Youcare Pharmaceutical (SH:688658) Xin Lang Cai Jing·2025-12-11 02:26Core Insights - The weight loss sector is entering a market explosion phase, driven by increasing public health awareness and significant clinical demand for weight loss solutions [2][5] - Current leading drugs, Semaglutide and Tirzepatide, are dominating the market due to their remarkable weight loss effects, with expectations that they will claim the title of "king of drugs" in the pharmaceutical field by 2025 [2][5] - However, mainstream weight loss drugs exhibit notable shortcomings, particularly GLP-1 single-target and dual-target peptide drugs, which primarily suppress appetite to reduce food intake, potentially leading to mental health side effects such as depression and emotional distress [2][5] Industry Challenges - The core issue in healthy weight loss is the need to reduce fat without losing muscle mass, yet GLP-1 drugs often result in muscle loss during fat reduction, which can impair bodily functions and lead to weight regain, contradicting the goal of healthy weight loss [2][5] - Despite some exploration in the development of multi-target GLP-1 drugs, these fundamental issues have not been adequately addressed [2][5] Innovative Solutions - An innovative solution proposed is the development of small nucleic acid drugs, which show unique advantages over traditional peptide drugs by potentially allowing for "weight loss without muscle loss" [2][5] - Some small nucleic acid drugs may even promote muscle growth while facilitating weight loss, effectively circumventing the core shortcomings of traditional weight loss medications [2][5]