全球“药王”易主

Core Insights - The global pharmaceutical sales ranking for the first half of 2025 has been released, highlighting the dominance of GLP-1 drugs in the market, with the top three drugs surpassing $10 billion in sales, driving industry growth [2][5] - The competition among pharmaceutical giants is intensifying, particularly in the GLP-1 category, with Novo Nordisk and Eli Lilly leading the charge [5][6] Group 1: GLP-1 Drug Market - GLP-1 drugs are the main drivers of market growth, contributing nearly 30% to the global biopharmaceutical market [3][5] - Semaglutide from Novo Nordisk topped the sales chart with $16.632 billion, while Eli Lilly's tirzepatide followed closely with $14.734 billion, marking a significant year-on-year growth of 121.3% [5][6] - The competitive landscape is shifting, with semaglutide's various formulations (injection, oral, and weight loss) ending Keytruda's long-standing dominance [5][6] Group 2: Emerging Therapies - New therapies such as bispecific antibodies, antibody-drug conjugates (ADC), and fusion proteins are gaining traction, accounting for over 15% of the top-selling drugs [3][10] - ADC drug Enhertu made its debut in the top rankings with $3.9 billion in sales, indicating a growing interest in innovative therapies [3][10] Group 3: CDK4/6 Inhibitors - The CDK4/6 inhibitor market is experiencing a reshuffle, with Eli Lilly's Abemaciclib leading at $2.648 billion, while Novartis' Ribociclib showed a remarkable growth rate of 58.7% [10] - Pfizer's Palbociclib, once a market leader, has seen a decline, dropping to $2.026 billion in sales [10] Group 4: BTK Inhibitors - The BTK inhibitor market is projected to reach approximately $12.5 billion by 2024, with Ibrutinib, Zebrutinib, and Acalabrutinib dominating the market [11][12] - Zebrutinib from BeiGene has entered the global top 50 list with $1.742 billion in sales, marking a significant achievement for Chinese innovation in the pharmaceutical sector [12][13]