EASD 2026 in Milan turned into a Lilly showcase — and Jake and Cynthia round up the whole week.

Stories this week:

(1) Retatrutide's full Phase 3 TRIUMPH-1 data — up to 25% weight loss at 80 weeks, plus knee osteoarthritis and sleep apnea improvements — and TRIUMPH-2 in type 2 diabetes published in The Lancet; Lilly expects to file with the FDA by end of March 2027.

(2) Lilly's amylin + tirzepatide combo EloraTZP: 23.3% at 48 weeks heading to Phase 3, with a real tolerability question — plus the wider amylin stacking moment.

(3) Boehringer/Zealand's survodutide Phase 3 SYNCHRONIZE-2: 13.1% at 76 weeks, published in NEJM the same day.

(4) Novo's oral strategy: up to $2.6B for ex-China rights to Hengrui's weekly oral GLP-1/GIP, real-world data on switching to the Wegovy pill, and Wegovy liver-fat normalization.

(5) The FDA's warning letter to Empower Pharmacy over mass-produced compounded GLP-1s — its fourth. Plus a market check: LLY dipped on great news, NVO down ~24% YTD.

For research and informational purposes only — not medical advice.

**Sources:**
- Cardiac Wire — TRIUMPH-1 full Phase 3: https://cardiacwire.com/a-new-king-of-the-glp-1s-could-be-crowned/
- USA Today — TRIUMPH-2 / Lilly FDA filing plans: https://www.usatoday.com/story/money/personal-finance/healthcare/2026/09/30/retatrutide-glp-1-eli-lilly-weight-loss/92019663007/
- BioSpace — EloraTZP Phase 2b: https://www.biospace.com/drug-development/superior-weight-loss-blood-sugar-control-propel-lillys-amylin-gip-glp-1-combo-into-phase-3
- Zealand Pharma — SYNCHRONIZE-2: https://mfn.se/one/a/zealand-pharma/zealand-pharma-announces-boehringer-ingelheims-survodutide-achieves-up-to-13-1-weight-loss-in-new-phase-iii-trial-alongside-significant-improvements-in-glycemic-control-in-people-with-obesity-and-type-2-diabetes-a9e0d011
- Business News Today — Novo–Hengrui $2.6B deal: https://business-news-today.com/hengrui-lands-2-6bn-novo-nordisk-deal-for-experimental-weekly-oral-obesity-drug/
- Reuters — OCTANE real-world switching study: https://www.reuters.com/legal/litigation/patients-switching-to-novo-nordisks-wegovy-pill-shots-lose-more-weight-real-2026-09-30/
- Becker's Hospital Review — FDA warning letter to Empower Pharmacy: https://www.beckershospitalreview.com/pharmacy/fda-flags-sterility-concerns-at-major-glp-1-compounder/

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