整理 | GLP1减重宝典内容团队 全球减重与代谢药物赛道再迎重磅进展。1月20日，美国临床试验注册网站显示，罗氏 已正式启动其GLP-1R/GIPR双重激动剂 RO7795068的首个III期临床试验。这项随机、双盲、安慰剂对照研究计划纳入约1600名受试者，标志着罗氏在GLP-1复合靶点领域迈 入决定性阶段，也意味着这一全球最拥挤的创新药赛道，正在进入真正的终局竞争。 RO7795068又名CT-388，最早由Carmot Therapeutics开发，是一款多肽类GLP-1R/GIPR双重激动剂。2023年12月，罗氏以约31亿美元 的价格完成对Carmot Therapeutics的收购，将包括RO7795068在内的多款肠促胰岛素相关候选药物收入麾下。这笔交易当时被视为罗 氏全面补齐代谢与肥胖领域管线的关键一步，而此次III期启动，意味着该资产已完成从并购逻辑向临床兑现逻辑的实质性跨越。 从已披露的早期临床数据来看，RO7795068展现出极具竞争力的疗效轮廓。在不伴2型糖尿病的肥胖或超重受试者中，I期研究显示，接 受RO7795068治疗24周后，经安慰剂校正的平均体重降幅达到18.8%。更值得注 ...

Core Insights - Eli Lilly has initiated two Phase III clinical trials, RENEW-ALC-1 and RENEW-ALC-2, for Brenipatide, a GLP-1/GIP dual-target drug aimed at treating moderate to severe alcohol use disorder (AUD), with a total enrollment of 1,100 patients expected to complete by April 2028 [4] - Brenipatide is the second GLP-1/GIP dual-target drug launched by Eli Lilly, following Tirzepatide, and it has previously entered Phase I trials for weight loss indications [6] - Eli Lilly is expanding the indications for its GLP-1 drugs, including the recent approval of the oral small molecule Orforglipron for clinical trials related to stress urinary incontinence (SUI), indicating a strategy to capture a broader market [6] Industry Context - GLP-1 (Glucagon-like peptide-1) is a hormone produced by intestinal L cells, classified as an incretin, which enhances insulin secretion and suppresses glucagon secretion in a glucose-dependent manner, delays gastric emptying, and reduces food intake through central appetite suppression, thus aiding in blood sugar reduction and weight loss [15] - The GLP-1 drug market is witnessing significant developments, with various drugs like Semaglutide, Liraglutide, and others being part of the expanding portfolio aimed at obesity and diabetes management [14]