Pfizer Berobenatide Monthly GLP-1 15.9% Phase 2b, Retatrutide Dysesthesia 20.9% at 12 mg, ADA Post-Mortem: Lilly Dominant, Roche Me-Too, Novo Pressured, Pharmacy Times Peptide Compounding Analysis

The day after ADA closed, the field sorted itself into winners, also-rans, and watchers. Pfizer's berobenatide, a long-acting GLP-1 peptide engineered for monthly dosing, posted 15.9% weight loss at 32 weeks with no plateau, the company's clearest case yet that it can compete in obesity after its $4.9 billion Metsera deal. The retatrutide safety story sharpened too, with the dysesthesia signal at the 12 mg dose now confirmed at 20.9%, well above the 12.5% earlier reports cited and the central question analysts will press through the next readouts. Sell-side reaction crystallized: RBC and Leerink framed Lilly as reinforcing its dominance, Roche as a 'me-too' option, and Novo as under pressure after CagriSema failed to clear non-inferiority versus a competitor. Off the obesity stage, Pharmacy Times' June 9 analysis of the RFK Category 2 reclassification and the July PCAC meeting kept the compounding-policy thread current.