Eli Lilly & Co: Live from the Big Easy: Foundayo lets endos hit the Easy Button in T2D as shown at ADA symposium

研报英文原文证据摘录

Eli Lilly & Co: Live from the Big Easy: Foundayo lets endos hit the Easy Button in T2D as shown at ADA symposium

Barclays | Eli Lilly & Co

the former that orforglipron achieved better glucose/weight effects, better or similar CV risk

factor effects, with similar or worse tolerability and easier administration without food/water

restrictions. We believe Foundayo, as a small molecule with cost advantages over injectable

GLP-1s in manufacturing, storage, and transportation, will provided better access to patients

both in obesity and T2D. We detail the full data presented at the Symposium below.

What was incremental in Monday's Symposium:

• First full head-to-head superiority over oral semaglutide (ACHIEVE-3): Both orforglipron

doses were superior to both semaglutide doses (approved at 7mg and 14mg in T2D) on

HbA1c and weight, including 9 mg orfo superior to 14 mg sema (est. treatment difference

-0.24%, p=0.0050).

• Superiority, not just non-inferiority, over dapagliflozin (ACHIEVE-2): All orfo doses were

superior on HbA1c, with the 17.2 mg dose also superior on systolic blood pressure, non-HDL

cholesterol and triglycerides. The accompanying Lancet editorial reads this as strengthening

the case for orals to broaden GLP-1 adoption, while stressing this is complementary to, not a

replacement for, SGLT-2 inhibitors.

• Insulin add-on profile (ACHIEVE-5): Roughly a full point of additional HbA1c lowering versus

placebo with an insulin-sparing effect (insulin rose around 30 to 33 percent versus 75 percent

on placebo) and no increase in level 2 hypoglycemia. This supports use in advanced, insulin-

treated patients, a large and under-served T2D segment.

• Tolerability and discontinuation was the swing variable: Gastrointestinal events with