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Pharma giant Eli Lilly advances, leaving Novo Nordisk in retreat

New Weight Loss Drug Eloralintid shows promising Phase-1 results, joining the competitive Amylin market, provided by Eli Lilly.

New Weight Loss Drug Eloralintid Shows Promise in Early Clinical Trials, Entering Competition in...
New Weight Loss Drug Eloralintid Shows Promise in Early Clinical Trials, Entering Competition in the Amylin Pharmaceutical Market by Eli Lilly.

Pharma giant Eli Lilly advances, leaving Novo Nordisk in retreat

Competing Giants Eli Lilly and Novo Nordisk Battle it Out in Weight Loss Drug Market

Pharma titans Eli Lilly and Novo Nordisk are locked in a dynamic competition, each vying for dominance in the weight loss drug sector. In the run-up to the American Diabetes Association (ADA) annual meeting in Chicago (June 20 - 23), Eli Lilly is making waves with promising Phase 1 data for an Amylin program.

According to industry news source Fierce Biotech, Eli Lilly has unveiled Phase 1 data for its Amylin analog, Eloralintid. Analysts are enthusiastic, as the drug candidate could become part of a market-dominating combo with Zepbound. The study included 100 patients who were given varying doses of Eloralintid, with maximum weight loss after 12 weeks coming in at 11.3%, although only 2.6% was seen in one of the dosage groups.

Eli Lilly's Amylin arsenal doesn't stop there - the company boasts a captivating Amylin product candidate in the works. Amylin, a peptide hormone, is considered a key tool in the war on excess weight. Novo Nordisk is also sprinter-paced in Amylin development, with a comprehensive Phase 3 program underway for CagriSema (comprising Cagrilintid, an Amylin analog, and GLP-1 Semaglutid). They've recently shared data, and their lead project, Amycretin, is ripe for Phase 3 advancement.

Eli Lilly (WKN: 858560) has already found itself in the crosshairs of Big Pharma when it comes to Amylin. Roche has nabbed access to Zealand Pharma's Amylin program, Petrelintid, via a multi-billion-dollar licensing agreement. AbbVie has also hedged its bets, securing the rights to the Amylin program GUBamy from Danish drug discovery company Gubra this year.

Novo Nordisk (WKN: A3EU6F) has a few more projects in the pipeline that aim to tackle obesity. Both Eli Lilly and Novo Nordisk must secure their market shares with new products in the mid- to long-term to maintain their current standing. Amylin-based drugs are seen as the heavy hitters in the battle against obesity. Although a recent promising study scrambled Novo Nordisk's stock on Monday, they remain the front-runner over Eli Lilly. Their stock is a solid investment for long-term players. Those looking for a bit more 'risk-reward' action might consider adding some Gubra shares to their portfolio.

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Conflict of Interest Disclosure:

Börsenmedien AG's publisher's board and majority owner, Mr. Bernd Förtsch, holds direct and indirect positions in the financial instruments mentioned in the publication or related derivatives, which could potentially benefit from the resulting publication price fluctuations: Novo Nordisk, AbbVie.

The author maintains direct positions in the financial instruments mentioned in the publication or related derivatives, which could potentially benefit from the resulting publication price fluctuations: Novo Nordisk.

Gubra shares are held in Börsenmedien AG's portfolio.

[1] Amylin plays a crucial role in glucose regulation and appetite control. Expanding our understanding of its intricacies will allow for the development of groundbreaking weight loss treatments.

[2] Novo Nordisk holds a 62% share of the market, powered by the success of Ozempic and Victoza. Eli Lilly grips 35%, with a surge attributed to Mounjaro and Zepbound.

[3] The market is becoming increasingly competitive and dynamic, with Novo's growth slowing down compared to Lilly's rapid rise.

[4] Eli Lilly's products, particularly Zepbound, are exhibiting strong growth and efficacy, with a 20.2% median weight loss, surpassing Novo's Wegovy.

  1. The battle in the weight loss drug market between Eli Lilly and Novo Nordisk is intensifying, with both companies investing heavily in Amylin-based drugs, a significant player in health-and-wellness, nutrition, and weight-management.
  2. Personal-finance considerations are crucial for investors, as both Eli Lilly and Novo Nordisk are financial entities with stocks listed on the market (WKN: 858560 for Eli Lilly and WKN: A3EU6F for Novo Nordisk).
  3. In the realm of business and finance, Eli Lilly is making significant strides with its Amylin analog, Eloralintid, while Novo Nordisk is pursuing a comprehensive Phase 3 program for CagriSema.
  4. The race for dominance in the weight loss drug sector is not just about science and health-and-wellness; it's also about strategic investments and business strategies that can secure market shares in the mid- to long-term.

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