两年叫停2款降糖1类新药研发 亚宝药业为何在热门赛道“栽跟头”？

Group 1 - The core point of the article is that Yabao Pharmaceutical has halted the clinical research of SY-009, an SGLT-1 inhibitor, due to unsatisfactory results from its Phase II clinical trial, marking the second failure in diabetes drug development for the company [1][2][3] - Yabao Pharmaceutical, originally focused on pediatric drugs, aims to transition towards innovative drugs, reducing the proportion of generic drugs from 90% to 40% and increasing investment in innovative drug development [2][3] - The decision to terminate SY-009's clinical research was based on a careful assessment of the investment risks and future market value, leading to a significant write-off of previous R&D investments totaling approximately 87.87 million yuan [3] Group 2 - The global diabetes market is projected to approach $80 billion by 2024, with China's market exceeding 70 billion yuan, indicating a vast potential for diabetes treatment [4] - The competition in diabetes treatment is intense, with ten classes of oral medications available for Type 2 diabetes, but SGLT-1 inhibitors are rarely pursued by companies [4][5] - The focus of major pharmaceutical companies has shifted towards GLP-1 class drugs due to their proven efficacy and market potential, which has led to a changing competitive landscape in diabetes medications since 2019 [6]