国产新减肥药上市，赛道竞争加剧！

制药网2025-07-16

【制药网行业动态】近日，信达生物的减肥药“玛仕度肽”在北京大学人民医院开出全国首张处方。此前的6月27日，国家药品监督管理局批准了玛仕度肽注射液上市，其适应症明确为成人肥胖或超重患者的长期体重控制。这一消息迅速在减肥领域掀起波澜，让本就竞争激烈的减肥药赛道火药味更浓。玛仕度肽是全球头个获批的胰高血糖素(GCG)/胰高血糖素样肽-1(GLP-1)双受体激动剂，其双激动作用机制堪称减重领域的一大突破...

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行业动态】近日，信达生物的减肥药“玛仕度肽”在北京大学人民医院开出全国首张处方。此前的6月27日，国家药品监督管理局批准了玛仕度肽注射液上市，其适应症明确为成人肥胖或超重患者的长期体重控制。这一消息迅速在减肥领域掀起波澜，让本就竞争激烈的减肥药赛道火药味更浓。玛仕度肽是全球头个获批的胰高血糖素(GCG)/胰高血糖素样肽-1(GLP-1)双受体激动剂，其双激动作用机制堪称减重领域的一大突破。简单来说，它在激动GLP-1受体以抑制食欲、减少热量摄入的基础上，还能同时激活GCG受体，而GCG受体的激活可以有效促进脂肪燃烧，降低内脏脂肪含量。这种双重作用叠加，使得玛仕度肽的减重效果相较于单一机制的药物更为显著，为肥胖患者带来了新的希望。玛仕度肽减重适应症3期临床试验(GLORY-1)的结果显示，在第48周时，玛仕度肽6mg组体重较基线平均降幅达到了14.8%，腰围减少11cm，这一数据对于那些长期受肥胖困扰的人来说，无疑是巨大的鼓舞。更值得关注的是，对于基线肝脏脂肪含量≥10%的受试者，其肝脏脂肪含量降幅高达80.2%，同时血压、血脂、血尿酸等多项代谢指标也得到了明显改善。随着玛仕度肽的上市，意味着其将与诺和诺德公司的减重版司美格鲁肽注射液(Wegovy)和礼来公司的替尔泊肽注射液展开直接竞争。从定价策略来看，玛仕度肽有2mg/支、4mg/支、6mg/支三种规格(均为2支装)，定价分别为630元/盒、1071元/盒、1460元/盒。其费用高于Wegovy，但低于替尔泊肽，处于一个中间价位。尽管面临着强劲的竞争对手，海通国际依然对玛仕度肽的市场表现充满信心，预测其2025年至2026年的销售额有望分别达到6亿元和18亿元，成为信达生物非肿瘤业务增长的核心驱动力。业内人士认为，玛仕度肽的上市不仅为有减重需求的人群提供了新的选择，更重要的是，它将进一步加速行业内的研发竞争。目前，国内已有20多家企业布局司美格鲁肽生物类似药，齐鲁制药已于2024年9月申报上市，成为第三家提交申请的国内企业。这些企业希望通过生物类似药的研发，在庞大的减肥药市场中分一杯羹。除了布局生物类似药，还有不少企业在积极探索新的靶点和作用机制。例如，杭州先为达生物的埃诺格鲁肽，其在临床试验中也展现出了良好的减重效果；华东医药的利拉鲁肽早已在市场上占据一定份额，如今也在不断优化升级。而恒瑞医药更是走在研发前沿，布局了GLP-1/GIP/GCG三靶点激动剂，试图通过多靶点协同作用，在下一代减重药物市场中抢占先机。就国内减重市场前景而言，随着人们生活水平的提高，饮食结构发生变化，肥胖人群的数量不断增加，以及人们的健康意识逐渐增强，对减重和健康管理的需求也日益旺盛，减重市场发展潜力巨大。数据显示，2021年至2027年间，中国体重管理市场预计年均增长10.6%，到2027年将达到926亿美元。未来，随着更多创新药物的研发和上市，减肥药市场的竞争格局还将不断发生变化。企业之间的竞争将不仅仅局限于药物的疗效和价格，还将涉及到市场推广、售后服务、患者管理等多个方面。而在这场竞争中，受益的无疑是广大有减重需求的消费者，他们将享受到更优质、更便捷、更个性化的减重服务和产品。同时，减肥药市场的蓬勃发展也将带动相关产业链的发展，为医药行业的进步注入新的动力。","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,"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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