The inventory of NOVO NORDISK (NVO) increased on Friday after the obese Kingpin reported the strong results of the next -generation weight loss drug, AmyCretin.
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The weight loss drug market is hot. Which medical stock will win the battle for hegemony?
For 36 weeks, patients who took the highest dose of weekly shots lost 22 % of their weight. This is compared to the weight gain of 2 % of the placebo group.
The results are favorably lined up with Eli Lilly (Lly) Zepbound, indicating 22.5 % in 72 weeks. They also seem to be out of the client’s memo, Andy Hesier, an analyst of Lily’s next -generation drugs, lettuceide, William Blair’s analysts.
NOVO NORDISK shares jumped 8.5 % and closed at 87.97.
Other weight loss players shares have branched in the NOVO NORDISK news. Lilly Stock has risen 2.5 % to 785.41, but Viking Therapeutics (VKTX) shared YO YOED and eventually closed 1.3 % at 34.50. AMGEN (AMGN) is also working on weight loss shots, reducing 1.8 % and ends normal transactions at 275.42.
Do you move from WEGOVY?
AMYCRETIN works in a different way from WEGOVY, a big hit obedation medicine of Novo Nordisk. WEGOVY imitates the GLP-1 hormone to improve fullness and blood sugar markers. NOVO also sells the same active ingredients as the treatment of type 2 diabetes called Ozempic.
AmyCretin, on the other hand, imitates both GLP-1 hormones and amylin hormones. The latter plays a role in regulating blood sugar levels. Also slows down how fast your stomach is empty.
The highest dose Novonor Disc was 20 milligrams. At 1.25 milligrams, patients lost 9.7 % of their weight in 20 weeks. Another group received a 5 -milligram for 28 weeks and lost 16.2 % of his weight.
Lily’s Zepbound and Viking experimental VK-2735 uses another mechanism. Immms GLP-1 and GIPR. GIPR or GIP receptor increases energy consumption and reduces food intake.
HSIEH says that the result affects buffet treatment in two ways. On the other hand, buffet is working on amylin -based drugs that can start clinical tests this year. He said that novo results support the Amirin approach.
“But AmyCretin believes that it may appear as an executable competitor of the GLP-1/GIP dual agonist approach,” he said. “As a result, we expect the buffet shares to be unstable with the downward bias.”
We will play against Eri Lily
The result helps Eri Lily to strengthen Novo Nordisk. In research from the head to the head, Zepbound patients lost average by 20.2 % in 72 weeks, while WEGOVY’s recipient loses 13.7 %.
On the other hand, Lily’s next -generation weight loss, the letter loss, seems to be not bullish compared to Amuretine. RetaTrutide works by imitating three hormones, GLP-1, GIPR, and Gurkagon. While Amuretine’s 5 milligram dose seemed to be similar to a letter, the minimum dose seemed to resemble Zepbound, said William Blair’s Hsieh.
In December, another drug targeting AmyLin and GLP -1 is Cagrisema of Novo, which was disappointed in phase 3 research. Patients lost 22.7 % of their weight in 68 weeks. This exceeded 16.1 % of WEGOVY recipients, but missed novo guidance on 25 % weight loss.
“Novobu can use amuletin as an alternative to Lily’s Zepbound or lettuce, but accurate strategic positioning can be revealed in full data,” says Hsieh.
The pill space gets hot
Novo also develops amyCretin as a daily medicine.
In March 2024, Novobo Nordisk said that patients taking Amuretin’s daily pills lost 13.1 % of their weight and lost 11.9 % of the Plasebo groups. But it came alongside many side effects. Three -quarters of the patient experienced nausea and 56 % vomited, Leerink analyst David Risinger stated in the report.
To compare, only 31 % and 12 % of the 72 -week research patients on Lily’s Zepbound experienced nausea and vomiting.
Nevertheless, races for developing weight loss drugs are on, and many competitors are lined up. However, most are betting on imitating GLP-1 or GLP-1 and GIPR. Lily, Viking, Pfeer (PFE), Rochby, and Astrazenka (AZN) are all in the field.
Follow Allison Gatlin in X/Twitter of @ibd_agatlin.
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