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Novo Nordisk Expands AI Partnership with Valo Health for Obesity Drug Development

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Novo Nordisk, the Danish pharmaceutical giant, has announced an expansion of its partnership with U.S.-based tech firm Valo Health to develop new treatments for cardiometabolic diseases, including obesity, using human data and artificial intelligence (AI).

The expanded collaboration follows a recent setback for Novo, as its weight-loss drug candidate CagriSema underperformed in trials, falling short of expectations. This comes as Novo seeks to develop a more potent weight-loss treatment to rival Eli Lilly’s Zepbound, a competitor in the obesity drug market. Both companies are also exploring the broader health benefits of their obesity treatments, as they look to expand their utility beyond weight loss. Analysts predict the obesity drug market could be worth $150 billion within the next decade.

Originally announced in September 2023, the partnership between Novo and Valo aimed to develop up to 11 drugs. With the new agreement, the scope has broadened, with plans to discover and develop up to 20 new treatments for obesity, type 2 diabetes, and cardiovascular diseases.

Under the terms of the expanded deal, Valo Health stands to receive up to $190 million in near-term payments, along with potential milestone payments totaling about $4.6 billion. The original agreement entitled Valo to up to $2.7 billion in milestone payments.

 

FDA Approves Eli Lilly’s Zepbound for Sleep Apnea, Expanding its Use in the U.S.

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The U.S. Food and Drug Administration (FDA) has approved Eli Lilly’s weight loss drug, Zepbound, for treating moderate-to-severe obstructive sleep apnea (OSA), the most common sleep-related breathing disorder. This approval marks the first drug treatment option for patients with both obesity and OSA, which is characterized by breathing interruptions during sleep due to blocked or narrowed airways. Zepbound, a weekly injection, should be used alongside a reduced-calorie diet and increased physical activity, the FDA stated.

An estimated 80 million people in the U.S. are affected by OSA, with about 20 million suffering from the moderate-to-severe form of the disorder. Alarmingly, 85% of these cases remain undiagnosed, according to Eli Lilly.

Julie Flygare, president and CEO of Project Sleep, a nonprofit focused on sleep health, emphasized that OSA is more than just snoring, urging for greater awareness and conversation about the condition. She expressed hope that Zepbound’s approval would lead to better health outcomes through more informed discussions between patients and healthcare providers.

The approval expands Zepbound’s use beyond obesity treatment, which it was first approved for late last year. The drug’s active ingredient, tirzepatide, is also marketed as Mounjaro, a diabetes treatment. Eli Lilly expects to launch Zepbound for OSA in early 2025 and is also testing the drug for other obesity-related conditions such as fatty liver disease.

Zepbound’s approval may help secure broader insurance coverage, which is a challenge for many weight loss drugs, including Zepbound itself. Current coverage under Medicare for obesity treatments depends on their approval for additional health benefits, like treating OSA.

Zepbound’s approval also highlights the growing body of evidence supporting the health benefits of GLP-1s, a class of medications used for weight loss and diabetes management. Zepbound’s main competitor, Novo Nordisk’s Wegovy, is not approved for OSA.

The new approval provides a significant option for OSA patients who often rely on cumbersome positive airway pressure (PAP) machines to help with breathing. Zepbound offers a more convenient alternative with the potential to resolve OSA symptoms.

In clinical trials, Zepbound demonstrated significant effectiveness in reducing OSA severity. A year-long study showed that Zepbound was more effective than a placebo, with nearly half of patients achieving disease resolution. Zepbound resolved OSA in 43% of patients who were not using PAP therapy and 51.5% of those continuing PAP therapy. This compares to only 13.6% to 14.9% of placebo recipients in the same trials.

The results were based on the apnea-hypopnea index (AHI), which measures the number of blocked or restricted breaths per hour, and used to assess both the severity of OSA and the effectiveness of treatments. Disease resolution is defined as having fewer than five AHI events per hour or a significant reduction in daytime sleepiness, according to Eli Lilly.

 

Nestle Introduces Protein Shots to Target Weight-Loss Drug Users in the U.S.

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Nestle (NESN.S), the world’s largest food company, has launched a new product in the United States aimed at weight-loss drug users: Boost Pre-Meal Hunger Support, a protein shot designed to suppress appetite. This move marks another step in the company’s strategy to capitalize on the growing demand for weight-loss solutions.

About the Product

The Boost Pre-Meal Hunger Support shots are intended to be consumed 30 minutes before a meal. Nestle claims the drink promotes a natural GLP-1 hormone response, mimicking but on a smaller scale the appetite-suppressing effects of weight-loss drugs like Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound. These popular medications, administered via weekly injections, are known for reducing hunger and inducing feelings of fullness.

Priced at $10.99 for a pack of four, the shots contain:

  • 10 grams of whey protein
  • 45 calories
  • 1 gram of sugar
  • Zero fat

The shots are currently available on Amazon.com and in select CVS stores.

Mechanism and Claims

Nestle’s Chief Technology Officer, Stefan Palzer, explains that the protein shot’s formula includes a patented mix of peptides designed to trigger a natural GLP-1 response in the body. The product is based on whey protein micro-gels, which digest more slowly and interact longer with intestinal receptors to release the GLP-1 hormone.

This is not intended to replace weight-loss drugs but may complement their effects or help individuals maintain weight loss, Palzer said. Nestle has also patented the product’s formula to protect its unique mix of peptides and micro-gel technology.

The Science Behind It

Nestle conducted a study in 2021 involving 26 participants with type-2 diabetes, comparing the effects of whey protein microgel against a placebo. Results showed:

  • 22% reduction in glucose levels two hours after a meal in the whey protein group.
  • A positive effect on GLP-1 hormone levels.

While these findings suggest potential benefits, experts remain cautious. Dr. Lora Heisler, a nutrition researcher at the Rowett Institute, stated that while the product may boost GLP-1 levels, the effects might be comparable to consuming a glass of milk, questioning its long-term impact on weight loss.

Nestle’s Broader Strategy

The protein shots are part of a broader push by Nestle to cater to the booming obesity treatment market, which analysts project could reach $150 billion annually within a decade. Earlier this year, the company introduced protein-enriched frozen pizzas and pastas in the U.S., designed for people taking weight-loss drugs.

Nestle’s move comes amid significant shifts in consumer habits driven by the increasing popularity of weight-loss medications. In 2022, Walmart reported a slight decline in food consumption among customers using these drugs, triggering a market-wide selloff in food company shares, including Nestle’s.

Appetite for Weight-Loss Products

Nestle’s new product seeks to tap into the growing market for alternatives to injectables. While the shots offer a less powerful solution compared to medications like Wegovy or Zepbound, they provide a convenient, non-prescription option for individuals looking to manage their weight.

The protein shots also highlight Nestle’s ambition to innovate within the weight-loss segment, focusing on products that align with shifting consumer needs and health trends.