GLP-1 and Incretin Landscape: From Ozempic to Triple Agonists
A strategic overview of approved and pipeline incretin-based peptide therapeutics.
Published Aug 15, 2024 · Updated Aug 15, 2024 · Last reviewed Aug 15, 2024
Direct answer
The incretin landscape is dominated by approved GLP-1 and dual GIP/GLP-1 agents, with triple agonists and oral small molecules entering late-stage development.
Key takeaways
- Semaglutide and tirzepatide have set efficacy and commercial benchmarks.
- Retatrutide and cagrisema are the next potential blockbusters in phase 3.
- Oral small molecules could expand access but face tolerability and adherence questions.
The GLP-1 receptor agonist class has transformed type 2 diabetes and obesity care. Semaglutide, marketed as Ozempic and Wegovy, demonstrated up to 15% weight loss in STEP 1 and cardiovascular benefit in SELECT. Tirzepatide's dual GIP/GLP-1 mechanism raised the bar further, with SURMOUNT-1 showing mean weight loss above 20%. Retatrutide adds glucagon receptor agonism and has reported up to 24% weight loss in phase 2. Cagrisema combines semaglutide with the amylin analogue cagrilintide and is in the REDEFINE phase 3 program. Oral entrants—including orforglipron, danuglipron, and GSBR-1290—aim to remove injection barriers but must match efficacy and safety profiles. Discontinued assets such as lotiglipron highlight liver safety risks for oral GLP-1 small molecules.
About this report
- Author
- Dr. Sarah Chen, Senior Biopharma Analyst
- Scientific reviewer
- Dr. Michael Patel, Healthcare Equity Research Director
Related entities
Asset
Tirzepatide
Asset
Semaglutide
Asset
Retatrutide
Asset
Cagrisema
Asset
Danuglipron
Asset
Lotiglipron
Asset
GSBR-1290
Asset
Orforglipron
Company
Eli Lilly
Company
Novo Nordisk
Company
Pfizer
Company
Structure Therapeutics
Trial
NCT03954834
Trial
NCT04184622
Trial
NCT04159132
Trial
NCT05567796
Target
GLP-1R
Target
GIPR
Target
Glucagon receptor
Target
Amylin receptor
Indication
Type 2 diabetes
Indication
Obesity
Deal
Eli Lilly and Company / Chugai Pharmaceutical Co., Ltd.
Catalyst
Topline data from SURMOUNT-MMOE cardiovascular outcomes trial expected 2025.
Catalyst
Phase 3 TRIUMPH readouts expected 2026-2027.
Catalyst
REDEFINE 1 topline readout anticipated in 2025.
Catalyst
Phase 2 obesity readout expected second half of 2024.
Catalyst
Pfizer expects to advance danuglipron once-daily formulation into phase 3 in 2025.