Lilly(US:LLY) Di Yi Cai Jing·2025-07-03 08:28Core Insights - The approval of tirzepatide (brand name: Mounjaro) by the NMPA for treating moderate to severe obstructive sleep apnea (OSA) in adults marks a significant milestone as it is the first and only prescription drug for OSA globally [1] - Clinical data from Eli Lilly indicates that adult patients receiving tirzepatide treatment experience an average weight loss of 20% and a reduction of at least 27 episodes of hypopnea or apnea per hour during sleep [1] - The prevalence of OSA in China is estimated at 23.6%, with 8.8% being moderate to severe cases, and approximately 41% of these patients are also obese [2] Company Developments - Eli Lilly has received approval for tirzepatide for two indications in the past year: type 2 diabetes and long-term weight management, with the latest approval for OSA requiring dietary control and increased physical activity [1] - The FDA approved the OSA indication for tirzepatide in December last year, and further approvals in more countries will enhance Eli Lilly's competitive position in the weight loss drug market [3] Industry Context - OSA is characterized by airway obstruction during sleep, leading to breathing interruptions, and is associated with various cardiovascular diseases [2] - The number of individuals suffering from OSA in China is projected to exceed 200 million this year, indicating a growing public health concern [2]