Novo Nordisk Falls Most on Record After New Weight Drug Disappoints

bloomberg.com

2 points·loeg··4 comments

Article also talked about Lilly, which is important because they're developing a triple agonist called retatrutide. It's currently in trials, and if it succeeds, you'll see Novo stock fall even further while Lilly stock will soar.

FWIW it doesn't seem to be much more effective than tirzepatide:

> Lilly is also working on a next-generation medicine, called retatrutide, which helped people lose up to about 24% of their weight in a mid-sized study last year.

(Tirzepatide saw 22 or 23%.) Unclear to me if or how the retatrutide numbers might improve.

I'd bet that it'll exceed tirzepatide by a bit, but they'll hype up the triple agonist action.

What's wild is that there's companies doing research for quadruple agonists! Found this[0] company that's looking at one such agonist right now.

[0] https://www.biomedind.com/NA-931.html

Partially/mostly legible archive.is link: https://archive.is/Pp4fT

Or, no paywall: https://www.reuters.com/business/healthcare-pharmaceuticals/...

> The CagriSema trial showed the drug helped patients cut their weight by 22.7%, below the 25% Novo Nordisk had expected.

Contrasted with Lilly's already approved Zepbound (tirzepatide):

> Lilly's own obesity injection - sold as Zepbound in the United States - led to an average weight loss of nearly 23% in clinical trials.

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