礼来重磅口服减肥药试验取得新进展：针剂转口服后有效维持减重成果，已向FDA递交上市申请

华尔街见闻12-18

礼来在研口服GLP-1减肥药orforglipron后期试验证实，患者可在礼来的Zepbound或诺和诺德的Wegovy注射剂切换至orforglipron口服药后，有效维持减重，缓解停针反弹这一核心痛点。公司已向FDA提交上市申请并获优先审评。凭借“无针化”优势，礼来有望在口服减重药赛道中抢占诺和诺德的存量市场。礼来公司旗下在研口服减肥药orforglipron在最新后期临床试验中取得关键进展，...

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Lilly's blockbuster oral diet drug trial has made new progress: it effectively maintains weight loss results after the injection is converted to oral administration, and has submitted a marketing application to the 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Kenneth Custer 在声明中表示，肥胖症是一种慢性、进展性疾病，维持减重效果对许多人来说仍是重大挑战。他认为，若该药获批，将为全球数百万肥胖症患者提供一个便捷的替代方案。抢占诺和诺德存量市场行业分析师认为，该试验最显著的指标在于患者从竞争产品Wegovy转药后的表现。BMO Capital Markets分析师 Evan Seigerman 在10月的一份报告中指出，该试验的积极结果为礼来提供了“独特的机会”，使其能够从长期接受索马鲁肽（诺和诺德Wegovy和降糖药Ozempic的活性成分）治疗的人群中攫取收入份额。与诺和诺德的口服药不同，礼来的orforglipron并非肽类药物。这意味着它更易被人体吸收，且不像诺和诺德的同类产品（如Rybelsus）那样有严格的饮食限制。这种非肽类小分子的特性可能在患者依从性和长期用药便利性上更具优势。安全性与市场份额预测安全性方面，orforglipron的整体表现与此前的后期研究一致。最常见的不良反应为胃肠道相关症状，程度通常为轻度至中度。试验中未观察到肝脏安全问题。统计显示，由于副作用导致停药的比例在不同组别间保持在较低水平：从Wegovy转药组为4.8%，从Zepbound转药组为7.2%。相比之下，两组对应切换至安慰剂组的停药率分别为7.6%和6.3%。有关该试验的完整数据预计将于明年的医学会议上正式公布。高盛分析师预计，到2030年，口服药细分市场的规模将达到约220亿美元。他们预测礼来的orforglipron届时将占据口服药市场约60%的份额（约136亿美元），而诺和诺德的口服索马鲁肽份额约占21%（约40亿美元）。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","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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