Core Viewpoint - Novo Nordisk's oral version of the GLP-1 drug semaglutide has received FDA approval for weight loss, marking it as the first oral GLP-1 medication approved for this purpose globally. The drug is set to launch in the U.S. in early January 2024 [1]. Group 1: Product Approval and Market Impact - The oral semaglutide will be marketed under the brand name Wegovy and contains 25 mg of semaglutide. A 64-week clinical study showed that participants lost an average of 16.6% of their body weight, with over 34.4% achieving a weight loss of 20% or more [1]. - Following the announcement, Novo Nordisk's stock rose nearly 10%, while competitor Eli Lilly's stock fell over 1%. Eli Lilly's oral GLP-1 weight loss drug is also in the FDA's fast-track approval process, expected to be approved in Q1 2024 [1]. Group 2: Competitive Landscape - Analysts predict that oral weight loss drugs could capture about 20% of the market by 2030, with the oral weight loss drug market segment expected to reach approximately $22 billion [1][3]. - Goldman Sachs analysts estimate that by 2030, Eli Lilly's oral drug orforglipron could hold about 60% of the oral drug market share (approximately $13.6 billion), while Novo Nordisk's oral semaglutide could account for about 21% (approximately $4 billion) [3]. Group 3: Supply and Production - The oral semaglutide for weight loss will be produced in North Carolina, ensuring sufficient supply for the market [2]. - Novo Nordisk has faced significant market share decline and a stock price drop of over 44% this year, making the successful launch of the oral weight loss drug critical for reversing its fortunes [2].
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
Di Yi Cai Jing·2025-12-23 04:58