第一波用上司美格鲁肽的人，已经开始用上了第二代的替尔泊肽了

Core Viewpoint - Eli Lilly's GLP-1 drug Tirzepatide (brand name: Mounjaro) has officially launched in China, achieving significant market demand with a 300% increase in pre-launch reservations and selling out within 3 seconds of its release [2][3]. Sales Performance - In the first three quarters of 2024, Tirzepatide generated $11 billion in total sales for Eli Lilly, with $3.113 billion in Q3 alone for the diabetes version and $1.258 billion for the weight loss version [3]. - The sales figures indicate a strong market presence, with expectations that Tirzepatide may surpass its competitor Semaglutide in popularity [2][3]. Market Dynamics - The launch of Tirzepatide provides patients with an alternative to Semaglutide, as individual responses to these medications can vary, allowing for personalized treatment options [3]. - High-profile endorsements, such as from Elon Musk, have contributed to the drug's popularity, as he transitioned from using Semaglutide to Tirzepatide, citing fewer side effects and greater effectiveness [4][7]. Clinical Efficacy - Tirzepatide's unique dual-target design (GIPR/GLP-1R) has shown superior weight loss results in clinical trials, with patients losing an average of 15.4% to 22.9% of their body weight compared to only 2.1% in the placebo group [10][12]. - In the SURMOUNT-5 trial, patients treated with Tirzepatide lost an average of 50.3 pounds (approximately 22.8 kg), significantly outperforming the active control group [15]. Safety Profile - Approximately 80% of Tirzepatide users reported experiencing at least one side effect, primarily gastrointestinal issues such as nausea and diarrhea, similar to those reported with Semaglutide [16][18]. - The incidence of nausea was reported at 33% for Tirzepatide users, compared to 44% for Semaglutide, indicating a potentially lower frequency of side effects with Tirzepatide [16][18].