Core Viewpoint - The competition in the GLP-1 drug market is accelerating with the recent acceptance of the listing application for semaglutide injection by Fosun Wanbang Pharmaceutical, indicating a growing focus on diabetes treatment and weight management in China [4][5]. Industry Evaluation - Semaglutide is a representative product in diabetes treatment and weight management, effectively lowering blood sugar and promoting weight loss while positively impacting cardiovascular risk factors. The demand for prescriptions remains strong, and the market has significant expansion potential [5]. - The core patent for semaglutide is set to expire in March 2026, prompting domestic companies to accelerate their development efforts. Currently, there are nine domestic companies that have submitted listing applications, with at least ten more similar drugs in II/III clinical stages [5][7]. - The listing application by Fosun Wanbang for semaglutide injection follows a 3.3 class registration path for biosimilars, having completed a pivotal III clinical trial. This reflects the differentiated strategies of companies in terms of technical investment and market positioning [7][8]. Company Overview - Fosun Wanbang Pharmaceutical is a key member of Fosun Pharma Group, with established capabilities in gene-engineered drug development and production. The acceptance of their semaglutide injection application marks a significant step in their strategy for diabetes and obesity treatment [8].
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