Core Viewpoint - Eli Lilly (LLY) is positioned as a strong long-term investment opportunity in the obesity treatment market, particularly with its GLP-1 drugs, despite potential competition and earnings growth slowdown risks. Group 1: Market Performance and Resilience - Eli Lilly's stock has shown relative resilience compared to the broader market, with a 19% decline during the 2022 inflation shock and a 23% decline during the 2020 COVID-19 pandemic, while the S&P 500 experienced declines of 25% and 34% respectively [2] - LLY stock has already absorbed significant impacts, falling over 20% from its 52-week high of over $970 to below $750 [3] Group 2: Market Potential and Competitive Position - The market for GLP-1 drugs is projected to grow to $150 billion by 2030, with Eli Lilly and Novo Nordisk currently dominating, having generated over $40 billion in sales last year [3] - Eli Lilly is a leader in the obesity treatment race, with superior efficacy and multiple product offerings, including injectable Zepbound and promising oral GLP-1 formulations showing nearly 8% weight loss in trials [3] Group 3: Financial Performance and Stability - Eli Lilly's growth rate is accelerating at over 30%, significantly higher than AbbVie's under 5%, with a three-year average growth rate of 17% compared to AbbVie's less than 1% [6] - Eli Lilly's three-year average margins stand at 34%, superior to AbbVie's 26%, indicating better profitability [6] - Eli Lilly's balance sheet is stronger, with debt making up only 4% of equity compared to AbbVie's 20%, signaling a healthier financial standing [6]

整理 | GLP1减重宝典内容团队 再生元制药公司（NASDAQ: REGN）宣布与翰森制药集团有限公司（"翰森制药"）达成许可协议，再生元获得GLP-1/GIP双重受体激动剂 （HS-20094）在中国大陆、香港和澳门以外地区的独家临床开发和商业化权利。 该候选药物目前正处于三期临床试验阶段，作为每周一次的皮下注射方案，已在超过1,000名患者中进行测试，显示出良好的安全性和疗效，其 表现与目前美国FDA唯一批准的GLP-1/GIP双重受体激动剂相似。目前，该药正在中国进行一项治疗肥胖的三期临床试验以及一项糖尿病二期b 试验。 根据协议条款，再生元将向翰森制药支付8000万美元的预付款，并在开发、监管及销售里程碑达成时，可能额外支付最高19.3亿美元。此外，在 协议指定地区以外的全球销售收入中，翰森制药还将获得低双位数百分比的销售提成。 再生元内科临床开发高级副总裁Boaz Hirshberg医学博士补充道："获得这一处于后期开发阶段的药物，使我们有机会将其与自有在研药物进行 联合探索，进一步解决肌肉流失以及心血管疾病、肝脏疾病和糖尿病等肥胖并发症。这也与我们在肥胖治疗领域的整体战略相一致，例如我们正 在进 ...

整理 | GLP1减重宝典内容团队 抗肥胖药物市场，尤其是以GLP-1为基础的注射类药物，仍处于初期阶段，市场格局也在不断演变。 高盛研究部门最新将该领域的全 球市场预期更新至2030年达到950亿美元 ，低于此前的1300亿美元预估。据高盛研究医疗健康部门负责人阿萨德·海德（Asad Haider） 表示，这些因素正在深刻影响市场走向。 在美国方面，海德及其团队也将市场峰值预测从950亿美元下调至700亿美元。" 不过，我们在美国以外市场看到更大的渗透潜力， "海 德补充说。他的团队将非美市场的峰值预期从350亿美元上调至500亿美元。 ▍为何更新全球尤其是美国的肥胖药物市场预期？ 整体而言，我们的最新预测考虑了更显著的价格下滑，也就是每单位药品的价格下降。同时，还有其他因素。保险公司对药品报销可能 更加严格，潜在患者也不再是"统一治疗"的群体，而是根据不同减重需求被更细致地划分。此外，我们还预期市场在海外扩张时将呈 现"消费化"趋势，即更多人自费购买价格更低的版本。尽管预测有所收缩，但我们仍认为该市场对现有企业和新进入者都具有相当吸引 力。 确实有所调整。我们此前认为，鉴于司美格鲁肽等GLP-1药物在心血 ...

以下文章来源于体重管理三年行动 ，作者体重管理三年行动 体重管理三年行动 . 响应国家"健康中国2030"战略，落实"体重管理年"三年行动，本账号发布权威资讯 ▍肥胖药物治疗需科学规范 肥胖已发展为全球突出的公共健康难题，我国超重及肥胖人数已逾6亿。《减肥药物临床实践医药专家共识》围绕药物疗效、安全性及个体化方 案，首次全面梳理并发布24条专业建议，为临床从药物选择到特殊人群管理提供全方位路径。共识指出，药物治疗应基于生活方式调整，构 建"生活干预+药物"为支撑的综合管理体系。 ▍药物治疗与生活方式干预的协同 1. 科学设定药物减重目标 疗效显著：临床证据显示，规范应用减重药物可带来5%-15%的体重下降，GLP-1类药物（如司美格鲁肽、替尔泊肽）在III期研究中帮助肥胖 患者减重15%-20.9%，同时改善血糖、血脂等多项代谢指标（见推荐1、13）。 减重目标全面升级：不仅关注体重下降数值，更强调长期体重维持、并发症缓解（如心血管事件风险降低20%）及生活质量提升，部分药物 （如替尔泊肽）更被证实可逆转非酒精性脂肪性肝炎（见推荐4、10）。 2. 生活方式干预为减重基石： 共识指出，饮食调整（如低碳水饮食） ...

Core Viewpoint - The prevention of childhood obesity is crucial and should begin during pregnancy and continue through early childhood, emphasizing the importance of balanced nutrition and physical activity [1][2][3][4] Group 1: Causes of Childhood Obesity - Childhood obesity is caused by multiple factors, primarily lifestyle choices such as excessive eating and insufficient physical activity, leading to an energy imbalance [1] - Obesity can lead to serious health complications, including cardiovascular diseases, type 2 diabetes, and psychological issues, which may persist into adulthood [1] Group 2: Prevention Strategies - Prevention should start during pregnancy, with mothers maintaining a balanced diet and appropriate physical activity to avoid excessive fetal growth [2] - Exclusive breastfeeding for the first six months is essential, followed by gradual introduction of solid foods while continuing breastfeeding until the age of two [2] Group 3: Healthy Eating Habits - Parents should ensure children have a balanced diet with a variety of foods, including grains, proteins, vegetables, and fruits, while controlling oil and salt intake [3] - Daily milk intake should be encouraged at approximately 300-500 milliliters, and water intake should be around 800-1400 milliliters, while limiting sugary drinks to prevent excess calorie consumption [3] Group 4: Physical Activity Recommendations - Infants should engage in at least 30 minutes of tummy time, while toddlers should have a minimum of 180 minutes of physical activity daily [4] - School-aged children should accumulate at least 60 minutes of moderate to vigorous physical activity each day, including strength training exercises [4] - It is important to limit sedentary behavior, encouraging breaks from screen time to promote movement [4] Group 5: Management of Existing Obesity - For already obese children, lifestyle adjustments should be prioritized, with medical intervention considered only if lifestyle changes are ineffective or if complications arise [4]

整理 | GLP1减重宝典内容团队 肥胖已成为全球性的健康挑战，影响着数亿人的生活质量。近年来，抗肥胖药物研发领域取得了突破性进展， 超过100种新型治疗方法正在开 发中 ，旨在为患者提供更安全、更有效的减重方案。其中一些药物有望在未来几年内上市，为肥胖患者带来新的希望。 最近，《Nature》杂志分析了即将上市的新一代减肥药。 | Estimated | Drug | Company | Description | | --- | --- | --- | --- | | year | | | | | 2026 | Orforglipron | Eli Lilly | An oral, small-molecule drug that activates the | | | | | glucagon-like peptide 1 (GLP-1) receptor. | | 2026 | CagriSema | Novo Nordisk | An injectable that activates the amylin and GLP-1 | | | | | receptors. | | 2027 | Surv ...

Core Viewpoint - The release of the "Health Weight Management Center Construction Management Specification" marks a significant step in standardizing the construction and management of health weight management centers in China, addressing the growing obesity issue through a structured approach [1][2] Group 1: Background and Importance - China's obesity problem has become increasingly severe, necessitating the establishment of health weight management centers as a new medical model based on evidence-based medicine [1] - The specification provides a replicable and promotable template for obesity prevention and treatment, filling a gap in the domestic obesity prevention and treatment system [1][2] Group 2: Key Features of the Specification - The specification outlines requirements for functional layout, personnel configuration, diagnostic processes, and quality control, ensuring a comprehensive approach to weight management [1] - It introduces the internationally recognized "5A" service model for patient management, which includes initial screening, clinical decision-making, execution, and follow-up [2] - The specification defines the organizational structure, application processes, regulations, and personnel training management for standardized weight management centers [2] Group 3: Implementation and Future Plans - A nationwide tour of interpretative sessions is planned to promote the specification's normative, innovative, and forward-looking aspects, with over 20 offline meetings scheduled from June to December in key provinces and cities [2] - The establishment of health weight management centers is expected to become a crucial front in obesity prevention and control, providing evidence-based methods and scientific procedures for clinical practice [2]

Core Viewpoint - The report highlights the ongoing challenges in child health in China, particularly the rising obesity rates among children aged 6-17, despite improvements in infant mortality rates and healthcare access for children [1][2]. Group 1: Child Health Statistics - The overweight and obesity rate among children under 6 years is decreasing, while the rate for children aged 6-17 is still on the rise, indicating a concerning trend [1][2]. - By 2024, the infant mortality rate and the mortality rate for children under 5 are projected to reach 4.0‰ and 5.6‰ respectively, marking the best levels in history and positioning China among the top in global middle-income countries [1]. - From 2010 to 2023, the average life expectancy in China increased by 3.8 years, with 21.7% of this improvement attributed to the decline in mortality rates for children under 5 [1]. Group 2: Healthcare Infrastructure - Over 8,000 comprehensive hospitals in China can provide pediatric outpatient or inpatient services, with 98% of county hospitals having established pediatric departments [2]. - By the end of this year, there is a goal to have 2,000 medical institutions meet the requirements for becoming child-friendly hospitals, with a target of 90% of institutions providing pediatric healthcare services to be child-friendly by 2030 [2]. Group 3: Health Initiatives and Policies - The prevention and control of overweight and obesity among children and adolescents is included in the Healthy China strategy, with national standards for student physical fitness being a key assessment indicator [2]. - Initiatives include promoting at least 2 hours of physical activity daily for students and encouraging self-management for overweight children, alongside the establishment of health weight management clinics [2].

Core Viewpoint - The article highlights the significance of the GLORY-1 clinical trial for the innovative weight-loss drug, Ma Shidu Tie (IBI362), which is a dual receptor agonist targeting glucagon (GCG) and glucagon-like peptide-1 (GLP-1). This trial is notable for being the first of its kind to be published in a prestigious medical journal, the New England Journal of Medicine, despite not being the first dual-target GLP-1 drug to undergo clinical research globally [1][2][3]. Group 1: Clinical Research and Results - The GLORY-1 study involved 610 participants and demonstrated that Ma Shidu Tie significantly reduced body weight compared to a placebo, with 73.9% and 82.0% of participants in the 4mg and 6mg groups, respectively, achieving a weight loss of ≥5% by week 32, compared to only 10.5% in the placebo group [4]. - By week 48, the proportions of participants achieving a weight loss of ≥15% were 35.7% and 49.5% for the 4mg and 6mg groups, respectively, versus 2.0% for the placebo group [4]. - The study also found that Ma Shidu Tie significantly lowered cardiovascular metabolic indicators, including blood pressure, blood lipids (triglycerides, total cholesterol, and low-density lipoprotein cholesterol), uric acid levels, and liver enzyme levels, while also reducing liver fat content in patients with fatty liver disease [4]. Group 2: Market Context and Competition - Ma Shidu Tie is being developed and commercialized in China by Innovent Biologics, having obtained rights from Eli Lilly, which also developed the first approved dual-target GLP-1 drug, Tirzepatide, that was launched in China earlier this year [2][3]. - The competitive landscape indicates that both Ma Shidu Tie and Tirzepatide will be vying for market share in the weight-loss drug segment in China, with Ma Shidu Tie expected to be approved for sale by 2025 [5]. - The pricing of Tirzepatide has been noted, with costs ranging from approximately 2,180 yuan to 4,980 yuan per box, which is significantly higher than Novo Nordisk's single-target GLP-1 agonist, Semaglutide, suggesting a differentiated marketing strategy focusing on fat reduction [6].

在2025年5月全民营养周期间，为深入贯彻"健康中国2030"战略，落实2024年6月由国家卫生健康委等16个部门联合启动的为期三年的"健康体 重管理年"行动，中国营养学会肥胖防控分会专家组对我国肥胖疾病负担、危险因素、健康危害及防治措施进行了系统梳理。 自上世纪90年代起，世界卫生组织就已将肥胖认定为一种疾病。超重与肥胖不仅严重危害个人健康，也为家庭和社会带来了沉重的经济压力。 2025年全民营养周（5月17日至23日）的主题为"吃动平衡、健康体重、全民行动"，而2025年（3月4日）世界肥胖日则聚焦"推动系统变革，塑 造健康人生"，分别呼吁从个人与社会层面共同采取实际行动。 我们希望本文内容能为广大群众、医疗卫生人员及教育工作者等群体提供有益参考，助力科学管理体重和防控慢性疾病。本次整理兼顾科学性 与可读性，旨在激发社会各界对健康体重管理和健康生活方式的关注，共同营造"懂营养、爱运动、防肥胖"的良好氛围，提升全民健康素养， 践行健康生活理念，切实改善生活质量。 2020年，我国18岁及以上成年人中，超重率达到34.3%，肥胖率为16.4%。 同年，6岁以下儿童的超重率为6.8%，肥胖率为3.6%。 202 ...