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Dual/triple agonist, GLP-1RA, Other, Topics

Seq’ing Clarity from the Horizon - EloraTZP vs. Zenagamtide

Here is a brief preview of this blast: Just when you think Lilly has reached the ceiling, it breaks through again with a new high-efficacy AOM offering, EloraTZP. For context, Lilly shared data from its Ph2 EloraTZP (eloralintide + tirzepatide; QW SC SARA + GLP-1/GIP dual agonist) study at EASD 2026 yesterday, demonstrating robust weight loss and glycemic control among an obese + T2DM population (previous FENIX insight). This prompted FENIX to consider the potential future showdown between EloraTZP and Novo’s combination successors: cagrisema and zenagamtide. Further, it should be noted that while the EloraTZP data are largely seen as another win under Lilly’s belt, its stock dropped ~2% after the readout.

About The Author

Matthew Maryniak

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President of Fenix Group International
Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.