速递|口服小分子GLP-1入华:礼来想改写谁的命运?

Core Viewpoint - The article highlights the significant progress of Eli Lilly's oral GLP-1 receptor agonist, Orforglipron, in the Chinese market, marking a pivotal step in the commercialization of oral GLP-1 drugs for weight management and metabolic diseases [4][7]. Regulatory Developments - On January 10, 2026, the National Medical Products Administration (NMPA) in China accepted the market application for Orforglipron, indicating a shift towards oral small molecule solutions in the GLP-1 drug category [4]. - Orforglipron has already made strides in overseas regulatory approvals, being included in the FDA's list of special approval drugs in November 2025, followed by a formal application for weight management in December 2025 [6]. Clinical Research - Orforglipron has successfully completed seven Phase III clinical trials, targeting key populations such as Type 2 diabetes and obesity. The studies provide systematic evidence for its efficacy and safety in blood sugar control and weight management [6]. Market Implications - The acceptance of Orforglipron's application in China positions Eli Lilly to potentially lead the commercialization of oral GLP-1 drugs domestically, which may intensify competition in the weight management and metabolic disease treatment sectors [7].