减肥药双雄对决升级！礼来杀入“口服版”战场

格隆汇04-02

减肥药双雄的战火燃烧到口服领域。4月的第一天，礼来口服GLP-1减肥药Foundayo获FDA批准上市。这标志着全球减肥药市场正式打响口服药竞赛新战场。受消息影响，礼来股价盘中一度大涨6%。周三收涨3.78%报954.52美元，目前总市值9018.49亿美元。50天闪电获批！对礼来而言，这是一个重大里程碑。据悉，Foundayo是礼来公司第二款获得美国FDA批准的减肥药物。礼来声明称，它是唯一一款...

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Eli Lilly enters the \"oral version\" battlefield","themeId":"ce4b7877932b5a888416bb320979bf5f","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVOX":0.6,"ELIL":0.6,"LLY":1.98,"LLII":0.6,"ELIS":0.6,"NVOH":0.6,"LLYX":0.6,"LLYZ":0.6},"content_text":"减肥药双雄的战火燃烧到口服领域。4月的第一天，礼来口服GLP-1减肥药Foundayo获FDA批准上市。这标志着全球减肥药市场正式打响口服药竞赛新战场。受消息影响，礼来股价盘中一度大涨6%。周三收涨3.78%报954.52美元，目前总市值9018.49亿美元。50天闪电获批！对礼来而言，这是一个重大里程碑。据悉，Foundayo是礼来公司第二款获得美国FDA批准的减肥药物。礼来声明称，它是唯一一款随时能吃、每日服用一次、无需限制饮食或饮水的GLP-1口服减肥药片。Foundayo将提供六种剂量。起始剂量为0.8 mg，至少30天后增加至2.5 mg，再过30天后增加至5.5 mg。根据治疗反应和耐受性，剂量可在每个剂量水平下至少30天后进一步增加至9 mg、14.5 mg或17.2 mg。定价方面，拥有保险的患者通过优惠券最低每月仅需支付25美元。自费患者根据剂量不同，每月费用在149美元至349美元之间。Foundayo将通过礼来直销平台LillyDirect销售，并从4月6日开始发货，此后陆续进入美国零售药店和远程医疗服务提供商广泛供应。值得一提的是，礼来Foundayo从递交申请到正式获批，仅用了50天。打破了自2002年以来新分子实体（NME）的最快审批纪录，提前了整整294天。礼来首席执行官Dave Ricks表示，这是一个重要时刻。“我们在这一类药物领域已经耕耘了20年，从最早的GLP-1药物一路发展至今。这款产品或许不是更高效的选择，但它更易获得、更容易融入日常生活。”礼来于2018年从日本制药商处获得了Foundayo的活性成分orforglipron的授权，仅支付了5000万美元的前期费用，便获得全球权益。礼来公司预计，Foundayo将在未来一年内在40多个国家获得批准。自2020年以来，该公司已在生产方面投资超过550亿美元，包括新建生产基地和扩建现有工厂以生产该药片。但这种药物的市场潜力仍存在疑问。它的减肥效果不如礼来公司最畅销的注射剂Zepbound。据FactSet的数据显示，分析师预计Foundayo到2030年的销售额将达到147.9亿美元。相比之下，减肥药Zepbound的预期销售额为246.8亿美元，而Mounjaro的预期销售额为448.7亿美元。双雄争霸礼来口服药的到来，意味着诺和诺德的口服版Wegovy不再独美。诺和诺德的口服Wegovy于去年12月获批，目前已在美国开出超过60万张处方。而Foundayo的推出时间仅比Wegovy口服版晚约三个月。这意味着两家减肥药巨头将围绕GLP-1新药展开下一轮对决。对比来看，礼来Foundayo与诺和诺德Wegovy药片的价格相近，但Wegovy口服版必须每天早上空腹服用，且需等待30分钟后方可进食或饮水。减重效果方面，临床试验数据显示，Foundayo平均帮助患者减重12.4%；Wegovy减肥药平均减重约16.6%。需要注意的是，口服减肥药效果要低于注射型。其中，礼来的注射剂Zepbound和Wegovy注射剂型的减重效果最高超过20%。随着Foundayo的获批，口服减重药成新战场。全球减重药市场也将进入“注射+口服”双轨并行、疗效与性价比双向竞争的新时代。BMO Capital Markets分析师Evan David Seigerman表示，较低价格以及“口服替代注射”的便利性，将吸引更多潜在患者进入市场。分析师认为，Foundayo的成功上市是礼来公司股价从近期疲软中复苏的关键，该公司股价今年已下跌约14%。Leerink Partners分析师David Risinger则称，诺和诺德与礼来将在GLP-1口服药领域展开一场‘王者之战’。","kind":"highlight","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2624213745","isCrawlerRequest":true}