Novo (NOVOB DC) says SELECT SWITCH CV data showed semaglutide reduced MACE risk by 6% vs tirzepatide in patients with type 2 diabetes

Head-to-head claims between the two incretin franchises have become a recurring feature of the obesity and diabetes trade, and sponsor-commissioned real-world studies sit at the weaker end of the evidence hierarchy: retrospective, non-randomised analyses of this kind have historically been discounted relative to randomised cardiovascular outcomes trials, and single-digit relative risk differences are typically within the range where confounding and cohort selection matter more than the point estimate. The relevant distinction is between this class of data, which has tended to move the equity only intraday, and dedicated outcomes trials or label and reimbursement decisions, which are the events that have durably shifted the relative positioning of the two names. Prescription share trends in the category have in past episodes proven more sensitive to formulary access and supply than to marginal efficacy claims. The follow-ons are whether the data are presented in full at a conference or published peer-reviewed, any counter-analysis from the competitor, and whether payers or guideline bodies engage with the finding at all. As company-released evidence of modest magnitude, the precedent is a contained reaction unless it alters the reimbursement conversation.