LLY
Another brick in Lilly’s GLP-1 wall
Eli Lilly is back with more data on Foundayo (orforglipron), and the headline is basically: the pill keeps making its case to be the diet-drug version of a Swiss Army knife. In new post-hoc work from ATTAIN-1, Lilly said the drug produced meaningful drops in predicted 10-year risk for type 2 diabetes and cardiovascular disease in overweight or obese adults.
The numbers are doing a lot of lifting
At week 72, patients on the 5.5 mg, 9 mg, and 17.2 mg doses saw estimated diabetes-risk reductions of 45%, 50%, and 57% versus placebo. The highest dose also showed an estimated 18% drop in predicted cardiovascular risk. That’s not the same as a guaranteed health outcome in the real world, but it’s the kind of data that gets investors leaning forward instead of doomscrolling.
Not just a waistline story
Lilly also rolled out detailed Phase 3 ACHIEVE-4 results, where Foundayo went head-to-head with titrated insulin glargine in people with type 2 diabetes and elevated cardiovascular risk. The drug showed non-inferiority on major cardiovascular events, with MACE-4 risk down 16% and MACE-3 risk down 23%. It also came with the usual bonus reel: lower waist size, blood pressure, triglycerides, and inflammation.
Why the market cares
This is the kind of update that helps Lilly sell the dream of an oral GLP-1 that can do more than just move the scale. If Foundayo can keep stacking efficacy, safety, and cardiometabolic benefits, Lilly gets a bigger shot at turning a promising pill into a blockbuster franchise. Big picture: the obesity race is still very much on, and Lilly is making sure it isn’t jogging in place.