你打的减肥针 撑起了万亿美元巨头

Core Viewpoint - The rise of GLP-1 drugs, particularly Eli Lilly's tirzepatide, has transformed the weight loss medication market, making it the highest-grossing drug globally, surpassing even cancer treatments. Eli Lilly has become the first pharmaceutical company to reach a market capitalization of over $1 trillion, driven by this success [2][3]. Group 1: Company Overview - Eli Lilly, founded in 1876, has a long history in the pharmaceutical industry, initially gaining prominence with insulin production in the 1920s [4]. - The company faced a downturn after the patent expiration of its antidepressant drug, Prozac, but has since revitalized its position in the obesity treatment market with tirzepatide [3][5]. Group 2: Market Performance - Tirzepatide generated $10.103 billion in sales during the third quarter of 2025, making it the top-selling drug globally [2]. - In the first three quarters of 2025, Eli Lilly's pharmaceutical revenue reached $45.887 billion, ranking first among multinational pharmaceutical companies [8]. Group 3: Competitive Landscape - The GLP-1 market is still expanding, with significant unmet needs as over 800 million people globally suffer from diabetes and obesity [9]. - Eli Lilly's tirzepatide is designed to outperform Novo Nordisk's semaglutide, which generated approximately $27.354 billion in sales in 2024 [7]. Group 4: Future Prospects - Eli Lilly is developing an oral version of GLP-1, Orforglipron, which is expected to address production capacity issues and broaden market access [10][12]. - The company plans to invest $14 billion in R&D, aiming to launch two new drugs in the next two years and one annually thereafter [17].