Dr. Gottlieb on Amgen’s new weight loss drug: Expect to be on par with Wegovy & Mounjaro or better
>>> WELCOME BACK TO "SQUAWK BOX." AN GENERAL MOVING FORWARD WITH AN INJECTABLE WEIGHT LOSS DRUG. JOINING US FOR MORE ON THE INNOVATION IN THE SPACE, FORMER FDA COMMISSIONERS SCOTT GOTTLIEB, SERVES ON THE BOARDS OF LUMINA AND PFIZERM. EXPLAIN IT LIKE I'M FIVE. HOW DOES THIS WORK? >> THIS NEW DRUG. >> THIS DRUG A MONOCLONAL ANTIBODY. IT'S DIFFERENT THAN MONOJORO OR WEGOVY. THEY ARE STRAIGHT PEPTIDES. THEY ACTIVATE GLP-1 AND GIP 1. WHAT THIS DRUG DOES IS ACT VIVAS GLIP AND INHIBITS HIP. IT'S GOING TO CIRCULATE LONGER IN THE BLOOD. WHAT THEY'VE SHOULD BE IN THE CLINICAL STUDIES SO FAR, IS THAT THIS CAN BE DOSED PROBABLY EVERY MONTH, MAYBE LONGER THAN THAT BECAUSE IT'S AN ANTIBODY BOUND TO THOSETWO PEPTIDES. >> YOU MIGHT HAVE TO TAKE IT ONCE A MONTH OR ONCE EVERY TWO MONTHS. WHAT'S INTERESTING, IS THAT MONOJORO ACTIVATES BOTH GIP AND GLP-1.
THIS DRUG ACTIVATE GLB, BUT INHIBITS GIP. THERE'S SOME CURIOSITY ABOUT WHAT THAT MECHANISM IS AND WHY THEY'RE SEEING PROFOUND WEIGHT LOSS. >> WHICH DO YOU THINK IS MORE EFFECTIVE? >> BASED ON THE PHASE ONE DATA, THIS DRUG DID LOOK HIGHLY EFFECTIVE. ABOUT 600 PATIENTS ARE GOING TO READ OUT TOP LINE DATA HAD LATER THIS YEAR. WE'LL GET A LOOK AT HOW EFFICACIOUS IT IS. MOST PEOPLE ARE EXPECTING IT TO BE ON PAR WITH MOUNJARO, WEGOVY AND PERHAPS BETTER. >> WE WERE TALKING TO THE CEO OF ELI LILLY ABOUT THE OPPORTUNITY SET FOR THEM IN TERNLMS OF PUTTG THIS INTO A PILL. HE SEEMED TO SUGGEST WE WERE ABOUT TWO YEARS AGO.
HE ALSO SUGGESTED IT WAS ONLY GOING TO WORK ON ONE OF THE — >> THE PILLS RIGHT NOW WORK ON GLP-1. PROBABLY THE ONE THAT'S FURTHEST AHEAD IS BY LILLY. THEY'RE GOING TO HAVE DATA IN 2025, MAYBE 2026 IF ALL GOES WELL. >> IS THAT GOING TO BE EFFECTIVE THEN? >> IT'S AN OPEN QUESTION. I THINK THE ASSUMPTION PROBABLY NOT. YOU'RE ONLY ACTIVE ON ONE METHOD. IF YOU LOOK AT SOME OF THE FOLLOW-ON DRUGS. LILLY'S WORKING ON A DRUG. BOTH INJECTABLE, BOTH WORK ON MULTIPLE MECHANISMS. IN THE CASE OF THE DRUG BINOVO, IT WORKS ON GLP-1 AND DACA. IN THE CASE OF LILL'S DRINKING IT'S GLB, GIP AND GLUCOGON. IT'S PROBABLY NOT GOING TO BE AS EFFECTIVE, BUT THEN YOU HAVE THE CONVENIENCE OF EVERYDAY DOSING WITH AN ORAL DRUG, PLUS YOU'RE NOT MANUFACTURING CONSTRAINT ANYMORE, NOT A SUPPLY CONSTRAINT. >> THERE WILL BE A PILL, A MICRODOSE PILL, AND THAT PROBABLY WOULD BE GOOD. >> JUST SO I DON'T, YOU KNOW, BINGE ON ALL THE PIECE OR WHATEVER — >> HOW LONG BEFORE I — >> I JUST WANT SOMETHING THAT'S GOING TO PREVENT ME FROM HAVING NO DISCIPLINE, WHEN I GO TO THE REFRIGERATOR AT 10:00 AT NIGHT AND THEN START HAVING LIKE BOWLS OF RAISIN BRAN, YOU KNOW, WITH WHOLE MILK FOR NO REASON.
>> LET ME ASK THE QUESTION, WOULD YOU PREFER A WEEKLY INJECTION OR MAYBE A MONTHLY INJECTION OR A DAILY PILL? >> DAILY PILL. >> ME PERSONALLY? I THINK A DAILY PILL, BUT I ALSO — >> I'D ALSO PREFER NOT TO LOOK LIKE BOO RADIALEY. THAT'S WHAT PEOPLE LOOK LIKE. THEY LOOK LIKE A GHOST. >> PEOPLE STOP EXERCISING AS MUCH AS THEY SHOULD AND THEY DON'T EAT ENOUGH PROTEIN, THAT'S WHY THEIR MUSCLES EVEN IN THE FACE. >> OZEMPIC. >> YOU ALMOST HAVE TO FORCE FEED YOURSELF PROTEIN. >> WOW, YOU'RE LOSING WEIGHT, ARE YOU DYING? >> WELL, THAT'S THE CONCERN IS THAT YOU'RE NOT GOING TO KEEP UP WITH A HEALTHY DIET ONCE YOU GO ON THESE DRUGS BECAUSE YOU'RE REDUCING THE CALORIC INTAKE. THAT'S THE CONCERN AROUND THE USE OF THESE DRUGS IN ADOLESCENTS AND TEENS AS WELL. THE CONCERN IS THEY'RE NOT GOING TO BE AS VIGILANT. >> HERE'S THE QUESTION, IF YOU'RE GOING DOWN FROM A 2,000 CALORIE DIET A DAY TO WHAT SOME PEOPLE ARE SAYING IS GOING IN HALF.
TO YOU KNOW 1,200 CALORIES A DAY. THAT MEANS THAT MOST OF YOUR 1,200 CALORIES WOULD HAVE TO COME FROM PROTEIN. >> THEY DON'T, THEY COME FROM CARBS. SO YOU LOSE ALL YOUR MUSCLE. >> BINGO. >> YOU'RE GOING TO HAVE TO FOCUS ON HAVING A WELL-BALANCED DIET. I THINK THIS IS GOING TO BE AN OPPORTUNITY FOR FOOD COMPANIES. IF YOU GO INTO GNC, THEY HAVE A SHELF OF SUPPLEMENTS FOR PEOPLE ON GLP-1. >> WHAT ARE THOSE PROTEINS? WHAT ARE THOSE SUPPLEMENTS LOOK LIKE? >> PROTEIN SUPPLEMENTS. YOU'RE GOING TO GO INTO THE FOOD STORE IN THE FUTURE AND THERE'S GOING TO BE FOODS THAT KCATER T THIS MARKET.
THE ESTIMATE IS 5% OF THE POPULATION WILL BE ON THESE DRUGS BY 2030. COULD BE HIGHER THAN THAT. >> I KNOW A GUY — I KNOW A GUY. I KNOW A KGUY WHO'S ON THIS MEDICATION, THIS IS NOT A FRIEND. I MEAN, IT'S NOT ME — WHATEVER. WHO WENT TO VEGAS, DECIDED TO GO OFF OF IT, ACTUALLY, FOR THE WEEKEND BECAUSE WHEN YOU'RE ON IT — HE STOPPED A WEEK EARLIER BECAUSE WHEN YOU'RE ON IT, YOU DON'T WANT TO EAT AND THOUGHT OH, MY GOODNESS HE WANTED TO HAVE FUN. AND HE SAID YOU DON'T LIKE WANT TO EAT EVERYTHING IN SIGHT. WHAT DO YOU THINK OF THAT? ARE THERE PEOPLE DOING THIS? >> ANY OTHER PSYCHOLOGICAL SIDE EFFECTS? J I HAVEN'T HEARD THAT, BUT THAT'S NOT A SOUND MEDICAL STRATEGY.
>> THAT'S WHAT I HEARD. >> WE HAVEN'T SEEN PSYCHOLOGICAL EFFECTS THAT MIGHT BE ASSOCIATED WITH PEOPLE NOT HAVING AS MUCH PLB FROM FOOD AND OTHER VICES THAT THEY MIGHT HAVE BEEN ACCUSTOMED TO BEFORE THEY GOT ON THESE DRUGS. I THINK THAT WAS A THEORETICAL CONCERN. WE HAVEN'T SEEN THAT IN THE DATA. PEOPLE SEEM COMFORTABLE WHEN THEY GO ON THESE VACATIONS. >> SAME FRIEND SAID HE DOESN'T BEAT HIMSELF UP WHEN — >> FRIEND? >> I'M NOT ON THIS STUFF. I'M BEING HONEST. IF I EVER AM, I'LL TELL YOU. I'D BE VERY OPEN ABOUT IT. >> YOU DON'T NEED IT. >> BUT I'D JUST SAY HE SAYS HE DOESN'T BEAT HIMSELF UP ABOUT EATING TOO MUCH EITHER. YOU DON'T EAT TOO MUCH. ALL THOSE EMOTIONAL FEELINGS — >> WHEN YOU TALK TO PEOPLE WHO ARE ON IT, THEY ENJOY THEIR MEAL. THEY JUST FEEL FULL. THEY FEEL SATISFIED EARLIER. THEY'RE STILL ENJOYING THEIR FOOD. THEY JUST DON'T NEED AS MUCH TO FEEL ENJOYMENT. >> COME ON, THAT'S PRETTY GOOD.
>> I DON'T KNOW WHETHER THAT'S TRUE. BUT IF THAT'S — IF THAT'S THE THING THAT I DON'T LIKE THE IDEA OF IS LIKE, I GOT TO EAT, TASTES LIKE SAND, YOU KNOW, I DON'T — I LIKE TO EAT. OBVIOUSLY. >> I DON'T THINK IT TASTES LIKE SAND. >> BUT IF YOU HAVE NO INTEREST IN FOOD. >> YOU HAVE INTEREST. THE INTEREST ENDS EARLIER. PEOPLE ARE GOING TO HAVE — PEOPLE HAVE TO BE MORE VIGILANT ABOUT WHAT THEY EAT BECAUSE THEY DO NEED TO GET THE PROTEIN THEY NEED ON A DAILY BASIS. >> DR. SCOTT GOTGOTTLIEB, THANK YOU. >> I HAVE A FRIEND WHO Z A PERSONAL STRUGGLE WITH WHETHER TO DO SOMETHING LIKE THIS. >> YOU KNOW THAT FRIEND? SPL >> YEAH, I HAVE A FRIEND. EVERYBODY STRUGGLES WITH FOOD IN SOME WAYS. WE ALL DO. >> YOU'VE GOT A HOLLOW LEG. >> I THINK ABOUT FOOD, MEANING I THINK ABOUT EATING TOO MUCH FOOD. TOO LITTLE. >> ANYWAY, IT IS JUST AFTER 7:00 A.M.
>> IT'S INSULTING WHEN YOU ACT LIKE YOU HAVE TO WORRY ABOUT IT. IT'S INSULTING. >> I APOLOGIZE. I'M JUST SAYING YOU SHOULD THINK — YOU SHOULDN'T THINK IT'S INSULTING. EVERYBODY HAS TO DO IT DID ISSUE.
