Summary: A new GLP-1 pill from Structure Therapeutics revealed encouraging results in a recent trial. The study found that people with obesity who took the pill lost more weight than those taking a placebo. In the trial, which had 64 participants, the pill led to an average 6.2% reduction in body weight. A third of the people on the pill, GSBR-1290, lost 10% or more of their body weight.
In contrast, none of the placebo group did. On learning this news, Structure’s shares jumped up to more than half of December’s stock price. In fact, the company is planning a Phase 2b trial of GSBR-1290 to test other doses. Interestingly, many companies hope to join the competition against Novo Nordisk’s and Eli Lilly’s fast-selling GLP-1 drugs for diabetes and weight loss. Structure is among them and is developing a pill-based treatment. However, last December the company disclosed results from a trial of GSBR-1290 among Type 2 diabetes patients. Even though the treatment helped lower blood sugar, weight loss data was lower than anticipated causing a temporary decrease in Structure’s share value. The recent trial restored Structure’s position. Moreover, this trial investigated using a tablet form of GSBR-1290,
which led to an average weight loss between 6.2% and 6.9%. Analysts from Leerink Partners and Cantor Fitzgerald classified this data as competitive to Lilly’s GLP-1 pill. The common side effects of GSBR-1290 were nausea and vomiting which Structure claimed mostly subsided after adjusting the dose. There were some adverse events leading to 5% of the trial’s participants to drop out. There were no cases of liver damage or persistent increases in liver enzymes. Industry analysts have suggested that monthly pill regimens, such as with GSBR-1290 and Lilly’s orforglipron, could be easier than injectable treatments and cheaper to produce in large quantities.
Structure plans to begin a 36-week Phase 2b obesity study in the fourth quarter. The CEO, Raymond Stevens, expressed the company’s confidence in exploring higher doses in subsequent trials.
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