Core Viewpoint - The article discusses the challenges and new perspectives in the treatment of resistant hypertension, highlighting the potential of GLP-1/GIP receptor agonists in managing blood pressure for patients who do not respond to traditional medications [6][12]. Group 1: Resistant Hypertension - Resistant hypertension is defined as a condition where patients cannot achieve effective blood pressure control despite using five or more antihypertensive medications at maximum doses [6]. - This condition significantly increases the risk of cardiovascular and renal complications, yet treatment options remain limited [6]. Group 2: Case Study and Treatment Progress - A case study of a 71-year-old female patient illustrates the challenges of managing resistant hypertension. Despite being on eight antihypertensive medications, her blood pressure remained uncontrolled, with systolic readings exceeding 200 mmHg [7][10]. - The patient began treatment with liraglutide in 2013, which reduced her systolic blood pressure from 206 mmHg to 160 mmHg over six years [8]. - In 2019, the treatment was switched to dulaglutide, and in 2023 to terzepatide, resulting in a further reduction of systolic blood pressure to 135 mmHg, indicating the effectiveness of GLP-1/GIP receptor agonists [9][10]. Group 3: Mechanisms of Action - GLP-1/GIP receptors are widely distributed in the hypothalamus, carotid body, vascular endothelium, and kidneys. Animal studies suggest these agonists may lower blood pressure by inhibiting sympathetic nervous system activity, improving endothelial dysfunction, and/or reducing vascular remodeling [12]. - The case study suggests that GLP-1/GIP receptor agonists may have broader applications in blood pressure control, particularly for resistant hypertension, indicating a need for further exploration of their mechanisms [12].

Core Viewpoint - The article discusses the competitive landscape of weight loss drugs in the U.S., highlighting Skye Bioscience's promising clinical results for its combination therapy of nimacimab and semaglutide, which achieved an average weight loss of 22.3% over 52 weeks without reaching a plateau [4][6]. Group 1: Clinical Results - Skye's combination therapy resulted in a 14.4% weight loss in the first 26 weeks, followed by an additional 7.9% in the subsequent 26 weeks, totaling 22.3% weight loss [6]. - Notably, there was no observed plateau in weight loss at the 52-week mark, which is significant given the common trend of diminishing returns in current GLP-1 drugs [6][7]. - During a 13-week follow-up after stopping the treatment, the combination group only regained 17.8% of the lost weight, compared to a 37.3% rebound in the semaglutide-only group, indicating better weight maintenance with nimacimab [7]. Group 2: Mechanism and Safety - Nimacimab is designed as a peripheral CB1 receptor monoclonal antibody, aiming to avoid central nervous system entry and thus mitigate the psychiatric side effects associated with earlier CB1 inhibitors [8]. - Throughout the 52-week study, no serious adverse events were reported, reinforcing the safety profile of nimacimab [8]. Group 3: Commercial Viability and Future Outlook - The study had a limited sample size of 19 participants in the extended treatment phase, with only 7 completing the full 52 weeks in each group, indicating the need for larger studies to validate the findings [9]. - Skye is currently not profitable and is experiencing rapid cash burn, but its balance sheet shows cash reserves exceeding debts, suggesting short-term liquidity is manageable [9]. - The company plans to release complete top-line data from the CBeyond 2a study, including results for nimacimab as a monotherapy, by Q3 2026 [9]. Group 4: Strategic Collaborations - Skye has partnered with Halozyme Therapeutics to develop a high-dose subcutaneous formulation of nimacimab using the ENHANZE delivery technology, which could enhance dosing frequency and efficacy [10]. - In animal models, the combination of nimacimab with incretin-based drugs showed weight loss of up to 46%, although this result requires further validation in human trials [10].

Core Viewpoint - The article highlights the significant growth of Eli Lilly, driven primarily by the sales of the GLP-1 drug, tirzepatide, which has become a key revenue engine for the company, indicating a shift in the pharmaceutical industry's focus towards metabolic diseases [4][6]. Group 1: Financial Performance - Eli Lilly reported a total revenue of $65.179 billion for 2025, marking a substantial year-on-year increase of 45% [4]. - The company projects a revenue guidance of $80 billion to $83 billion for 2026, suggesting a sustained growth rate of over 20% despite a high base [4]. - Tirzepatide's sales reached $36.507 billion in 2025, with the diabetes version, Mounjaro, generating $22.965 billion (up 99%), and the weight loss version, Zepbound, achieving $13.542 billion (up 175%) [4][6]. Group 2: Market Position and Drug Performance - Tirzepatide's sales have surpassed that of semaglutide and Keytruda, making it the highest-selling single drug globally, indicating a shift in the pharmaceutical landscape towards metabolic disease treatments [6]. - The demand for GLP-1 drugs is driven by a large patient base and long treatment cycles, positioning them as a significant market opportunity [6]. Group 3: Research and Development - Eli Lilly views tirzepatide not just as a product but as a platform for further commercialization, expanding its indications into cardiovascular, renal, and liver diseases [6][7][8]. - Ongoing studies are assessing tirzepatide's impact on cardiovascular outcomes and chronic kidney disease progression, with expectations of its potential benefits in these areas [7][8]. - The company is also advancing small-molecule GLP-1 receptor agonists and multi-target agents, indicating a clear path for technological upgrades even in the face of potential patent and competitive pressures [9]. Group 4: Competitive Landscape - The article notes that local Chinese companies are accelerating their development of GLP-1 and multi-target metabolic drugs, which may reshape the competitive landscape as patents expire and cost pressures increase [9]. - The sales achievement of $36.5 billion for tirzepatide signifies not only Eli Lilly's growth but also a broader transition in the pharmaceutical industry towards a new cycle centered on obesity and metabolic diseases [9].

Core Viewpoint - The article discusses the emerging competition in addiction treatment using GLP-1 drugs, particularly focusing on Baseline Therapeutics' BT-001, which targets alcohol use disorder rather than obesity or diabetes, indicating a strategic move into a less explored but potentially larger market [4][6]. Group 1: GLP-1 Drug Development - Baseline Therapeutics has announced its GLP-1 drug BT-001, which is designed for weekly administration and aims to treat alcohol use disorder, directly competing with Eli Lilly's established position in the market [4]. - Eli Lilly has initiated a Phase III clinical trial for its GLP-1/GIP dual receptor agonist Brenipatide targeting alcohol use disorder, with results expected by 2028, while also exploring other mental health conditions [6][8]. Group 2: Mechanism of Action - Research indicates that GLP-1 drugs not only suppress appetite but also modulate the brain's reward system, affecting dopamine-driven pleasure feedback, which may influence eating, impulsive behavior, and addiction mechanisms [6]. - A study published in JAMA Psychiatry in February 2025 showed that individuals using GLP-1 drugs had significantly reduced alcohol consumption and lower breath alcohol peak levels, providing clinical evidence for GLP-1's role in alcohol addiction treatment [6]. Group 3: Market Opportunity - There is a significant unmet need in addiction treatment, particularly for alcohol use disorder, which primarily relies on psychological and behavioral therapies due to a lack of effective pharmacological options [7]. - Over 27 million adults in the U.S. meet the diagnostic criteria for alcohol use disorder, highlighting the vast potential market for effective treatments [7]. Group 4: Competitive Landscape - Baseline plans to initiate two Phase III clinical trials for BT-001 targeting alcohol use disorder within the year, and also aims to expand into cocaine and methamphetamine addiction treatments [7]. - The competition between Baseline and Eli Lilly will hinge on the clinical data from their respective Phase III trials, particularly in demonstrating the ability to reduce cravings and relapse rates [8].

Core Insights - The article discusses the challenges faced by millions who stop using GLP-1 weight loss drugs due to side effects, high costs, or supply issues, and highlights emerging alternatives for weight management [11]. Group 1: Demand for Alternatives Due to GLP-1 Discontinuation - GLP-1 drugs like Semaglutide (Ozempic, Wegovy) and Tirzepatide (Zepbound) have a high discontinuation rate of 37% to 81% within the first year, prompting patients to seek sustainable alternatives [12]. - Factors such as unstable drug supply, annual costs averaging tens of thousands of dollars, and side effects like nausea are driving patients towards traditional weight loss methods [12]. - The popularity of GLP-1 drugs has led to renewed interest in traditional weight loss methods, creating a new treatment paradigm of "drug initiation followed by diverse follow-up" [12]. Group 2: Innovations in Surgical and Endoscopic Techniques - Traditional weight loss surgeries, such as gastric bypass and sleeve gastrectomy, have been shown to achieve long-term weight loss of 30% to 50%, but global surgical penetration remains below 1% due to patient concerns about surgical trauma [13]. - The 2022 international guidelines lowered the BMI threshold for surgical eligibility, and institutions like the Mayo Clinic are exploring "drug-surgery sequential treatment" to enhance outcomes [13]. - Endoscopic techniques are gaining attention, including Endoscopic Sleeve Gastroplasty (ESG) and Gastric Mucosal Ablation (GMA), which are less invasive and have shown promising results [14][15]. Group 3: Challenges in Promotion and Payment Systems - Despite the potential of endoscopic techniques, their global adoption faces challenges such as limited insurance coverage and the need for standardized operational techniques [16]. - The average out-of-pocket cost for ESG is around $6,000, and GMA is not yet covered by insurance [16]. - There is a push in countries like Brazil to establish multidisciplinary weight management centers that integrate drug, endoscopic, and surgical resources to improve overall treatment quality [16].

对消费企业而言，真正重要的并不是药物机制，而是用药人群表现出的稳定消费偏好。多项消费者研究显示，GLP-1 使用者倾向于减少食物总 支出，缩小单次进食量，并在选择上更偏向高营养密度产品，高热量零食等放纵型品类的消费下降最为明显。 整理 | GLP1减重宝典内容团队 2026 年初，GLP-1 不再只是制药行业内部的讨论对象。一家与医疗体系并无直接交集的全球消费品牌的CEO，开始反复在公开场合提及这一 药物：正是星巴克 CEO Brian Niccol。 当越来越多的人用药物重写进食节奏，餐饮公司最先感受到的不是热量话题，而是客单结构、时段需求和产品组合的重新分配。星巴克 CEO Brian Niccol 在公开采访中将公司蛋白产品的推进与 GLP-1 人群的饮食变化直接关联，核心逻辑并不复杂，在进食被拆散之后，饮品与轻食成 为更高频、更可重复进入的消费入口，而星巴克天然处在这个入口位置。 在管理层公开表态之前，外部数据已经给出足够清晰的背景。过去两年，用于减重目的的 GLP-1 类药物使用比例快速上升，不到两年时间接近 翻倍，且在女性人群中的渗透率更高。全国性调查也给出相近结论，大约每八个美国成年人中就有一人 ...

整理 | GLP1减重宝典内容团队 在 GLP-1 神话持续两年之后，资本市场第一次用极端方式表达了不耐烦。2026 年 2 月初，诺和诺德 发布最新年度财报及业绩指引后，公司股 价在一个交易日内暴跌约 14%，创下近几年最大单日跌幅。这一反应并非源自司美格鲁肽卖得不好，恰恰相反，这款"药王"仍在创造历史级别 的销售规模，而是市场开始意识到，诺和诺德的增长故事，已经进入一个高风险、高不确定性的阶段。 从财报表面看，诺和诺德依然站在行业巅峰。2025 年，公司核心产品司美格鲁肽全系列实现销售额超过 2280 亿丹麦克朗，约合 2500 亿元人 民币，占公司总营收的比例进一步抬升。无论是降糖版 Ozempic，还是减重版 Wegovy，依旧供不应求，多个市场仍存在产能受限问题。如果 只看历史数据，这是一份足以支撑高估值的成绩单。 但市场真正关注的，并不是过去一年卖了多少，而是未来还能以什么样的速度继续增长。引爆股价下跌的关键，是诺和诺德给出的 2026 年业 绩指引。公司预计，2026 年全年营收按固定汇率计算将同比下滑 5% 至 13%，这一预期不仅远低于市场此前的增长假设，甚至意味着在 GLP- 1 需求仍然 ...

点击关注，追踪最新GLP-1资讯 整理 | GLP1减重宝典内容团队 在全球制药史上，很少有单一分子能够在如此短时间内撬动如此规模的市场。2 月 4 日，诺和诺德 披露 2025 年财报，其核心产品司美格鲁肽 全系列药物全年销售额达到 2282.88 亿丹麦克朗，约合 2508 亿元人民币，同比增长超过 10%，继续刷新全球单一药物销售纪录。 从具体产品结构看，司美格鲁肽已形成罕见的"三线并行"商业格局。降糖版注射剂 Ozempic（中国商品名诺和泰）全年销售 1270.89 亿丹麦克 朗，仍是全球处方量最大的 GLP-1 药物；减重版注射剂 Wegovy（中国商品名诺和盈）实现销售 791.06 亿丹麦克朗，成为全球增长最快的处 方减肥药；口服司美格鲁肽片剂（中国商品名诺和忻）销售 220.93 亿丹麦克朗，虽体量相对较小，但已成为 GLP-1 口服化路径的关键支点。 在中国市场，司美格鲁肽三大产品线合计实现销售 68.15 亿丹麦克朗，约合 74.9 亿元人民币。这一规模在诺和诺德全球版图中占比不高，却 被视为最具战略意义的增量市场之一。 从全球视角看，司美格鲁肽当前已稳居全球药物销售榜首，但其"年度药王 ...

以下文章来源于肥胖世界ObesityWorld ，作者肥胖世界 肥胖世界ObesityWorld . 《肥胖世界》Obesity World - 同步传真肥胖及代谢国际新学术进展，为医学减重临床、教研人员搭建一座与国际接轨的桥梁，「每医健」旗下内容平台。 近年来，随着GLP-1药物掀起的减重热潮，全球制药行业对减肥管线的投入热情空前高涨。面对GLP-1类药物存在的潜在副作用挑战，各大药 企纷纷布局差异化赛道，开发多元机制的减重方案。在注射剂、口服药等传统剂型之外，亦诺微基于其独创OVPENS平台推出了一款突破性外 用减肥产品MVR-EX105（简称EX105）——首个实现局部涂抹的非侵入性外泌体减肥疗法。近期公布的健康人试验数据显示，36名受试者通 过腹部局部使用EX105成功实现精准塑形——腹部体积平均缩减183.9cm³，腰围平均减少3.4cm，初步验证了该技术的有效性。该研究成果已 入选2025年国际肥胖与代谢病外科联合会（IFSO）年会壁报展示。 据亦诺微介绍，EX105基于其专有OVPENS平台开发，采用白色脂肪棕色化机制实现减脂效果。该产品以工程化外泌体作为生物源纳米递送系 统，通过精准设计在外泌 ...

在试验中，接受CagriSema 2.4 mg/2.4 mg治疗的患者，与赛美特鲁肽2.4 mg相比，HbA1c下降了1.91%，而赛美特鲁肽则为1.76%。体重方 面，CagriSema组的患者体重下降了14.2%，而赛美特鲁肽组为10.2%。更令人印象深刻的是，CagriSema 2.4 mg/2.4 mg组中，43%的患者达到 了15%以上的减重，24%的患者减重超过20%。 整理 | GLP1减重宝典内容团队 诺和诺德近日发布了REIMAGINE 2期临床试验的结果，CagriSema（联用卡格林肽与赛美特鲁肽）在68周内表现出优异的减重和血糖控制效 果。该试验评估了CagriSema与单独使用赛美特鲁肽的效果，结果表明，CagriSema不仅在减重方面领先，还在降低HbA1c方面超过了赛美特鲁 肽。 该研究确认了CagriSema在糖尿病管理中的潜力，尤其是在联合使用卡格林肽和赛美特鲁肽后，取得了相较单独治疗更为优越的效果。 CagriSema的安全性良好，大多数胃肠道不良事件为轻度或中度，随着治疗的进行，这些症状逐渐缓解。 *本文仅供医疗卫生专业人士参考 诺和诺德表示，基于这些令人鼓舞的临床数据， ...