Biotech Values

[DewDiligence]

Evaluate Vantage on LLY’s Retatrutide safety profile:

https://www.evaluate.com/vantage/articles/events/conferences/ada-2023-lilly-unveils-its-triple-threat

The downside was, as so often with incretins, side-effects, with 16% of patients in the high-dose group suffering so badly they withdrew from treatment. While this is not as large a proportion as seen in trials of experimental obesity therapies from Boehringer [#msg-172204950] and Altimmune [#msg-171498058], it raises the question of how much toxicity regulators and patients will tolerate.

…the discontinuations seen with the high dose of retatrutide…[were all] due to gastrointestinal issues…

…Nausea and vomiting were more of a problem with the triple G [i.e. Retatrutide] than with Wegovy and Mounjaro, and SVB analysts singled out the 7% rate of cutaneous hyperesthesia – hypersensitivity of the skin – as something requiring further investigation and management.

The efficacy at the highest dose is superb, but the therapeutic window may be relatively narrow.