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Persons: Jim Cramer, Monday's, We're, MariTide's, Eli Lilly, Lilly, MariTide, Jim Cramer's, Jim Organizations: CNBC, Apple, Novo Nordisk, name's, Marvell Technology, Marvell, Nvidia, Devices, Broadcom, Companies, Hormel Foods, U.S, Jim Cramer's Charitable
Amgen on Tuesday said its experimental weight loss injection helped patients with obesity lose up to 20% of their weight on average after a year in a critical mid-stage trial, as the company races to join the booming obesity drug market. The drug, MariTide, also helped patients with obesity and Type 2 diabetes lose up to 17% of their weight after a year. The company said it did not observe a plateau in either group of patients, which indicates the potential for further weight loss beyond 52 weeks. That could boost Amgen's odds of winning a slice of the weight loss drug market, which some analysts forecast could be worth $150 billion a year by the early 2030s. That's unlike Eli Lilly's obesity drug, Zepbound, which activates both GIP and GLP-1.
Persons: Amgen, MariTide, Eli Lilly, Robert Bradway, Jay Bradner, Nordisk's Wegovy, Eli Lilly's Zepbound, Zepbound, Eli, Wegovy, Bradner Organizations: Novo Nordisk, Nordisk's Locations: Amgen, Thousand Oaks , California
Eli Lilly shares soared Tuesday on a one-two punch of good news. The second positive development for Eli Lilly comes from Amgen , which reported mid-stage trial results for its experimental obesity treatment known as MariTide. Big picture The prospect of across-the-board coverage of obesity drugs for Medicare and Medicaid enrollees would be a financial win for Eli Lilly, particularly on the Medicare front. For its part, Eli Lilly has said regulators could expand Zepbound's label to cover obstructive sleep apnea by year-end. An Eli Lilly & Co. Zepbound injection pen arranged in the Brooklyn borough of New York, US, on Thursday, March 28, 2024.
Persons: Eli Lilly, Jim Cramer, Biden, Lilly, didn't, Wegovy, Zepbound, Biden administration's, Donald Trump, Wells, Robert F, Kennedy Jr, Trump, Kennedy —, Kennedy, Novo, Leerink, Eli Lilly's tirzepatide, Piper Sandler, tirzepatide, Piper, Jim, Amgen's, retatrutide, Jim Cramer's, Shelby Knowles Organizations: Novo Nordisk, Medicaid, NBC News, White, Medicare, Centers, Services, STOP, Alliance, Wells Fargo, of Health, Human Services, Food and Drug Administration, Senate, Biden, Club, CNBC, Bloomberg, Getty Locations: New York, Texas, Amgen, Lilly, Brooklyn
The company talked up its experimental GLP-1 weight-loss drug, MariTide. The new weight loss drug could be injected monthly instead of weekly. AdvertisementThe competition is fierce in the GLP-1 weight loss market, with Novo Nordisk's Ozempic and Wegovy and Eli Lilly's Mounjary and Zepbound dominating sales. AdvertisementWhile a monthly weight-loss injected drug may sound appealing to patients, it is likely still far from hitting the market, assuming it passes all of its clinical trials. And even more convenient than a monthly injection of GLP-1 would be a weight loss pill, though Amgen said it ditched development of its oral weight loss drug candidate to instead focus on the development of MariTide.
Persons: , Amgen, Robert Bradway, Eli Lilly's Mounjary, Bradway, MariTide, James Bradner, Goldman Sachs, it's, hasn't Organizations: Service, Nordisk's Ozempic, Wall Street Locations: America
That fueled investor concerns about new competition in the rapidly growing weight loss drug industry, sending shares of the current obesity players, Novo Nordisk and Eli Lilly , lower on Friday. Eli Lilly shares dropped nearly 3%, while Novo Nordisk's U.S.-traded shares fell more than 1%. Still, investors were pleased with Eli Lilly on Tuesday after the company assured them it can overcome ongoing supply constraints for its popular drugs. Eli Lilly hiked its full-year guidance in part due to optimism around increased production of Zepbound, its diabetes injection Mounjaro and similar drugs for the rest of the year. That signals Novo Nordisk is struggling to meet demand for the treatment.
Persons: Amgen, Eli Lilly, Bob Bradway, Bradway, Jay Bradner, autoinjector, Novo Nordisk's Wegovy, Eli Lilly's Zepbound, William Blair, Matt Phipps, Michael Yee, Amgen's Bradway, Karsten Munk Knudsen Organizations: Novo Nordisk, Novo Nordisk's, Jefferies, MariTide, Nordisk Locations: Novo Nordisk's U.S, North Carolina, Indiana, Ireland, Germany, U.S
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