Lilly's Tirzepatide Hits On Phase III, But Poised To Face A Crowded Diabetes Market

Starting patients on a low dose yielded lower rates of GI adverse events for the GIP/GLP-1 agonist, but it remains uncertain how differentiated tirzepatide will be against entrenched GLP-1 rivals.

Diabetes
Lilly's initial Phase III data for its dual GIP/GLP-1 agonist look competitive

Top-line data unveiled on 9 December from the first of Eli Lilly and Company’s five Phase III studies of tirzepatide in type 2 diabetes met statistical significance for blood glucose and weight reductions while ameliorating gastrointestinal tolerability concerns from Phase II. Nonetheless, in the crowded field for diabetes drugs, it's uncertain how tirzepatide –a potentially first in class GIP/GLP-1 receptor agonist – will be received in the market if it is approved.

Some pharmaceutical analysts project multi-billion-dollar sales for the product, while others are less convinced that tirzepatide is sufficiently differentiated from more entrenched GLP-1 agonists, including Novo Nordisk A/S’s Ozempic (semaglutide) and Lilly's own Trulicity (dulaglutide)

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