Development

Gan & Lee's posts competitive Phase III readouts for bi-weekly GLP-1 contender bofanglutide, basal insulin ludefen

Gan & Lee's posts competitive Phase III readouts for bi-weekly GLP-1 contender bofanglutide, basal insulin ludefen

China-based Gan & Lee Pharmaceuticals (603087.SH) reported simultaneous positive Phase III readouts for two metabolic disease candidates on June 12, positioning the company with a credible dual-pipeline story in diabetes and obesity at a time when both markets are being reshaped by GLP-1 receptor agonists. The results matter because they extend the evidence base for once-weekly basal insulin — a format still seeking broad regulatory validation — while also offering early indication that bofanglutide, Gan & Lee's biweekly GLP-1 agonist, can produce weight loss magnitudes competitive with approved therapies.

Trial data

The pivotal readout for long-actal basal insulin ludefen (GZR4) came from SUPER-3, a 26-week, treat-to-target trial enrolling 596 adults with type 2 diabetes previously treated with basal-bolus, premixed, or dual insulin analogs — a more complex population than the insulin-naïve or basal-only patients studied in earlier SUPER trials. Once-weekly ludefen combined with prandial insulin aspart demonstrated superior HbA1c reduction versus once-daily Sanofi's Lantus (insulin glargine U100), with a between-group difference of −0.17% (p=0.0021). No severe hypoglycemia occurred in the ludefen arm, compared with three events in the glargine group. SUPER-1 and SUPER-2 had previously shown superiority over glargine and Novo Nordisk's Tresiba (insulin degludec), respectively, in simpler patient populations; SUPER-3 now extends that signal into patients with heavier injection burdens and longer disease duration.

For bofanglutide, the GRADUAL-1 Phase III trial in 640 adults with overweight or obesity in China met its primary endpoint after 52 weeks. Participants receiving biweekly bofanglutide at 24 mg and 48 mg lost a mean 15.12% and 18.54% of body weight, respectively, versus 1.11% for placebo. A concurrent Phase II study (NCT06737042) enrolling 326 participants across 20 US sites also met its primary endpoint; the 48 mg bofanglutide group achieved 15.18% weight loss at 36 weeks, while an open-label tirzepatide comparator arm reached 16.93%. Gastrointestinal adverse events were the most common finding in both studies, described as mild and transient, consistent with the GLP-1 receptor agonist class profile.

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Competitive context

Cross-trial comparisons are limited, but the bofanglutide weight loss figures — particularly at the 48 mg dose — appear broadly comparable with Novo Nordisk's Wegovy (semaglutide) at approximately 15% body weight reduction in its pivotal STEP trials, though the biweekly dosing interval could offer a convenience advantage. The key competitive benchmark remains Eli Lilly's Zepbound (tirzepatide), which has demonstrated weight reductions exceeding 20% in Phase III studies. The US Phase II data, which showed a roughly 1.75 percentage point gap between bofanglutide 48 mg and tirzepatide 15 mg, will need to be addressed in a larger pivotal program before the differentiation picture clarifies. For ludefen, the nearest approved competitor is Novo Nordisk's Awiqli (insulin icodec), the only once-weekly basal insulin currently approved; a head-to-head SUPER-8 study comparing ludefen directly with icodec is underway, and its outcome will be decisive for positioning ludefen in markets where icodec is already available.


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