Core Viewpoint - The imported GLP-1 weight loss drug, Semaglutide, has entered a price reduction phase, reflecting increasing competition in the market [2][5]. Group 1: Price Reduction Details - Semaglutide injection prices have been reduced from 1893.67 yuan to 987.48 yuan for the 2.27mg/ml, 3ml specification, and from 2463 yuan to 1284.36 yuan for the 3.2mg/ml, 3ml specification, effectively halving the original prices [2]. - The price reduction is a result of proactive adjustments by the manufacturer, Novo Nordisk, and is expected to alleviate the financial burden on patients [2]. - Another GLP-1 drug, Tirzepatide, is also seeing price reductions, with pre-sale prices as low as 450 yuan per 2.4ml:10mg specification, down from an official price of 2180 yuan [4]. Group 2: Market Dynamics - The GLP-1 class of drugs is becoming increasingly competitive, with Novo Nordisk's Semaglutide facing competition from Eli Lilly's dual-target Tirzepatide and the impending market entry of Semaglutide biosimilars [5]. - As of now, there are 10 domestic biosimilar applications for Semaglutide, with the patent expiration date for Novo Nordisk in China set for March 20, 2026 [5]. - New GLP-1 innovative drugs are also in the pipeline, with applications for drugs like Incretin and HRS9531 already accepted [5]. Group 3: Industry Impact - The price reductions indicate a breaking of the market ceiling, which may significantly impact the industry, suggesting that previously expected excess profits may no longer be attainable [6]. - The pricing strategies of imported GLP-1 weight loss drugs will likely influence the pricing of future GLP-1 products entering the market [6].

2025.12. 29 本文字数：1103，阅读时长大约2分钟 作者 | 第一财经 林志吟 封图 | AI生成 曾经一支难求的进口GLP-1减肥药，现在已进入降价通道了。 替尔泊肽的研发厂家是礼来，替尔泊肽的降糖适应证将于明年1月1日正式纳入医保。礼来方面尚未 披露替尔泊肽的降糖适应证具体医保支付价。 不过，一些电商平台已在启动替尔泊肽在院外市场的降价预售活动，这里面也涉及减肥适应证。 比如替尔泊肽2.4ml:10mg规格产品，预售到手价低至450元/支，相当于原来官方指导价2180元/ 支两折左右。有电商平台显示，降价后的产品于2026年1月5日发货。 肥胖是一种复杂的慢性疾病，是心血管疾病、2型糖尿病及部分癌症等非传染性疾病的重要诱因，也 会加重传染性疾病患者的病情。GLP-1（胰高血糖素样肽-1）类药物成为肥胖治疗的"黑科技"。截 至目前，中国有六种药物获批用于成人原发性肥胖患者减重治疗，其中有五种药属于GLP-1（胰高 血糖素样肽-1）类药物，包括司美格鲁肽、替尔泊肽、玛仕度肽等。 近日，在云南省药品集中采购平台和四川省药械招标采购服务中心上，都出现了进口减肥药司美格鲁 肽（商品名：诺和盈）注射液降价 ...