比司美格鲁肽多减35%体重！辉瑞减肥药能否突破GLP-1药物疗效瓶颈

第一财经06-08

国内GLP-1减肥药市场的竞争，已从“有无”之争进入到拼疗效阶段。　　6月8日，辉瑞宣布其GLP-1受体激动剂埃诺格鲁肽与司美格鲁肽的头对头研究（SLIMMER-UP-SWITCH）关键数据，在2026年美国糖尿病协会（ADA）科学年会上作为“最新突破（Late Breaking）”正式公布。　　这项II期、随机、开放标签研究的中期分析显示，埃诺格鲁肽在减重疗效上显著优于司美格鲁肽，20周体重降幅...

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href=http://finance.eastmoney.com/a/202606083763671017.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国内GLP-1减肥药市场的竞争，已从“有无”之争进入到拼疗效阶段。　　6月8日，辉瑞宣布其GLP-1受体激动剂埃诺格鲁肽与司美格鲁肽的头对头研究（SLIMMER-UP-SWITCH）关键数据，在2026年美国糖尿病协会（ADA）科学年会上作为“最新突破（Late Breaking）”正式公布。　　这项II期、随机、开放标签研究的中期分析显示，埃诺格鲁肽在减重疗效上显著优于司美格鲁肽，20周体重降幅...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202606083763671017.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999011175.SGD","symbol_name":"Nikko AM Global Dividend Equity Dis 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Can Pfizer weight loss drugs break through the bottleneck of GLP-1 drug efficacy","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVOH":0.6,"NVO":1.86,"NVOX":0.6,"PFE":1.95},"content_text":"国内GLP-1减肥药市场的竞争，已从“有无”之争进入到拼疗效阶段。　　6月8日，辉瑞宣布其GLP-1受体激动剂埃诺格鲁肽与司美格鲁肽的头对头研究（SLIMMER-UP-SWITCH）关键数据，在2026年美国糖尿病协会（ADA）科学年会上作为“最新突破（Late Breaking）”正式公布。　　这项II期、随机、开放标签研究的中期分析显示，埃诺格鲁肽在减重疗效上显著优于司美格鲁肽，20周体重降幅较司美格鲁肽提高35%，腰围降幅提高20%，实现体重减轻≥10%的患者比例接近于司美格鲁肽的2倍。　　国内已上市的GLP-1减肥药中，埃诺格鲁肽属于较晚面世的一款药，直到今年5月31日才正式上市。而司美格鲁肽是诺和诺德旗下的GLP-1药物。据摩熵医药数据库统计，司美格鲁肽自2021年国内上市以来，销售额持续攀升，2024年国内全终端医院市场销售额超41亿元，2025年前三季度也达到34亿元，同比增长6.64%，在国内院内GLP-1市场占据99.95%的绝对垄断份额。　　这两款药物都属于GLP-1单靶点药物，但之间仍存在区别，司美格鲁肽属于非偏向型GLP-1受体激动剂，埃诺格鲁肽则属于cAMP偏向型GLP-1受体激动剂，进一步优化了GLP-1受体的信号传导。该研究也希望能通过直接临床证据验证cAMP偏向型GLP-1受体激动剂这一机制的临床优势。　　具体看本次研究，在国内17家研究中心共纳入了163名成年肥胖患者（体重指数BMI≥30kg/m²），参与者按1:1随机分组接受同等剂量（2.4mg）的埃诺格鲁肽或司美格鲁肽每周一次皮下注射。　　研究数据显示：治疗20周时，埃诺格鲁肽组和司美格鲁肽组参与者体重较基线平均降幅分别为12.8%和9.5%（P<0.0001）。体重降幅≥5%的参与者比例，埃诺格鲁肽组为99%，司美格鲁肽组86%（P<0.01）。体重降幅≥10%的参与者比例，埃诺格鲁肽组为74%，司美格鲁肽组40%（p<0.001）。<>　　6月8日上午，在一场直播会上，北京大学人民医院内分泌科主任纪立农教授表示，该研究展示了在相同剂量的情况下，cAMP偏向型GLP-1受体激动剂可能相比非偏向型GLP-1受体激动剂有更强的减重效果，但后续仍需要在三期临床研究中进一步验证。　　肥胖是一种复杂的慢性疾病，是心血管疾病、2型糖尿病及部分癌症等非传染性疾病的重要诱因，也会加重传染性疾病患者的病情。根据国家卫生健康委《肥胖症诊疗指南（2024年版）》，中国成年人超重率已达34.3%，肥胖率为16.4%。　　GLP-1减肥药通过模拟人体自身激素来抑制食欲、延缓胃排空，帮助实现减重，给肥胖症治疗带来新的路径。　　上海市第十人民医院内分泌代谢科主任医师曲伸教授表示，肥胖患病率上升快，但控制效果却未达预期，现有治疗仍面临很大挑战。从药物研发角度看，主要集中在GLP-1药物这类药物上，后者虽有效，但临床治疗理念尚未统一，长期用药仍是核心难题。　　“医生与患者对药物长期使用信心不足的原因，主要有两方面，一是疗效瓶颈与反弹问题，GLP-1类药物长期使用后，减重效果会进入平台期，甚至随着时间推移会出现一些体重反弹；二是很大一部分患者在剂量递增过程中因副作用问题导致无法坚持长期治疗，这些问题有待解决。”曲伸说。　　面对临床现状，当前GLP-1的药物研发有两条核心路径：一是多靶点叠加以提升减重效果；二是单靶点深度优化。　　埃诺格鲁肽也试图解决传统减重治疗中疗效与耐受性难以兼顾的行业难题。　　北京协和医院内分泌科主任医师于淼教授亦表示，体重管理需要终身管理，药物的长期价值也需要从“全程”视角评估：一是多久才会进入平台期，二是停药后多久才会出现反弹，这些关系到药物疗效的持久性和患者的最终获益。偏向型GLP-1受体激动剂能否进一步提高患者的耐受性，仍需要在更大规模人群中进行验证。（文章来源：第一财经）","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,"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":"4.43.1","shortVersion":"4.43.1","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/2641100049","isCrawlerRequest":true}