Motley Fool May 17: Could Lilly's Retatrutide 'Waylay Wegovy and Zap Zepbound' After TRIUMPH-1 and TRIUMPH-2 Readouts?
Motley Fool's May 17 analysis framed retatrutide — Eli Lilly's triple GIP/GLP-1/glucagon receptor agonist — as the molecule positioned to displace both semaglutide (Wegovy) and tirzepatide (Zepbound) from the obesity therapeutics top spot. The thesis rests on TRIUMPH-1 (general obesity without T2D, 80 weeks, pivotal NDA-supporting trial) and TRIUMPH-2 (obesity + T2D) readouts expected Q2-Q3 2026. TRIUMPH-4 already reported a 28.7% mean weight reduction at the 12 mg dose at 68 weeks — well above the 21% standard Wegovy 2.4 mg and the 22.5% Zepbound 15 mg ceilings. If TRIUMPH-1 confirms the 25%+ weight-loss range, retatrutide's NDA filing follows in late 2026 / early 2027 with approval mid-2027. The full TRIUMPH program runs eight pivotal trials with >5,800 participants plus a separate 10,000-patient cardiovascular outcomes trial reading out in 2027.