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Published : 26 Aug 2025, 11:25 PM
Eli Lilly said on Tuesday its experimental GLP-1 pill helped overweight adults with type 2 diabetes shed 10.5 percent of body weight in a late-stage trial, after recent data from another study of the drug in patients without diabetes sent company shares tumbling.
Shares of the drugmaker rose nearly 4 percent to $722 in early trading.
The once-daily pill also helped 75 percent of patients who received the highest dose of orforglipron lower their A1C level - a measure of blood sugar over time - to at or below 6.5 percent, Lilly said, which is below the American Diabetes Association's target of less than 7 percent for most adults.
Analysts said the data was in line with expectations, clearing an overhang for orforglipron's US marketing application and potential launch next year.
The weight loss seen at the drug's highest dose is competitive in diabetic patients with obesity, compared with rival Novo Nordisk's Wegovy, and "could lead to investors warming up to the oral story once again," Barclays analysts wrote in a client note.
Orforglipron is a small-molecule pill that is easier to manufacture and package than wildly popular injectable drugs for obesity, such as Lilly's Zepbound and Novo's Wegovy, which are peptide mimics of the appetite-controlling GLP-1 hormone.
Lilly views the pill as a promising alternative to injections that can be made at "extraordinary scale," said Kenneth Custer, president of the cardiometabolic health division for the Indianapolis-based drugmaker.
In the 72-week study of more than 1,600 overweight or obese adults with type 2 diabetes, those who received the 36-milligram highest dose of orforglipron on average shed 10.5 percent of their weight, or about 23 pounds (10.43 kg), versus 2.2 percent for those who received a placebo, achieving the main goal of the trial.
Patients on the lowest 6 mg dose of the Lilly drug lost 5.5 percent of their weight.
Custer said overweight and obese patients with type 2 diabetes are typically more resistant to weight loss than those without the condition.
With data from this trial in hand, Lilly said it now has the full clinical package needed to start filing for approvals of orforglipron with various regulators.
When asked if Lilly would consider seeking a priority review voucher, which can cut the FDA's decision time for a new drug application to six months from the standard 10, Custer said "all options are on the table."
Topline data from orforglipron’s earlier late-stage study in overweight or obese adults without diabetes showed 12.4 percent average weight loss. Analysts had hoped it would match Wegovy’s 14.9 percent over 68 weeks from 2021, with some expecting the pill to exceed that.
The rate of nausea in the latest trial for high-dose patients was 36.4 percent, while 23.1 percent experienced vomiting, compared with 8.4 percent and 3.8 percent, respectively, for the placebo group. That was similar to the earlier study's 33.7 percent nausea and 24 percent vomiting rates, which contributed to the share selloff.
In the latest results, just over 10 percet of the high-dose patients dropped out of the trial due to adverse side effects. As with the prior trial, no liver safety issues were seen, Lilly said.
Zepbound and Wegovy dominate a weight-loss market that is projected by some analysts to generate $150 billion a year by the early 2030s.
Truist Securities analysts estimate global peak sales of $14.7 billion for orforglipron.
The US Food and Drug Administration is reviewing a high-dose oral Wegovy for possible approval this year. Novo says it delivered 15 percent weight loss in a late-stage trial.
Lilly said the latest trial also showed orforglipron improved heart-risk markers, lowering cholesterol, triglycerides, and blood pressure, across all doses.
Wegovy has been approved to reduce the risk of major heart problems, and Lilly this month released data showing the heart-protective qualities of diabetes treatment Mounjaro, which has the same main ingredient as Zepbound.
Heart disease approvals would greatly enhance the likelihood of insurance coverage for weight-loss drugs.
