"血亏五千多，千万别囤药。" 小红书上，李李晒出了自己数月前在互联网平台上购买的替尔泊肽注射液（穆峰达）40mg规格的订 单。订单显示，当时的成交价约3852元一支，她一共购买了两支，共花费了7704元。 然而现在，穆峰达却迎来了全线大降价，原本最贵的40mg规格现在最低仅需1320元，算下来，购买两 支的花费差不多是原来的三分之一，亏损约5060元。 李李的境遇并非孤例，她的帖子评论区里挤满了同病相怜的人们。有的抱怨自己之前打了一年多，花费 两三万元，虽然确实瘦了，但按现在的价怎么算怎么亏。还有不少原本想下单的消费者开始了观望，因 为不少人都在议论"明年1月份后恐怕价格会更低"。 而这一切，都是礼来、诺和诺德两大医药巨头"惹的祸"。 临近年末，礼来公司旗下的替尔泊肽正式纳入了新版国家医保目录。尽管得到明年1月1日正式进入医保 才能公布降价后的价格，但美团、京东健康等各大O2O平台已经提前开启了预售促销。而作为老对手， 诺和诺德的司美格鲁肽也参与了这场大降价。 不过消费者在得到实惠的同时，国产减肥药却"压力山大"了。 图/视觉中国 价格战开打 具体来看，替尔泊肽注射液（穆峰达）10mg规格预售到手价低至450 ...

在小鼠中发现这些变化后，科学家们试图探究类似的情况是否也发生在人类肝病患者身上。为此，他们 分析了从不同病期患者身上取出的肝组织样本数据，还观察了那些肝病患者们尚未发展出癌症的组织。 结果，人类数据同样印证了这一机制：那些通过高脂饮食激活的前细胞存活基因，其表达的越高，肿瘤 发生后患者预后越差，生存期也越短。科学家甚至能够基于基因表达模式的分析，准确预测患者的生存 结果。 尽管小鼠在一年内就发展为肝癌，人类这一过程可能长达20年。但实际情况是因人而异的：取决于他们 的饮食、酒精摄入、病毒感染等其他风险因素。 科学家下一步将探索：如果喜爱高脂饮食的人改为健康饮食，或使用GLP-1类减肥药，是否能让那 些"叛逆"的肝细胞迷途知返？而此次也锁定了一个名为SOX4的转录因子，它能否帮助人们在癌变前拦 截这一危险进程？ 至少，人们现在有了一定的分子靶点，也更清楚这一切背后的生物学剧本，这都将为阻止肝病走向癌症 提供更多防范措施。 （文章来源：科技日报） 你盘子里油汪汪的美食，可能正在悄悄改写肝脏细胞的命运。美国麻省理工学院一项研究揭开了高脂饮 食助推肝癌发展的关键机制：面对持续的高脂压力，肝细胞竟会选择退回类似干细胞的 ...

Core Viewpoint - Eli Lilly's oral weight loss medication has shown promising results in maintaining weight loss for patients transitioning from injectable treatments, indicating its potential as a non-injection maintenance therapy in the GLP-1 market [1][7]. Group 1: Clinical Trial Results - The Phase 3 trial tracked over 300 obese patients who previously received 72 weeks of treatment with Wegovy or Zepbound, followed by a 52-week period of either the oral medication or a placebo [2][8]. - Patients switching from Wegovy to the oral medication regained an average of about 2 pounds, while those switching from Zepbound regained approximately 11 pounds by the end of the study [2][8]. - The oral medication significantly outperformed the placebo in maintaining weight loss among patients whose weight loss had plateaued during previous injectable treatments [2][8]. Group 2: Market Potential - Analysts predict that by 2030, the oral medication market will capture 24% of the global weight loss drug market, estimated at $95 billion, translating to about $22 billion [5][11]. - Eli Lilly's oral medication is expected to hold a 60% share of the daily oral segment, approximately $13.6 billion, while Novo Nordisk's oral semaglutide is projected to capture 21% of this segment, around $4 billion [6][11]. Group 3: Safety and Efficacy - The overall safety and tolerability of the oral medication align with previous late-stage studies, with gastrointestinal side effects being the most common and generally mild to moderate [4][10]. - Approximately 4.8% of patients switching from Wegovy and 7.2% from Zepbound discontinued treatment due to side effects, compared to 7.6% and 6.3% for those on placebo [10]. - No liver safety issues were observed, and the complete results of the ATTAIN-MAINTAIN trial will be presented at an upcoming medical conference and published in a peer-reviewed journal next year [10].

Core Viewpoint - The rising global obesity rates are leading to increased risks of diseases such as type 2 diabetes and cardiovascular diseases. GLP-1 class weight loss drugs, particularly Semaglutide, are rapidly gaining popularity and transforming the obesity treatment landscape [2][11]. Group 1: Clinical Study Overview - A clinical study published in the New England Journal of Medicine evaluated the efficacy and safety of oral Semaglutide at a dose of 25 mg for weight management in overweight or obese adults without diabetes over a 71-week period [2][3]. - The study involved 307 participants from 22 centers in Canada, Germany, Poland, and the USA, randomly assigned to receive either oral Semaglutide or a placebo [5]. Group 2: Weight Loss Results - By week 64, participants taking oral Semaglutide experienced an average weight loss of 13.6%, compared to 2.2% in the placebo group, resulting in a difference of 11.4 percentage points [7]. - The proportion of participants achieving weight loss of at least 5% was 79.2% in the Semaglutide group versus 31.1% in the placebo group [7]. Group 3: Cardiovascular and Metabolic Improvements - Oral Semaglutide showed significant advantages in various cardiovascular and metabolic risk factors, including reductions in body weight, waist circumference, and improvements in glycemic control [8]. - Among participants with prediabetes, 71.1% in the Semaglutide group normalized their blood sugar levels by week 64 [8]. Group 4: Safety and Adverse Events - Adverse events were reported in 93.1% of the Semaglutide group compared to 85.3% in the placebo group, with gastrointestinal events being the most common [8]. - The incidence of nausea was 46.6% in the Semaglutide group versus 18.6% in the placebo group, while vomiting rates were 30.9% and 5.9%, respectively [8]. Group 5: Conclusion and Future Implications - The study concluded that a daily oral dose of 25 mg Semaglutide is an effective weight management option for overweight or obese adults and may provide a non-injection alternative for GLP-1 based treatments [11]. - This research lays the groundwork for further formulation testing of this significant weight loss medication, potentially leading to more user-friendly oral tablet forms [11].

Company - Nvidia's stock rose nearly 4%, reaching a new all-time high, following the announcement of a strategic partnership with OpenAI, which includes a potential investment of up to $100 billion to build AI data centers [1] - Pfizer plans to acquire weight loss drug company Metsera for $7.3 billion, leading to a more than 60% increase in Metsera's stock price [7] - Changchuan Technology expects a net profit of 827 million to 877 million yuan for the first three quarters, representing a year-on-year growth of 131% to 145% [9] Industry - International gold prices have reached a new historical high, with COMEX gold futures surpassing $3,760 per ounce, prompting increased institutional research on gold-related companies [2] - The National Energy Administration and other departments aim for self-sufficiency in the energy equipment supply chain by 2030, focusing on high-end, intelligent, and green development [4] - The sports industry in China has significant growth potential, with its GDP share currently at 1.15%, compared to 3% in the United States [8]

Core Insights - The article discusses the emergence of Ecnoglutide, a new GLP-1 receptor agonist developed by a team led by Professor Ji Linong from Peking University People's Hospital, which poses a challenge to the market dominance of Novo Nordisk's Semaglutide in the weight loss drug sector [1][4]. Company Developments - Ecnoglutide has shown impressive results in its Phase III clinical trial (SLIMMER), with over 92.8% of participants achieving effective weight loss and an average weight reduction of 15.1% over 48 weeks [3][4]. - The trial involved 664 participants across 36 centers in China, making it the largest sample size for a weight loss drug trial in the country [3]. - The drug has entered the market application stage, indicating a potential for commercialization soon [4]. Market Landscape - The global GLP-1 weight loss drug market is projected to exceed $150 billion by 2025, with Novo Nordisk's Semaglutide leading the market, generating $8 billion in Q1 2025, a 31% year-on-year increase [5]. - Other companies, including Hengrui Medicine, East China Pharmaceutical, and others, are actively developing weight loss drugs, with some products already in Phase II or III clinical trials [2][6]. Competitive Dynamics - Ecnoglutide's clinical trial results suggest a significant competitive edge over existing products, with a higher effective weight loss rate compared to similar drugs [3][4]. - The article highlights the potential for domestic companies to challenge established players like Novo Nordisk and Eli Lilly, as several innovative drugs are in advanced clinical stages [6]. Future Outlook - The article emphasizes the commercial opportunity for domestic alternatives in the weight loss drug market, especially as imported drugs have already cultivated market demand [7].