进口GLP-1减肥药价格腰斩：司美格鲁肽、替尔泊肽集体降价

Core Viewpoint - The imported GLP-1 weight loss drugs, once hard to obtain, are now entering a price reduction phase, indicating increased competition in the market [1][3]. Group 1: Price Reduction Details - The price of the imported weight loss drug Semaglutide (brand name: Novo Nordisk) has been reduced significantly, with prices dropping from 1893.67 CNY to 987.48 CNY for the 2.27mg/ml, 3ml specification, and from 2463 CNY to 1284.36 CNY for the 3.2mg/ml, 3ml specification, effectively halving the original prices [1]. - The price reduction is a result of proactive adjustments by the manufacturer Novo Nordisk, with e-commerce platforms also following suit in adjusting prices [1]. Group 2: Competitive Landscape - The introduction of price reductions for Semaglutide coincides with similar actions for another GLP-1 weight loss drug, Tirzepatide, developed by Eli Lilly, which is set to have its diabetes indication included in medical insurance starting January 1 next year [3]. - Tirzepatide is being pre-sold at a significantly reduced price of 450 CNY per 2.4ml:10mg specification, down from an official price of 2180 CNY, indicating a substantial price drop [3]. - The GLP-1 class of drugs is becoming increasingly competitive, with Novo Nordisk's single-target GLP-1 drug facing competition from Eli Lilly's dual-target GLP-1 drug and the impending market entry of biosimilars for Semaglutide [3][4]. Group 3: Market Implications - The collective price reductions of imported GLP-1 weight loss drugs suggest that the previously perceived price ceiling in the market has been breached, which may significantly impact the industry [5]. - The anticipated entry of additional GLP-1 drugs into the market, including innovative products from companies like Innovent Biologics and HengRui Medicine, is expected to further influence pricing dynamics [5].