Replies to post #250879 on Biotech Values

[DewDiligence]

Re: LLY’s Retatrutide (a/k/a “triple G”)

LLY thinks they have something here so they started at least 6 studies of which 5 are large ph3. Please see https://clinicaltrials.gov/search?term=Retatrutide%20

The above statement is somewhat misleading insofar as only 2 of the 6 trials cited (https://clinicaltrials.gov/study/NCT05931367 and https://clinicaltrials.gov/study/NCT05929066 ) are trials for obesity per se.

Of the other 4 four trials cited:

• Participants in https://clinicaltrials.gov/study/NCT06260722 and https://clinicaltrials.gov/study/NCT05929079 must have type-2 diabetes;

• Participants in https://clinicaltrials.gov/study/NCT05936151 (a phase-2) must have chronic kidney disease; and

• Participants in https://clinicaltrials.gov/study/NCT05882045 must have established cardiovascular disease, defined as prior myocardial infarction, prior ischemic or hemorrhagic stroke, or symptomatic peripheral arterial disease.

In other words, LLY’s commitment to Retatrutide as a treatment for obesity per se may somewhat less than it seems at first glance.

Moreover, in #msg-173951612 I misspoke and need to clarify. What I meant to say is, “I’m going out on a limb by asserting that LLY’s Retatrutide (a/k/a “triple G”) will not make it to market as a treatment for obesity.”

Your reply allowed me to recognize my misstatement, so thank you!