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21.05.26 - 18:03
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Lilly′s Next-Gen Weight-Loss Drug Clears Trial With Near-Bariatric Surgery Results (ZeroHedge)
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Lilly's Next-Gen Weight-Loss Drug Clears Trial With Near-Bariatric Surgery Results
Eli Lilly reported positive Phase 3 results for its next-generation obesity drug, retatrutide, which delivered weight-loss results on par with those of bariatric surgery.
In the TRIUMPH-1 trial, overweight adults, but without diabetes, achieved meaningful weight loss across all tested doses after 80 weeks:
12 mg dose: average weight loss of 70.3 pounds, or 28.3% of body weight.
9 mg dose: average weight loss of 64.4 pounds, or 25.9%.
4 mg dose: average weight loss of 47.2 pounds, or 19%
Ahead of the results, RBC Capital Markets analyst Trung Huynh said the key success range would be 28% to 30% weight loss.
Lilly's 12 mg dose appears to have cleared the low end of Huynh's bar, with patients losing an average of 28.3% of their body weight over 80 weeks.
"We're in a zone that's historically been associated with bariatric surgery, and you're getting it with a medicine," Kenneth Custer, ...
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12.05.26 - 14:33
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HIMS Shares Plunge As Pivot To Branded GLP-1s Weighs On Outlook (ZeroHedge)
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HIMS Shares Plunge As Pivot To Branded GLP-1s Weighs On Outlook
Hims & Hers shares tumbled in premarket trading in New York, the most in three months, after the company posted a first-quarter loss and revenue that missed analyst estimates tracked by Bloomberg, as costs rose amid a massive pivot from selling copycat GLP-1 drugs toward branded obesity drugs from Novo Nordisk and Eli Lilly.
Revenue for the first quarter came in at $608 million versus the $617.5 million Bloomberg Consensus estimate, while the telehealth firm swung to a loss of 40 cents a share from a 20-cent profit a year earlier.
HIMS recorded $33.5 million in restructuring charges, including inventory write-downs and transition costs.
"This was an incredibly valuable transition," HIMS CEO Andrew Dudum told analysts on an earnings call. "We are seeing adoption and weight-loss near-record levels, even beyond the demand we saw following this year's New Year's and Super Bowl campaigns."
Here's a snapshot o...
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09.04.26 - 09:31
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India′s Generic Copies Dent Eli Lilly′s Sales (Bloomberg)
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The flood of cheap copies of Novo Nordisk A/S' blockbuster drug semaglutide in India is already reshaping the country's fast-growing obesity market, cutting into Eli Lilly & Co.'s early lead and offering a first real test of how Novo may fare as its patents expire worldwide....
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