Company Strategy & Market Opportunity - Lilly aims to provide freedom from diabetes, eliminate serious health issues caused by obesity, and reduce cardiovascular deaths[10] - The company estimates a significant addressable market of over 170 million patients by 2030 for obesity and related conditions[13] - Outside of the US, the addressable market is expected to be approximately 1 billion patients[15] Orforglipron Development Program - Orforglipron, a GLP-1 small molecule, has a broad development plan including studies for Type 2 Diabetes, obesity, hypertension, and obstructive sleep apnea[20] - In the ACHIEVE-1 trial, all three doses of orforglipron achieved superiority versus placebo in reducing HbA1c levels in patients with Type 2 Diabetes[27] - ACHIEVE-1 trial data showed significant reductions in HbA1c observed as early as 4 weeks, with approximately 3/4 of patients achieving an ADA HbA1c target of less than 7%, and 2/3 reaching HbA1c ≤6.5%[27] - ACHIEVE-1 trial also demonstrated dose-dependent reduction in body weight, with approximately 2/3 of patients achieving ≥5% weight reduction and approximately 1/3 achieving ≥10% weight reduction[30] - Topline results for ATTAIN-1, an orforglipron trial in obesity, are expected in Q3 2025[39] Retatrutide Development Program - Retatrutide is undergoing global development with the TRIUMPH program for obesity and related complications, and the TRANSCEND program for Type 2 Diabetes[41] - Topline results for TRIUMPH-4, a retatrutide trial in knee osteoarthritis pain and overweight or obesity, are expected in Q4 2025[48] Tirzepatide & Early Phase Pipeline - The SURPASS-CVOT trial is designed to evaluate tirzepatide against dulaglutide in patients with established cardiovascular disease[51] - Eloralintide, a selective amylin receptor agonist, showed weight loss up to 11.3% in Phase 1 trials and is well-tolerated with less than 10% incidence of GI side effects[60]

Group 1 - Eli Lilly hosted an investor event at the American Diabetes Association's 85th Scientific Sessions in Chicago, focusing on cardiometabolic health strategies [1][2] - The agenda included presentations from key executives, including Ken Custer and Dr. Jeff Emmick, who discussed recent data on orforglipron and the ACHIEVE-1 study [3]

Core Insights - Teladoc Health has launched a next-generation Cardiometabolic Health Program aimed at improving population health and preventing diabetes, hypertension, and obesity [1][2] Group 1: Program Features and Goals - The new program focuses on essential measures of cardiometabolic health, including diet, physical activity, sleep, stress management, weight, blood lipids, blood glucose, blood pressure, and nicotine exposure [2][3] - Only 12% of U.S. adults currently have optimal cardiometabolic health, indicating a significant need for intervention [3] - The program aims to drive healthier behaviors and improve health outcomes through tools, coaching, and support [3] Group 2: Proven Results and Confidence - Analysis of over 210,000 members in Teladoc's diabetes management program revealed that 58% achieved remission-level A1c, while 88% of participants in the hypertension program improved or maintained their blood pressure after one year [3] - Teladoc Health places 100% of program fees at risk, demonstrating confidence in the program's ability to improve cardiometabolic health [3] Group 3: Integrated Care Strategy - The Cardiometabolic Health Program is part of Teladoc's integrated care segment strategy, which includes enhancements in chronic care management and at-home testing capabilities [4] - Recent collaborations and partnerships have been established to help more individuals discover and enroll in eligible programs [4] Group 4: Additional Support and Resources - The program offers features such as access to registered dietitians, proactive outreach from health coaches, at-home testing for key cardiometabolic measures, and integration with Teladoc's 24/7 Care and primary care providers [7]

Core Insights - DexCom has entered a licensing and data partnership with Nanowear to utilize glucose data from its G7 Continuous Glucose Monitoring Systems alongside Nanowear's cardiovascular biomarkers for investigational purposes [1][2] Group 1: Partnership and Integration - The collaboration enhances DexCom's leadership in CGM integration and aligns with its vision to expand CGM applications beyond diabetes management, emphasizing the potential for continuous metabolic health monitoring [2] - The integration of DexCom G7 CGM data into Nanowear's SimpleSense platform creates a self-administered cardiometabolic assessment tool, offering real-time diagnostic insights by synchronizing glucose data with cardiovascular biomarkers [3] Group 2: Market Demand and Health Insights - Cardiometabolic health issues, such as obesity and hypertension, are significant contributors to morbidity in the U.S., with only 6.8% of Americans having optimal cardiometabolic health, highlighting the need for innovative solutions [4] - The partnership allows DexCom to provide insights into the cardiometabolic effects of new therapeutics, catering to pharmaceutical and biotech sectors seeking novel assessment solutions [4] Group 3: Innovation in Clinical Research - The ability to conduct home-based, self-administered assessments represents a shift in clinical research, allowing for continuous monitoring that traditional assessments lack [5] - By integrating with Nanowear's AI-driven diagnostic tools, DexCom aids pharmaceutical and biotechnology companies in evaluating drug safety and efficacy with greater detail [5] Group 4: Competitive Landscape - DexCom faces competition from Abbott's FreeStyle Libre CGM device, which offers automatic glucose readings every minute and a longer wear time of 15 days compared to DexCom's 10-day wear time for G7 [9][10] - Recent FDA warnings regarding manufacturing practices may delay DexCom's approval for a 15-day G7 sensor, increasing competitive pressure from FreeStyle Libre [10]