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Medical bottles and syringes are visible with the Novo Nordisk logo, which is displayed on the screen.
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Novo nordiskThe hopes of herald a new era of obesity treatment using Cagrisema drugs were questioned after a series of test results directed the fall.
The headline follows as a result of a joint process liberated Earlier this month, Cagrisema next generation Novo helped adult patients with obesity or overweight with type 2 diabetes lose 15.7% of their weight within 68 weeks compared to 3.1% of placebo. It was below a high percentage of weighing loss before.
A preliminary test of the late stage publish In December, they showed that the drug helped patients with obesity or overweight with one or more converse diseases, but not type 2 diabetes, reducing their weight by 22.7% after 68 weeks, also below 25%.
Both results destroyed considerable value from Novo shares because investors hope to find a greater alternative to the existing Wegovy company, and Zebound Eli Lily, both GLP-1 medicines were re-seeded.
Once upon a time, your favorite shares have now decreased by 50% of the maximum of 2024.
“Settings to these guys are as negative as if,” said Emily Field, head of European pharmaceutical studies in Barclays, CNBC reported on Wednesday.
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“The stock reaction felt disproportionate, but there are simply no buyers who compensate for sellers,” Field said, noting that some hedge -fondities in the US are now shrinking with actions either because of the results of the trial, or the broader concerns about high weight loss.
Treatment of obesity of the next generation
Cagrisema is a combination of Cagrilintide – a charged form of weight loss treatment, known as an analogue of amilin – and semaglutide, active substance in the veg.
It is hoped that the drug offers improved weight loss for patients with diabetes, which usually have a tougher time, throwing pounds on existing GLP-1 treatments, but weight loss by 15.7 follows due to the Refefine-2 test, disappointed.
“We saw the potential for Cagrisema to demonstrate a great weight loss ZEPBOUND, given the component of amilin; however, the Delta Cagrisema from obesity of patients of diabetics looks very similar to both SEMA and ZEPBOUND,” – said Bofa Global Resear “Not enough to restore future competitions.”
Now there is a very, very short -term focus. People just don’t think of wider potential.
Emily Field
Head of Studies of European Pharmaceuticals in Barclays
At the same time, the questions remain around Karisem’s tolerability, and after 68 weeks after 68 weeks of patients who have passed up to two -thirds of patients. Last week, Novo stated that Cagrisema was “well tolerated” and that the most common adverse effects were gastrointestinal, but they were “light and moderate and decreased over time.”
“Investors are looking for treatment options that are best in the classroom and will provide Novo in the drug market,” said Soren Lontoft, Pharma Equity analyst at Sydbank, by phone on Tuesday. “We’re not sure that Cagrisema is best in the class.”
However, the future Rerefine-4 study, which should come out at the beginning of 2026, can provide further color of the drug efficiency over a long duration and more flexible dosage that Lontoft said it could accommodate it.
“It can give advantage,” Lontoft said.
Expanding treatment of weight loss
The weight loss industry remains divided into broader use and results of obesity drugs that exceed the overall weight loss. In a separate note last week, BOFA stated that it became “a little more careful about differentiation” with obesity and treatment of diabetes after the latest Cagrisema results.
“Now there is a very, very short-term accent. People just don’t think of wider potential,” Field said.
Lontoft, however, pointed out the need for a variety of treatments to eliminate both obesity and related health risks such as cardiovascular disease, sleep apnea and liver disease – areas in which drugs have already been shown make ahead.
“It’s about meeting different needs in this market,” he said. “Companies that are able to resolve these different needs are best in combination with significant production facilities – they take the most part of this market,” he said.
Other firms hope to participate in the market, which is estimated Rosh Concluded a deal worth up to $ 5.3 billion to develop Danish biotech Zealand form‘s Analogue of amilin Drug candidate with obesity.
Investors and patients will have to wait if you have something to launch such products, but Zealand Pharm and President Adam Stinberg say CNBC, which he expects Petrelintide to enter the market around 2030. Novo Nordisk, meanwhile, stated that it expects to submit for everything for Cagrisema’s normative approval in the first quarter of 2026.
However, the company has some way to go for some preliminary pushed drugs. Asked if investors will recognize this one of the several possible alternatives to the existing heavyweight, Soren was cautious: “No. But I think they eventually.”
