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Novo Nordisk’s next-gen obesity drug CagriSema trial results disappoint investors


Medical bottles and syringes are seen with the Novo Northisco shift on a screen in the background.

Nurphoto | Nurphoto | Getty images

Nine noralymousI look forward to a new one was of the obesity treatment with his cagrisema drug was called in question after a series of test results sent to fall.

Title results from a RedefinY-2 late stage test released Before the month has shown that the beginning of the beginning of the beginning of the beginning 2,7 Type 2,7% of his weight more than 68 weeks, compared with placebo. This was under the percentage of the weight weight’s weight feeding.

A trait of last-lasting trial first Posted In December showed the drug helps or diabetitation or not to write-2, lower their weight from 22.7 weeks, as well as below 25% expected.

Both outcomes arranged the significance value of the investors to find investments to find a pesty alternative and rivalist ele lily, they were shouted.

The action of a darling turn came around 50% from its 2024 high.

“Mention to these jewish,” Emily Fear, head of Barbecase in Barclace, said to CNBC over Wednesday.

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Nine noralymous

“Warehouse immo felt me ​​dispreciation you, but there is no sangi and not knowing that the products more than cooks do not approximate weight drug industry.

A treatment of obesity to next-gen

CagRisema is a combination of cachylintida – a housemate loss treatment, as an amylin analog – and semagluities, the active ingredient in wegovy.

He had expected the drugs offers the loss of patients with diabetes, that typically a hardest time of breaths, but at the picture of the chest playback.

“We have seen the potential to prove the upper weight loss for the component of the diabetic cagrangem said in a soba note and results in recovery” is not enough to rehabilitation “.

There’s a very short focus very short now. People only have thought about the wider potential ,.

The Emily field

Head of the Farcallay Farcallays in Barclays

Meanwhile Novo said the week weekend was “well tolered” the adverse effects were gastrointestin, but were “mooning up to declined time.”

“Wintering treatment options that are best in class and raise the place of the drugs,” surge lonthtok on the tens. “We don’t know that the cagrism is the best in class.”

However, a next study of Redefin-4, due to release in the early 2026, could provide the most color of the drug and tighter dose – something literot said.

“This might make superiority,” Letooft said.

Expanding weight loss treatments

Weight loss industry remains divided in the most wide-wide applications beyond the reduction of total weight. In a separate note last week, BOFA has said “slightly more cautiousness on the difference” in the obsement and diabet of weapon last results of cagrisema.

“There’s a very short, very short focus now. People don’t have just thinking of the potential of the vase,” field noted.

However in a diverted way of a different range of occurretties and associated with a healthy health disease, as an apne illness and disease in which they were to make your head.

“It is about address of different need in this market”, he said. “The companies that are able to address these different needs better – in combination with significant production capability – take the greatest part of this market”, he said.

Other firms would expect to attend market, which is estimated of $ 100 billion for 2030. We the giant of pharmaceutical pharmace Rock Get an agreement worth $ 5.3 billion to develop danish bioth Zealand pharmas luck s An amylin analog applicant of obesity drugs.

Investors and parients should wait sometimes to launch, however, with zealand phrase of President Adam Steensberg To say to say CNBC looking forward to the market around 2030. Novo North, I am trying to wait for the approval of concern for the first quarter of 2026.

However, the company has some way to go to recover some of the previous hype around the drug. Asked if investors recognize as one of many alternatives can be heavy fish, SOREN was driving: “No. I think they will do eventual.”



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