以下文章来源于肥胖世界ObesityWorld ，作者肥胖世界 肥胖世界ObesityWorld . 《肥胖世界》Obesity World - 同步传真肥胖及代谢国际新学术进展，为医学减重临床、教研人员搭建一座与国际接轨的桥梁，「每医健」旗下内容平台。 6月26日，全球糖尿病治疗领军企业诺和诺德（Novo Nordisk）宣布其创新药物amycretin的临床试验成果在芝加哥举办的第85届美国糖尿病协 会（ADA）科学年会上重磅揭晓。同时，两项评估amycretin皮下注射与口服给药在超重或肥胖人群中的安全性、耐受性及减重效果的完整研 究结果登上了国际顶级医学期刊《柳叶刀》。Amycretin作为一种突破性单分子药物，同时激活GLP-1和胰淀素两种受体，开创减重药物新机 制。 最新发表的1b/2a期临床试验数据显示，每周一次皮下注射amycretin的所有剂量组均实现了显著优于安慰剂的体重降低效果。本次ADA会议公 布的研究数据涵盖两个关键部分：递增剂量方案（amycretin 60mg组）以及递增后维持剂量方案（amycretin 20mg、5mg和1.25mg组）。值得 注意的是，在治疗周期结束时（20 ...

整理 | GLP1减重宝典内容团队 反式脂肪和饱和脂肪 含有大量反式脂肪和饱和脂肪的食物，如全脂牛奶、多脂奶油、全脂奶酪、黄油、冰淇淋和大多数红肉，会加重胃肠不 适，影响药物效果。建议选择健康的脂肪来源，如橄榄油、坚果和含脂肪少的鱼类。 高糖食物 高糖食品，如酱汁食物、烘焙食品、冷冻即食食品、糖果、苏打水、奶茶、果汁、甜点等，可能与药物的效果相冲突，尤其对糖尿病 患者来说，过量糖分的摄入会导致血糖剧烈波动。服用司美格鲁肽期间，应严格控制甜食的摄入。 减肥药"司美格鲁肽"已在中国正式上市。随着其广泛进入医疗机构，相关的减重门诊和内分泌门诊的咨询量也逐渐增加。 此前在采访中，上海市第六人民医院减重代谢外科的韩晓东医生就曾指出，诺和盈有严格的适应症，建议有减重需求的肥胖症患者到正规医疗 机构进行专业评估和诊断，以制定科学的减重治疗方案。 减重药物的使用需要规范化管理，光靠药物'躺瘦'很难，单靠药物很难实现有效减 重。生活方式的改变同样至关重要，用药也需调整饮食。 韩晓东强调，减重药物应在有专业资质的医生指导下使用，确保其合理且有效。因 此，大家应理性看待减重药物的效果，避免过度依赖。 ▍用药期间的饮食建议 在服用司 ...

Core Insights - The weight loss drug market in China is becoming increasingly competitive, with established foreign companies like Novo Nordisk and Eli Lilly actively promoting their products while local pharmaceutical companies are also trying to innovate and capture market share [1][4] Group 1: Market Dynamics - Novo Nordisk's semaglutide and Eli Lilly's tirzepatide are currently leading the market, with both companies addressing supply chain and production issues to meet demand [1] - Chinese pharmaceutical companies are attempting to "overtake" by introducing new treatment options, indicating a shift in the competitive landscape [1] Group 2: New Product Launches - Innovent Biologics' weight loss drug, mazhidutide, has been launched in China and is the first GCG/GLP-1 dual receptor agonist approved globally for weight management, showing a potential weight loss of up to 21% over 20 weeks [2] - The drug also demonstrates significant improvements in metabolic issues such as hypertension and hyperglycemia, with a focus on "fat burning" as a treatment highlight [2] Group 3: Financial Performance - Hanyu Pharmaceutical has forecasted a substantial profit increase for the first half of 2025, with net profit expected to rise by 1470%-1664% year-on-year, largely attributed to the success of its generic version of liraglutide [3] - The company has successfully turned around its financial performance after years of losses, thanks to international sales and cost control measures [3] Group 4: Regulatory Approvals - Eli Lilly's tirzepatide has received approval as the first prescription drug for treating moderate to severe obstructive sleep apnea in obese adults, with average weight loss reported at 18.1% [4] - The drug's safety profile aligns with previous studies, with gastrointestinal issues being the most common side effects [4] Group 5: Market Outlook - The future market potential for GLP-1 drugs in China is significant, with pricing strategies targeting middle to high-income consumers, and the acceptance of new products will be crucial for the growth of domestic GLP-1 offerings [4]

整理 | GLP1减重宝典内容团队 REDEFINE 1和REDEFINE 2的研究数据显示，卡格利肽（cagrilintide）2.4 mg与司美格鲁肽（semaglutide）2.4 mg联合使用（即 CagriSema）所带来的减重效果，已处于当前肥胖治疗手段中的最高水平之一。 这项研究成果在近日举办的第85届美国糖尿病协会（ADA 2025）科学年会上公布，并同步发表在《新英格兰医学杂志》 。此次研究是 由诺和诺德资助进行的，目前为止是对CagriSema这一疗法最深入的评估。该疗法结合了双重作用的卡格利肽（一种兼具胰淀素和降钙 素受体激动剂功能）与GLP-1受体激动剂司美格鲁肽。 "在REDEFINE 1试验中，参与者在个体化剂量调整的前提下仍实现了显著且临床意义明确的体重下降，"诺和诺德研发执行副总裁 Martin Holst Lange表示，"在REDEFINE 1和2中，不良事件导致的停药率也维持在低水平。这些数据增强了我们对CagriSema的信心， 我们也将继续通过REDEFINE系列研究探索其潜力。" ▍ REDEFINE 1 REDEFINE 1是一项为期68周的3a期双盲临床试验，共 ...

Group 1 - The demand for weight loss drugs is rapidly increasing due to the rising prevalence of obesity and related metabolic diseases [1] - Changshan Pharmaceutical has received approval from the National Medical Products Administration for clinical trials of Aibennate injection for weight loss indications, potentially providing new treatment options for obesity patients [1] - Aibennate is a long-acting GLP-1 receptor agonist developed using DACTM technology, which combines chemically modified Exenatide with recombinant human serum albumin to form a new stable compound [1] Group 2 - If Aibennate is successfully launched, it will reduce the company's heavy reliance on heparin business, enhance profitability and risk resistance, and accelerate the transformation potential of the company's innovative R&D platform [2] - The drug must complete subsequent clinical trials and receive approval from the National Medical Products Administration before it can be marketed [2]

Investment Rating - The industry investment rating is "Positive" with expectations of overall returns exceeding the CSI 300 Index by more than 5% in the next six months [15]. Core Insights - The leading CRO company, WuXi AppTec, has shown continuous improvement in performance, with a revenue of 39.241 billion RMB in 2024, reflecting a year-on-year growth of 5.2% after excluding COVID-19 commercialization projects [3]. - The adjusted non-IFRS net profit for WuXi AppTec reached 10.583 billion RMB, with a net profit margin of 27.0%, marking a historical high [3]. - The company anticipates a revenue growth of 10%-15% in 2025, projecting total revenue to reach between 41.5 billion and 43 billion RMB [5]. - The global medical investment market is showing signs of recovery after two years of decline, with 2,291 investment deals completed in 2024, totaling 58.2 billion USD, a slight increase of 1% compared to 2023 [7]. - Despite the positive outlook for global investment, domestic medical health financing in China decreased by 33% in 2024 compared to 2023, with only 7.3 billion USD raised [8]. Summary by Sections Company Performance - WuXi AppTec's revenue and profit have been steadily increasing, with Q4 2024 revenue reaching 11.54 billion RMB, a 45% increase from Q1 [3]. - The company has maintained a strong performance despite challenges, indicating robust strength and trust from overseas clients in Chinese CROs [5]. Market Trends - The biopharmaceutical sector remains the largest category for investment, with oncology drugs being a hot topic in domestic investments [13]. - The global biopharmaceutical financing landscape is dominated by projects related to AI in pharmaceuticals, weight-loss drugs, and immunotherapy, reflecting significant investor interest [13].