Resmetirom is the only approved MASH drug today. Survodutide just read out phase 3 obesity at 16.6%; LIVERAGE + LIVERAGE-Cirrhosis pending. Pemvidutide IMPACT-MASH starting phase 3 H2 2026. Why we hold on MASH-specific routing recommendations and what we'd need to see to start.
Eli Lilly's triple agonist (GLP-1 + GIP + glucagon) has TRIUMPH-1, TRIUMPH-2, and TRIUMPH-4 readouts in the public record. Weight reduction at 12mg lands above tirzepatide. Cardiovascular signal is being watched. FDA filing window now points at late 2026. What this changes in routing decisions today.
Retatrutide, orforglipron, CagriSema, survodutide, MariTide, pemvidutide. Where each one sits in phase 3, the readout window, the mechanism, and what each approval would shift for routing decisions today. Bleeding edge of the science, conservative on the rating.