The Top Line

The battle of the obesity drug heavyweights


Listen Later

While it’s been easy to grow a bit desensitized to the seemingly unstoppable sales growth of Novo Nordisk and Eli Lilly’s GLP-1s quarter after quarter, this most recent earnings season delivered a few surprises. It’s a good moment to jump back in and assess where the two rivals stand in the market and where their pipelines are headed in the near term.

In this week’s episode of "The Top Line," we break down the recent commercial performances of Novo’s and Lilly’s drugs for diabetes and obesity, plus the status of their oral obesity med prospects. Fierce Biotech’s James Waldron sits down with Fierce Pharma’s Fraiser Kansteiner to discuss the latest in the companies’ ongoing obesity duel, as well as some recent pitfalls that seem common to GLP-1 development and commercialization more broadly.

To learn more about the topics in this episode: 

  • Novo's outgoing CEO prepares to hand off business as sales threats from Lilly, GLP-1 compounders persist
  • Amid MFN talks, Lilly chief warns US adoption of international drug prices could bring 'worst of two worlds'
  • Novo Nordisk drops 2 obesity drugs as part of major pipeline clearout
  • Lilly's oral GLP-1 data 'as good as it gets' at 12% weight loss, exec says
  • Pfizer's embattled obesity program loses another GLP-1 over poor data and strong competition

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

The Top LineBy Fierce Life Sciences

  • 3.8
  • 3.8
  • 3.8
  • 3.8
  • 3.8

3.8

8 ratings


More shows like The Top Line

View all
WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,714 Listeners

The McKinsey Podcast by McKinsey & Company

The McKinsey Podcast

383 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,063 Listeners

Exchanges by Goldman Sachs

Exchanges

974 Listeners

Odd Lots by Bloomberg

Odd Lots

1,906 Listeners

Macro Musings with David Beckworth by Mercatus Center at George Mason University

Macro Musings with David Beckworth

377 Listeners

The Long Run with Luke Timmerman by Timmerman Report

The Long Run with Luke Timmerman

122 Listeners

The Readout Loud by STAT

The Readout Loud

316 Listeners

Inside the Strategy Room by McKinsey & Company

Inside the Strategy Room

168 Listeners

Why It Matters by Council on Foreign Relations

Why It Matters

865 Listeners

Business Of Biotech by Ben Comer

Business Of Biotech

86 Listeners

BioCentury This Week by BioCentury

BioCentury This Week

30 Listeners

Raising Health by Andreessen Horowitz, a16z Bio + Health

Raising Health

145 Listeners

Biotech Hangout by Daphne Zohar, Josh Schimmer, Brad Loncar, Tim Opler & more

Biotech Hangout

17 Listeners

Ground Truths by Eric Topol

Ground Truths

48 Listeners