GLP-1 RA prescription trends: Q4 2025

Overall: Tirzepatide +10% Semaglutide -0.8% [GLP-1 RA prescription trends: January 2019 – December 2025](https://www.truveta.com/blog/research/glp-1-ra-prescription-trends-december-2025) LLY is the real value play here... PEG ratio is around 1... Q3 rev growth 54% at 48% op margin... Major catalysts in 1H 2026: * Orforglipron FDA approval, ACHIEVE-4 read out on MACE * Retatrutide read outs on TRIUMPH-1, TRIUMPH-2, TRIUMPH-3, TRANSCEND-T2D-1 * Remternetug TRAILRUNNER-ALZ 1 trial read out Remternetug can turn out to be the real surprise here. If you don't know what it is, it's a follow up drug to LLY's Kisunla for early symptomatic alzheimer's. It's more potent, and dosed from the start as a subcutaneous injection. Use of a slow titration and SC delivery will hopefully reduce ARIA complications. TRAILRUNNER-ALZ 3 trial is also underway, with completion in 2030, for the PREVENTION of alzheimer's symptoms in amyloid positive patients... Remternetug can turn out to be an SC self administered, one and done treatment to prevent alzheimer's from ever happening... it's the next money printer if all goes well... Additional trial read outs in 1H 2026: * High dose tirzepatide Phase 2 trial (NCT06037252) * Bimagrumab Phase 2 trial (NCT06643728) * Eloralintide +/- tirzepatide in diabetics Phase 2 trial (NCT06603571) * Naperiglipron Phase 2 trial (NCT06683508) Home run swing trial read outs in 1H 2026: * LY3541860 a non-depleting CD19 antibody Phase 2 trial (NCT06859294), important first look in RA, while their more important MS trial is ongoing * Ocadusertib an oral small molecule RIPK1 inhibitor Phase 2 trial (NCT05848258), may be the first successful RIPK1 blocker * LY4086940 an oral GGG Tri-agonist Phase 1 trial (NCT06945419)