2 1 Shi Ji Jing Ji Bao Dao·2025-08-11 12:28Core Insights - The global pharmaceutical sales ranking for the first half of 2025 has been released, highlighting the dominance of GLP-1 drugs, with the top three drugs surpassing $10 billion in sales, marking them as key growth drivers in the industry [1][2][3] - The competition among global pharmaceutical giants is intensifying, particularly in the metabolic drug sector, with companies like Novo Nordisk and Eli Lilly expected to further strengthen their market positions [2][3] GLP-1 Drug Market Dynamics - Novo Nordisk's GLP-1 family, particularly semaglutide, achieved sales of $16.632 billion, securing the top position, while Eli Lilly's tirzepatide followed closely with $14.734 billion, reflecting a year-on-year growth of 121.3% [3][4] - The sales of GLP-1 drugs are reshaping the "king of drugs" competition, with semaglutide and tirzepatide leading the market, and the latter's rapid growth could potentially position it as the top-selling drug for the year [3][4] Emerging Drug Categories - New therapeutic modalities, including bispecific antibodies, antibody-drug conjugates (ADC), and fusion proteins, are gaining traction, accounting for over 15% of the top-selling drugs, with ADC drug Enhertu entering the list with $3.9 billion in sales [1][8] - The mRNA vaccine category also contributed significantly, with three vaccines generating a total of $9.4 billion in sales [1] CDK4/6 Inhibitor Market - The CDK4/6 inhibitor market is experiencing a reshuffle, with Eli Lilly's Abemaciclib leading at $2.648 billion, followed by Novartis' Ribociclib, which saw a remarkable growth rate of 58.7% [6] - Pfizer's Palbociclib, once a market leader, has seen a decline, with sales dropping to $2.026 billion, marking a significant shift in market dynamics [6] BTK Inhibitor Landscape - The global BTK inhibitor market is projected to reach approximately $12.5 billion by 2024, with Ibrutinib, Acalabrutinib, and Zanubrutinib dominating over 97% of the market share [7] - Chinese innovation is making strides, with BeiGene's Zanubrutinib entering the global top 50 list for the first time, achieving sales of $1.742 billion [7][8] Future Outlook - The GLP-1 market is expected to maintain high growth, potentially securing two of the top three positions in the overall sales ranking for 2025, indicating a significant shift in the weight loss drug market [8] - The rise of new molecular entities such as bispecific antibodies and ADCs suggests that the next wave of major innovations will stem from modality innovations, further transforming the pharmaceutical landscape [8]