Overview

• Lilly’s experimental pill orforglipron helped patients lose an average of 12.4% of their body weight over 72 weeks, falling short of Wegovy’s roughly 15% reduction in its pivotal trial.
• Gastrointestinal side effects were common, with 33.7% of high-dose patients reporting nausea, 24% vomiting and just over 10% discontinuing due to adverse events.
• Shares of Eli Lilly plunged up to 14% in premarket trading as investors reacted to the pill’s lower-than-expected efficacy and tolerability.
• Novo Nordisk announced multi-year price reductions for Wegovy and Ozempic, plus filed 14 lawsuits against compounding pharmacies selling unlicensed copies of its GLP-1 drugs.
• The race for oral GLP-1 obesity therapies is accelerating, with both incumbents and new entrants scaling up filings and manufacturing ahead of a market forecast to exceed $150 billion by the early 2030s.