Citi sees limited hit to GLP-1 use from FDA warning

Citi analysts expect the FDA's new vision-loss warning on all GLP-1 drugs, including Eli Lilly (LLY) drugs Mounjaro and Zepbound, to have limited impact on their use. In the trials the FDA reviewed, GLP-1 users had 6.4 cases of the rare eye condition per 100,000 patient-years, against 3.8 on other treatments. The FDA says it has not proven the drugs cause it.