减肥药市场激战！两家公司同日公布GLP-1最新进展

Core Viewpoint - The domestic weight-loss drug development sector is experiencing intensified competition, highlighted by the recent advancements of two major pharmaceutical companies, Changshan Pharmaceutical and Zhongsheng Pharmaceutical, in their GLP-1 innovative drugs [1] Group 1: Changshan Pharmaceutical - Changshan Pharmaceutical announced that its subsidiary received approval from the National Medical Products Administration for clinical trials of Aibennate injection for weight-loss indications [2] - The product has already submitted a marketing application for treating type 2 diabetes, which is currently under professional review [2] - Despite the approval for clinical trials, the company indicated that discussions about commercialization are premature, and no comparative studies with market competitors have been conducted yet [2] Group 2: Zhongsheng Pharmaceutical - In contrast, Zhongsheng Pharmaceutical is advancing more rapidly in the GLP-1 sector, having received FDA approval for clinical trials of RAY1225 injection for overweight or obesity indications in the U.S. [3] - The company is actively seeking international collaborations and has initiated a multi-center Phase II clinical study [3] - However, Zhongsheng Pharmaceutical is facing financial pressures, with a reported revenue of 2.467 billion yuan in 2024, a decrease of 5.48%, and a net loss of 299 million yuan, a decline of 213.63% [3] Group 3: Market Potential - The global market for GLP-1 drugs is projected to exceed $150 billion by 2031, indicating significant growth potential in the diabetes and weight-loss sectors [4] - The weight-loss drug index has risen by 24.16% year-to-date, with Changshan Pharmaceutical and Zhongsheng Pharmaceutical's stock prices increasing by 146.37% and 32.89%, respectively, outpacing the Shanghai Composite Index's growth of 0.24% [4] - Despite the promising market, competition is expected to intensify as companies enter this early-stage sector focused on GLP-1 single-target products [4]