礼来口服减重药数据公布，平均减重12.4%

Core Insights - Eli Lilly plans to submit a global regulatory application for Orforglipron by the end of this year and is making significant investments to meet expected demand [1][3] - The latest clinical data shows that patients using Orforglipron for 72 weeks achieved an average weight loss of 12.4 kg, which is a 12.4% reduction [3] - Despite positive clinical results, Eli Lilly's stock fell approximately 10% in pre-market trading due to market expectations being higher for the oral weight loss drug [1][3] Group 1: Clinical Data and Market Competition - In a study involving over 3,000 adults with obesity or weight-related comorbidities, the highest dose of Orforglipron resulted in an average weight loss of 12.4 kg over 72 weeks [3] - Eli Lilly is in intense competition with Novo Nordisk in the GLP-1 drug market, with Novo Nordisk's oral semaglutide showing a weight loss of at least 14.9% over 68 weeks [3] - Eli Lilly's Executive Vice President Kenneth Custer highlighted that oral GLP-1 drugs are easier to produce and package compared to injectable forms, making them a promising alternative for early intervention and long-term disease management [3] Group 2: Financial Performance - Eli Lilly reported that its market share for GLP-1 drugs in the U.S. increased to 57% in Q2, with sales of diabetes drugs reaching $5.2 billion and weight loss drugs generating $3.38 billion, both exceeding analyst expectations [4] - The company has raised its annual sales forecast to between $60 billion and $62 billion [4]