Structure Therapeutics reported positive mid‑stage (Phase II ACCESS) data for its oral GLP‑1 candidate aleniglipron, driving a 102% one‑week share jump. The company presented placebo‑adjusted mean weight loss outcomes at 36 weeks that positioned aleniglipron as a potential oral competitor to Lilly and Novo Nordisk’s GLP‑1 franchises. Analysts and investors rapidly repriced Structure’s prospects amid the broader rush for oral obesity drugs. The coverage consolidated trial details showing clinically meaningful weight loss at the tested dose and compared program timelines to oral semaglutide and Lilly’s orfoglipron. The story matters to developers and investors because it signals intensified competition in the lucrative obesity market and could pressure regulatory and manufacturing plans for oral GLP‑1 entrants. Market watchers noted the FDA’s pilot “national priority” review vouchers awarded to competing oral assets, which may accelerate review timelines across the category.
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