After announcing its own weight loss drug more than five months ago, Telpotide beats Novo Nordisk in head-to-head battle After semaglutide, multinational pharmaceutical company Eli Lilly Detailed data from the head-to-head trial were released to the public.

　　On May 12, The Paper reporter learned that Eli Lilly announced the detailed results of the SURMOUNT-5 study. The results showed that at week 72, tepoxetine achieved the primary endpoint and all five key secondary endpoints, and showed superiority over semaglutide throughout the trial.

　　Specifically, in the primary endpoint of the study, tulpoide achieved a 1.47-fold relative weight loss compared to semaglutide. Research data based on the estimated target of the treatment regimen showed that at week 72, tulpoide achieved an average weight loss of 20.2%, while semaglutide was 13.7%. The average weight loss in the tulpoide group was 22.8kg, and the average weight loss in the semaglutide group was 15kg.

　　Among the key secondary endpoints of the study, tepoxetine was superior to semaglutide in all weight loss targets. The proportion of participants who achieved a weight loss of ≥15% in the tepoxetine group was 64.6%, compared with 40.1% in the semaglutide group. In addition, the mean waist circumference decreased by 18.4 cm in the tepoxetine group, compared with 13 cm in the semaglutide group.

　　SURMOUNT-5 is an open-label Phase 3b clinical trial designed to evaluate the efficacy and safety of the GIP/GLP-1 dual receptor agonist tilportide and the GLP-1 monoreceptor agonist semaglutide in overweight adults (without diabetes) who are obese or have at least one comorbidity (such as hypertension, dyslipidemia, obstructive sleep apnea, cardiovascular disease).

　　GLP-1 (glucagon-like peptide-1) drugs were originally used to treat type 2 diabetes. In recent years, they have become popular around the world due to their weight loss effects. Telpotide and semaglutide are the two most well-known GLP-1 weight loss drugs in the world , and SURMOUNT-5 is also seen as a head-to-head "one-on-one" competition between the two star products.

　　Regarding the head-to-head trial, Novo Nordisk previously said in a written interview with The Paper that it welcomes any new research that has the potential to help obese patients manage their disease.The advantage of Heying (weight-loss version of semaglutide) is that it can not only reduce weight, but also reduce cardiovascular death, heart attack or stroke, and has been recognized by clinical diagnosis and treatment guidelines. Since 2018, semaglutide has been fully tested in completed clinical research and development projects and has accumulated more than 22 million patient exposure years of use experience.

　　Novo Nordisk also emphasized that obesity is one of the most serious public health challenges in the world today. Obese patients should have access to treatment options that meet their individual needs and improve their health. Obesity is a complex disease that requires multifaceted considerations and requires a holistic approach, not just focusing on changes in weight numbers. We welcome the emergence of more new treatments to meet the diverse treatment needs of patients.

　　In terms of sales revenue, the competition between Novo Nordisk and Eli Lilly in the weight loss drug market is also quite fierce. The three versions of Novo Nordisk's semaglutide contributed a total of 56.934 billion Danish kroner (about 8.6 billion U.S. dollars) to Novo Nordisk in the first quarter of 2025, accounting for more than 70% of the total revenue in the same period. Among them, the weight loss version of semaglutide had a revenue of 17.36 billion Danish kroner in the first quarter of 2025, an increase of 83% year-on-year at a fixed exchange rate. Eli Lilly's total revenue of telportolide in the first quarter was 6.15 billion U.S. dollars, accounting for about 48% of the revenue in the first quarter of 2025. Among them, the weight loss version of telportolide had a revenue of 2.31 billion U.S. dollars in the first quarter, and 517.4 million U.S. dollars in the first quarter of 2024.

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