16款新GLP-1类减肥药或于2029年上市但诺和诺德(NVO.US)、礼来(LLY.US)仍将主导市场

智通财经网09-11

智通财经APP获悉，根据晨星公司和Pitchbook的一份新报告，到2029年，可能会有多达16种新的GLP-1类减肥药物上市，最终将占据到2031年潜在的2000亿美元市场的近三分之一。不过，晨星公司预计，到2031年，该市场仍将由诺和诺德(NVO.US)和礼来(LLY.US)主导。晨星公司补充称，这些新药可能会从诺和诺德和礼来手中夺走部分市场份额，但这两家减肥药巨头仍将保留近70%的市场份额。...

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href=http://www.zhitongcaijing.com/content/detail/1181757.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据晨星公司和Pitchbook的一份新报告，到2029年，可能会有多达16种新的GLP-1类减肥药物上市，最终将占据到2031年潜在的2000亿美元市场的近三分之一。不过，晨星公司预计，到2031年，该市场仍将由诺和诺德(NVO.US)和礼来(LLY.US)主导。晨星公司补充称，这些新药可能会从诺和诺德和礼来手中夺走部分市场份额，但这两家减肥药巨头仍将保留近70%的市场份额。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1181757.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":"LU0289739699.SGD","symbol_name":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) 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market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVO":1,"GLP":1,"LLY":1,"PFE":0.7},"content_text":"智通财经APP获悉，根据晨星公司和Pitchbook的一份新报告，到2029年，可能会有多达16种新的GLP-1类减肥药物上市，最终将占据到2031年潜在的2000亿美元市场的近三分之一。不过，晨星公司预计，到2031年，该市场仍将由诺和诺德(NVO.US)和礼来(LLY.US)主导。晨星公司补充称，这些新药可能会从诺和诺德和礼来手中夺走部分市场份额，但这两家减肥药巨头仍将保留近70%的市场份额。不过，该公司也认为，诺和诺德与礼来的股票“估值过高”。此外，更多的竞争也会给GLP-1类减肥药物价格带来额外的压力。晨星公司预计，到2027年，随着竞争对手努力进入医疗保险覆盖范围，新进入者将导致GLP-1类减肥药物价格年跌幅加速至10%-15%。报告指出，诺和诺德、礼来近期潜在竞争对手包括罗氏(RHHBY.US)、安进(AMGN.US)、辉瑞(PFE.US)、阿斯利康(AZN.US)、Boehringer、Viking  Therapeutics(VKTX.US)和Structure  Therapeutics(GPCR.US)，这些公司都可能在未来三到四年推出GLP-1类减肥药物。美国制药巨头安进正在测试的减肥药物MariTide是最受期待的减肥药物之一。此前，一项小规模的早期临床试验显示，接受MariTide最高剂量420毫克治疗的病人在12周内平均减重14.5%。而与目前上市的减肥药物形成对比的是，MariTide似乎能帮助患者在停药后维持较长时间的减重效果。另外，MariTide的给药频率可能比现有药物更低——诺和诺德的Wegovy和礼来的Zepbound需要每周注射一次，而MariTide则可每月甚至更长时间再注射一次。给药频率较低或许能成为MariTide的一大卖点，因为很多患者都不希望频繁注射。不过，根据GlobalData的数据，预计到2030年，这款候选产品的销售额仅为30亿美元。市场关注的其他候选减肥药物还包括：小型制药商Viking  Therapeutics旗下减肥药物VK2735，制药公司Altimmune(ALT.US)开发的GLP-1/GCG受体双重激动剂pemvidutide，罗氏正在开发的候选口服减肥药CT-996。报告将Viking Therapeutics和Structure  Therapeutics列为关键目标，而被认为最有可能收购这两家GLP-1药物开发商的公司包括诺和诺德、礼来、强生(JNJ.US)和默沙东(MRK.US)，其次是阿斯利康、罗氏和Boehringer。值得一提的是，今年6月，摩根大通分析师Holly Morris和投行Cantor Fitzgerald分析师Louise  Chen就曾表达过与GlobalData相近的观点。Holly  Morris表示，诺和诺德和礼来的规模和率先进入市场的优势可能巩固了它们对GLP-1类减肥药物领域的控制。Louise  Chen则指出，对任何新进入者来说，差异化将是关键。数据显示，2023年，诺和诺德和礼来旗下的GLP-1类减肥药物占据了该类药物总销量的99%。而根据GlobalData的数据，到2030年，尽管可能会有更多类似药物进入市场，但这一占比预计只会下降至94%。GlobalData预计，到2030年，将会有14家其他制药公司销售GLP-1类减肥药物，但这些公司的GLP-1类减肥药物销售额总计仅为88亿美元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"Product 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16款新GLP-1类减肥药或于2029年上市 但诺和诺德(NVO.US)、礼来(LLY.US)仍将主导市场

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16款新GLP-1类减肥药或于2029年上市但诺和诺德(NVO.US)、礼来(LLY.US)仍将主导市场