Clinical studies highlight that Eli Lilly (LLY, Financial) and Novo Nordisk's (NVO) weight loss drugs result in significant lean body mass reduction, with 25% and 40% of weight loss attributed to muscle loss, respectively. In response, Regeneron (REGN) is researching a new drug aimed at mitigating muscle loss caused by weight loss medications.
While drugs like Ozempic and Wegovy have spurred a "gold rush" in the pharmaceutical industry, George Yancopoulos, co-founder of Regeneron, warns of potential muscle loss, suggesting that without addressing this side effect, the drugs' risks might outweigh their benefits.
Regeneron is testing a drug called trevogrumab, in mid-stage trials, to block hormones that limit muscle growth. This drug is intended for use alongside Wegovy, with initial clinical data expected next year. The company is also considering advancing its GLP-1 injection, currently tested on mice, to clinical trials.
Although concerns exist, Yancopoulos notes Regeneron's interest in the GLP-1 drug market. Despite possible long-term issues, the goal is to find healthier solutions to metabolic diseases that avoid unwanted side effects like nausea and muscle loss.
The weight loss drug market, led by Eli Lilly and Novo Nordisk, could be worth $130 billion annually. Eli Lilly previously acquired Versanis for $1.9 billion to boost muscle preservation in weight loss treatments. The FDA recommends combining these weight loss drugs with diet and exercise.
