Roche’s Petrelintide Yields 10.7% Loss, Lags Eli Lilly’s GLP-1 Leader

LLYLLY

Genentech’s petrelintide delivered up to 10.7% weight loss in a 493-patient Phase 2 trial, meeting primary endpoints with a 4.8% discontinuation rate. The result trails Novo Nordisk and Eli Lilly’s GLP-1 therapies, reducing Roche shares by 6.3% and Zealand Pharma stock by over 30%.

1. Petrelintide Phase 2 Efficacy

Genentech’s ZUPREME-1 trial of petrelintide in 493 obese participants (mean BMI 37 kg/m²) showed up to 10.7% weight loss at 28 weeks versus placebo, meeting its primary endpoint with a 4.8% discontinuation rate in the highest-dose arm.

2. Competitive Impact on Eli Lilly

Phase 2 results trail efficacy levels reported by Eli Lilly’s and Novo Nordisk’s GLP-1 drugs, reinforcing Lilly’s lead in the obesity market and potentially preserving its premium pricing and market share as new GLP-1 entrants progress.

3. Stock Market Reaction

Roche shares fell 6.3% following the trial update while Zealand Pharma plunged over 30%, potentially shifting investor focus back to established GLP-1 leaders like Eli Lilly for future growth in obesity treatments.

Sources

WBF