港股概念追踪 | 首款国产GLP-1双靶点减肥药获批上市国内多家药企布局减肥药赛道(附概念股)

智通财经2025-06-30

智通财经APP获悉，6月27日，信达生物(01801)研发的首款国产减重创新药玛仕度肽注射液(商品名：信尔美)获国家药监局批准上市，用于成人肥胖或超重患者的长期体重控制。该药物也是全球首个GCG/GLP-1双受体激动减重药物，有望打破目前由跨国巨头诺和诺德、礼来主导的全球减重药领域双雄争霸的格局。据悉，中国已获批了四款GLP-1减肥药上市，分别是利拉鲁肽、贝那鲁肽、司美格鲁肽及替尔泊肽，前两款药物...

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受体，能够促进肝脏脂肪分解，增强能量消耗，从而改善脂肪肝。这种双管齐下的机制，不仅具有协同减重效果，还能直接改善肝脏脂肪代谢，缓解肥胖带来的脂肪肝等问题。根据上个月在《新英格兰医学杂志》(NEJM)上发表的一项GLORY-1三期临床结果，近半数患者减重幅度超过15%。研究结果显示，在用药48周时，4mg玛仕度肽组和6mg玛仕度肽组体重减轻至少15%的受试者比例分别达到35.7%和49.5%以上。玛仕度肽GLORY-1研究的牵头研究者、北京大学人民医院纪立农教授表示，初步看，玛仕度肽减重效果可优于司美格鲁肽。除了信达生物的玛仕度肽，国内还有多家药企的减肥药处于不同研发阶段。恒瑞医药的GLP-1/GIP双靶点药物HRS-7535在Ⅲ期临床试验中取得了显著的减重效果，减重效果达18%。华东医药的口服小分子GLP-1激动剂HDM1002已进入Ⅱ期临床，双靶点药物HDM1005(GLP-1/GIP)的研发也处于行业领先水平。丽珠集团的司美格鲁肽生物类似药LZ001已启动Ⅲ期临床，原料药产能规划为2吨。据中研普华数据，2025年中国GLP-1类减肥药市场将迎来显著增长，市场规模有望突破150亿元，渗透率预计从2023年的不足5%提升至18%~20%。分析人士表示，减肥产品的定价比较高，主要是中高端人群使用，且国产药品的上市时间晚于外资。此时，市场的认可度决定了国产GLP-1的未来发展空间。光大证券认为，随着国产减肥药即将步入商业化，销售能力将成为考量企业未来竞争优势的重大要素，同时具备领先研发进度和强大销售执行力的企业将占据商业化竞争的优势地位。随着终端需求的持续扩容，整个GLP-1产业链将持续步入景气度上行通道。相关概念股：信达生物(01801)：作为玛仕度肽的研发主体之一，信达生物拥有中国权益。其获批上市是信达生物在心血管及代谢领域的重要里程碑，将助力公司抢占国内减肥药市场份额，提升业绩与市场竞争力。来凯医药-B(02105)：来凯医药此前宣布，其自主研发的LAE102(ActRIIA单克隆抗体)针对超重/肥胖在中国开展的I期临床试验进展顺利：单次剂量递增(SAD)研究中的全部64名受试者(分为8个静脉输注和皮下注射递增剂量队列)，均已完成给药。歌礼制药-B(01672)：歌礼制药5月20日宣布，其自主研发的脂肪靶向小分子THRβ激动剂ASC47联合司美格鲁肽治疗肥胖症的美国临床研究已完成首批受试者给药。ASC47单药疗法在Ib期肥胖受试者研究中显示出长达40天的半衰期，并且在头对头比较的饮食诱导肥胖小鼠模型中，低剂量ASC47与司美格鲁肽联合用药比司美格鲁肽单药疗法多减重56.7%，且不减肌。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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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港股概念追踪 | 首款国产GLP-1双靶点减肥药获批上市 国内多家药企布局减肥药赛道(附概念股)

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港股概念追踪 | 首款国产GLP-1双靶点减肥药获批上市国内多家药企布局减肥药赛道(附概念股)