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Prachi's avatar

Exciting to see more evidence on the benefits of oral GLP-1!

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R L's avatar

The ACHIEVE-1 results put serious presure on Novo's oral GLP-1 development timeline, especially since Lilly is already showing clinically meaningful HbA1c reductions in early T2DM. The gastrointestinal profile being mild to moderate is critical for compliance compared to injectable formulations. Novo's amycretin is the competing oral candidate but we don't have phase 3 data yet, and first mover advantage in oral GLP-1s could be decisive for market share. The 36mg dose achieving near -1.5% HbA1c reduction without severe hypoglycemia is competitive with injectable GLP-1s, which changes the entire value proposition if patients can get similar efficacy without injections.

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