LLY•LLY•Lilly’s oral GLP-1 pill Foundayo cut HbA1c by up to 2.2 points and delivered 7.3% weight loss in three late-stage type 2 diabetes trials, outperforming semaglutide and dapagliflozin. It also agreed to acquire Curevo, LimmaTech Biologics and Vaccine Company for $3.8 billion, boosting its infectious disease vaccine portfolio.
In three phase 3 trials Foundayo demonstrated superior efficacy versus leading oral GLP-1 and SGLT2 therapies. A 17.2 mg dose cut HbA1c by 2.2 points from an 8.3% baseline, surpassing 14 mg semaglutide, while the highest dose reduced HbA1c by 1.7 points versus 0.8 points for dapagliflozin and produced 7.3% weight loss versus 3.0%. When added to insulin glargine, Foundayo lowered HbA1c by 2.1 points versus 0.8 for placebo plus insulin, with 6.1% weight loss.
Lilly plans to submit Foundayo for U.S. type 2 diabetes approval by the end of Q2, leveraging its oral convenience and flexible dosing any time of day. Approval would extend Foundayo’s indication beyond obesity to diabetes, expanding Lilly’s total addressable market and providing a first-line oral alternative to injectable GLP-1 treatments.
Lilly agreed to acquire Curevo, LimmaTech Biologics and Vaccine Company for over $3.8 billion, targeting shingles, bacterial pathogen and viral infection vaccines. These deals diversify Lilly’s pipeline beyond its obesity and diabetes franchises, strengthening its infectious disease prevention portfolio and addressing antimicrobial resistance and infection-related risks.
