Episode Details

While Lilly’s position in the obesity market and wider GLP-1 space has remained largely unshakeable in recent months, a crack in the company’s armor may be forming, according to at least one analyst. As that assessment dealt a blow to the company’s stock price in recent weeks, Lilly is plowing forward all the same with more details on its next wave of potential incretin drugs.  

In this week’s episode of "The Top Line," the Fierce Pharma team breaks down Lilly’s recent HSBC downgrade, what it signals for the GLP-1 and obesity markets, and the data shaping the company’s next wave of diabetes and weight loss products. Fierce’s Eric Sagonowsky is joined by Kevin Dunleavy and Fraiser Kansteiner to unpack the latest and assess the commercial narrative around GLP-1s so far.

To learn more about the topics in this episode: 

• With downgrade, HSBC casts doubt about Lilly's 'stairway to heaven' trajectory
• Lilly's triple-G bet lowers blood sugar, prompts 16.8% weight loss in phase 3 diabetes trial
• Lilly's obesity triple threat smashes efficacy expectations in phase 3 but proves intolerable for some
• Novo’s CagriSema tops semaglutide in ph. 3 diabetes study

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