2024-01-28 02:09:00
Oral semaglutide is approved for marketing in China!These listed companies deploy related businesses
Financial Associated Press, January 28 (Editor Liu Yue)According to Jiemian News after the market closed on Friday, Novo Nordisk’s meglutide tablets were approved by the National Medical Products Administration for the treatment of type 2 diabetes.This isThe first oral GLP-1 receptor agonist approved for marketing in China。
Semaglutide is the main active ingredient in the antidiabetic drug Ozempic and the weight loss drug Wegovy developed by Danish pharmaceutical giant Novo Nordisk.. It is a GLP-1 (glucagon-like-1) receptor agonist that can stimulate insulin secretion and inhibit glucagon secretion to delay gastric emptying and reduce appetite, ultimately achieving the effect of lowering blood sugar and weight loss. .
At the end of 2022, due to its good efficacy and online publicity from celebrities such as Elon Musk,Semaglutide has become a hot-selling “miracle weight loss drug”its various products are in short supply.The price of semaglutide has been speculated to thousands of yuan on the Internet drug sales platform, the price of upstream peptide APIs has increased.At that time, the secondary market responded enthusiastically, and leading stocksNuotai Bio’s daily limit was 20cm on January 11, 2023. The cumulative maximum stock price increase on January 11 and January 12 was close to 38%.，Sennuo Biotech once rose more than 12% in intraday trading on January 11.. As a pharmaceutical manufacturer that triggered the craze of weight loss pills,Novo Nordisk’s U.S. stock price has surged by approximately 60% in 2023, and its current market value is nearly US$500 billion.。
Some R&D personnel told reporters from the Financial Associated Press that the oral and injection versions of the drug each have their own advantages and disadvantages.The oral version is being explored for indications such as weight loss and Alzheimer’s disease..An industry expert analyzed to a reporter from the Financial Associated Press that if semaglutide tablets are to be recognized by diabetic patients, pricing is the key.The drug may also be approved for weight loss indications in the future and take away part of the weight loss drug market.。
Huajin Securities analyst Zhao Ningda pointed out in a research report on August 11, 2023,The weight loss market is expected to increase rapidly. Obesity is a chronic metabolic disease. Research predicts that the number of overweight/obese adults in China will reach 810 million in 2030.More than 65% of the population may face obesity. According to forecasts from Morgan Stanley and Frost & Sullivan,The global weight loss drug market is expected to increase to US$54 billion in 2030the CAGR from 2024 to 2030 is 355%; China’s weight loss drug market size is expected to reach 14.9 billion yuan in 2030.Traditional weight loss drugs have limited weight loss effects and have safety issuesthe need for more effective, safe and safe weight loss therapies remains unmet.Semaglutide is a new generation of star product for weight lossthe half-life is further extended to about a week, and only 2.4mg is needed per week; in terms of clinical efficacy, the weight loss ratio of the test group is more than 10% different from that of the placebo group, and the weight loss efficacy data is impressive.
According to the incomplete review by the Financial Associated Press,Since this year, six listed companies, including Huadong Medicine, Huayang Intelligent, Fosun Pharma, Privilege Pharmaceuticals, Hanyu Pharmaceuticals and Sirnaomics, have responded on the interactive platform with business plans related to semaglutide..In addition, includeYixintang, Borui Pharmaceuticals, Joincare, Ganli Pharmaceuticals, Jincheng Pharmaceuticals, Dezhan Health, Wanbang Pharmaceuticals, Nuotai Biotech, Puluo Pharmaceuticals, Livzon Group, Amic, China Resources Shuanghe and Jinkai Biotech13 listed companies, including 13 listed companies, previously responded to relevant business situations on the interactive platform. The specific situation is shown in the figure below:
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