Zhi Tong Cai Jing·2025-06-21 07:36Group 1 - The American College of Cardiology (ACC) recommends that obesity medications should be a primary option for patients with obesity when selecting treatment plans to prevent heart disease, which may benefit companies like Novo Nordisk (NVO.US) and Eli Lilly (LLY.US) [1] - The ACC's latest guidelines indicate that modern obesity medications can treat obesity-related heart diseases with lower risks compared to surgical interventions, marking a significant shift from previous recommendations that required lifestyle changes before medication [1][2] - Novo Nordisk's weight loss therapy Wegovy has been approved by the FDA to reduce major cardiovascular events in obese or overweight patients with cardiovascular diseases [1] Group 2 - Eli Lilly's competing therapy Zepbound (tirzepatide) has shown statistically significant results in reducing heart failure-related adverse events in adults with heart failure and obesity during phase 3 clinical trials [1] - The ACC emphasizes that lifestyle interventions should always be combined with obesity medication treatment, despite the shift in guidelines [2] - BMO Capital Markets analyst Evan Seigerman notes that the new guidelines represent a significant change in how doctors approach obesity treatment and heart disease prevention, potentially expanding the use of these medications without requiring prior lifestyle adjustments [2]