Lilly(US:LLY) 智通财经网·2025-07-31 12:06Core Insights - Eli Lilly's diabetes drug Mounjaro shows comparable effectiveness to its older drug Trulicity in preventing heart attacks and strokes, but does not exceed expectations, leading to a negative market reaction [1][2] - The study involved over 13,000 type 2 diabetes patients with a history of heart disease, with an average follow-up of about four years [1] - Mounjaro users experienced a 16% lower all-cause mortality rate compared to Trulicity users, with better improvements in blood sugar control, weight loss, and blood pressure [2] Group 1 - Mounjaro's trial aimed to demonstrate non-inferiority to Trulicity regarding major cardiovascular event risk [1] - The market reacted negatively, with Eli Lilly's stock dropping by 5.3% in pre-market trading, later narrowing to a 1% decline [1] - The trial results indicate that while Mounjaro effectively reduces risks of heart attack, stroke, and cardiovascular death, it does not significantly outperform Trulicity [1] Group 2 - Eli Lilly plans to present complete study results at a medical conference in September and intends to submit new data to global regulatory agencies by the end of the year to seek cardiovascular risk reduction indications for Mounjaro [2] - The findings support Mounjaro's potential as a first-line treatment option for type 2 diabetes patients with cardiovascular disease [2] - Eli Lilly has gained considerable market share from Novo Nordisk despite not specifically targeting cardiovascular risk for its weight loss drug Zepbound [3]