Overview
- Novo Nordisk remains a market leader with Wegovy, which now includes a recently launched oral version.
- CagriSema topped Wegovy in a head‑to‑head study and is under consideration for approval, with amycretin in phase 3 and UBT251 showing strong mid‑stage results in China.
- Amgen has no approved obesity therapy yet, with lead candidate MariTide now in phase 3 across weight management, obstructive sleep apnea, and cardiovascular outcomes.
- MariTide is dosed once monthly compared with Wegovy’s weekly regimen, a convenience that some observers see as a potential competitive edge.
- Analyst estimates suggest MariTide could approach $3.7 billion in sales by 2030 if approved, as Novo faces dependence on GLP‑1 products and share losses to Eli Lilly.