Eli Lilly’s obesity pill will rival Novo Nordisk’s oral Wegovy drug

Hand Lilly‘S stock is still healed after publishing trial data at the beginning of this month on the obesity pill that exaggerated Wall Street at the beginning of this month.

In a late attempt, Eli Lilly’s pill Obsforglpron caused less weight loss and had higher side effects than analysts expected. The effectiveness of the pill Novo NordiskOral Semagludid for obesity showing strong data in a separate study.

Eli Lilly shares fell approximately 13% on the day the trial results were released, but since then, it has increased by about 12%.

However, some analysts say Eli Lilly’s daily pill, if approved, may still be a suitable opponent in the field of weight -loss – even if it is probably the second to enter the market. It is an extremely profitable area that will be eager for more suitable options that can alleviate the supply deficiencies and access barriers created by expensive weekly injections that are currently dominant.

Analysts, Eli Lilly’s pill, Novo Nordisk’s weight loss can have a few advantages compared to the daily oral version of drug semagludidi. First Needle -free alternative Obesity to gain approval in the US later this year. Eli Lilly, CEO, David Ricks, CNBC’ye CNBC’ye CNBC’ye told the CNBC, the pill hopes to launch the pill globally.

Both drugs work by imitating the intestinal hormone GLP-1 to suppress appetite and regulate blood sugar. However, although Novo Nordisk’s pill is a peptide medicine, an orientalpron is a small molecular drug.

This means that Eli Lilly’s pill is more easily absorbed in the body and does not require dietary restrictions as Novo Nordisk does. It will be easier to produce on a scale, which is very important, as Obesity leaving behind the demand supply for obesity and diabetes injections.

Both companies did not publish prices for their own pill, but some analysts said Eli Lilly’s medication may have potentially have a price lower than Novo Nordisk’s pill. This would be a remarkable advantage, as many health plans in the United States still do not cover obesity treatments.

“This is a little apple and orange comparison, because when the high costs and requirements are taken into consideration, novo novo novo novo nordisk may have difficulty in producing the product.” He said.

“When Lilly plans to cover the world with an orientalpron, and will create more sales very quickly.” He continued: “Lower prices and food intake can be globally extraordinarily without considering.”

Goldman Sachs analysts seem to accept based on a note in August. The 2030 global weight loss, which they expect daily oral pills to be worth $ 95 billion, estimates 24% of the drug market – or about 22 billion dollars -.

Goldman analysts, Eli Lilly’s pill in 2030, 60% of the market’s daily oral segment – or roughly $ 13.6 billion – said they expect. They expect Novo Nordisk’s oral semagluid to have a 21% share of this segment. Analysts said the remaining 19% slice would go to other pills that emerged.

A more suitable obesity pill development race, Pfizer He had to scrape the previous contestants and highlight new ones. Novo Nordisk and Eli Lilly are investigating other experimental oral medicines and a list of other companies. Viking Therapeutics– Building Therapeutics– Astrazeneca And Roche.

Novo Nordisk CEO Mike Dustar said in a statement, “We strongly believe in the activity of the oral drug,” he said. The Danish company added that it would be “laser -oriented to buy this product to patients without supply restrictions”.

Mihail “Misha” Zilbermint, Johns Hopkins Endocrine Hospitals Director of the community physicians, Eli Lilly and Novo Nordisk, a winner of a winner of his own pills and whether it is difficult to crown without knowing whether insurance, he said.

“I think both medicines will be Gamechangers,” he said. “When it comes to the company will win the game – cost is the biggest problem.”

Eli Lilly’s Atade-1 study was watching 3,000 patients, Novo Nordisk’s Oasis 4 work much smaller group A Novo Nordisk Spokesman said there is no work that is currently directly comparing two drugs.

However, BMO Capital Markets Analyst Evan Seigerman, Novo Nordisk’s oral semaglutidi, based on existing data, causes a higher weight loss than Eli Lilly’s pill.

In the experiment, the highest dose of Eli Lilly’s pill helped patients lose 12.4% of average body weights per 72 weeks. While analyzing all patients regardless of the abbreviations, the pill’s weight loss was 11.2%.

Wall Street hoped that Eli Lilly’s pill would produce around 15%weight loss at the same level as Wegovy, the weight loss injection of Novo Nordisk’s box office records. Semaglutid is an active ingredient in Wegovy and Diabetes.

In the meantime, 25 milligrams of Novo Nordisk’s oral semagluid, according to the results of the attempt presented at a medical conference in 2024, when the companies analyzed all patients, regardless of whether the companies stopped the drug, 13.6% of the weight loss was 13.6%.

A Novo Nordisk spokesman added that 20% of the weight loss was observed in about one -third of the patients in the study.

Nevertheless, a slightly lower activity of Eli Lilly’s pill may not be important enough to prevent patients from taking patients.

“For many patients, 12% is really a large number,” Seigerman said. For Orborglpron, “Absolutely there is a market there”.

At the beginning of this month, in a note, Bank of America analysts shared a similar feeling.

“Yes, weight loss fell slightly short, but 100 prescriptions to the printer who put these new data on the Orborglpron’a who really make a difference or not to realize whether the problem, and our belief, the majority of the ‘really’ would say.

Some investors expressed their concerns about side effects and cutting rates in the trial of Eli Lilly’s pill. However, Seigerman said that Novo Nordisk’s oral Semaglididine seems relatively compatible with the oral Semaglidis of the drug – the tolerable data of the drug – the patient’s tolerability to tolerate patients.

Approximately 10.3% of patients receiving the highest dose of Eli Lilly’s pill – 36 milligrams – released treatment due to side effects, about 2.6% of placebo areas.

These side effects were mainly gastrointestinal and moderately moderate to gastrointestinal, such as nausea and vomiting. Eli Lilly’s pill’s pill is the highest dose of the estimated 24% vomiting, 33.7% of nausea had nausea.

Leerink said Risinger watched to see how permanent these gastrointestinal problems are. Eli Lilly presented all the data.

According to the trial results, the side effects on Novo Nordisk’s pill were mostly related to gastrointestinal: 30.9% of oral Semaglud fields vomited and 46.6% of nausea.

Zilbermint from Johns Hopkins said it was difficult to decide which one has a better safety and tolerable profile based on existing data.

In the meantime, Seigerman pointed out a different factor “very important”: dietary requirements.

Unlike Eli Lilly’s pill, patients need to take Novo Nordisk’s oral semagluidini on an empty stomach without plain water from four ounces in the morning. It is instructed to wait 30 minutes before eating, drinking or taking other oral drugs.

Seigerman said this could be an obstacle for some patients.

For example, “If you’re a parent with children and you need to take this medicine for half an hour without drinking your coffee, especially if you need to take it every day, you’ll be crazy,” he said. “I’m trying to think about the use of these drugs in the real world in such a market. It will be important.”

Leerink’s risinger, oral semagludidine is a peptide medicine “to be” produced extremely expensive “, and” probably higher than the ordered to be priced higher, “he said.

A Novo Nordisk spokesman said the pill will mostly be made in the USA and the company’s potential for the company “the pill to millions of Americans living with obesity”.

“Currently, all typical launch preparation activities [for the pill] The spokesman continues completely and gaining momentum.

Small molecules are chemically simpler and easier to produce on a scale, which usually makes them cheaper for companies to formulate them. However, it is still unclear how Lilly’s pricing of Lilly or Forglpron.

During a call for earnings in August, Ricks from Eli Lilly said that the pricing would be based on the value brought by Orborglpron, considering health savings and comorbidities that can be handled.

At the beginning of this month, Goldman Sachs analysts said that the company listed a list of over $ 1000 for one month procurement of the pill, and that the active component in Mounjaro, an active component in Obesity injection Zepbound and diabetes, said that they expect a “parity pricing” to Tirzepatide.

“They must be cheaper than injections because they must be cheaper than Johns Hopkins, because it doesn’t mean they’il be cheaper.” He said. “We don’t just know – for example, we don’t know how long it has passed to research and development.”

Seigerman said that when the pills compete in the market, their commercialization strategies would be key.

Novo questioned whether Nordisk would lean on a recent deal. CVSPharmacy Benefit Manager Caremark. Within the scope of the agreement, Caremark started to prioritize Novo Nordisk’s Wegovy on July 1, which made the weekly injection into the GLP-1 medicine for obesity on Zepbound.

For example, Viking Therapeutics on Tuesday It has published mid -stage trial data that disappointed investors and sent their shares up to 40%.