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The FDA says weight-loss drugs like Wegovy and Zepbound must warn about a possible risk of vision loss.

RulesRead the original at Benzinga
Bad for LLY

Lilly must add a vision-loss warning to its GLP-1 medicines, adding a safety concern for patients and doctors. The reported rate was 6.4 cases per 100,000 person-years, versus 3.8 in comparison groups, but another FDA comparison found no significant rise against one group of diabetes drugs.

LLY · Eli Lilly and Co.

AI read · Bad for LLY

The AI's read

For Lilly, a required warning adds a safety concern to Mounjaro, Zepbound, and Foundayo. Some patients or doctors may become more cautious, though Citi analysts said the rule should have limited effect on prescribing. The evidence is mixed. The FDA found no statistically significant increase compared with one group of diabetes drugs, but found an increase compared with another. Earlier studies also found links, but did not prove the medicines caused the eye condition.

NVO · Novo Nordisk

AI read · Bad for NVO

The connection

Novo’s Wegovy is covered by the new warning, adding a safety concern for patients and doctors. Novo says the evidence does not prove cause and effect, and analysts expect limited prescribing change, but the warning still weighs against its medicines.

MEDS · DataMEDS AI Inc.

AI read · Neutral

The connection

DataMEDS’s interim co-CEO previously mentioned vision loss among side effects reported with GLP-1 apps. This report gives no new change to DataMEDS’s products or business, so its company outlook is unchanged.

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