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概念掘金 | 司美格魯肽減肥藥正式在中國上市,多家電商平台已上線

諾和諾德的減肥藥諾和盈在國內上市迎來新進展。

今日,諾和諾德宣佈,全球首個且目前唯一用於長期體重管理的胰高糖素樣肽﹣1受體激動劑(GLP-1)周製劑諾和盈正式在中國上市。

據悉,諾和盈又被稱為“減肥版”司美格魯肽,能夠實現平均約17%的體重降幅,其減重效果可以持續至少2年。

諾和諾德透露,目前,諾和盈已在全球超過10個國家和地區上市。

截至目前,司美格魯肽已累積起超過2200萬患者暴露年的使用經驗。

上海部分私立醫療機構表示,諾和盈已經到貨,諮詢的客户較多。同時,在美團、淘寶、京東等多個平台上均搜索到有諾和盈在銷售。

今年6月,諾和諾德宣佈,國家藥品監督管理局批准了諾和諾德研發生產的諾和盈(用於長期體重管理的司美格魯肽注射液)在中國的上市申請。

該藥是國內首個獲批減肥適應症的注射劑,預計11月中旬會陸續面市,首批藥品將進入指定醫院、藥店、減重中心等。

此前,諾和諾德的司美格魯肽注射劑的降糖適應症於2021年在國內獲批。

隨後7月,競爭對手禮來的替爾泊肽注射液(商品名:穆峯達)長期體重管理新適應症獲得國家藥監局批准。

國內市場前景巨大

隨着社會經濟的快速發展,人們的生活水平上升,肥胖人羣增加,國內對減肥藥需求湧現。

根據Frost&Sullivan統計,中國肥胖人數從2017年的1.9億人增至2021年的2.3億人,並預計於2030年達3.3億人。

肥胖可能增加冠心病、糖尿病、高血壓等疾病的發病風險,隨着肥胖人羣的增加和居民對體重管理意識的增強,GLP-1減重市場有望快速放量。

因此,減肥藥市場前景廣闊。

全球範圍內,高盛的分析團隊已經將全球2030年的減肥藥市場規模從去年年底的1000億美元上調至1300億美元。

國內來看,方正證券預計,到2030年,國內GLP-1減肥藥市場有望超378.52億元。

此外,減重藥物的消費屬性強,主要靠個人支付,受醫保影響小。

投資上,安信國際認為,鑑於今年已有兩款進口減肥藥在國內獲批上市,中國減肥市場有望迎來高速增長階段。建議關注GLP-1減肥產業鏈相關標的,原料藥廠商如諾泰生物等個股;研發進展靠前的創新藥企,如信達生物、恒瑞醫藥等個股。

方正證券建議,原料藥佈局企業:關注諾泰生物、翰宇藥業、聖諾生物、奧鋭特等;CDMO:關注凱萊英、九洲藥業;創新藥佈局藥企:關注恒瑞醫藥、博瑞醫藥、信達生物、樂普醫療、眾生藥業等。

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