司美格鲁肽口服减重药已开出超60万张处方，市场空间还有多大

第一财经04-06

除了礼来的竞争之外，诺和诺德面临的更大挑战在于司美格鲁肽的核心专利在包括中国在内的国家已经到期，这也令大量仿制药即将涌入这些市场。　　随着越来越多的GLP-1类减重药开始走向市场，竞争也变得更加激烈。不过，在诺和诺德CEO迈克·杜斯塔尔（Mike Doustdar）看来，减重药市场规模庞大，制药行业目前仅触及“皮毛”。　　在下周即将召开肥胖医学协会年会前，杜斯塔尔接受媒体采访时表示，包括...

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How much market space is there?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVOX":0.6,"NVO":1.96,"LLY":1.85,"NVOH":0.6},"content_text":"除了礼来的竞争之外，诺和诺德面临的更大挑战在于司美格鲁肽的核心专利在包括中国在内的国家已经到期，这也令大量仿制药即将涌入这些市场。\n　　随着越来越多的GLP-1类减重药开始走向市场，竞争也变得更加激烈。不过，在诺和诺德CEO迈克·杜斯塔尔（Mike Doustdar）看来，减重药市场规模庞大，制药行业目前仅触及“皮毛”。\n　　在下周即将召开肥胖医学协会年会前，杜斯塔尔接受媒体采访时表示，包括诺和诺德、礼来以及美国的多款减重药复方制剂生产商在内，目前所提供的减重药合计仅能满足10%至15%的肥胖症患者需求。\n　　杜斯塔尔的这番表态正值诺和诺德与另一家减重药巨头礼来的竞争蔓延至口服制剂领域。由于投资人担心诺和诺德的司美格鲁肽减重药市场份额进一步下滑，今年至今，诺和诺德股价累计跌幅接近30%，目前市值不到1300亿美元。\n　　今年1月，诺和诺德的口服司美格鲁肽减重药率先推向美国市场，根据公司向第一财经记者最新披露的数据，目前这款口服减重药的处方量超过60万张。\n　　瑞银集团（UBS）估计，礼来公司的口服减重药物与诺和诺德的口服版司美格鲁肽在2026年合计将创造约50亿美元的收入。\n　　一场争夺GLP-1药物主导权的大战即将在两家公司之间打响。诺和诺德即将在今年的肥胖医学协会年会上发表一项口服司美格鲁肽减重药与礼来最新获批的口服减重药Orforglipron的间接治疗比较（ITC）数据。\n　　除了礼来的竞争之外，诺和诺德面临的更大挑战在于司美格鲁肽的核心专利在包括中国在内的国家已经到期，这也令大量仿制药即将涌入这些市场。在印度，已有至少10家司美格鲁肽仿制药推向市场；在中国，也有至少10家公司正在临床后期开发阶段或已经申报司美格鲁肽仿制药上市。\n　　对此，诺和诺德负责全球运营的副总裁埃米尔·拉森（Emil Larsen）承认，在印度这样的市场，GLP-1类减重药物的仿制药市场只会越来越拥挤。他同时强调，在与仿制药竞争时，诺和诺德最重要的制胜方法是在降价的同时，严格保证产品的质量。\n　　他还强调，对于巨大的减重药市场而言，应该更加聚焦提升药物的可及性。“事实上，诺和诺德的减重药产品在丹麦治疗的患者数量甚至超过了在（印度）这个全球人口最多的国家治疗的患者数量。”\n　　世界肥胖日官网指出，肥胖正成为全球性健康危机，全球已有超过10亿人患有肥胖症，仅中国和美国肥胖症患者人数就达约3亿人；到2035年，全球肥胖及超重人群总数预计将增加至40亿人。\n　　从长远来看，分析师认为口服药物将扩大肥胖症治疗的覆盖范围。晨星公司估计，到2034年，口服减重药可能占据1800亿美元的全球减重药市场规模的约三分之一。医药商业情报公司Evaluate预测，到2030年，礼来及诺和诺德的口服减重药销售额合计预计将达到250亿美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭栩彤","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,"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":"4.40.0","shortVersion":"4.40.0","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/2625962091","isCrawlerRequest":true}