独家｜首个国产GLP-1减重创新药获批在即，非官方售价已曝光

Core Insights - The first domestically developed GLP-1 weight loss drug, Masitide, is expected to receive approval soon, with private hospitals already accepting reservations for its injection [1][3] - The drug is anticipated to disrupt the current market dominated by multinational giants Novo Nordisk and Eli Lilly, potentially improving accessibility to GLP-1 weight loss medications [1] - The stock price of Innovent Biologics (1801.HK) has decreased by approximately 5% as of June 26, reflecting market sentiment regarding the drug's approval timeline [1] Company Insights - Masitide is the world's first GCG/GLP-1 dual receptor agonist for weight loss, with both weight loss and diabetes indications expected to be approved within the year [1] - Initial pricing for Masitide at private hospitals is reported to be around 1,000 to 1,600 RMB for a two-pen pack, with higher prices for larger quantities [3][4] - The drug's dosing regimen involves one injection per week, with a starting dose of 2mg, and clinical trials have shown significant weight loss results among participants [4] Industry Insights - The global weight loss drug market is projected to reach $150 billion by 2030, indicating strong growth potential in the sector [5] - The domestic GLP-1 weight loss drug market in China is estimated to approach 40 billion RMB by 2030, suggesting a lucrative opportunity for companies entering this space [5] - Increased competition from new weight loss drugs is expected to lead to a decrease in overall prices for GLP-1 medications [5]