Di Yi Cai Jing Zi Xun·2025-05-12 02:31Core Viewpoint - The competition between the two leading GLP-1 weight loss drugs, Tirzepatide and Semaglutide, is intensifying, with recent studies showing Tirzepatide achieving significantly greater weight loss compared to Semaglutide [1][3]. Group 1: Clinical Study Results - The SURMOUNT-5 trial demonstrated that patients using Tirzepatide lost an average of 20.2% of their body weight after 72 weeks, compared to 13.7% for those using Semaglutide, indicating a nearly 50% higher efficacy for Tirzepatide [3]. - In the trial, 64.6% of participants on Tirzepatide achieved a weight loss of at least 15%, while only 40.1% of those on Semaglutide did [3]. - Tirzepatide also showed superior results in waist circumference reduction, with an average decrease of 18.4 cm compared to 13.0 cm for Semaglutide [3]. Group 2: Market Dynamics - The GLP-1 drug market has become a competitive arena for major pharmaceutical companies, with Eli Lilly and Novo Nordisk as the primary players [4]. - Eli Lilly reported over $2.3 billion in sales for Tirzepatide in the first quarter, contributing significantly to the company's overall revenue [4]. - In contrast, Novo Nordisk's Semaglutide sales for weight loss were approximately $2.64 billion in the first quarter, reflecting a 13% decline from the previous quarter [5]. Group 3: Future Market Potential - The global weight loss drug market is projected to reach $150 billion by 2030, highlighting significant growth opportunities [5]. - China is emerging as a key market for weight loss drugs, with over 500 million adults affected by overweight and obesity, and obesity-related healthcare costs expected to account for 22% of national medical expenses by 2030 [5]. - Both companies are accelerating the development of next-generation GLP-1 weight loss drugs, with oral formulations being a key focus area [6].