司美格鲁肽减重药正式迎来口服时代，但服药还有这些限制

Core Insights - Novo Nordisk's oral weight loss drug, semaglutide, has received FDA approval and will be marketed as Wegovy in the U.S., marking it as the first approved oral GLP-1 weight loss medication globally [1][2] - The approval led to a nearly 10% increase in Novo Nordisk's stock price, while competitor Eli Lilly's stock fell over 1% [1] - Analysts predict that oral weight loss medications could capture about 20% of the market by 2030, with Novo Nordisk currently leading in this segment [1] Product Details - The oral semaglutide contains 25 mg of the active ingredient, and a 64-week clinical study showed an average weight loss of 16.6% among participants, with over 34% achieving a weight reduction of 20% or more [2] - The drug is produced in North Carolina, ensuring sufficient supply, and previously, Novo Nordisk's oral semaglutide was only available for type 2 diabetes treatment [2] Market Dynamics - Novo Nordisk's market share has significantly declined this year, with stock prices dropping over 44%, raising investor concerns about the company's ability to recover amidst competition from Eli Lilly [2] - The patent for semaglutide in China will expire in 2026, leading to potential competition from generic drugs, making the global launch of the oral version crucial for regaining market share [2] Competitive Landscape - Novo Nordisk's oral semaglutide requires fasting before consumption, while Eli Lilly's upcoming oral drug, orforglipron, does not have such restrictions, which may affect consumer preference [3] - Goldman Sachs analysts estimate that the oral weight loss drug market could reach approximately $22 billion by 2030, with Eli Lilly's orforglipron expected to capture about 60% of this market, while Novo Nordisk's share could be around 21% [3]