This biweekly Obesity video recap highlights major clinical readouts, next-generation dosing strategies, device updates, biosimilar expansion, and global manufacturing shifts in obesity and metabolic care. The update highlights competitive GLP-1 developments, lifecycle management strategies, and evolving access dynamics across established and emerging markets.
🎯 Watch Our Video Summary Capturing Obesity News from the Last Two Weeks
🗓️ Explore weekly details and sources
- Week 3–9 February 2026
- Weeks 10–16 February 2026
📚 See the full Obesity archive on our research hub page.
Top Stories Covered in This Video
Chapters
0:00 Introduction
0:08 CagriSema Outperforms Ozempic in REIMAGINE 2 Trial (Novo Nordisk)
0:42 Pfizer’s PF’3944 Shows Significant Weight Loss in Phase 2b Trial
1:20 Viking Therapeutics Announces Phase 3 Trial Timing for Oral VK2735
1:57 Novo Nordisk Explores Wegovy Vials and Device Strategy for 2026
2:25 South Korea Accelerates Biosimilar Development Amid Patent Expirations
2:59 Biocon Plans Generic Liraglutide and Semaglutide Launches
3:37 Shanghai Shiling Pharmaceutical Targets Global Trials for Semaglutide Nasal Spray by 2028
4:06 Myanmar Launches First Locally Produced Semaglutide (Seglupac)
4:38 How to reach us
Transcript
Welcome to this episode of Obesity Updates, covering breakthroughs in the past two weeks. Brought to you by LucidQuest.
In major news from Novo Nordisk, CagriSema has topped Ozempic in the REIMAGINE 2 trial. This 68-week efficacy and safety trial in type 2 diabetes (n=2,728) found that CagriSema, a combination of cagrilintide and semaglutide, demonstrated greater reductions in HbA1c and more significant weight loss compared to Ozempic. These findings, especially in high-dose cohorts, may influence prescriber choices and payer reviews, pending the full data release.
In other news, Pfizer’s Phase 2b VESPER-3 trial of their ultra-long-acting injectable GLP-1 RA, PF’3944, has shown promising results. The trial, which includes approximately 54 patients per arm, found that the drug produced up to 12.3% placebo-adjusted weight loss at week 28. This trial is still ongoing, with results expected to continue to 64 weeks. As data continues to emerge, this may affect future prescribing patterns and formulary access.
Viking Therapeutics is advancing its oral VK2735 obesity treatment, with a Phase 3 trial expected to begin in Q3 of 2026. This update came alongside the company’s FY/Q4 2025 financial results, outlining plans to expand their pipeline with oral formulations and maintenance dosing trials. This marks a significant step forward for Viking’s obesity program and signals continued investment in obesity therapeutics.
Novo Nordisk also updated the market on Wegovy vials and device strategies, noting that it plans to explore Wegovy presentations, including vials, with some launches in 2026. Although specifics on dose ranges and markets have not been provided, this update is expected to impact prescriber choices, especially in light of increasing competition, such as Eli Lilly’s Zepbound offerings.
Turning to South Korea, biosimilar developments are gaining momentum as patents for major biologics, such as Keytruda and Dupixent, are set to expire. South Korean companies, including Samsung Bioepis, Celltrion, and Chong Kun Dang, have outlined timelines for the development of biosimilars targeting these blockbuster drugs. As these patents expire through 2030, increased competition is expected to impact pricing and formulary access globally.
Biocon has also shared its plans for a generic obesity drug rollout. With patents for semaglutide and liraglutide set to expire in some markets in 2026, Biocon is looking to launch a generic version of liraglutide in the U.S. in the next financial year’s first quarter. There are also plans for future generic semaglutide launches in Canada and other markets, depending on regulatory approvals. This move introduces significant competition, potentially affecting pricing dynamics and access to these important weight-loss medications.
A new development in the GLP-1 market comes from Shanghai Shiling Pharmaceutical, which is working on a semaglutide nasal spray for weight management. The company aims to complete global clinical trials by 2028, providing a new modality for weight management with the active ingredient found in Wegovy. While details are still sparse, this development signals a commitment to expanding treatment options in the obesity space.
Lastly, Myanmar has announced the local production of semaglutide, with the launch of Seglupac, a semaglutide-based treatment for weight management. Produced by AA Medical Products Ltd and Pacific Medical Industries (PMI), this move aims to address local affordability and supply needs. While regulatory details and distribution scope remain unspecified, this marks a significant development in the region and could impact pricing and market access for obesity therapies.
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Why it matters
🗓️ Explore weekly details and sources
- Week 3–9 February 2026
- Weeks 10–16 February 2026
📚 See the full Obesity archive on our research hub page.
FAQ
What is CagriSema, and what did it show vs Ozempic?
CagriSema is Novo Nordisk’s fixed-dose combo of cagrilintide (amylin analog) plus semaglutide (GLP-1). In REIMAGINE 2 (type 2 diabetes), it reduced HbA1c and weight more than Ozempic at 68 weeks (high-dose cohorts reported). [1]
What’s new about Pfizer’s PF’3944 (MET-097i)?
Pfizer reported Phase 2b VESPER-3 topline data supporting a weekly titration followed by monthly maintenance dosing, with up to 12.3% placebo-adjusted weight loss at week 28 and tolerability consistent with GLP-1 RA class effects. [2]
When does Viking expect oral VK2735 to reach Phase 3?
Viking said it expects to advance oral VK2735 into Phase 3 in Q3 2026 (trial design, endpoints, and comparators not specified in the provided source excerpt). [3]
Is Novo Nordisk actually launching Wegovy in vials?
Novo Nordisk said it is exploring vials as a presentation for Wegovy, with some vial launches in 2026 and others later (specific geographies and doses not specified). [4]
Which companies are positioning for GLP-1 generics, and where?
Biocon described plans for a US generic liraglutide launch and potential generic semaglutide (Wegovy) launches in Canada and other markets, subject to regulatory pathways and local requirements. [6]
What is Shanghai Shiling Pharmaceutical developing with semaglutide?
Shiling said it is developing a semaglutide nasal spray for weight management and aims to complete global clinical trials by 2028 (study specifics not provided). [7]
Entities / Keywords
Novo Nordisk: CagriSema (cagrilintide + semaglutide), Ozempic (semaglutide), Wegovy (semaglutide), REIMAGINE 2, REDEFINE 1–2.
Pfizer: PF’3944 (MET-097i), VESPER-3, VESPER Phase 3 program.
Viking Therapeutics: VK2735 (oral, subcutaneous), VANQUISH-1, VANQUISH-2.
Biocon: generic liraglutide, generic semaglutide strategy (market-by-market).
Shanghai Shiling Pharmaceutical: semaglutide nasal spray.
South Korea biosimilars: Samsung Bioepis, Celltrion, Chong Kun Dang, Keytruda (pembrolizumab), Dupixent (dupilumab).
Myanmar manufacturing: Pacific Medical Industries (PMI), Seglupac (semaglutide).
