Group 1 - Eli Lilly announced the results of the first head-to-head study of its oral GLP-1 receptor agonist orforglipron, showing a significant reduction in HbA1c levels compared to oral semaglutide [2] - In the study, the orforglipron 36mg group achieved a 2.2% reduction in HbA1c, while the oral semaglutide 14mg group achieved a 1.4% reduction [2] - The orforglipron group also experienced an average weight loss of 8.9kg (9.2%), compared to 5.0kg (5.3%) in the semaglutide group, representing a 73.6% higher relative weight loss [2] Group 2 - Oral semaglutide, developed by Novo Nordisk, is the first approved oral GLP-1 drug, with both glycemic control and weight loss indications approved in the US market [3] - The global GLP-1 development race is entering its "second half," with pharmaceutical companies focusing on next-generation innovative weight loss therapies, including oral small molecules and long-acting formulations [3] - Novo Nordisk announced a significant price reduction for semaglutide in the US, effective January 1, 2027, with the monthly cost dropping to $675 [3] Group 3 - In China, the price of oral semaglutide has also been reduced, with the 7mg version dropping from 600 yuan to 480 yuan per box, and the 3mg version from 313.66 yuan to 250.92 yuan per box, reflecting a decrease of around 20% [4]
降糖减重口服GLP-1竞争白热化:礼来新药疗效领先 诺和诺德在中美降价应对