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Eli Lilly's Weight-Loss Pill Shows Sleep Apnea Benefits. Can It Gain on Novo? — Barrons.com
Eli Lilly said its Phase 3 study found its oral weight-loss pill Foundayo reduced obstructive sleep apnea breathing interruptions by around 44% among patients not using PAP therapy and 27.5% among those using it after 52 weeks. Lilly plans to seek U.S. approval for sleep apnea treatment by year-end.
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What happened
Eli Lilly said its Phase 3 study found its oral weight-loss pill Foundayo reduced obstructive sleep apnea breathing interruptions by around 44% among patients not using PAP therapy and 27.5% among those using it after 52 weeks. Lilly plans to seek U.S. approval for sleep apnea treatment by year-end.
Confirmed
Global impact / market context
A sleep apnea use could give Foundayo another reason for doctors and patients to consider the pill beyond weight loss. If regulators approve it, Lilly could compete in sleep apnea treatment with both Foundayo and its injectable Zepbound, potentially widening the pill’s commercial opportunity.
Analyst inference
Foundayo trails Novo Nordisk’s Wegovy in U.S. oral GLP-1 prescriptions, with Jefferies analysis putting their shares at 26% and 74%, respectively. The study results and planned filing offer Lilly a possible route to narrow that prescription gap, but approval and uptake remain uncertain.
Analyst inference
What to watch
- Whether Lilly files its U.S. application by year-end as planned, and whether the submission includes the study results for patients using and not using PAP therapy. Proposed
- Whether regulators approve Foundayo for sleep apnea; approval would allow Lilly to market the pill for that use alongside injectable Zepbound. Analyst inference
- Prescription trends for Foundayo relative to Wegovy after the filing and any regulatory decision, since greater uptake could help Lilly narrow its current gap. Analyst inference
Evidence
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