中国医疗保健-肥胖症发展_中国肥胖症关键意见领袖（KOL）活动纪要-China Healthcare_ Pharmaceuticals_ The Obesity Evolution_ Notes From China Obesity KOL Event

Summary of China Obesity KOL Event Industry Overview - The focus is on the China obesity market, which is currently under-penetrated with significant potential for growth [2][3][6] Key Insights 1. Market Potential: The obesity market in China has substantial growth potential due to its current under-penetration [2][3] 2. GLP-1 Therapies: The brand value of currently approved GLP-1 therapies in China is considered modest, primarily due to their short market presence and high costs, which significantly influence patient adoption [2][3][6] 3. Patient Demographics: GLP-1 therapies are mainly utilized by the younger generation (under 40 years old) for cosmetic weight loss rather than for health-related obesity treatment, unless severe comorbidities are present [3][6] 4. Tirzepatide Uptake: Tirzepatide has shown strong market uptake due to its effective weight loss results and manageable safety profile, with fewer gastrointestinal adverse events reported compared to competitor GLP-1s [2][3][7] 5. Cost Considerations: The current price range for GLP-1 therapies is between RMB 4,000 to RMB 4,500 (approximately $560 to $630) per month, with potential for significant price reductions (up to 90%) upon the entry of generics [6][7] 6. Oral and Long-acting GLP-1s: Oral and long-acting GLP-1s are expected to drive market expansion, particularly in less developed regions due to lower supply chain requirements and potentially lower prices [7] 7. Government Reimbursement: There is caution regarding government reimbursement for obesity treatments due to high costs, although potential exists if cardiovascular or other comorbidity benefits are recognized [3][6] 8. Online Purchases: The popularity of purchasing weight loss drugs online is increasing, although this trend may face regulatory changes if serious adverse events arise [6][7] Additional Considerations - The average treatment duration for GLP-1s in China is currently 2-3 months, with patients not yet viewing it as a lifelong therapy [7] - The KOL was unaware of a compounded GLP-1 market in China but noted sufficient capacity to significantly lower active pharmaceutical ingredient (API) costs [7] - Direct-to-consumer (DTC) advertising significantly impacts patient preferences, especially when potential benefits on comorbidities are recognized [7] This summary encapsulates the critical insights from the KOL event regarding the current state and future potential of the obesity treatment landscape in China, particularly focusing on GLP-1 therapies and market dynamics.