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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.
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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.
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Quick status check on Novo, Lilly, and rivals after ADA 2025 - just ahead of Q2 earnings.
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GLP-1 weight loss drugs Wegovy® (semaglutide) and Zepbound® (tirzepatide) from Novo Nordisk and Eli Lilly hit markets like a tsunami, when they were approved in June 2021 and November 2023 , due to their unprecedented weight-loss efficacy 🌊 The next waves might not be as colossal, but they still hol
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The FDA on May 13th approved the dual GIP-GLP1-agonist Mounjaro ® (tirzepatide) from Eli Lilly for diabetes following the completion of the SURPASS studies (e.g. SURPASS-2 NCT03987919 ).
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Novo Nordisk continues to succeed in the GLP-1 space with semaglutide ( Ozempic ®, Rybelsus ® and Wegovy ®).
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Novo Nordisk sales and operating profit grew at 12% and 9%, respectively, at constant exchange rates. The FDA approved the once-weekly injectable anti-obesity drug Wegovy® (semaglutide) on June 4th.
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Novo Nordisk has gained market share in diabetes (29.2%), GLP-1 (49.9%) and insulin (44.5%).
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Novo Nordisk has reported their 2nd quarter results .
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Novo Nordisk is with the exception of the postponement of new clinical trials mostly unaffected by COVID-19. Sales in Q1 were however positively affected by stock piling of insulin. Growth continues to be spearheaded by Ozempic®, whereas Victoza® and Levemir® in the US continue to lead the decline.
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The revenue from anti-diabetic drugs in the US is flat across companies such as Novo Nordisk, Eli Lilly, Merck and Sanofi despite the growth of Ozempic ® due to declining sales of Lantus ® (insulin glargine from Sanofi), Victoza ® (GLP1 liraglutide from Novo Nordisk), Levemir ® (insulin detemir from
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Novo Nordisk and Eli Lilly have both reported their Q3 results. Below are some of the headlines related to their diabetes business.
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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
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All manufacturers of anti-diabetic drugs have issued press releases on their Q2 earnings. Novo Nordisk on August 9th and Eli Lilly on July 30th . And the 79th Scientific Sessions of the American Diabetes Association took place June 7-11, so a look at the changes in the diabetes landscape is due.
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