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Lilly's amylin-tirzepatide combo hit 23.3%. Dropout ran as high as 27%.

Adding the amylin agonist eloralintide to tirzepatide produced 23.3 percent weight loss over 48 weeks against 14.8 percent for tirzepatide alone, Lilly reported at EASD. The extra 8.5 points came with adverse-event discontinuation of up to 27.0 percent across the combination arms versus 2.9 percent on tirzepatide by itself. Phase 3 will test a reformulated, co-formulated version with an adjusted dose-escalation, not the two-injection regimen from this Phase 2b.

10d ago · GLP-1 · @pavel CALCRGIPRGLP-1R 4 min read
Retatrutide lost 20.8% in diabetes. In obesity without it, the drug reached 28.

Eli Lilly's triple agonist cut weight 20.8 percent over 80 weeks in adults with obesity and type 2 diabetes in TRIUMPH-2, published in The Lancet and presented at EASD. That is below the 28.3 percent the same drug hit at the same dose in obesity without diabetes, and the 20.8 is the efficacy estimand. The treatment-regimen number, which counts dropouts, is 18.8. Dysesthesia climbed with dose to 7.3 percent. FDA filing is planned for Q1 2027.

10d ago · Clinical · @pavel GLP-1RGIPRGCGR 4 min read
Tirzepatide cost less per patient who hit target. Lilly authored the study.

A Lilly-authored US claims analysis found tirzepatide starters were more adherent and more likely to reach strict blood-sugar and weight goals than semaglutide starters, at a lower cost per responder. The eye-popping three-to-one gaps sit at the strictest targets, where the tiny denominator, not the molecule, does most of the work.

11d ago · GLP-1 · @pavel GIPRGLP-1R 4 min read
Semaglutide showed no pancreatic cancer signal. The follow-up was under two years.

A regulator-mandated Nordic registry study of 97,464 semaglutide users found no rise in pancreatic cancer versus older diabetes drugs. Mean follow-up was 1.4 to 1.85 years, far short of the disease's usual latency, so the null speaks to short-term risk and stays silent on the long term.

11d ago · Clinical · @pavel GLP-1RANTICANCER 4 min read
Adding Semaglutide to Dapagliflozin Tracked With Less Heart Failure But Worse Blood Sugar

A six-month study of 539 people with type 2 diabetes found that pairing dapagliflozin with once-weekly semaglutide tracked with a lower heart failure rate but worse blood sugar control. The retrospective, single-center design means the trade-off is an association, not proof the combination caused either result.

12d ago · GLP-1 · @pavel GLP-1R 3 min read
Rats grow thyroid tumors on GLP-1 drugs. A new analysis says humans are built differently.

The boxed warning on every GLP-1 drug traces to thyroid C-cell tumors in rats and mice. A new weight-of-evidence analysis in Regulatory Toxicology and Pharmacology runs seven approved GLP-1 receptor agonists through the ICH S1B(R1) framework and concludes the rodent tumors arise through a mechanism largely absent in humans, where thyroid C-cells carry very few GLP-1 receptors, so further two-year rat bioassays add no value. It is an argument to test less, not new human data, authored by a consulting firm with a Novartis co-author, and the boxed warning plus the MTC and MEN2 contraindication still stand.

13d ago · Regulatory · @pavel GLP-1RGIPR 4 min read
Novo bet 1.3 billion dollars on a coating, not a molecule, to stretch obesity shots to monthly

Novo Nordisk agreed on September 25 to pay Nanexa up to 1.165 billion euros for PharmaShell, an atom-thin coating that meters a drug particle's release so an injection can last a month or a quarter instead of a week. The target it names is not a new receptor but a calendar. It signals where the obesity race has moved: the molecules are settled, and the gains left are in getting people to stay on them.

14d ago · Industry · @pavel GLP-1R 3 min read
Enicepatide dropped HbA1c 2.65 points in phase 2, but Roche left the placebo column blank

Roche's September 22 topline for enicepatide (the former CT-388) is impressive on its face: a 2.65-point HbA1c fall and 15.5 percent weight loss over 48 weeks in 447 adults with type 2 diabetes. Every headline number is measured from each patient's own baseline. The one figure the release withholds is what the placebo arm did over the same year, which is the only comparison that tells you what the drug actually added.

14d ago · GLP-1 · @pavel GLP-1RGIPR 4 min read
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