多家药企公布“头对头”司美研究数据，诺和诺德坐不住了

澎湃新闻06-09 19:44

减肥药赛道再起波澜！因为一项减肥药的头对头研究数据，诺和诺德向辉瑞“开怼”。　　6月9日，减肥药巨头诺和诺德中国针对近期在2026年美国糖尿病协会（ADA）科学年会上公布的SLIMMER-UP-SWITCH研究的20周中期分析数据发布了一份说明称：“对于任何单一研究，均需在更完整的数据披露和多维度证据支持下进行综合、科学评估，避免片面解读带来的潜在误导。”　　诺和诺德点名的SLIMMER-UP-...

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still","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVOH":0.6,"PFE":1.89,"NVOX":0.6,"NVO":1.98},"content_text":"减肥药赛道再起波澜！因为一项减肥药的头对头研究数据，诺和诺德向辉瑞“开怼”。　　6月9日，减肥药巨头诺和诺德中国针对近期在2026年美国糖尿病协会（ADA）科学年会上公布的SLIMMER-UP-SWITCH研究的20周中期分析数据发布了一份说明称：“对于任何单一研究，均需在更完整的数据披露和多维度证据支持下进行综合、科学评估，避免片面解读带来的潜在误导。”　　诺和诺德点名的SLIMMER-UP-SWITCH研究涉及的药物是跨国药企巨头辉瑞/先为达生物的埃诺格鲁肽。这项研究属于多中心、随机、开放标签二期临床试验，在中国17家研究中心共纳入163名肥胖成人患者。　　上述二期研究的中期分析数据显示，埃诺格鲁肽在减重疗效上显著优于诺和诺德的司美格鲁肽，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。按照辉瑞的说法，上述数据证明“头对头研究证实辉瑞埃诺格鲁肽临床优势，减重降幅显著优于司美格鲁肽”。　　对辉瑞的结论，诺和诺德中国显然无法同意。　　诺和诺德中国在上述官方说明中指出，目前公布的SLIMMER-UP-SWITCH研究数据是20周中期分析结果，48周主要终点疗效与安全性研究尚未完成。该研究属于二期探索性研究规模，其结果仍有待更大样本及更长期研究进一步验证。此外，由于研究采用开放标签设计，研究者与受试者均知晓治疗分组，因此相关结果仍需结合更多长期随机对照研究综合评估。　　“我们始终欢迎并支持肥胖症治疗领域的科学创新，以及通过高质量循证研究不断推动患者长期健康获益。”诺和诺德中国进一步表示，辉瑞/先为达生物研究的中期结果与自家的STEP系列研究中观察到的减重版司美格鲁肽在第20周实现的减重结果存在明显差异。相关差异可能与研究设计、受试人群特征、样本量以及统计方法等因素有关，仍需进一步分析和验证。　　埃诺格鲁肽是全球首个获批上市的cAMP偏向型GLP-1减重药物，于今年1月在国内获批用于二型糖尿病。今年2月，辉瑞与杭州先为达生物宣布，双方就埃诺格鲁肽达成商业化战略合作协议。先为达生物将有权获得辉瑞支付的最高可达4.95亿美元的付款总额，包括首付款、注册及销售里程碑付款。到了3月，埃诺格鲁肽获批用于减重。　　对于诺和诺德说明中的“质疑”，目前辉瑞中国和先为达生物方面尚没有回应。　　司美格鲁肽是诺和诺德的王牌品种，2025年收入达到361亿美元。按照诺和诺德官方说法，相关产品已上市近十年，其有效性与安全性已在58项全球相关临床研究中得到验证，覆盖2型糖尿病、肥胖症、心血管疾病、肝脏及肾脏疾病领域。司美格鲁肽在全球已积累超过5000万患者-年的使用经验，并已被纳入世界卫生组织（WHO）2025年肥胖症治疗基本药物清单。　　也是因为司美格鲁肽在减肥赛道的重要地位，该药也成为各家药企对标的关键对象。6月5日至8日，第86届美国糖尿病协会（ADA）科学年会召开，该年会是全球糖尿病、肥胖症及代谢疾病领域最具影响力的国际学术会议之一。除了辉瑞/先为达生物，多家药企也宣布“头对头”司美格鲁肽的研究数据。　　与诺和诺德并称“GLP-1双雄”的美国礼来公布了口服小分子减肥药了orforglipron的多项三期研究结果，其中ACHIEVE-3“头对头”了诺和诺德的口服司美格鲁肽。礼来称，自家的口服小分子减肥药展现优效控糖与减重效果；国内的信达生物也公布了玛仕度肽注射液对比司美格鲁肽在中国二型糖尿病合并肥胖成人患者中的三期研究DREAMS-3的主要结果，称玛仕度肽的减重、降糖疗效均优于司美格鲁肽。　　在减肥药的商业化层面，诺和诺德从一家独大到与礼来争锋，如今更面临群雄环伺，挑战加剧。面对辉瑞这份其认为存在瑕疵的“头对头”数据，诺和诺德显然不会坐视不理。　　除了回应辉瑞的数据，诺和诺德在ADA年会期间也主动公布了多项研究数据，证明自家不只司美格鲁肽很能打，还有更多潜在重磅产品在路上。根据诺和诺德发布的公开信息，该公司在ADA发布了SELECT、STEP、ESSENCE和OASIS临床试验的事后分析，重点呈现了司美格鲁肽在多种体重相关疾病中的影响。在这些分析中，研究进一步探讨了司美格鲁肽治疗对阻塞性睡眠呼吸暂停（OSA）、哮喘相关不良结局、心血管代谢危险因素以及其他肥胖相关并发症的影响。（文章来源：澎湃新闻）","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 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