Ge Long Hui·2026-01-14 00:56Core Insights - The price war for weight loss drugs, specifically the imported medications Semaglutide and Tirzepatide, has begun earlier and more aggressively than market expectations [1] Pricing Changes - Starting January 1, the price of Eli Lilly's Tirzepatide injection (Mounjaro) has significantly decreased after being included in the medical insurance, with the following price reductions: - The initial dosage of 2.5mg4 doses dropped from 1758 yuan to 324.12 yuan - The main specification of 5mg4 doses fell from 2758 yuan to 551 yuan - The highest dosage of 10mg4 doses decreased from 4758 yuan to 936.70 yuan - All reductions exceed 80% [1] - Novo Nordisk's Semaglutide injection (Ozempic) also experienced substantial price cuts: - The initial dosage of 0.25mg4 doses decreased from 1264.9 yuan to 230.84 yuan, a reduction of 82% - The 2.4mg*4 doses fell from 2463 yuan to 1284.36 yuan, a reduction of 48% [1] Market Dynamics - The price reductions affect the three major players in the weight loss drug sector and cover both hospital and e-commerce platforms, indicating a significant price war in the weight loss medication market [1]