减肥药市场要变天了？医药巨头突然宣布：自研口服药降糖、减重效果优于口服司美格鲁肽

Core Insights - Eli Lilly's orforglipron shows superior glycemic control compared to oral semaglutide in recent clinical trials [1][2] - The ACHIEVE-3 trial results indicate a significant reduction in HbA1c levels and weight loss for orforglipron users [2][3] - The oral GLP-1 drug market is expanding, with increasing interest from Chinese companies in developing oral formulations [4][5] Group 1: Clinical Trial Results - The ACHIEVE-3 trial demonstrated that the highest dose of orforglipron resulted in a 2.2% reduction in HbA1c, compared to a 1.4% reduction for oral semaglutide [2] - Participants using orforglipron lost an average of 8.9 kg (9.2%), while those on oral semaglutide lost 5.0 kg (5.3%), representing a relative improvement of 73.6% [2] - Orforglipron users showed clinical improvements in cardiovascular risk factors, including non-HDL cholesterol and triglycerides [2] Group 2: Market Dynamics - Oral semaglutide's revenue grew from $0.07 billion in 2019 to $3.38 billion in 2024, with a compound annual growth rate of 239.5% [4] - The preference for oral medications over injections is evident, with 39.7% of surveyed individuals favoring oral treatments [5] - Chinese companies are accelerating their development of oral GLP-1 drugs, with several candidates in late-stage clinical trials [5]