
Drugmakers are solely months into introducing GLP-1 tablets and navigating big modifications in how sufferers pay for weight-loss medicine.
Even so, they’re already outlining their visions for the way forward for weight problems medicine.
On the American Diabetes Affiliation’s Scientific Classes in New Orleans final week, drugmakers pitched medical doctors and buyers on the concept of latest photographs and tablets, medicine that may be taken much less incessantly, and new therapies past GLP-1s that would include fewer negative effects. The attendees debated the place all these new therapies may slot in, particularly with Eli Lilly at the moment dominating the marketplace for photographs and impressing attendees with information from its experimental triple-acting drug retatrutide that produced probably the most weight reduction seen but.
Lilly and rival Novo Nordisk showcased new GLP-1 tablets they every launched earlier this yr. Each corporations made the case that oral choices are bringing extra individuals into the marketplace for weight reduction medicine, with Novo touting that prescriptions of its Wegovy capsule reached greater than 3 million simply 5 months into the launch.
Behind the 2 market leaders are a wave of latest entrants hoping to get into the large market within the coming years.
Construction Therapeutics and AstraZeneca every shared mid-stage information from their respective GLP-1 tablets. Ought to these oral medicine reach Section 3 trials, they might possible come to the market round 2029, three years behind Lilly, which launched its small molecule capsule Foundayo earlier this yr (the Wegovy capsule is an oral peptide).
Construction Therapeutics CEO Ray Stevens thinks there’ll nonetheless be loads of room out there by then.
“Who wins on the finish of the day with competitors? Sufferers, and that is actually what that is all about,” Stevens stated, including that being the second small molecule drug will probably be necessary. “We’re actually pushing arduous to get into that second place behind orforglipron, now Foundayo.”
Pfizer additionally unveiled mid-stage information from a shot it gained by way of its $10 billion acquisition of Metsera. The drug confirmed the potential to be given month-to-month, which Pfizer thinks could be extra handy than the at the moment weekly photographs. One other drugmaker, Amgen, is testing a special drug that might be given month-to-month or presumably even quarterly.
Susan Sweeney, Amgen’s government vice chairman of weight problems and associated situations, stated the corporate sees a bonus in individuals not needing to take a weekly injection and as an alternative fascinated by remedy as little as 4 occasions a yr.
“For any person who’s lived with weight problems for a very long time, it may be a serious benefit in not remembering your illness,” she stated.
Mike Doustdar, left, CEO of Novo Nordisk, and David Ricks, CEO of Eli Lilly, hear as President Donald Trump speaks within the Oval Workplace throughout an occasion about weight-loss medicine on Nov. 6, 2025.
Andrew Caballero-Reynolds | Afp | Getty Photos
Some corporations are trying past GLP-1 and different sizzling targets like GIP and glucagon to rising areas like amylin, one other hormone produced within the pancreas that helps individuals really feel full. One firm is Zealand Pharma, which offered mid-stage information from a drug known as petrelintide that it is creating with Roche.
The experimental shot helped individuals lose virtually 11% of their physique weight — lower than the at the moment obtainable injections Wegovy and Zepbound. However Zealand touted that fewer individuals taking the drug vomited than these within the placebo group.
“I really imagine that when these amylin [drugs] launch, we are able to have that, what I’ve described as an iPhone second, as a result of sufferers are so conscious of the expertise they’ve on the GLP-1s, and when you launch a brand new modality that provides you a greater expertise, individuals will queue as much as get entry to that new weight reduction remedy reasonably than staying on the extra cumbersome medicines,” stated Zealand CEO Adam Steensberg.
Like the opposite potential new entrants, it is going to be years earlier than Zealand’s drug turns into obtainable. Market chief Lilly is creating its personal amylin analogue known as eloralintide that is already in Section 3 trials.
At this yr’s ADA, Lilly additionally offered Section 3 outcomes from its triple agonist retatrutide. That drug prompts the GLP-1, GIP and glucagon receptors, producing dramatic weight reduction.
On the highest dose, individuals misplaced a median of 28% of their physique weight after they took retatrutide and stayed on it as prescribed within the trial. Lilly CEO Dave Ricks sees the drug a means to assist individuals with a physique mass index over 40, or the best classification of weight problems, obtain a wholesome weight, one thing that is not potential if they’ve a median response to Lilly’s present shot Zepbound.
“We confirmed what’s potential, which is significant: Virtually half the individuals lose greater than 30% of their physique weight,” Ricks stated. “So when you do begin at a better stage, you possibly can actually get to a extra wholesome state, which is everybody’s purpose, I believe.”
Past Lilly and Novo?
Traders at the moment are attempting to determine whether or not the market will stay a duopoly between Lilly and Novo or whether or not the potential new entrants will grow to be important gamers. The newcomers level to the truth that about 2.5 billion individuals on the earth are thought-about obese, and 890 million are thought-about overweight, in accordance with statistics from the World Well being Group.
“The massive query shouldn’t be the amount, it is actually the pricing,” stated Goldman Sachs analyst Asad Haider. “The place does that find yourself?”
Lilly and Novo have reduce the worth of their weight reduction photographs over the previous yr as they compete towards each other and compounding pharmacies that promote cheaper knockoff variations of their medicine. Each Lilly and Novo are additionally attempting to enhance medical health insurance protection of GLP-1 medicine for weight reduction.
In just a few weeks, tens of millions of seniors on Medicare will have the ability to entry the medicines for $50 a month out of pocket.
Novo Nordisk CEO Mike Doustdar thinks that within the coming years weight problems will seem like psychological well being as soon as did, the place individuals labeled it as one situation.
“As we speak that is melancholy, to bipolar, to schizophrenia, to many, many various points with very distinct, totally different drugs, and help for the sufferers. We view weight problems that means,” he stated.
With so many medicine within the pipeline, the way forward for treating weight problems, and who makes use of which remedy, might look very totally different. No less than that is what drugmakers attempting to realize a much bigger share of the market hope.