国产减重药“头对头”战胜司美格鲁肽 多企业布局竞争激烈

Core Insights - The domestic drug Mazdutide, developed by Innovent Biologics, has shown superior efficacy in blood sugar control and weight management compared to the well-known drug Semaglutide in a head-to-head clinical trial targeting Chinese patients with type 2 diabetes (T2D) and obesity [1][2][3] - The global market for obesity and metabolic drugs is projected to exceed $100 billion by 2030, with GLP-1 drugs being a key driver of this growth [1][4] Group 1: Clinical Trial Results - The DREAMS-3 trial is the first global phase III clinical trial directly comparing the GCG/GLP-1 dual receptor agonist Mazdutide with Semaglutide [3] - In the 32-week treatment period, 48% of Mazdutide patients achieved both blood sugar targets and a weight loss of ≥10%, significantly higher than the 21% in the Semaglutide group [3] - Mazdutide also demonstrated improvements in multiple cardiovascular metabolic risk factors, including fasting blood sugar, waist circumference, systolic blood pressure, and triglycerides [2][3] Group 2: Market Dynamics - The GLP-1 drug market is expected to reach approximately $52.83 billion in 2024, maintaining a year-on-year growth rate of 46% [4] - Novo Nordisk, holding nearly $30 billion in annual sales from Semaglutide, is initiating a transformation plan in response to increasing competition [4][5] - The competitive landscape is intensifying, with 16 GLP-1 receptor agonists already approved in China and over 20 candidates undergoing clinical trials for T2D treatment [5] Group 3: Strategic Shifts - Novo Nordisk's transformation plan includes a focus on growth opportunities in diabetes and obesity, which involves a workforce reduction of approximately 9,000 employees [5] - The company is also experiencing board-level changes, with discussions about future board composition and upcoming shareholder meetings to clarify strategic direction [5] - Eli Lilly's dual-target agonist Tirzepatide has become the first drug approved for obstructive sleep apnea, indicating a move to explore new therapeutic areas [6]