What's Happening?
Eli Lilly has announced promising results from its oral GLP-1 agonist, orforglipron, in two phase III trials. The ACHIEVE-2 trial demonstrated that orforglipron at a 12 mg dose was more effective than
AstraZeneca's SGLT2 inhibitor Farxiga in reducing haemoglobin A1C levels, a key marker for glucose control, in adults with type 2 diabetes inadequately controlled on metformin. The ACHIEVE-5 study showed that adding orforglipron to insulin glargine, with or without metformin and/or SGLT-2 inhibitors, resulted in a significant reduction in A1C levels compared to placebo. These results add to a series of positive late-stage trial outcomes for orforglipron, reinforcing its potential as a new standard of care for type 2 diabetes.
Why It's Important?
The successful trials of orforglipron highlight its potential to become a foundational treatment for type 2 diabetes, offering a new oral option that could improve patient compliance compared to injectable therapies. The drug's ability to significantly lower A1C levels and contribute to weight loss positions it as a competitive alternative to existing diabetes treatments, potentially impacting the market dynamics and treatment protocols. Eli Lilly's advancements in this area could lead to increased competition with Novo Nordisk, which is also developing oral formulations for diabetes and obesity treatment.
What's Next?
Eli Lilly plans to file orforglipron for approval in obesity by the end of the year, with a subsequent filing for type 2 diabetes anticipated in 2026. Novo Nordisk is also expecting a decision on its oral semaglutide for obesity around the same time. The outcomes of these filings could significantly influence the diabetes and obesity treatment landscape, with potential shifts in market share and treatment guidelines.
Beyond the Headlines
The development of oral GLP-1 agonists like orforglipron represents a shift towards more patient-friendly diabetes treatments, potentially improving adherence and outcomes. The competition between major pharmaceutical companies in this space could drive further innovation and accessibility in diabetes care, benefiting patients globally.
