Posts Tagged ‘Eli Lilly and Company’

It would be hard to find a sharper contrast than the one displayed yesterday in the report of fourth quarter 2025 business results for Eli Lilly and Novo Nordisk. Lilly is enjoying the best of times. Novo is suffering the worst. “Eli Lilly’s GLP-1 growth is only getting started,” says CNBC, “as Novo Nordisk braces […]

“I am over the moon about this,” said Harvard professor Caroline Apovian to us. She was talking about the outstanding topline results with retatrutide reported by Lilly from a phase three study. This is the so-called triple-G agonist that first stunned the world with its phase two results two years ago. In the results yesterday, […]

This is a perilous and exciting time for investing in obesity innovation as the market for treating this disease advances dramatically. On the side of excitement, we note that the David Wainer in the Wall Street Journal predicts that “obesity drugs are about to go mass market.” Perilous for Novo On the side of peril, […]

This has been quite a week and the ideas we take home from ObesityWeek 2025 come from both inside and outside of the event in Atlanta. It is a reflection of the fact that the work of cloistered insiders in obesity is and will continue to have large effects in the larger world outside of […]

President Trump held a press event yesterday to issue some very welcome news on coverage and prices for obesity medicines. On prices, they are coming down. In reality, this is an extension of the ongoing trend of downward pressure on these prices that has been in play since the day that semaglutide and tirzepatide launched […]

At ObesityWeek in Atlanta, people are speculating about innovations that health professionals in general practice can embrace widely. We’re getting a good look at two candidates to become the GP GLP-1. Providing real obesity care and prescribing these medicines for more than a small portion of patients who need them is far from the norm. […]

Yesterday’s news from the business of developing and selling obesity medicines reveals a lot. Lilly told us tirzepatide is now the biggest-selling drug of any kind in the world and Novo Nordisk started a highly unusual bidding war with Pfizer for Metsera. Metsera is a biotech startup focused on obesity medicines. Booming Tirzepatide Lilly announced […]

Bimagrumab continues to be a enigma. We see flickering signs of good news – and then, inexplicably, it goes dark. The pattern repeated itself this week when news emerged that Lilly pulled the plug on a phase two study with bimagrumab and tirzepatide in persons with obesity and diabetes before it even enrolled a single […]

The emerging contest to dominate the market for oral tablets in obesity treatment became clear this week as news and PR dispatches flowed from EASD in Vienna. Aiming for a Mass Target With understated confidence, Lilly presented and published pivotal phase three data on orforglipron in NEJM. They did not run from the fact that […]

Today at EASD, investigators for the ATTAIN-1 pivotal phase three trial are presenting detailed results for orforglipron in obesity. These results, published yesterday in the New England Journal of Medicine, offer no big surprises. The effectiveness in this 72-week trial was acceptable. But a big question hangs in the air. Will orforglipron be the GLP-1 […]