虎嗅APP·2025-05-25 03:14Core Viewpoint - The article discusses the rapid rise and potential risks associated with weight loss injections, particularly focusing on the drug Semaglutide, which has gained popularity since its launch in China in November 2024. It highlights both the effectiveness and adverse effects experienced by users, as well as the booming market for obesity treatments projected to reach $100 billion by 2030 [4][27]. Group 1: User Experiences and Side Effects - Users of Semaglutide have reported significant weight loss, averaging 17%, but many also experience severe side effects such as gastrointestinal issues, increased heart rate, and other health concerns [4][6][22]. - A variety of other weight loss injections, including unregulated brands, have emerged, with users reporting extreme adverse reactions, including hospitalization [17][21]. - The article emphasizes that not everyone is suitable for weight loss injections, with specific contraindications outlined for Semaglutide, including a history of certain cancers and metabolic disorders [22][24]. Group 2: Market Dynamics and Company Performance - The global market for obesity medications is expected to grow significantly, with major companies like Novo Nordisk and Eli Lilly seeing substantial revenue increases from their weight loss drugs [27][28]. - Novo Nordisk reported a revenue of approximately $40.7 billion in 2024, with Semaglutide contributing about $29.3 billion, while Eli Lilly's revenue reached $45.04 billion, with its weight loss drug contributing around $4.93 billion [28][29]. - The competitive landscape is shifting, with Eli Lilly's weight loss drug outperforming Semaglutide in the U.S. market, leading to a decline in Novo Nordisk's stock value and prompting leadership changes within the company [30][31][32].