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速递|礼来新口服减肥药III临床大捷,明年即可上市
GLP1减重宝典·2025-08-29 03:02

Core Viewpoint - The recent phase III clinical results of orforglipron for overweight or obese adults with type 2 diabetes have reignited market confidence, despite earlier disappointing data from Eli Lilly [2][10]. Group 1: Clinical Trial Results - The ATTAIN-2 trial (NCT05872620) showed that all dosage groups achieved both primary and secondary endpoints, with the highest dose of 36mg leading to an average weight loss of 10.5% (22.9 pounds) over 72 weeks [2][5]. - Weight loss effects were observed across all doses, with the 12mg group losing an average of 7.8%, the 6mg group losing 5.5%, and the placebo group losing 2.2% [6]. - Over 50% of patients in the 36mg group lost at least 10% of their body weight, compared to only 7% in the placebo group, and approximately 28.4% of patients lost more than 15% [7]. Group 2: Market Reaction and Analyst Insights - Following the announcement on August 26, Eli Lilly's stock price opened up 2.8% and closed up 2.7%, reaching a market capitalization of $659.8 billion [3]. - Analyst Andy Hsieh noted that orforglipron's performance in the overweight diabetic patient group exceeded investor expectations, highlighting the competitive advantage in the diabetes treatment market, which affects about 15% of U.S. adults [4][11]. Group 3: Safety and Regulatory Progress - The safety profile of orforglipron aligns with previous studies, with gastrointestinal symptoms being the most common adverse effects, mostly mild to moderate [8]. - Eli Lilly plans to present complete data at future medical conferences and has confirmed the submission of a "complete data package" for global regulatory approval [9].