Tag Archives: tirzepatide

Tirzepatide Approved in Japan; Nemaura and EVERSANA Partner for BEATdiabetes; SURMOUNT-MMO Trial Record Posted

Three cardiometabolic-related news items have been observed: Lilly announced tirzepatide is approved in Japan (press release); Nemaura announced a preliminary commercialization agreement with EVERSANA for BEATdiabetes (press release); and Lilly’s Ph3 tirzepatide obesity outcomes trial (SURMOUNT-MMO) has been posted on CT.gov (view CT.gov record). Below, FENIX provides highlights and insights from the respective news items.

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FENIX Analysis: Mounjaro Launch Update

Following approval of Lilly’s Mounjaro (tirzepatide) in T2DM in May 2022 (previous FENIX insight), FENIX has conducted an initial launch analysis, including early insights from prescription trends as well as a look into the Mounjaro promotional, sampling, and copay card tactics.

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Thoughts on SURMOUNT-MMO after SELECT Interim Analysis

At its Q2 ’22 earnings in August, Novo Nordisk disclosed that SELECT, the Wegovy CVOT, would not stop for overwhelming efficacy at a pre-specified interim analysis (previous FENIX insight). With all the hype now passed, the trial design lens turns to Lilly’s tirzepatide obesity CVOT, SURMOUNT-MMO. Below, FENIX provides thoughts on SURMOUNT-MMO, including Lilly’s potential strategy to get a broad metabolic indication, similar to what BI/Lilly did in HF with Jardiance by eliminating LVEF label language.

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Mounjaro WAC Pricing Analysis; Lilly @ UBS 2022

Late last week, Lilly disclosed Mounjaro will be offered at $974.33 WAC across all available doses. Additionally, during Lilly’s fireside chat at UBS 2022 (view replay), Mike Mason, Lilly’s SVP and President of Diabetes briefly commented on Lilly’s pricing rationale for tirzepatide (discussed below). As a follow-up to FENIX’s Mounjaro label and website analysis (previous FENIX insight), FENIX has conducted a Mounjaro pricing analysis, including insight into why Lilly may opt to create a second brand for the tirzepatide obesity indication.

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Lilly Hosts 2021 Investment Community Meeting

Lilly hosted its 2021 Investment Community Meeting (view presentation replay; view diabetes/obesity slides). During the event, Lilly highlighted a new strategy to expand its focus beyond diabetes to include obesity-related diseases (e.g. CV, liver, and kidney) by leveraging tirzepatide’s best-in-class profile. As part of the update, Lilly also provided an overview of the Ph3 QW insulin program as well as an overview of its early CVRM pipeline assets. Below, FENIX provides highlights and insights from the call.

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Why Lilly Will Terminate GGG; Lilly ADA 2021 Investor Update

Lilly hosted an ADA investor event in which the company covered tirzepatide, tri-agonist GGG, QW basal insulin, oral incretins, and a summary slide of Lilly’s CVRM R&D portfolio. Below, FENIX provides highlights and insights from the event, including why GGG won’t progress beyond Ph2.

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ADA 2021 Key Press Releases (June 25)

On the first day of ADA 2021, eleven cardiometabolic-related news items were observed from Medtronic, Lilly, AstraZeneca, CeQur, Abbott, Onduo, Glooko, Mannkind, ViaCyte, Glytec, and Akero. Below, FENIX provides context and analysis for the announcements.

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SURPASS-4 Data Continue to Impress; Arecor and Lilly Partnership

Two diabetes-related news items have been observed: Lilly announced positive topline results from the Ph3 SURPASS-4 trial comparing tirzepatide to insulin glargine in patients with T2DM and an increased CV risk; and Arecor announced it has signed a formulation study partnership with Lilly, in which Arecor will use its proprietary tech platform Arestat for “one of Lilly’s proprietary products intended for self-administration.” Below, FENIX provides highlights and insights from the respective news items.

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Heart Failure: Tirzepatide vs. Semaglutide HFpEF Ph3 Trial Analysis

Lilly has recently initiated the Ph3 tirzepatide HFpEF trial, called SUMMIT (view CT.gov record). Recall, during Lilly’s 2021 guidance call (December 15, 2020), Lilly first disclosed plans to develop tirzepatide for the treatment of HFpEF (previous FENIX insight). Below, FENIX provides an overview of SUMMIT, including a comparative analysis with Novo’s semaglutide HFpEF trial (STEP HFpEF).

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Payback for Lilly as Tirzepatide Beats Ozempic in Ph3 SURPASS-2 H2H Trial

Lilly announced positive topline results from the H2H Ph3 SURPASS-2 trial comparing tirzepatide to 1.0 mg Ozempic in patients with T2DM.  Lilly’s CSO provided further commentary on tirzepatide and SURPASS-2 during the 2021 Cowen Health Care Conference. According to the press release, the 15mg tirzepatide dose reduced A1C by -2.46% and weight by -12.4kg in the SURPASS-2 trial. Further, the lowest dose of tirzepatide (5mg) reduced A1C by -2.09% and body weight by -7.8kg compared to 1.0mg injectable semaglutide at -1.86% and -6.2kg. Full results from SURPASS-2 are scheduled to be presented at ADA 2021 (June 25-29). Below, FENIX provides an overview of the topline SURPASS data, what tirzepatide list pricing could be, Novo’s potential counter-message, and a summary of Lilly management commentary from today at Cowen.

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