6 posts on this topic, sorted most recent first.
Three drugs are about to change the GLP-1 conversation again. Orforglipron just got FDA approval. CagriSema is in phase 3 readouts. MariTide is the longer-tail bet. Here's the honest read on which deserves your patience and which is hype.
What actually shifted in the last 60 days: Foundayo (orforglipron) approved early under the National Priority Voucher, oral Wegovy 25mg shipping, FDA proposes excluding tirzepatide from 503B bulks, RFK pulled 14 peptides off Category 2, survodutide phase 3 obesity readout. Routing impact for each.
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.
Retatrutide hits three receptors instead of two. Phase 2 showed 24% weight loss. Phase 3 results expected late 2026. What it is, how it differs from tirzepatide, and why the molecule matters.
The three GLP-1 drugs that matter in 2026: semaglutide (Ozempic/Wegovy), tirzepatide (Mounjaro/Zepbound), and retatrutide (Lilly's triple-agonist). How they differ in mechanism, weight loss, side effects, and cost.