整理 | GLP1减重宝典内容团队 6月3日，礼来公司 (Eli Lilly) 正与 Camurus 公司签署一项价值高达 8.7 亿美元的许可协议，希望 Camurus 公司及其长效递送技术能够助力其肥 胖症和糖尿病药物组合更上一层楼。 通过此次合作，礼来公司可以利用 Camurus 的 FluidCrystal 技术，基于多达四种自有化合物开发和商业化长效肠促胰岛素产品。根据 6 月 3 日 发布的新闻稿，此次合作中考虑的肠促胰岛素化合物包括双联 GIP 和 GLP-1 受体激动剂、三联 GIP、胰高血糖素和 GLP-1 受体激动剂，以及 可选的胰淀素受体激动剂。 作为回报，Camurus 公司将获得高达 2.9 亿美元的预付款、开发和注册里程碑付款。这家总部位于瑞典的公司还将获得另外 5.8 亿美元的基于销 售额的里程碑付款，以及全球净产品销售额的中个位数阶梯式特许权使用费。 Camurus首席执行官兼首席执行官Fredrik Tiberg博士在新闻稿中表示："通过与代谢疾病领域的全球领导者礼来公司合作，我们将利用 FluidCrystal技术，快速拓展适应症领域，惠及数亿人，同时保持我们自身在中枢神经 ...

整理 | GLP1减重宝典内容团队 6月2日，喜剧演员贾冰因暴瘦引发热议，"贾冰减肥成功瘦到脱相"话题迅速登顶热搜。这位44岁的艺人仅用45天就减重45斤的惊人成果，意外 带火了司美格鲁肽、替尔泊肽等减肥药物。不过需要强调的是，虽然这两款药物已在欧美获批用于减肥治疗，但在中国仍被严格限定在医疗用 途范围内。 事件源于5月31日贾冰妻子晒出的近照。照片中，原本圆润的贾冰判若两人，不仅身形明显消瘦，面部轮廓也变得棱角分明。面对网友"是否注 射减肥针"的质疑，其妻子坚决否认："纯靠节食加运动瘦下来的"。 然而公众的关注点已转向这两款"网红减肥药"——其中司美格鲁肽早在2021年就获得美国FDA批准用于治疗肥胖症，而替尔泊肽也在2023年获 准用于相同适应症，目前在欧美市场已被广泛认可为合法减肥方案。 无独有偶，4月6日，中国内地女歌手、演员、短视频创作者锤娜丽莎因180斤暴瘦70斤登上热搜。她在社交网站回应称，自己开始减肥并非迎 合大众审美，而是为了个人身体健康。她透露，自己目前已患上重度脂肪肝，正在通过喝中药和运动调理，并建议大家也定期体检。 锤娜丽莎晒出了一张自己现在变瘦的照片，发文谈减肥心态，如下："明日热搜 ...

整理 | GLP1减重宝典内容团队 一种广受欢迎的减重药物正在改变医生治疗肥胖的方式，而它在大脑中如何发挥作用，科学家们才刚刚开始揭示。瑞典哥德堡大学的研究人员 发现， 大脑中一小群特定神经元或许正是司美格鲁肽能有效控制食欲、减少体脂的关键 ，而且几乎不会带来如恶心、肌肉流失等副作用。 这一发现不仅帮助人们更好理解司美格鲁肽为何能减重，还为开发更优的药物开辟了新方向。未来的减重药可能不再"一刀切"地激活所有神经 元，而是精准瞄准那些控制饥饿和脂肪燃烧的细胞，避开引发不适的路径。 ▍ 司美格鲁肽到底做了什么？ 司美格鲁肽属于GLP-1受体激动剂类药物，最初用于治疗2型糖尿病。但医生很快注意到，患者在使用期间普遍伴随体重下降，这促使其被批准 作为肥胖治疗药物，以Wegovy和Ozempic等品牌推向市场。 在多项大型临床试验中，接受司美格鲁肽治疗的患者在68周内体重平均下降约15%， 优于大多数现有减重药物。然而，它仍可能带来如恶心等 副作用，同时部分研究也对其可能引起的肌肉量减少表示担忧，特别是对老年人而言。 司美格鲁肽降低血糖的作用主要通过胰腺实现，但其减重效果则更依赖大脑。虽然该药物难以穿过血脑屏障，却能聚 ...

Core Viewpoint - Medtide Inc. is positioned to leverage the growing demand for GLP-1 drugs as it aims for a breakthrough in the capital market following its successful hearing with the Hong Kong Stock Exchange [1][7]. Group 1: Market Position - Medtide Inc. ranks third globally in the peptide-focused CRDMO sector, holding a market share of 1.5%, significantly behind Bachem (13.8%) and PolyPeptide (10.0%) [2]. - The company has established a certain level of international competitiveness within the peptide CRDMO niche [2]. Group 2: Financial Performance - In 2022, Medtide reported revenues of 351 million RMB and a net profit of 53.98 million RMB, which slightly declined to 337 million RMB and 48.91 million RMB in 2023 [3]. - However, in the first half of 2024, revenues rebounded to 197 million RMB, marking a year-on-year increase of 21.23%, while net profit surged by 110.43% to 50.57 million RMB [3]. - The growth in 2024 is primarily driven by strong performance in overseas markets, particularly the U.S., where revenue increased by 165% to 122 million RMB, raising its contribution to total revenue from 28.2% to 61.8% [3]. Group 3: Capacity Expansion - To meet increasing market demand, Medtide is actively expanding its production capacity, with a cGMP facility in China covering over 15,000 square meters and equipped with 19 peptide synthesis lines and 16 purification lines [4]. - The company plans to build or acquire new production facilities in China within the next two to three years, potentially increasing annual production capacity by approximately 2,000 kg [4]. - In the U.S., Medtide acquired a production facility in Rocklin, California, with plans to complete construction by the second half of 2025, which is expected to add 100 to 300 kg to its annual capacity [4]. - As of December 31, 2024, Medtide's project pipeline includes 1,217 ongoing CRO projects and 332 ongoing CDMO projects, including 9 NCE GLP-1 molecule development projects [4]. Group 4: Risks and Challenges - Medtide faces challenges due to high customer concentration, with revenues from the top five clients accounting for 56.2% of total revenue in the first half of 2024, up from 36.5% in 2021 [6]. - The company's valuation has experienced significant fluctuations, reflecting complexities in capital operations, with notable transactions occurring in 2015, 2020, and 2021 [6].

以下文章来源于体重管理三年行动 ，作者体重管理三年行动 "不是所有体重超标的人都需要医学干预，但肥胖症确实属于疾病范畴。"复旦大学附属中山医院内分泌科主任李小英表示，肥胖症是一种内分 泌和代谢性疾病，如果不及时系统干预，相关健康风险会逐步累积甚至恶化。政策层面的响应也在不断加快。2025年4月，国家卫生健康委联 合国家中医药局下发通知，鼓励有条件的三级综合医院、儿童医院和中医医院开设健康体重管理门诊。要求国家卫生健康委、国家中医药局直 属和地方各级综合医院、儿童医院、中医医院，在2025年6月底前基本实现体重管理门诊的全覆盖。 5月11日，正值"世界防治肥胖日"，曾被视为个人隐私的体重问题，如今已成为公众热议的焦点。其背后，不仅有肥胖率持续上升的健康隐忧， 更有GLP-1受体激动剂（GLP-1RA）等新型减重药物的出现，让越来越多人意识到：减重，已经不再只是个人选择，而是需要医学介入的重要 健康课题。 体重管理三年行动 . 响应国家"健康中国2030"战略，落实"体重管理年"三年行动，本账号发布权威资讯 在减重门诊的候诊区，阿慧第一次见到了这么多和自己一样为体重苦恼的"同路人"。从BMI高达39kg/m²的5 ...

整理 | GLP1减重宝典内容团队 再生元制药公司（NASDAQ: REGN）宣布与翰森制药集团有限公司（"翰森制药"）达成许可协议，再生元获得GLP-1/GIP双重受体激动剂 （HS-20094）在中国大陆、香港和澳门以外地区的独家临床开发和商业化权利。 该候选药物目前正处于三期临床试验阶段，作为每周一次的皮下注射方案，已在超过1,000名患者中进行测试，显示出良好的安全性和疗效，其 表现与目前美国FDA唯一批准的GLP-1/GIP双重受体激动剂相似。目前，该药正在中国进行一项治疗肥胖的三期临床试验以及一项糖尿病二期b 试验。 根据协议条款，再生元将向翰森制药支付8000万美元的预付款，并在开发、监管及销售里程碑达成时，可能额外支付最高19.3亿美元。此外，在 协议指定地区以外的全球销售收入中，翰森制药还将获得低双位数百分比的销售提成。 再生元内科临床开发高级副总裁Boaz Hirshberg医学博士补充道："获得这一处于后期开发阶段的药物，使我们有机会将其与自有在研药物进行 联合探索，进一步解决肌肉流失以及心血管疾病、肝脏疾病和糖尿病等肥胖并发症。这也与我们在肥胖治疗领域的整体战略相一致，例如我们正 在进 ...

Core Viewpoint - The article emphasizes the urgent need for weight management in China, highlighting the significant health risks associated with overweight and obesity, and outlines a comprehensive action plan to improve public awareness and management of body weight by 2030 [5][7]. Action Goals - By 2030, a supportive environment for weight management will be widely established, enhancing public awareness and capabilities regarding healthy lifestyles, and curbing the growth of overweight and obesity populations [7]. Individual and Family - Individuals and families should recognize the importance of weight management, understand the health risks of being overweight or obese, and learn about the impact of diet, exercise, sleep, and mental health on body weight [8]. - Families are encouraged to actively participate in weight management by adopting healthy lifestyles, promoting balanced diets, and encouraging regular physical activity among all members [9]. - It is recommended that families equip themselves with tools for weight management, such as scales and measuring tapes, and focus on the weight management of children and adolescents [10]. Society and Government - There is a need to strengthen scientific education and public awareness regarding weight management, utilizing media and community resources to promote balanced diets and physical activity [11]. - Professional healthcare providers should be trained to offer guidance on weight management, integrating it into disease prevention and clinical care [11]. - Creating a supportive social environment is essential, including the development of health-themed parks and facilities, and promoting healthy eating in schools [12]. - Advocating for healthy consumption practices and the development of new weight management technologies and products is crucial [12]. - Continuous monitoring of weight levels and influencing factors is necessary to guide weight management efforts effectively [13].

Core Viewpoint - Semaglutide and Tirzepatide are breakthrough drugs for weight loss and diabetes management, targeting the underlying pathways of obesity and diabetes [1] Group 1: Mechanism of Action - The body produces natural versions of these drugs, known as incretin hormones, in the gut, which are regulated by nutrients and gut microbiota [2] - Specific bacteria in the lower gut convert indigestible food components into molecules that stimulate appetite and metabolism-controlling hormones like GLP-1, the natural version of Semaglutide [3] - GLP-1 and other hormones help regulate blood sugar through the pancreas and signal the brain about satiety, slowing down food movement in the digestive tract [3][4] Group 2: Impact of Processed Foods - The rise of processed foods has led to the removal of bioactive molecules like fiber and polyphenols, which are essential for regulating metabolic pathways [3] - The loss of these key food components and the resulting decline in gut microbiota diversity may significantly contribute to the increase in obesity and diabetes [6] Group 3: Dietary Recommendations - A healthy lifestyle, including regular exercise, stress management, sleep, outdoor activities, and a balanced diet, is crucial for managing metabolic diseases [5] - Introducing minimally processed foods rich in fiber and polyphenols can enhance GLP-1 levels and address the obesity and metabolic disease epidemic [5] Group 4: Foods that Stimulate GLP-1 Production - Eggs are rich in protein and monounsaturated fats, which can enhance GLP-1 secretion [8] - Nuts like almonds, pistachios, and peanuts may increase GLP-1 levels due to their protein, fiber, and healthy fat content [8] - High-fiber grains such as oats, barley, and whole wheat can stimulate GLP-1 release through soluble fiber and short-chain fatty acids produced during fermentation [9] - Avocados can increase GLP-1 levels due to their high fiber and monounsaturated fat content [9] - Olive oil, rich in unsaturated fats, has been shown to stimulate GLP-1 release more effectively than saturated fats [10] - Vegetables like Brussels sprouts, broccoli, and carrots are beneficial for regulating blood sugar and may influence GLP-1 levels [10]

整理 | GLP1减重宝典内容团队 抗肥胖药物市场，尤其是以GLP-1为基础的注射类药物，仍处于初期阶段，市场格局也在不断演变。 高盛研究部门最新将该领域的全 球市场预期更新至2030年达到950亿美元 ，低于此前的1300亿美元预估。据高盛研究医疗健康部门负责人阿萨德·海德（Asad Haider） 表示，这些因素正在深刻影响市场走向。 在美国方面，海德及其团队也将市场峰值预测从950亿美元下调至700亿美元。" 不过，我们在美国以外市场看到更大的渗透潜力， "海 德补充说。他的团队将非美市场的峰值预期从350亿美元上调至500亿美元。 ▍为何更新全球尤其是美国的肥胖药物市场预期？ 整体而言，我们的最新预测考虑了更显著的价格下滑，也就是每单位药品的价格下降。同时，还有其他因素。保险公司对药品报销可能 更加严格，潜在患者也不再是"统一治疗"的群体，而是根据不同减重需求被更细致地划分。此外，我们还预期市场在海外扩张时将呈 现"消费化"趋势，即更多人自费购买价格更低的版本。尽管预测有所收缩，但我们仍认为该市场对现有企业和新进入者都具有相当吸引 力。 确实有所调整。我们此前认为，鉴于司美格鲁肽等GLP-1药物在心血 ...

Core Viewpoint - Veru Inc. is advancing its late-stage clinical development of enobosarm, showing promising safety and efficacy data in combination with semaglutide for weight management in elderly patients [1][2][8]. Group 1: Safety and Efficacy of Enobosarm - The combination of enobosarm with semaglutide demonstrated good safety, with no increase in gastrointestinal adverse events or signs of drug-induced liver injury [2][3]. - No serious adverse events related to treatment were reported, with only four non-treatment-related serious adverse events observed [2][3]. - Enobosarm 3mg combined with semaglutide resulted in fewer gastrointestinal discomfort reports compared to the placebo plus semaglutide group [2][3]. Group 2: Primary and Secondary Endpoints - The study achieved its primary endpoint, showing that enobosarm combined with semaglutide significantly reduced lean body mass loss, with the 3mg group showing a 99.1% relative reduction in lean mass loss compared to placebo (p<0.001) [4][6]. - Enobosarm promoted fat loss in a dose-dependent manner, with the 6mg group showing a 46% reduction in fat compared to placebo at 16 weeks (p=0.014) [5][6]. Group 3: Functional Improvement - The stair climbing test indicated that only 16% of participants in the enobosarm 3mg group experienced a decline of 10% or more, representing a 62.4% reduction in decline risk compared to the placebo group (p=0.0066) [7]. - In contrast, 42.6% of the placebo plus semaglutide group showed a decline of 10% or more in the stair climbing test [7]. Group 4: Future Outlook - The QUALITY study is the first to validate the risk of accelerated lean mass loss and functional decline in elderly patients using GLP-1 receptor agonists for weight management [8]. - Veru plans to further develop enobosarm as a combination treatment with GLP-1 agonists to protect muscle mass and prevent functional decline during weight loss [8].