中国医疗-2025 年 GLP-1 消费者调研：可及性、可负担性与治疗周期改善-China Healthcare_ 2025 GLP-1 consumer survey_ improving access, affordability and treatment duration

Summary of the China GLP-1 Consumer Survey Industry Overview - The report focuses on the GLP-1 drug market in China, particularly for treating type 2 diabetes (T2DM) and weight loss. - The survey conducted by UBS Evidence Lab indicates a generally improving user base for GLP-1 drugs in terms of access, affordability, and treatment duration. Key Findings User Access and Affordability - Access Improvement: 91% of respondents found it easy to access GLP-1 drugs in 2025, up from 67% in 2024. The percentage of those who found it "very easy" increased to 44% from 18% in 2024 [3][31]. - Affordability: 77% of respondents considered GLP-1 drugs "completely affordable," an increase from 69% in 2024 [3][31]. - Channel Shift: The ex-hospital channel has become the major access point for GLP-1 drugs, with 71% of users accessing them through this channel, up from 44% in 2024 [3][25]. Treatment Duration and Satisfaction - Longer Duration of Treatment (DoT): Expected DoT for T2DM and weight loss has increased to 15.3 months (up 18.6%) and 14.6 months (up 29.2%), respectively [4][57]. - User Satisfaction: Nearly 100% of users reported satisfaction with GLP-1 drugs, with 63% indicating they were "very satisfied," up from 29% in 2024 [4][42]. Product Preferences - Semaglutide Dominance: Injectable semaglutide remains the best-selling GLP-1 product in China, holding a 75.1% market share YTD [5][24]. - Domestic Product Awareness: Awareness of domestic products like mazdutide has increased, with its sales ramping up significantly post-launch [5][17]. - User Preferences: 48% of respondents preferred imported products due to perceived lower side effects and better efficacy, while domestic products were favored for long-term supply and lower prices [3][45]. Side Effects and Concerns - Side Effect Concerns: The main concerns for users include digestive system issues, with 53% reporting this as a concern, down from 69% in 2024 [73][101]. - Non-User Concerns: Among non-users keen to lose weight, 70% cited side effects as their top concern, followed by doubts about efficacy [45][46]. Market Dynamics - Shift in Treatment Lines: There is a notable shift towards using GLP-1 drugs as a second-line therapy for T2DM, with 50% of users now using them as such, up from 32% in 2024 [87]. - Future Prospects: The report highlights strong momentum for companies like Innovent with mazdutide and Hengrui with HRS-9531, which is under NDA review for weight loss treatment expected to launch in 2026 [2][5]. Additional Insights - Demographics of Respondents: The survey included 830 respondents with a balanced distribution across gender, city tier, and age [7]. - Income Levels: The median monthly household income of respondents was Rmb22,500, with 59% earning between Rmb15,000 and Rmb24,999 [7][15]. This comprehensive analysis indicates a positive trend in the GLP-1 market in China, with increasing access, affordability, and user satisfaction, alongside a growing preference for both imported and domestic products.