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Obesity Drug Race Accelerates With Strong Oral GLP-1 Results and First-in-Human RNA Candidate

New EASD and NEJM readouts spotlight potent oral GLP-1 data and an RNA therapy entering Phase 1 to explore more durable weight loss.

Overview

  • A 72-week NEJM phase 3 trial found Eli Lilly’s oral GLP-1 orforglipron cut body weight by 7.5% to 11.2% across doses versus 2.1% with placebo, with mostly mild to moderate gastrointestinal side effects and higher discontinuation than placebo.
  • Novo Nordisk reported its oral semaglutide achieved an average 16.6% weight reduction after 64 weeks in the Oasis-4 study, and the company said an FDA decision on its New Drug Application is due in the fourth quarter of 2025.
  • In a company-reported head-to-head study in adults with type 2 diabetes, orforglipron lowered HbA1c by 2.2% and produced 8.9 kg average weight loss over a year, compared with 1.4% and 5.0 kg for oral semaglutide at highest doses.
  • Resalis Therapeutics presented preclinical data for RES-010, an antisense drug targeting miR-22, showing selective fat loss and lean-mass preservation in animals and no weight regain after stopping treatment in mouse and primate studies.
  • RES-010 is in a randomized, placebo-controlled Phase 1 trial in the Netherlands with up to 80 participants, with first-in-human safety readouts expected in early 2026 and efficacy in people yet to be established.