减肥神药“冷暖不一”：罗氏31亿美元重金布局，辉瑞再次放弃在研产品

澎湃新闻2023-12-04

成功与失败交织的GLP-1赛道依然让跨国药企巨头们心甘情愿打开自己的钱包。当地时间12月4日，知名跨国药企罗氏宣布，已签订最终收购协议，收购总部位于美国的公司Carmot。根据协议，罗氏将向Carmot支付27亿美元的预付款以及4亿美元的额外里程碑付款。交易完成后，罗氏将获得Carmot目前的研发组合，包括所有临床和临床前资产，Carmot及其员工将作为罗氏制药部门的一部分加入罗氏集团。不过，这次...

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research","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PFE":1},"content_text":"成功与失败交织的GLP-1赛道依然让跨国药企巨头们心甘情愿打开自己的钱包。当地时间12月4日，知名跨国药企罗氏宣布，已签订最终收购协议，收购总部位于美国的公司Carmot。根据协议，罗氏将向Carmot支付27亿美元的预付款以及4亿美元的额外里程碑付款。交易完成后，罗氏将获得Carmot目前的研发组合，包括所有临床和临床前资产，Carmot及其员工将作为罗氏制药部门的一部分加入罗氏集团。不过，这次总额高达31亿美元的收购案最受外界关注的是，罗氏将获得多款GLP-1产品，这意味着罗氏正式入局今年以来在全球大火的GLP-1赛道。罗氏宣布收购Carmot从公开信息来看，Carmot主要包括三款GLP-1产品，产品适应证覆盖糖尿病、减重，涉及口服、注射等剂型。罗氏在新闻稿中称，Carmot处于临床阶段的研发管线，无论是作为独立药物还是与罗氏内部的产品组合，在治疗肥胖、糖尿病和其他疾病方面具备巨大的潜力。具体来看，三款GLP-1产品包括CT-388，这是一款双重GLP-1/GIP激动剂，目前处于2期临床阶段，罗氏称，该药具有作为肥胖及其合并症best-in-class（同类最佳）疗法的潜力。此外，CT-996是每日一次的口服小分子GLP-1受体激动剂，目前处于1期，旨在治疗伴或不伴2型糖尿病的肥胖患者，而CT-868是每日一次皮下注射的双重GLP-1/GIP受体激动剂，目前处于2期，拟用于治疗超重或肥胖的1型糖尿病患者。今年以来，原本用于糖尿病治疗的GLP-1类药物因其减重效果在全球走红，被部分人奉为“减肥神药”。从商业角度来看，GLP-1也在创造新的业绩神话：丹麦的诺和诺德前三季度Wegovy（司美格鲁肽减重适应证的英文商品名）销售217.29亿丹麦克朗，同比增长481%；礼来仅靠GLP-1药物Tirzepatide的糖尿病适应证前三季度就收入29.6亿美元。一款创新药平均需要花费10年时间、10亿美元，但最终成功上市的概率不到10%。在医药行业广为流传的三个“10”始终提示着做一款创新药的难处和不确定性。在火热的GLP-1赛道，有药企因此成为巨头，遭遇坎坷的也不乏巨头。当地时间12月1日，辉瑞宣布其一天口服两次的GLP-1类在研药物danuglipron的2b期数据，并宣布由于观察到患者的不良反应发生率很高，且相当一部分患者因无法忍受副作用而停止用药，因此公司决定不再推进这款口服减肥药的三期临床。这些副作用包括高达73%的入组者出现恶心，47%出现呕吐，25%出现腹泻。辉瑞口服减肥药存在一些患者无法忍受的副作用这已经是辉瑞第二次放弃GLP-1在研产品。今年6月，辉瑞宣布，终止每日一次口服GLP-1候选药物Lotiglipon的开发，原因是基于安全性考量。同样是在6月，阿斯利康终止了旗下口服GLP-1候选药物AZD0186的临床研发，原因是其疗效和耐受性未能优于目前正在开发或已经上市的其他药物。今年4月，阿斯利康还宣布放弃已经进入2b/3期阶段的GLP-1/GCGR双靶点激动剂Cotadutide，原因是相关数据显示该药在降糖和减重上与另一款已上市的GLP-1类药物利拉鲁肽相比没有显示出更明显的优势。放弃一两款药的故事无疑给GLP-1赛道泼了一盆冷水，但很现实，药企巨头并未因此舍弃这一黄金赛道。罗氏重金收购加码之外，阿斯利康11月9日宣布，以最高超过20亿美元的金额与国内的诚益生物就ECC5004达成独家许可协议。ECC5004是每日一次的口服在研GLP-1类药物，用于治疗肥胖症、2型糖尿病和其他心血管代谢疾病。辉瑞表示，计划在2024年上半年公布danuglipron每日一次的二期试验数据，这将为未来指明方向。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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