口服减肥药重大突破！诺和诺德新药三期减重16.6%，疗效媲美Wegovy针剂

Core Viewpoint - Novo Nordisk's oral semaglutide has shown significant weight loss results comparable to its injectable counterpart Wegovy, with a 16.6% average weight reduction in a 64-week trial, leading to a stock price increase of 5.4% on the announcement day [4][5]. Group 1: Clinical Trial Results - In the Oasis 4 study, patients treated with oral semaglutide experienced an average weight loss of 16.6%, slightly better than the 15% reduction seen with Wegovy in similar populations [4]. - The oral formulation is expected to replicate the efficacy and safety of the injectable version, as confirmed by Novo Nordisk's Chief Scientific Officer [5]. Group 2: Market Competition - The oral GLP-1 market is becoming increasingly competitive, with Eli Lilly's candidate Orforglipron showing a 12.4% average weight loss in a recent trial [6]. - Novo Nordisk emphasizes that its oral semaglutide can achieve approximately 17% weight loss with a lower discontinuation rate due to adverse reactions, suggesting better safety and tolerability [6]. Group 3: Strategic Focus and Pipeline - Novo Nordisk is not only advancing oral semaglutide but also developing next-generation weight loss therapies, including long-acting amylin analog Cagrilintide [8]. - The company is undergoing a strategic transformation, including a workforce reduction of about 9,000 employees to concentrate resources on diabetes and obesity core areas [8].