CagriSema misses non-inferiority against Zepbound in head-to-head trial
Novo's cagrilintide-semaglutide combination produced 23% weight loss at 84 weeks versus about 25% for tirzepatide, sending shares sharply lower.
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By Maren Holt · Senior Reporter, GLP-1
Feb 24 03:00 ETSource: CNBC
The wire
- 01Novo Nordisk said CagriSema failed the primary non-inferiority endpoint against Eli Lilly's Zepbound at 84 weeks, with 23% versus roughly 25% weight loss; Novo shares fell Monday.
- 02Analysts at BMO and JPMorgan questioned why clinicians would choose CagriSema over Zepbound, a view that bears on formulary and prescribing decisions if the drug launches.
- 03Novo has already filed with the FDA, with a decision expected late 2026; REDEFINE 11 placebo-controlled data are due in the first half of 2027 and a higher-dose Phase 3 starts in the second half of 2026.
From the source
Read at cnbc.comHealthy Returns: What’s next for Novo Nordisk’s next-generation obesity drug CagriSema after trial miss
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