What's Happening?
Eli Lilly has reported positive results from two Phase 3 trials for its oral GLP-1 agonist, orforglipron, which demonstrated significant improvements in blood glucose control compared to existing diabetes
treatments. The ACHIEVE-2 trial showed that orforglipron at a 12 mg dose was more effective than AstraZeneca's SGLT2 inhibitor Farxiga in reducing haemoglobin A1C levels in adults with type 2 diabetes inadequately controlled on metformin. Additionally, the ACHIEVE-5 study found that adding orforglipron to insulin glargine lowered A1C levels by 2.1%, compared to a 0.8% decline with placebo. These results reinforce orforglipron's potential as a new standard of care for type 2 diabetes.
Why It's Important?
The success of orforglipron in these trials positions Eli Lilly as a strong competitor in the diabetes treatment market, challenging established drugs like AstraZeneca's Farxiga and Novo Nordisk's semaglutide. The drug's ability to significantly lower A1C levels and improve cardiovascular risk factors could make it a preferred option for patients with type 2 diabetes. Furthermore, Lilly's plans to file orforglipron for approval in obesity and type 2 diabetes highlight the company's strategic focus on expanding its cardiometabolic health portfolio. This development could lead to increased market share and revenue for Lilly, while providing patients with more effective treatment options.
What's Next?
Eli Lilly is preparing to file orforglipron for approval in obesity by the end of the year, with a follow-up filing for type 2 diabetes anticipated in 2026. The company plans to present detailed results from the ACHIEVE trials at a future medical meeting, which could further validate orforglipron's efficacy and safety profile. As Lilly continues to challenge competitors in the diabetes and obesity markets, the success of orforglipron could drive significant growth for the company and reshape treatment standards for these conditions.
