Source: Zhitong Finance

Data and analysis company GlobalData believes that strong clinical data on weight loss efficacy will allow tilpotide to surpass semeglutide and become the best-selling drug in the obesity and diabetes market. Sales are expected to reach 27 billion US dollars in 2029.

$Novo-Nordisk A/S (NVO.US)$Smetaglutide (trade name Wekovy) caused a storm in the weight loss industry in 2023, making the drug the brightest star product. However,$Eli Lilly and Co (LLY.US)$The tirzepatide (tirzepatide) is a potential challenger. Data and analysis company GlobalData believes that strong clinical data on weight loss efficacy will allow tilpotide to surpass semeglutide and become the best-selling drug in the obesity and diabetes market. Sales are expected to reach 27 billion US dollars in 2029.

Tilpotide was approved by the US Food and Drug Administration (FDA) in November 2023 for its obesity indications (trade name Zepbound). In early December, Eli Lilly announced that its diet drug Zepbound was marketed in US pharmacies for adults who are too obese.

According to reports, the main component of Zepbound is tilpotide. The working principle of tilpotide is to mimic hormones, stimulate the release of insulin, increase satiety, and reduce appetite. Since 2022, Lilly's tilpotide has been marketed as Mounjaro, a treatment for type 2 diabetes.

At the end of November, Truveta Research, a research agency in the field of healthcare, published a large-scale analysis based on patient data in the healthcare system. The analysis found that for adults who are overweight or obese, Lilly's drug Mounjaro, which contains tirzepatide (tirzepatide), is more effective than Ozempic (Ozempic), which contains semaglutide (semaglutide), than Ozempic (Ozempic) containing semaglutide (semaglutide).

The above analysis compared the approximately 18,000 overweight or obese patients who took Lilly's tilpotide drug Mounjaro and Novotye from May last year to September of this year. Nearly 52% of these patients also had type 2 diabetes. The analysis found that taking the former is more likely to achieve weight loss results than the latter. Patients who take Mounjaro are 1.8 times more likely to lose 5 percent of their body weight than they are 1.8 times more likely to lose 10 percent, and three times more likely to lose 15 percent.

Results of taking medication over a period of time showed that Mounjaro's weight loss effects were also better than those of Nohetai. After taking Mounjaro for three months, the median weight loss of patients was 5.9%, and after taking Novoctase for the same period of time, the median weight loss of patients was 3.6%. After taking Mounjaro for six months, the median weight loss of patients was 10.1%, the median weight loss of Novartis users was 5.9%. After taking Mounjaro for one year, the median weight loss of patients was 15.2%, and the weight loss of Novartis users was 7.9%.

Editor/Corrine