Given dosing advantage, Amgen drug may not need best-in-class weight loss

Key Phase II data from Amgen’s most valuable clinical candidate, obesity molecule MariTide, showed that the biotech may have a competitive advantage over Lilly and Novo with once-monthly or longer dosing and the potential to better supply the market. But where the molecule likely won’t differentiate itself is weight loss efficacy or tolerability, which appear similar to those of competitors.

It’s now clear is that sellside analysts and investors had overhyped expectations for maridebart cafraglutide (MariTide), with consensus expectations of 20-25% weight loss and outliers that thought efficacy could even approach 30% at one year. ...