The Weight Loss Drug Competition Is Heating Up: These 2 Industry Leaders Just Filed Competing Drugs with the FDA.

2 weeks ago 10
  • Novo Nordisk's CagriSema could beryllium a marque caller maturation operator for the company.

  • Eli Lilly's orforglipron is breaking into a new, lucrative market.

  • One of these companies should pb this market, but some could beryllium charismatic buys.

  • 10 stocks we similar amended than Novo Nordisk ›

The value nonaccomplishment marketplace has garnered plentifulness of headlines implicit the past 2 years. Yet, to date, and contempt plentifulness of pipeline candidates, lone 2 brands predominate this field. One of them is Wegovy, a medicine marketed by Novo Nordisk (NYSE: NVO), and the different is Zepbound, which was developed by Eli Lilly (NYSE: LLY). These 2 are the undisputed leaders successful this therapeutic area, and they could soon solidify their pb with important caller approvals. Let's look into and find what it each means for investors.

Doctor talking to patient.

Image source: Getty Images.

Novo Nordisk's semaglutide, the progressive constituent successful Wegovy, mimics the enactment of the GLP-1 hormones, which play a relation successful regulating insulin and satiety. Wegovy is effectual enough, but the company's CagriSema should beryllium adjacent much so. CagriSema is simply a dual agonist -- mimicking the actions of GLP-1 and different hormone called amylin, which besides plays a relation successful controlling satiety, among others. This dual attack has proved powerful, arsenic evidenced by Eli Lilly's Zepbound, a dual GLP-1/GIP agonist. Novo Nordisk archetypal reported signifier 3 results for CagriSema astir a twelvemonth ago.

Now, the institution has yet announced that it is requesting support for the medicine successful the U.S. CagriSema performed amended than semaglutide (the progressive constituent successful Wegovy) successful objective trials, truthful it could go Novo Nordisk's caller maturation driver.

Eli Lilly reported respective affirmative signifier 3 results for orforglipron, its next-gen anti-obesity medicine, this year. The institution has present requested support for the therapy. There are astatine slightest 2 things to enactment astir orforglipron. First, it is simply a regular oral pill, whereas Wegovy and Zepbound are administered subcutaneously erstwhile a week. Pills are a batch easier to handle, manufacture, store, and transport.

Many patients besides similar them implicit injections. So, determination is simply a perchance charismatic marketplace for Eli Lilly's caller gem. Second, orforglipron was the recipient of a Commissioner's National Priority Voucher, a caller programme successful the U.S. that helps expedite the reappraisal of medicine to 1 to 2 months, versus the mean 10 to 12 months.

So, it could gain the greenish airy reasonably aboriginal adjacent year.

Zepbound has been gaining marketplace share, and Eli Lilly has reaped immense fiscal benefits. Meanwhile, Novo Nordisk's results haven't been arsenic awesome arsenic the marketplace hoped, and respective objective setbacks sank the stock. One of them was really with CagriSema, which failed to deed the 25% mean value nonaccomplishment successful signifier 3 studies that absorption had hoped for.

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