Obesity Video Recap—November 25, 2025

LucidQuest

6 days ago

This biweekly obesity video recap covers late-stage obesity trial readouts, large-scale Phase 3 progress, oral incretin data, early pipeline moves, corporate strategy shifts, and emerging access models—plus more.

🎯 Watch Our Video Summary Capturing Obesity News from the Last Two Weeks

🗓️ Explore weekly details and sources

Week 11–17 November 2025
Week 18–24 November 2025

📚 See the full Obesity archive on our research hub page.

Transcript

Welcome to this episde of Obesity Updates, covering breakthroughs in the past two weeks.. Brought to you by LucidQuest.

Pfizer has completed its Metsera acquisition, adding GLP-1 and amylin assets. The portfolio includes MET-097i, a weekly or monthly injectable GLP-1 receptor agonist near Phase 3, MET-233i, a monthly amylin program in Phase 1 as monotherapy and in combination, and an oral GLP-1 receptor agonist in Phase 1. Pfizer paid 65 dollars and 60 cents per share in cash, about 7.0 billion dollars in enterprise value, plus a contingent value right up to 20 dollars and 65 cents per share tied to specified milestones.

Novo Nordisk’s CEO signaled a bigger risk appetite following the Metsera race. Reports describe multiple bids and an unconventional structure near 10 billion dollars that could have drawn FTC scrutiny. Novo pursued aggressive terms to counter Pfizer, highlighting urgency to compete with Lilly in the U.S. obesity market.

Zealand Pharma paused dapiglutide, its early GLP-1 and GLP-2 dual agonist for obesity, and is pivoting to more clearly differentiated programs. The Roche partnered amylin, petrelintide, continues. Management cited a crowded GLP-1 landscape and complex anti inflammatory validation needs. Shares rose on the reprioritization.

Celltrion is targeting an oral obesity therapy with a weight loss goal above 25 percent. Candidate CT G32 completed monkey studies, with preclinical verification planned next year. The company is investing in a U.S. facility and domestic capacity. CT G32 is described as a quadruple action oral candidate aiming beyond current oral GLP 1s, with specific targets undisclosed.

Innovent reported that mazdutide met primary and all key secondary endpoints in GLORY 2, a 60 week Phase 3 in China enrolling 462 adults with obesity. The 9 milligram dual glucagon and GLP 1 receptor agonist achieved a mean weight reduction of 18.55 percent versus 3.02 percent with placebo at week 60, with improvements in metabolic markers.

Viking Therapeutics completed enrollment in VANQUISH 1 for subcutaneous VK2735. This randomized, double blind, placebo controlled trial includes about 4,650 adults, with a 78 week primary period and a 52 week extension. Doses are weekly 7.5, 12.5, and 17.5 milligrams versus placebo. The primary endpoint is percent weight change at 78 weeks. Phase 2 previously showed up to 14.7 percent weight loss at 13 weeks.

In type 2 diabetes, the oral nonpeptide GLP 1 receptor agonist orforglipron demonstrated weight and glycemic benefits in ATTAIN 2, a 72 week double blind study across 10 countries. Mean weight loss was about 5.5 percent with 6 milligrams, 7.8 percent with 12 milligrams, and 10.5 percent with 36 milligrams, versus 2.2 percent with placebo at 72 weeks. Glycemic control improved, and gastrointestinal adverse events were mostly mild to moderate.

Finally, Eli Lilly surpassed a 1 trillion dollar market capitalization on surging GLP 1 demand. Coverage points to rapid market expansion, capacity investment, and policy scrutiny. Investor confidence in obesity and metabolic franchises has outpaced large pharma peers, which could inform practice and payer conversations as access and supply evolve.

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Why It Matters

GLP-1 and amylin modalities are consolidating under big pharma, accelerating late-stage pipelines [1][2].
Developers are pruning undifferentiated GLP-1s, favoring multi-target or noninjectable approaches [3][4].
Dual- and multi-agonists continue to post competitive efficacy signals in Phase 3 and large Phase 3 programs advance [5][6].
Oral GLP-1s may broaden access and adherence if efficacy and tolerability hold in diabetes populations [7].
Capital markets are rewarding metabolic leadership, shaping BD and manufacturing strategies [8].

🗓️ Explore weekly details and sources

Week 11–17 November 2025
Week 18–24 November 2025

📚 See the full Obesity archive on our research hub page.

FAQ

What programs did Pfizer gain from Metsera?

Pfizer added MET-097i (weekly or monthly injectable GLP-1 RA, near Phase 3), MET-233i (monthly amylin, Phase 1, mono and combo), an oral GLP-1 RA in Phase 1, and preclinical nutrient-stimulated hormone assets [1].

How is Novo Nordisk changing its deal strategy?

Reuters reports Novo’s CEO pursued a higher-risk, front-loaded structure to compete for Metsera, reflecting a more aggressive BD stance despite FTC concerns, to better counter Eli Lilly in obesity [2].

Why did Zealand pause dapiglutide?

The company cited a crowded GLP-1 space and the need for long, complex trials to show anti-inflammatory effects. Focus shifts to more differentiated assets, including Roche-partnered amylin petrelintide [3].

What is the status of Viking’s VK2735?

VANQUISH-1 finished enrollment of ~4,650 adults for a 78-week, weekly SC regimen across three doses vs placebo. Primary endpoint is percent weight change; prior Phase 2 showed meaningful weight loss [6].

How strong are Innovent’s Phase 3 mazdutide results?

GLORY-2 met primary and all key secondary endpoints, including ~18.6% mean weight loss at 60 weeks versus ~3.0% with placebo, with additional metabolic improvements in the China study population [5].

What did ATTAIN-2 show for orforglipron in T2D?

A daily oral GLP-1 achieved dose-dependent weight loss up to ~10.5% at 72 weeks versus 2.2% with placebo, alongside glycemic gains and mainly mild to moderate GI events [7].

Entities / Keywords

Pfizer; Metsera; MET-097i; MET-233i; oral GLP-1; Novo Nordisk; FTC; Zealand Pharma; dapiglutide; Roche; petrelintide; Celltrion; CT-G32; Innovent Biologics; mazdutide; GLORY-2; UTHealth Houston; orforglipron; ATTAIN-2; Viking Therapeutics; VK2735; VANQUISH-1; Eli Lilly; GLP-1; amylin; dual agonist; multi-agonist; obesity; T2D; oral GLP-1.