both reported their Q3 results. Below are some of the headlines related to their diabetes business.
The FDA has issued a press release regarding the approval of the first oral GLP-1 treatment for type 2 diabetes. Novo Nordisk also issued a press release on Rybelsus®. Novo Nordisk in the US issued a separate press release. In terms of future peak sales this might be the most important FDA approval