Lilly(US:LLY) Hua Er Jie Jian Wen·2025-12-12 00:24Core Insights - Eli Lilly announced significant Phase 3 clinical trial results for its new obesity drug, Retatrutide, showing an average weight loss of 28.7% over 68 weeks, surpassing existing drugs like Zepbound and Novo Nordisk's Wegovy [1][2][4] - The positive trial results led to a 1.2% increase in Eli Lilly's stock price in pre-market trading, with a subsequent 1.6% rise overnight, indicating strong market confidence in Retatrutide's potential [1][2] Group 1: Clinical Trial Results - The Phase 3 trial involved patients with severe obesity (BMI ≥ 35) and knee osteoarthritis, who received either Retatrutide or a placebo [4] - The highest dosage group achieved a record weight loss of 28.7%, significantly higher than the approximately 22.5% weight loss seen with Zepbound and below 20% with Wegovy [1][4] Group 2: Mechanism and Future Potential - Retatrutide works by mimicking three gut hormones to regulate appetite and potentially increase energy expenditure, offering a more complex mechanism than existing drugs [3] - The drug also effectively alleviated knee pain in patients, suggesting broader application and market positioning opportunities [3] Group 3: Side Effects and Market Considerations - Despite its efficacy, Retatrutide is associated with side effects such as nausea and diarrhea, with a higher incidence than Wegovy and Zepbound [5] - Some participants discontinued treatment due to excessive weight loss, indicating that the target demographic may primarily consist of patients with very high BMI [5]