Novo $NVO says CagriSema delivered superior weight loss against Lilly's $LLY tirzepatide in the REIMAGINE 5 trial. At the 1.0 mg dose of each component, patients lost 12.4% of body weight at week 60, against 9.1% on tirzepatide.

GlobalData says more adults with type 2 diabetes in England hit blood sugar and weight targets on tirzepatide than on semaglutide. #longevity# #tirzepatide# #semaglutide# #type2diabetes# #GlobalData#

$VKTX 💡 Bill Reisner new VP of Market Access at Viking Therapeutics. He led the U.S. market access strategy for the launch of Eli Lilly's tirzepatide. | Truist Securities 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗩𝗶𝗸𝗶𝗻𝗴 𝗧𝗵𝗲𝗿𝗮𝗽𝗲𝘂𝘁𝗶𝗰𝘀 with 85$ PT

ELI LILLY: PARTICIPANTS TAKING ELORATZP LOWERED THEIR A1C BY UP TO AVERAGE OF 2.9% VS. 2.4% WITH TIRZEPATIDE 15 MG || AT 48 WEEKS, ALL COMBINATIONS OF ELORATZP MET PRIMARY & SECONDARY ENDPOINTS || PARTICIPANTS TAKING ELORATZP LOST UP TO AVERAGE OF 54.1 LBS (23.3%) VS. 34.4 LBS (14.8%) WITH TIRZEPATIDE 15 MG

NOVO’S OZEMPIC® (SEMAGLUTIDE) 2 MG IS LINKED TO A LOWER RISK OF SERIOUS HEART-RELATED ISSUES (DEATH, HEART ATTACK, AND STROKE) IN ADULTS WITH TYPE 2 DIABETES THAN SWITCHING TO MOUNJARO® (TIRZEPATIDE), AS PER A REAL-WORLD STUDY PRESENTED AT EASD.

FDA CRACKS DOWN ON COMPOUNDED GLP-1s The FDA is warning telehealth firms and compounders over unapproved weight-loss drugs including semaglutide, tirzepatide and retatrutide. $HIMS The agency says retatrutide and cagrilintide cannot legally be used in compounding, and has already warned companies marketing unapproved retatrutide directly to consumers. As of May 31, the FDA had received 990 adverse-event reports tied to compounded semaglutide and more than 730 tied to compounded tirzepatide. The FDA is also flagging dosing errors, fraudulent labels, improper refrigeration during shipping and questionable foreign-made ingredients, while reiterating that compounded GLP-1s are not FDA-approved or reviewed for safety, effectiveness or quality before being marketed.

ROCHE’S ENICEPATIDE CUTS WEIGHT 15.5%, NORMALIZES BLOOD SUGAR IN 62% OF PATIENTS IN PHASE II Roche reported positive 48-week Phase II results for enicepatide, its once-weekly dual GLP-1/GIP drug for people with type 2 diabetes and overweight or obesity. At the highest 24 mg dose, patients lost an average 15.5% of body weight, with Roche saying weight loss had not yet plateaued. HbA1c fell 2.65 percentage points from an 8.1% baseline. By week 48, 90% of patients on the highest dose reached the diabetes treatment target of HbA1c ≤6.5%, while 62% reached non-diabetic blood sugar levels below 5.7%. Safety was consistent with the incretin drug class, with mostly mild-to-moderate gastrointestinal side effects and a 2% discontinuation rate due to adverse events. Enicepatide targets the same GLP-1/GIP receptors as Eli Lilly’s tirzepatide. Roche already has two Phase III weight-management trials underway and plans Phase III diabetes and cardiovascular-outcomes programs beginning in H1 2027.

Another day, another shitday for Novo $NVO as their long-term pipeline plan and revenue where underwhelming, aiming for revenue growth in line with industry peers from here to 2030. Perhaps my best decision this year was to sell $NVO over half a year ago and buy Micron $MU instead, when I realised the management sucked and the pipeline is getting them nowhere compared to Eli Lilly $LLY. Served as a good lesson of a classic "value trap". On the surface, it looks strongly undervalued compared to its competitor Eli Lilly. But beneath the surface, managerial concerns, a lousy pipeline and very disappointing results from CagriSema (even underperforming tirzepatide) were legitimate factors that compressed the valuation multiple.

This drug class could be the next GLP-1. Apitegromab, a myostatin inhibitor, just got FDA approval! Myostatin is a protein that tells your muscles to stop growing. This drug inhibits myostatin. It's why Belgian Blue cattle look like Arnold Schwarzennegger. Apitegromab targets the same system by blocking myostatin activation. In patients with spinal muscular atrophy, adding it to their existing treatment improved their ability to move. But its potential could go beyond this. In a study with 102 adults on tirzepatide, half of them also received apitegromab while the other half was given a placebo. After 24 weeks, both groups lost a similar amount of weight, but those on apitegromab lost about half as much lean tissue: 1.6kg vs. 3.5 kg (this combination is still experimental). But this myostatin inhibitor is still compelling. If we safely pair GLP-1s with a drug that can preserve muscle, and it works - it could create demand for an entirely new category of treatment.

GLP-1s might be a longevity drug. They are also the biggest breakthrough in weight loss. I just added them to my Rx longevity platform. Recently I went to Australia, and I experienced a huge spike in food noise. The desire to eat constantly, even when I wasn't hungry. Even when I was full. A 7 hr time zone shift scrambled my hunger hormones. It reminded me how debilitating food noise is. How food can become the only thing the brain thinks about, edging out everything else. Years ago, I couldn’t stop myself from overeating every night. I was 60 lbs overweight, stressed out, and felt awful all the time. I imagined going back in time to when I was helpless to control my eating and being presented with a drug like a GLP-1, which can flip the switch and turn down the food noise. GLP-1s are more than weight loss, they’ve been shown in studies to: + lower blood pressure + improve blood sugar regulation + reduce lipid levels and inflammatory markers We just added 6 GLP-1s for weight loss and longevity to immortals dot com. This includes brand name meds and compounded options for personalized treatment. Brand name: Zepbound® (KwikPen®) Wegovy® (injections) Wegovy® (tablets) Foundayo® (tablets) Compounded options: Personalized Tirzepatide (injections) Personalized Semaglutide (injections)