Initial Reactions to New CEO Appointment and Potential Changes

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

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