Eli Lilly and Novo Nordisk are steadily — and somewhat quietly — preparing to build comprehensive cardiovascular franchises helmed by their lucrative treatments for diabetes and obesity.
This year, the companies have started to publicly talk up their plans to test their GLP-1s in everything from heart and kidney disease to NASH, setting up 2024 as a pivotal year amid the hype for these drugs.
Novo’s Phase III SELECT trial was the first piece of key evidence. A topline readout in August showed a 20% reduced risk of major cardiovascular events in adults with type 2 diabetes or obesity, sending ripples throughout the industry about the broader potential of GLP-1s.
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