2 1 Shi Ji Jing Ji Bao Dao·2025-06-03 07:43Core Insights - The GLP-1 class of weight loss drugs is gaining significant attention, with recent developments indicating a competitive landscape among various companies [1][2][6] - The prevalence of overweight and obesity in China is rising, with projections suggesting that by 2030, the adult overweight and obesity rates could reach 70.5% if current trends continue [1][3] Company Developments - Hansoh Pharmaceutical has entered a licensing agreement with Regeneron Pharmaceuticals for the global exclusive rights to develop, produce, and commercialize HS-20094, a GLP-1/GIP dual receptor agonist [1][6] - Innovent Biologics' dual receptor agonist, Ma Shidu Peptide, has shown promising results in its Phase III clinical trial, demonstrating significant weight loss in the Chinese obese population [1][7] Market Trends - The GLP-1RA market is becoming increasingly competitive, with major players like Novo Nordisk and Eli Lilly leading the charge [5][6] - The global market for GLP-1 peptide drugs is expected to grow to approximately $60 billion by 2025 and could reach $80 billion or more by 2030 [5][8] Clinical Insights - GLP-1 receptor agonists have been shown to achieve weight loss reductions of 8%-12% and improve blood sugar levels, making them a widely used treatment option for obesity [4][9] - The clinical trial results for Ma Shidu Peptide indicate that significant proportions of participants achieved weight loss of over 5% and 15% compared to baseline [7] Future Outlook - The GLP-1RA field is transitioning from a focus on glucose control to comprehensive metabolic management, with future competition likely to center around long-acting formulations, oral delivery, and multi-target collaborations [9]