Novo Nordisk(US:NVO) GLP1减重宝典·2026-03-03 14:23Core Viewpoint - The article discusses the recent developments and market dynamics surrounding Semaglutide, a drug by Novo Nordisk, particularly its new indication for treating metabolic-associated fatty liver disease (MASH) in China, highlighting its clinical efficacy and competitive landscape in the Chinese market [4][5][10]. Group 1: Drug Approval and Clinical Trials - Novo Nordisk submitted a new indication for Semaglutide in China for patients with moderate to severe liver fibrosis associated with MASH, aiming for priority review [4]. - Semaglutide received FDA approval in the U.S. in August 2025 for the same indication, requiring a low-calorie diet and increased physical activity [5]. - The ESSENCE clinical trial showed significant efficacy, with 36.8% of patients achieving liver fibrosis improvement without worsening fatty liver, compared to 22.4% in the placebo group [7]. Group 2: Sales Performance - In 2022, Semaglutide generated total sales of 228.29 billion Danish Krone (approximately 34.6 billion USD), accounting for 73.9% of Novo Nordisk's total revenue [9]. - The sales breakdown includes Ozempic (127.09 billion DKK, 19.27 billion USD, up 10%), Rybelsus (22.09 billion DKK, 3.35 billion USD, down 2%), and Wegovy (79.11 billion DKK, 11.99 billion USD, up 41%) [9]. Group 3: Market Competition and Future Outlook - The core sequence patent for Semaglutide in China will expire on March 20, 2026, leading to increased competition as multiple domestic versions are in the pipeline [10]. - Currently, 10 domestic Semaglutide products are under review, with 11 more in Phase III clinical trials, indicating a rapidly evolving market landscape [10]. - Novo Nordisk's ongoing expansion of Semaglutide's indications is expected to strengthen its position in weight loss, diabetes, and MASH treatment areas [11].