Di Yi Cai Jing·2025-09-18 05:02Core Insights - Eli Lilly's orforglipron shows superior glycemic control compared to Novo Nordisk's oral semaglutide in a head-to-head clinical trial [2] - The trial involved 1,698 adults with type 2 diabetes inadequately controlled by metformin, demonstrating significant A1C reductions [2] - Both orforglipron and oral semaglutide have not yet received global regulatory approval, but semaglutide is expected to be approved first [3] Group 1: Clinical Trial Results - Orforglipron achieved an average A1C reduction of 1.9% and 2.2% for the 12 mg and 36 mg groups, respectively, compared to 1.1% and 1.4% for the oral semaglutide [2] - Orforglipron also showed clinically meaningful improvements in cardiovascular risk factors such as non-HDL cholesterol, systolic blood pressure, and triglycerides [2] - The weight loss data for orforglipron was reported as 12.4% over 72 weeks, which is lower than the 16.6% weight loss achieved by oral semaglutide over 64 weeks [3] Group 2: Market Dynamics - Eli Lilly is aggressively capturing market share in the weight loss drug sector, with sales of its approved GLP-1 drug tirzepatide reaching $14.7 billion in the first half of the year [4] - Novo Nordisk's three semaglutide products have accumulated sales of nearly $16.7 billion [4] - The competition between Eli Lilly and Novo Nordisk is expected to intensify as both companies prepare to launch their oral weight loss drugs globally [4] Group 3: Strategic Initiatives - Eli Lilly aims to replicate its U.S. market dominance globally, focusing on a consumer-oriented commercial strategy [4] - The company is enhancing collaborations with telemedicine and digital platforms to cater to self-paying patients, moving beyond reliance on insurance payments [4] - Eli Lilly is applying its U.S. market learnings in other regions, including partnerships with Alibaba and JD Health in China [4]