截止 1月23日当周处方量突破2.6万个 ，口服司美格鲁肽片成为诺和诺德在 2026开年彰显其在糖尿病和肥胖症领域主导地位的代表之作。 在刚刚结束的 2026年JPM医疗健康大会上，诺和诺德并未回避竞争日益加剧的国际市场，反而 释放 出一个 强 有力的 信号： GLP-1 赛道 的下半场， 将由 口服制剂 主导 。 诺和诺德的战略方向正转向主动收缩与聚焦。公司计划在 2026年将业务重新集中至糖尿病与肥胖症两大核心领域，从而结束此前相对分散的业务布局。 此外，该公司预测口服减重药未来将占据重要市场份额，超过三分之一的肥胖患者可能倾向于选择此类疗法，而非传统的注射制剂。 此次战略回归的核心，正是全球首款 口服 大分子药物 ——口服司美格鲁肽片。该药于年初刚刚在美国上市，商品名为 Wegovy Pill 。 1月5日 一经上 市，便迅速成为当地肥胖症市场的明星产品， 处方量从首四天的 3,071个跃升至截至1月16日当周的逾18,000个，并于截至1月23日当周进一步达到 26,109个，展现强劲上市势头 。 口服多肽曾被视为制药界的 "圣杯"。这在科学上极难实现，胃肠道是生物进化的杰作，专门用来防御外来蛋白。胃 ...

Core Viewpoint - GLP-1 receptor agonists (GLP-1RA) have gained significant attention due to their broader health benefits beyond diabetes management, including weight loss and metabolic disorder management [6][8]. Group 1: Mechanism and Benefits - GLP-1RA, such as semaglutide and tirzepatide, help regulate blood sugar levels and have a wide distribution of GLP-1 receptors in various organs, enhancing their effectiveness [6][8]. - These medications assist diabetic patients in managing weight, lowering blood pressure, and improving lipid profiles, contributing positively to overall health [8]. Group 2: Oral Administration and Innovation - The development of oral GLP-1RA, particularly semaglutide, faced challenges in preventing degradation by gastric enzymes, which was overcome using the innovative SNAC technology [9]. - SNAC enhances the permeability of semaglutide and protects it from degradation, allowing for effective absorption and rapid entry into the bloodstream [9]. Group 3: Clinical Evidence and Market Impact - Clinical studies have shown that semaglutide can lead to an average weight loss of 12.1% in Chinese adults, significantly outperforming placebo groups [11]. - The approval of semaglutide injection for long-term weight management by the National Medical Products Administration (NMPA) underscores its market value in China [13]. Group 4: Future Guidelines and Recommendations - GLP-1RA's position in treatment guidelines is rising, with recommendations for early use in certain diabetic patients, particularly those with cardiovascular risks [13]. - As an oral formulation, semaglutide is expected to gain further recognition in future guidelines, benefiting Chinese patients with more evidence-based support [14].