随着数百万美国人开始使用GLP-1类减重药，减重药厂商开始投入大量资金面向消费者进行直接的 营销。机构Bernstein分析数据显示，目前约有12%的美国人正在服用这类药物。 2026.02. 10 本文字数：878，阅读时长大约2分钟 作者 | 第一财经 钱童心 美国食品和药物管理局（FDA）日前向减重药司美格鲁肽厂商诺和诺德发出警告信，称该公司的口 服减重药电视广告带有误导性。 FDA的这封警告信正值减重药竞争加剧之际。诺和诺德、礼来等减重药厂商借今年的美国超级碗投 放了大量电视广告。 但诺和诺德称，FDA的最新警告不涉及超级碗广告，而是常规播放的关于司美格鲁肽口服减重药电 视广告。 去年年底，司美格鲁肽口服减重药获得美国FDA批准，成为全球首个获批上市的GLP-1类口服减重 药，早于竞争对手礼来。该药物于今年年初正式在美国上市销售，但尚未在中国上市销售。 在FDA的警告信中，监管机构认为，诺和诺德的电视广告误导性地暗示，与其他GLP-1类减重药相 比，司美股鲁肽口服减重药效果更佳。这种宣传违反了美国联邦食品、药品和化妆品法。FDA要求 诺和诺德立即采取行动解决这种违规行为，包括停止所有包含误导性信息的广 ...

FDA的这封警告信正值减重药竞争加剧之际。诺和诺德、礼来等减重药厂商借今年的美国超级碗投放了 大量电视广告。 美国食品和药物管理局（FDA）日前向减重药司美格鲁肽厂商诺和诺德发出警告信，称该公司的口服减 重药电视广告带有误导性。 FDA的这封警告信正值减重药竞争加剧之际。诺和诺德、礼来等减重药厂商借今年的美国超级碗投放了 大量电视广告。 但诺和诺德称，FDA的最新警告不涉及超级碗广告，而是常规播放的关于司美格鲁肽口服减重药电视广 告。 随着数百万美国人开始使用GLP-1类减重药，减重药厂商开始投入大量资金面向消费者进行直接的营 销。机构Bernstein分析数据显示，目前约有12%的美国人正在服用这类药物。 在FDA的警告信中，监管机构认为，诺和诺德的电视广告误导性地暗示，与其他GLP-1类减重药相比， 司美股鲁肽口服减重药效果更佳。这种宣传违反了美国联邦食品、药品和化妆品法。FDA要求诺和诺德 立即采取行动解决这种违规行为，包括停止所有包含误导性信息的广告。 FDA还指出，诺和诺德的广告暗示了司美格鲁肽减重药除了减重之外的益处，如情绪缓解、心理负担减 轻等，而这些好处尚未得到证明。 对此，诺和诺德回应称，将 ...

Core Insights - Oral weight loss medications are projected to capture 24% of the global weight loss therapy market by 2030, translating to a market size of approximately $22 billion based on an overall weight loss drug market of about $95 billion [1][2] Group 1: Novo Nordisk's Oral Semaglutide - Novo Nordisk's oral version of GLP-1 weight loss drug, semaglutide, was officially launched in the U.S. on January 5, just two weeks after FDA approval [1] - The stock price of Novo Nordisk surged over 5% following the launch, while competitor Eli Lilly's stock fell by 3.6% [1] - The monthly treatment cost for self-paying patients ranges from $149 to $299, significantly reduced from the initial $1,000 monthly cost of the injectable version [1] - The starting dose of oral semaglutide is 1.5 mg, priced at $149 per month, with a planned price increase for higher doses after April 15 [1] Group 2: Clinical Trial Results - In a Phase III clinical trial involving over 300 obese but non-diabetic adults, patients on the highest dose of oral semaglutide lost an average of 16.6% of their body weight after 64 weeks, with an average weight loss of 13.6% overall [2] Group 3: Competitive Landscape - Eli Lilly's oral GLP-1 weight loss drug, orforglipron, is expected to receive approval in the first quarter of this year, with clinical data showing an average weight loss of 10.5% at the highest dose [2] - The oral weight loss therapy market is becoming a competitive battleground among major pharmaceutical companies [2] - Goldman Sachs estimates that Eli Lilly's oral drug could capture about 60% of the oral weight loss drug market, valued at approximately $13.6 billion, while Novo Nordisk's oral semaglutide is expected to hold around 21% of the market, worth about $4 billion [2]