整理 | GLP1减重宝典内容团队 3月2日，诺和诺德宣布将投资4.32亿欧元（约5.06亿美元），扩建并改造其位于爱尔兰阿斯隆 Athlone（Monksland）的口服制剂工厂，为当前 和未来的口服GLP-1治疗药物新增制造能力。该项目已启动建设，工厂现有约260名员工将继续在升级后的设施内生产口服药物；扩建覆盖约45 英亩（约18公顷）用地，施工高峰期预计带来最多500个建筑岗位，并计划在2027年底至2028年分阶段完工。 诺和诺德对外给出的定位也很明确：阿斯隆将成为其面向美国以外全球市场的关键口服产能枢纽。换句话说，这不是一次普通的厂房扩容，而 是把口服GLP-1的供给链条提前做厚，给未来更大规模的放量留出余地。 产能扩张背后，是诺和诺德最近一段时间在口服与新机制管线上的连续动作。2月25日，公司与美国初创企业Vivtex达成合作，交易总价值最高 可达21亿美元，目标是提升生物大分子实现口服给药的可行性，诺和诺德将负责后续开发、生产与商业化，Vivtex则获得首付款、里程碑款与 版税等。对诺和诺德来说，这类合作的意义在于把口服化的技术赌注往前推：如果未来更多代谢类大分子能被做成口服剂型，产能与工艺平 ...

Core Viewpoint - The article discusses the efficacy of oral semaglutide in weight loss and metabolic disease management, particularly in East Asian populations, highlighting the promising results from the OASIS 2 study [4][10]. Group 1: Study Overview - The OASIS 2 study is a multicenter, double-blind, placebo-controlled Phase III trial conducted in Japan and South Korea, involving 201 adults with an average age of 49 years, where 25.4% had type 2 diabetes [5]. - Participants were required to have a BMI of ≥27 with at least two comorbidities or a BMI of ≥35 with at least one comorbidity, with the study focusing on the specific risks faced by East Asian populations [5]. Group 2: Weight Loss Results - The study found that the semaglutide group experienced an average weight loss of 14.3%, compared to only 1.3% in the placebo group, resulting in a significant difference of 13.07 percentage points (P<0.001) [6]. - The proportions of participants achieving various weight loss thresholds were notable: 84.3% lost ≥5%, 65.4% lost ≥10%, 47.2% lost ≥15%, and 32.3% lost ≥20% [6]. Group 3: Metabolic Improvements - In addition to weight loss, the semaglutide group showed significant metabolic improvements, including an average waist circumference reduction of 10.7 cm, HbA1c decrease of 0.78%, and blood pressure reduction of 9.4/4.9 mmHg [7]. - Other improvements included better lipid profiles and a 32.2% reduction in visceral fat area among patients who underwent CT scans [7]. Group 4: Benefits for Diabetic Patients - Among patients with type 2 diabetes, the average weight loss was 10.7% compared to 1.5% in the placebo group, with a difference of 9.25 percentage points [8]. - By week 68, approximately 75% of diabetic patients showed improvement, with 45.5% reverting to prediabetes and 30.3% achieving normal blood sugar levels, while only 6.3% in the placebo group showed similar improvement [9]. Group 5: Safety Profile - The safety profile of semaglutide was consistent with known GLP-1 receptor agonists, with the most common adverse effects being gastrointestinal symptoms, reported in 63.4% of the semaglutide group versus 34.8% in the placebo group [9]. - The discontinuation rate due to adverse effects was 4.5% in the semaglutide group, indicating a manageable safety profile [9]. Group 6: Clinical Implications - The OASIS 2 study provides clear evidence that daily oral semaglutide at 50 mg can lead to significant and clinically meaningful weight loss, along with improvements in blood sugar, blood pressure, lipid levels, and inflammation markers [10]. - This research offers new hope for managing obesity and metabolic diseases in East Asian populations and supports the global promotion of oral GLP-1 receptor agonists [10].