Novo Nordisk presented a post hoc analysis of a Phase 3 CagriSema trial at The Menopause Society meeting: after 68 weeks, 2,309 women lost almost 25% of body weight on average, versus 3% on placebo. Among 1,902 women with menopause-related overweight or obesity, mean loss ranged from 23% to nearly 27%, while placebo averaged 2%. These results beat or match Wegovy (just under 15%) and Zepbound (nearly 21%), though in the head-to-head Redefine 4 trial, tirzepatide, Zepbound's molecule, showed similar or slightly higher efficacy, nearly 26% at the maximum dose. The author argues CagriSema is unlikely to win back market share from Eli Lilly, so investors should watch Novo's other pipeline programs, and notes the figures assume patients use the drug as directed.
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