Eli Lilly’s Trulicity’s Broad CV Label Spotlights GLP-1 Rivalry

Direct Impact On Novo Nordisk’s Ozempic ‘Limited’

Trulicity’s broad CV label awarded by the US FDA should aid overall uptake of the GLP-1 class, cushioning the direct impact on Novo Nordisk’s rival, Ozempic, analysts said.

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Trulicity is first type 2 diabetes drug approved to cut CV events in adults with and without heart disease. • Source: Shutterstock

Product competition has sharpened between Eli Lilly & Co. and Novo Nordisk AS after the US Food and Drug Administration awarded the former’s blockbuster GLP-1 agonist Trulicity (dulaglutide) a cardiovascular (CV) label claim for diabetes patients with and without established heart disease. This makes it the first and only type 2 diabetes drug approved to reduce heart related risks in adults with and without established cardiovascular disease.

The distinction is unwelcome news for Denmark’s Novo Nordisk, whose competing GLP-1 Ozempic (injectable semaglutide) has a CV label only for patients with established cardiovascular disease, and whose recently launched oral version Rybelsus (oral semaglutide) only had

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