ADA 2026: ACHIEVE-ing Type 2 Goals With Orforglipron

Research evidence excerpt

ADA 2026: ACHIEVE-ing Type 2 Goals With Orforglipron

Pharmaceuticals (Major) & Large Cap Biotechnology

Pharmaceuticals - Major - Market Weight

ADA 2026: ACHIEVE-ing Type 2 Goals With Orforglipron June 8, 2026

Eli Lilly (LLY)

The Wolfe Byte

Orforglipron was well-received by prescribers in the ACHIEVE symposium, encouraging our already optimistic view.

The discussant drove home its better glycemic effect and weight loss, its similar or better CV risk factor effect and

ease of use versus approved agents.

Setting the stage for orforglipron in Type 2 diabetes. Orforglipron ("orfo," branded Foundayo) was recently approved

by the FDA as the first small-molecule GLP-1 inhibitor for obesity (see our thoughts here). Earlier today, we received

our first comprehensive look at orfo in Type 2 diabetes (T2D), including a head-to-head against Novo's (NOVOB) oral

semaglutide. Looking forward and following orfo's solid results from ACHIEVE-4, which reaffirmed its cardiovascular

and overall safety profile (our thoughts here), LLY plans to submit Foundayo to the FDA under the Commissioner's

National Priority Review Voucher (CNPV), the same expedited approval process where it garnered its first approval (see

our approval note here), by the end of 2Q26.

ACHIEVE-2 results came in as expected. ACHIEVE-2 is a 40-week, open-label study investigating orfo (2.5, 9, and

17.2 mg) compared to AstraZeneca's (AZN, not covered) dapagliflozin 10 mg in participants with T2D and inadequate

glycemic control on metformin. To provide some context, patients had an A1C between ≥7.0% and ≤10.5% (baseline

level was 8.1% at screening) and a BMI of ≥23 kg/m2 (baseline was 32.6 at screening).

●Efficacy: Using the treatment-regimen estimand, at week 40, patients on orfo showed HbA1c reductions of -1.2%,