Novo Nordisk across Metabolic: the full competitive set, and the 6 AXLRx reports mapping the competitive, patient-flow and payer picture — each scoped to a single asset and cited to a live source.
Rezdiffra and Wegovy now split the noncirrhotic MASH label. This is a Year 0 to Year 1 access and retention fight, not a pre-launch window.
Tirzepatide 20.9% versus semaglutide 15.3% weight loss. The Medicare coverage gap and commercial step-edit reality.
Tirzepatide takes 41% of new GLP-1 starts; SELECT CV indication and IRA negotiation reshape US formulary access.
The MASLD-to-MASH-to-F2-F3 funnel, NASH-CRN fibrosis staging, and the FIB-4-to-elastography diagnostic gap behind the 6.7M label-eligible pool.
38.4M US adults, an 8.7M undiagnosed pool, and complication burden driving GLP-1 and SGLT2 organ-protection strategy.
US adult obesity at 41.9% (CDC NHANES). BMI-class distribution, severe-obesity burden, and the comorbidity segments that drive coverage.