Zhi Tong Cai Jing·2025-09-17 00:15Core Insights - Eli Lilly's oral weight loss drug Orforglipron has shown a significant weight reduction effect of 11.2% in obese adult patients during a large clinical trial, with side effects comparable to current injectable products [1] - The oral formulation of Orforglipron is expected to greatly enhance treatment accessibility, as it is easier to produce and use compared to injectable options, potentially leading to better pricing advantages [1] - The obesity treatment market is projected to reach $100 billion in annual sales by 2030, with Eli Lilly and Novo Nordisk competing for market leadership [1] Company-Specific Insights - Eli Lilly's Orforglipron is classified as a "small molecule drug," which allows for more efficient production and fewer usage restrictions compared to Novo Nordisk's injectable product that contains semaglutide [2] - Despite initial challenges in meeting market expectations, recent data on Orforglipron's efficacy in treating obese patients with diabetes has renewed confidence in its sales potential [2] - Eli Lilly plans to submit a regulatory approval application by the end of the year and has requested expedited review from the FDA, aiming for a market launch in 2024 [2] Industry Insights - The shift towards oral formulations in the obesity treatment market is a key competitive direction, with significant implications for patient access and treatment outcomes [1][2] - The clinical trial data indicates that over 10% weight loss is sufficient to produce significant clinical effects, emphasizing the importance of ease of access to oral medications [2] - Novo Nordisk may release an oral version of Wegovy sooner, but has faced production capacity issues that have slowed its development [2]