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国内GLP-1创新减重药物研究首登国际顶刊 今年有望与“同门”替尔泊肽在中国市场“同台竞技”

Core Viewpoint - The article highlights the significance of the GLORY-1 clinical trial for the innovative weight-loss drug, Ma Shidu Tie (IBI362), which is a dual receptor agonist targeting glucagon (GCG) and glucagon-like peptide-1 (GLP-1). This trial is notable for being the first of its kind to be published in a prestigious medical journal, the New England Journal of Medicine, despite not being the first dual-target GLP-1 drug to undergo clinical research globally [1][2][3]. Group 1: Clinical Research and Results - The GLORY-1 study involved 610 participants and demonstrated that Ma Shidu Tie significantly reduced body weight compared to a placebo, with 73.9% and 82.0% of participants in the 4mg and 6mg groups, respectively, achieving a weight loss of ≥5% by week 32, compared to only 10.5% in the placebo group [4]. - By week 48, the proportions of participants achieving a weight loss of ≥15% were 35.7% and 49.5% for the 4mg and 6mg groups, respectively, versus 2.0% for the placebo group [4]. - The study also found that Ma Shidu Tie significantly lowered cardiovascular metabolic indicators, including blood pressure, blood lipids (triglycerides, total cholesterol, and low-density lipoprotein cholesterol), uric acid levels, and liver enzyme levels, while also reducing liver fat content in patients with fatty liver disease [4]. Group 2: Market Context and Competition - Ma Shidu Tie is being developed and commercialized in China by Innovent Biologics, having obtained rights from Eli Lilly, which also developed the first approved dual-target GLP-1 drug, Tirzepatide, that was launched in China earlier this year [2][3]. - The competitive landscape indicates that both Ma Shidu Tie and Tirzepatide will be vying for market share in the weight-loss drug segment in China, with Ma Shidu Tie expected to be approved for sale by 2025 [5]. - The pricing of Tirzepatide has been noted, with costs ranging from approximately 2,180 yuan to 4,980 yuan per box, which is significantly higher than Novo Nordisk's single-target GLP-1 agonist, Semaglutide, suggesting a differentiated marketing strategy focusing on fat reduction [6].