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ForumsPublic SquareNovo Nordisk vs Eli Lilly — the GLP-1 market landscape in 2026 Page 2

Novo Nordisk vs Eli Lilly — the GLP-1 market landscape in 2026

anders_CPH Thu, Mar 19, 2026 at 1:00 PM 22 replies 1,194 viewsPage 2 of 5
PeptideChemSF
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Mar 20, 2026 at 1:07 AM#6
Dr.RaviCardio said:
Read four things before the headline number.

I read this differently from Dr.RaviCardio, on substance rather than tone. I would add the less popular caveat: these trial populations under-represented several groups, older adults and the highest BMI categories among them. The results probably generalise, and "probably" should be stated as an assumption rather than dropped.

28 23steve_okc, dave_SLC, FDA_TrackerJim and 25 others
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DanielChem_CHI
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Mar 20, 2026 at 5:54 AM#7
anders_CPH said:
My own curve sits about four points below the published mean and I spent two months assuming that meant something was wrong with me or with my…

Bayesian meta-analysis perspective on the trial evidence: traditional frequentist meta-analyses report point estimates and confidence intervals. Bayesian approaches provide probability distributions that are more intuitive for clinical decision-making.

For example: "There is a 98.5% probability that semaglutide 2.4mg produces >10% weight loss vs placebo" is more actionable than "RR 3.4, 95% CI 2.8-4.1, p<0.001."

The the trial evidence evidence is strong under both frameworks, but Bayesian analysis better communicates the degree of certainty for individual patient counseling.

Last edited: Mar 20, 2026 at 7:54 AM
27 22Dr.DermMIA, fiona_VT, denise_HTX and 24 others
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Dr.NephBHM_UK
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Mar 20, 2026 at 10:41 AM#8
PeptideChemSF said:
I would add the less popular caveat: these trial populations under-represented several groups, older adults and the highest BMI categories among them.

Propensity score matching studies and the trial evidence: when RCTs aren't available for a specific question, propensity score-matched observational studies can provide useful evidence.

A recent PSM study of 18,000 GLP-1 users vs matched controls showed reduced MI incidence (HR 0.78) over 4 years of follow-up[1].

These results complement the RCT data and suggest the benefits translate to real-world populations.

References:
[1] Registry-based cohort study, pre-print 2024.
26 21PharmacoVig_BOS, SurmountFan_IN, PeptideChemSF and 23 others
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adam_van
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Mar 20, 2026 at 3:28 PM#9

Following on from Dr.AddMedPHL — and this may be the naive question:

Did your prescriber agree with that reading, and if not what was their objection?

25 20tommy_boulder, hyun_seoul, jim_asheville and 22 others
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anders_CPH
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Mar 21, 2026 at 2:27 PM#10

OP back with an update, since a thread like this is useless without one.

Follow-up: I read the paper rather than the summary and the qualifier I was missing was in the second paragraph of the results.

3 1ChrisMacros, KetoKyle, CanadaChris
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