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Eli Lilly initiated the TRIUMPH Phase 3 program in late 2024 , with interim data expected to support a 2027 FDA submission and peak GLP-1 market sales projections of USD 12 to USD 18 billion
Lixisenatide is also a key ingredient in the diabetes drug Soliqua, which is available in the US
A detailed study of 55,460 non-diabetic patients revealed gastroparesis rates of 6.5 per 1000 person-years in semaglutide users
The partners best positioned to capture value are those able to support complete modality chainsfrom active ingredient to finished productrather than isolated manufacturing steps, much as Novo's acquisition of Catalent's fill-finish sites shows the innovators themselves moving to consolidate what they no longer want to leave to fragmented external supply
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