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Mounjaro Study: Meets Cardiovascular Goals, But Lacks Superiority Over Trulicity

Bloomberg PodcastsJuly 31, 20253 min768 views
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Mounjaro Cardiovascular Study Results

  • πŸ”¬ A study comparing Lilly's Mounjaro against its older drug Trulicity aimed to determine if Mounjaro was as effective in preventing heart attacks and strokes.
  • βœ… The study met its primary goal, demonstrating non-inferiority, meaning Mounjaro performed comparably to Trulicity in reducing cardiovascular risks.
  • ⚠️ However, the study did not prove superiority, which disappointed investors who had hoped for a more significant benefit over the older medication.

Mounjaro's Broader Health Impacts

  • πŸ“ˆ Patients taking Mounjaro showed a 16% lower risk of death from any cause compared to those on Trulicity.
  • πŸ“Š Mounjaro also led to greater improvements in blood sugar levels, weight loss, and blood pressure.
  • πŸ’‘ The findings suggest that the protective effects of GLP-1 medications on the heart may be independent of weight loss.

Mounjaro's Market Position and Future

  • πŸš€ Mounjaro (and Zepbound for obesity) is a major growth driver for Eli Lilly, projected to significantly increase the company's revenue.
  • 🌍 Lilly is aiming to expand Mounjaro's label to include cardiovascular risk reduction and plans to submit findings to regulators by year-end.
  • πŸ’Š Lilly is also developing an oral version of a GLP-1 medication, which could further democratize the therapeutic category and expand market reach.
  • πŸ₯‡ Lilly is outpacing rival Novo Nordisk in this market, despite Novo's established heart benefits for its drugs like Ozempic and Wegovy.
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What’s Discussed

MounjaroTrulicityEli LillyGLP-1Cardiovascular Risk ReductionHeart Attack PreventionStroke PreventionType 2 DiabetesObesityWeight LossBlood Sugar LevelsNovo NordiskOzempicWegovyZepbound
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