The manufacturing story is what excites me most. Oral semaglutide (Rybelsus) requires the SNAC enhancer, has ~1% bioavailability, and needs 14 mg oral to approximate 0.5 mg injectable. That's incredibly wasteful from a manufacturing standpoint and limits cost reduction potential.
Orforglipron is a small molecule made by standard pharmaceutical chemistry — no peptide synthesis, no complex formulation. If it works, it could break the supply and cost bottleneck that has plagued GLP-1 RAs. Lilly has said it expects manufacturing costs to be "substantially lower" than injectable GLP-1 RAs.
Of course, "if it works" is doing a lot of heavy lifting. Phase 2 was small (n=272) and short (36 weeks). We need Phase 3 to confirm efficacy, assess longer-term safety, and understand the full dose-response. ATTAIN-1 results are expected in mid-2025.