Eli Lilly, Zepbound
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The CagriSema study results are a setback for the Danish drugmaker in its efforts to regain ground lost to Eli Lilly in the obesity-drug market.
The FDA has approved a new four-dose, single-patient-use KwikPen for Zepbound (tirzepatide), giving patients a full month of treatment in one device.
Head zepbound beats novo in a phase 3 trial showing greater weight loss among adults with obesity and comorbidities.
Novo Nordisk’s CagriSema has been outperformed by Eli Lilly’s Zepbound (tirzepatide) in a head-to-head obesity trial. The Phase III REDEFINE 4 trial (NCT06131437) failed to meet its primary endpoint of demonstrating non-inferiority on weight loss for CagriSema compared to Zepbound after 84 weeks.
After its next-generation obesity asset CagriSema lost a head-to-head matchup with Eli Lilly’s Zepbound, Novo Nordisk is throwing more money into the obesity space, striking a deal with Vivtex to advance novel weight loss pills.
LLY's Mounjaro and Zepbound drove 56% of revenues in 2025 as obesity demand surged, with new launches and Medicare access set to fuel growth.
Novo Nordisk stock plunged after CagriSema missed against Eli Lilly’s Zepbound, but new obesity drug data and a low valuation may offer long-term upside.
Eli Lilly notches another win over Novo Nordisk, as Zepbound bests CagriSema in a head-to-head trial sponsored by Novo; The FDA kicked off Rare Disease Week, providing draft guidance on its new plausible mechanism pathway,