一降再降，减肥药“价格战”下的乱象隐忧

Core Insights - The price of weight loss drugs has significantly decreased within a short period, indicating a price war in the market [1][2][3] - Compliance risks are emerging alongside the price competition, with concerns about misleading marketing and prescription practices [1][7][8] Price Trends - In late December 2022, major weight loss drugs like Semaglutide and Tirzepatide saw substantial price reductions on various e-commerce platforms [2] - Recently, Tirzepatide's price on Meituan dropped by 40 yuan, while Semaglutide's price remains between 300-400 yuan, significantly lower than six months ago [5] - Domestic weight loss drug Masitide from Innovent Biologics has also begun to lower prices, with its 0.5ml:2mg version dropping from 540 yuan to 399 yuan [5][6] Compliance Issues - There are serious compliance concerns regarding the marketing of GLP-1 drugs, which are primarily approved for diabetes treatment but are being promoted for weight loss [7][8] - Marketing phrases like "not losing weight, money back" are being used, which may violate advertising laws [7] - The prescription process for these drugs on e-commerce platforms has been criticized for being too lenient, allowing non-diabetic patients to obtain prescriptions easily [10][11] Regulatory Landscape - The National Medical Products Administration has proposed guidelines for online prescription drug sales, emphasizing the need for compliance in prescription verification and marketing practices [11][13] - There is ongoing discussion about integrating online prescription drugs into the medical insurance payment system, which could enhance accessibility but also poses regulatory challenges [13][15] - Experts suggest that clear regulations are needed to define the responsibilities of platforms, pharmaceutical companies, and medical institutions in the online prescription drug market [15]