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Tirzepatide’s Glowing Obesity Data Steal Show On Lilly’s Earnings Call

 
• By Joseph Haas

Tirzepatide shows ability to produce a mean 52-pound weight loss at 72 weeks, setting up a market showdown with Novo’s Wegovy. Lilly’s quarterly call included reassurance about donanemab for Alzheimer’s and high growth for its COVID-19 antibody.

Head to head battle
Tirzepatide data in obesity may set up head-to-head battle between Lilly, Novo Nordisk • Source: Alamy

The focus of Eli Lilly and Company’s first quarter earnings report was on new Phase III data for tirzepatide in obesity that set its cardiometabolic business up for future success. Multiple analysts said the better-than-expected data position the GLP-1/GIP analog as a strong competitor to Novo Nordisk A/S’s Wegovy (semaglutide 2.4mg) in the weight loss market and open the possibility of Lilly filing for approval earlier than 2024, the current projection.

In a release issued in tandem with its quarterly earnings results on 28 April, Lilly noted that tirzepatide – which is currently under US Food and Drug Administration review for type 2 diabetes with a 30 May action date – yielded up to 22.5% weight loss in non-diabetic obese or overweight adults with at least one comorbidity. ([A#SC146427]) In the 2,539-patient, 72-week SURMOUNT-1 trial – one of four registrational studies ongoing for tirzepatide in obesity – a 5mg dose yielded an average weight reduction of 16% (35lb/16kg), a 10mg dose produced a 21

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