Key Points Eli Lilly has been a dominant force in the GLP-1 market, and that looks set to continue. Pfizer's acquisitions haven't paid off yet and the company is still struggling to grow its sales. The two companies are currently in very different positions -- and their valuations reflect it. 10 stocks we like better than Pfizer › Pfizer (NYSE: PFE) and Eli Lilly (NYSE: LLY) are two prominent names in healthcare that have focused on innovation and growing their respective businesses for decades. ...

Core Insights - Eli Lilly is set to launch a new pill named orforglipron next year [1] Company Summary - The new medication, orforglipron, is part of Eli Lilly's ongoing efforts to expand its product portfolio [1]

The global obesity epidemic has spurred pharmaceutical companies to invest heavily in developing effective weight management solutions, leading to a surge in clinical trials for anti-obesity medications. Amid growing demand for such treatments, significant advancements in drug development are increasingly focused on long-term sustainability and safety to meet the needs of individuals struggling with weight maintenance.Eli Lilly and Co (NYSE:LLY) on Thursday shared topline results from the ATTAIN-MAINTAIN Ph ...

公司表示，该研究达到了主要终点及所有关键次要终点。安全性和耐受性方面，orforglipron的表现与此 前三期研究结果一致，符合每日一次口服给药的安全特征。 周四，礼来(LLY.US)股价一度涨超3%，截至发稿，该股涨幅缩窄至1.84%，报1061美元。消息面上，该 公司宣布，其口服减肥药orforglipron在一项三期临床试验中显示出优于对照的体重维持效果，适用于此 前已使用注射型减肥药(包括公司自身的Zepbound以及诺和诺德(NVO.US)的Wegovy)的肥胖或超重成年 人。 礼来援引ATTAIN-MAINTAIN试验的顶线数据称，在为期52周的研究中，从Wegovy或Zepbound转换为 orforglipron的患者，基本维持了此前通过注射药物获得的减重成果。数据显示，与对照相比，从 Wegovy转换的患者体重平均差异为0.9公斤，从Zepbound转换的患者体重平均差异为5.0公斤。 ...

整理 | GLP1减重宝典内容团队 礼来同时表示，已就这款GLP-1口服药orforglipron向美国食品药品监督管理局提交上市申请。FDA此前已授予该药物优先审评资格， 这意味着审批周期有望从常规流程压缩至数月。受消息影响，美股盘前礼来股价整体保持平稳，市场反应相对克制。 此次试验的核心意义，在于解决当前减重治疗中的一个现实难题：大量患者在停用每周注射型减肥药后，体重往往出现明显反弹。尽管 口服药在整体减重幅度上不及注射剂，但最新数据表明，它或可作为一种"过渡性方案"，帮助患者在告别针剂的同时，尽量守住已经取 得的减重成果。 美国制药巨头礼来最新披露的一项后期临床试验结果，为火热的GLP-1减重市场带来了新的想象空间。数据显示，部分肥胖患者在停止 使用注射类减肥药、转而服用礼来研发的每日一次口服减肥药后，仍能在较长时间内维持大部分减重成果。这一结果被视为口服减肥药 在"维持治疗"场景中的关键突破。 版权声明：所有「GLP1减重宝典」的原创文章，转载须联系授权，并在文首/文末注明来源、作者、微信ID，否则减重宝典将向其追究法律责 任。部分文章推送时未能与原作者或公众号平台取得联系。若涉及版权问题，敬请原作者 ...

Key Takeaways NVO is pursuing approval for Wegovy 7.2 mg to counter slowing sales amid rising GLP-1 competition.STEP UP showed Wegovy 7.2 mg delivered 20.7% average weight loss vs 17.5% with the 2.4 mg dose.NVO has filed for the approval of Wegovy 7.2 mg in the U.S. and EU, with decisions expected in 2026.Novo Nordisk (NVO) is a leading player in the obesity market, driven by its blockbuster GLP-1 therapy Wegovy (semaglutide). However, despite being a core growth driver, Wegovy’s sales momentum has slowed i ...

礼来(LLY.US)涨超3%，报1073.76美元。消息面上，礼来旗下在研口服减肥药orforglipron在最新后期临 床试验中取得关键进展。最新的临床数据显示，患者在从礼来的Zepbound或诺和诺德的Wegovy注射剂 切换至orforglipron口服药后，能够维持绝大部分减重成果。礼来向美国食品药品监督管理局(FDA)提交 了该每日一次GLP-1口服药的上市申请。(格隆汇) ...

Core Insights - Eli Lilly's oral weight loss drug orforglipron has shown significant progress in late-stage clinical trials, demonstrating its ability to help patients maintain weight loss after switching from injectable treatments [1][3] - The FDA has received a submission for orforglipron's approval, which could provide a non-injection long-term weight management solution for obesity patients [1] - The oral weight loss drug market is expected to be dominated by Eli Lilly and Novo Nordisk, with Eli Lilly potentially capturing a significant share of the maintenance patient market [2] Clinical Trial Results - The ATTAIN-MAINTAIN phase 3 clinical trial included over 300 obesity patients who previously received 72 weeks of treatment with Wegovy or Zepbound injections, followed by a 52-week observation period after switching to orforglipron or a placebo [3] - The trial met its primary endpoint, showing that orforglipron significantly outperformed the placebo in maintaining weight after the injection treatment plateau, with patients switching from Wegovy regaining an average of only 2 pounds, while those switching from Zepbound regained about 11 pounds [3] Competitive Landscape - Analysts believe the trial results provide Eli Lilly with a unique opportunity to capture revenue from patients who have been on long-term treatment with Novo Nordisk's semaglutide products [4] - Unlike Novo Nordisk's oral medications, orforglipron is not a peptide drug, making it easier for the body to absorb and potentially offering better patient compliance and long-term convenience [4] Safety and Market Share Projections - Safety data for orforglipron aligns with previous studies, with gastrointestinal symptoms being the most common side effects, typically mild to moderate in severity [5] - Discontinuation rates due to side effects were low, with 4.8% for the Wegovy switch group and 7.2% for the Zepbound switch group, compared to 7.6% and 6.3% for the placebo groups, respectively [5] - Goldman Sachs analysts project that the oral weight loss drug market will reach approximately $22 billion by 2030, with orforglipron expected to capture about 60% of this market share [6]

Core Viewpoint - Eli Lilly's oral weight loss medication has shown promising results in maintaining weight loss for patients transitioning from injectable treatments, indicating its potential as a non-injection maintenance therapy in the GLP-1 market [1][7]. Group 1: Clinical Trial Results - The Phase 3 trial tracked over 300 obese patients who previously received 72 weeks of treatment with Wegovy or Zepbound, followed by a 52-week period of either the oral medication or a placebo [2][8]. - Patients switching from Wegovy to the oral medication regained an average of about 2 pounds, while those switching from Zepbound regained approximately 11 pounds by the end of the study [2][8]. - The oral medication significantly outperformed the placebo in maintaining weight loss among patients whose weight loss had plateaued during previous injectable treatments [2][8]. Group 2: Market Potential - Analysts predict that by 2030, the oral medication market will capture 24% of the global weight loss drug market, estimated at $95 billion, translating to about $22 billion [5][11]. - Eli Lilly's oral medication is expected to hold a 60% share of the daily oral segment, approximately $13.6 billion, while Novo Nordisk's oral semaglutide is projected to capture 21% of this segment, around $4 billion [6][11]. Group 3: Safety and Efficacy - The overall safety and tolerability of the oral medication align with previous late-stage studies, with gastrointestinal side effects being the most common and generally mild to moderate [4][10]. - Approximately 4.8% of patients switching from Wegovy and 7.2% from Zepbound discontinued treatment due to side effects, compared to 7.6% and 6.3% for those on placebo [10]. - No liver safety issues were observed, and the complete results of the ATTAIN-MAINTAIN trial will be presented at an upcoming medical conference and published in a peer-reviewed journal next year [10].

Key Points Eli Lilly's next-gen anti-obesity candidate hit it out of the park in a phase 3 study. This should help solidify the company's lead in this niche of the industry. Even after their strong run, Lilly's shares remain attractive at current levels. 10 stocks we like better than Eli Lilly › Can anyone stop Eli Lilly (NYSE: LLY)? The pharmaceutical leader has established itself as the leader in the fast-growing weight loss market. And although many other drugmakers are hot on its tail, Lilly ...