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🔎 TODAY’S DAILY SIFT: THE BODY The obesity drug race is becoming something much larger. Yesterday Lilly released detailed Phase 3 results for retatrutide. At the highest dose: 20.8% average weight loss. Nearly 60% no longer met BMI criteria for obesity. Up to 40% reached an A1C below 5.7%. Retatrutide targets three hormone pathways simultaneously. GLP 1. GIP. Glucagon. This is no longer simply appetite suppression. It is increasingly sophisticated metabolic intervention. Then Novo paid for the future. Up to $2.6 billion for rights to Hengrui’s experimental once weekly oral GLP 1 and GIP drug. The candidate is only entering Phase 1. That price tells you where the market thinks this is going. Weight loss is becoming one endpoint among many. Glucose. Cardiovascular risk. Liver health. Kidney health. Inflammation. Muscle preservation. Long term metabolic control. The next winner will not necessarily produce the largest number on the scale. It may produce the la...
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