进口减肥药价格腰斩
第一财经·2025-12-29 10:15

Core Viewpoint - The article discusses the recent price reductions of imported GLP-1 weight loss drugs, specifically semaglutide and tirzepatide, indicating a shift in the market dynamics and increased competition within the industry [3][9]. Price Reduction Details - Semaglutide (brand name: Novo Nordisk) has seen its prices drop significantly, with the price for 2.27mg/ml, 3ml reduced from 1893.67 CNY to 987.48 CNY, and for 3.2mg/ml, 3ml from 2463 CNY to 1284.36 CNY, approximately halving the original prices [3][4]. - Tirzepatide, developed by Eli Lilly, is also experiencing price reductions, with pre-sale prices as low as 450 CNY for a 2.4ml:10mg product, down from an official price of 2180 CNY [8]. Market Dynamics - The price cuts reflect increasing competition in the GLP-1 drug market, with Novo Nordisk's semaglutide facing competition from Eli Lilly's tirzepatide and the impending entry of biosimilars for semaglutide [9][10]. - The patent for Novo Nordisk's semaglutide in China is set to expire on March 20, 2026, with 10 biosimilar applications already submitted for approval [9]. Industry Impact - The reduction in prices indicates that the previously perceived ceiling on market prices has been breached, potentially diminishing excess profits for existing products and impacting the pricing strategies of future GLP-1 drug launches [10].

进口减肥药价格腰斩 - Reportify