Novo Nordisk's CagriSema Tops Lilly's Tirzepatide for Weight Loss in Diabetes Trial
核心洞察
Novo Nordisk reported that CagriSema produced an estimated average weight loss of 12.4% in a late-stage trial in patients with diabetes (搜索).
A 1 mg dose of CagriSema was superior to 5 mg tirzepatide for weight loss, which achieved 9.1% in the same head-to-head study.
CagriSema also demonstrated non-inferior blood sugar reduction versus tirzepatide in patients with diabetes (搜索), and a separate late-stage obesity (搜索) study showed 21% weight loss versus placebo.
Novo Nordisk said on Monday that its next-generation experimental drug CagriSema delivered an estimated average weight loss of 12.4% in a late-stage trial in patients with diabetes (搜索), outperforming Eli Lilly's rival drug in a head-to-head comparison.
In the late-stage study, a 1 mg dose of CagriSema was superior to Lilly's tirzepatide at 5 mg for weight loss, the company reported. Tirzepatide, the active ingredient in Lilly's diabetes (搜索) drug Mounjaro and obesity (搜索) drug Zepbound, produced a weight loss of 9.1% in the same trial.
CagriSema is a weekly injection that combines cagrilintide, which mimics the pancreatic hormone amylin (搜索), and semaglutide, the active ingredient in Wegovy. Novo has positioned the combination as a successor to Wegovy, which faces patent expiries after 2030.
Glycemic and Obesity Endpoints
In patients with diabetes (搜索), CagriSema also demonstrated non-inferior blood sugar reduction compared to Lilly's tirzepatide, according to the company.
In a separate late-stage study, the drug showed 21% weight loss at a 1.0 mg dose compared to placebo in adults with obesity (搜索).
The diabetes (搜索) data follow a head-to-head trial earlier this year in which CagriSema fell short of Lilly's Zepbound on weight loss, a setback for Novo. BMO analyst Evan Seigerman noted that while the low-dose data is encouraging, the findings were less impactful given tirzepatide has already been proven superior to higher doses of CagriSema in obesity (搜索).
Rollout Plans and Regulatory Timeline
At Novo's capital markets day on Monday, the company detailed a multi-year rollout for its next-generation obesity (搜索) injectables, targeting a launch of the CagriSema combination early next year. A decision from the U.S. Food and Drug Administration (搜索) on Novo's application for CagriSema for weight management is expected in the fourth quarter.