--- title: "Ping An Securities: The future market prospects of GLP-1RA are broad, and it is recommended to pay attention to investment opportunities in the fat reduction and muscle gain track" type: "News" locale: "en" url: "https://longbridge.com/en/news/245838755.md" description: "Ping An Securities released a research report indicating that GLP-1RA has shown strong performance in the fields of blood sugar reduction and weight loss, with broad market prospects in the future. It is recommended to pay attention to investment opportunities in the fat reduction and muscle gain sector, ultra-long-acting formulations, and oral formulations. It is expected that by 2030, the global GLP-1RA market size will reach 100 billion USD. The main companies of focus include LAEKNA-B, Hengrui Pharma, and ZHONGSHENGYAOYE" datetime: "2025-06-24T08:05:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/245838755.md) - [en](https://longbridge.com/en/news/245838755.md) - [zh-HK](https://longbridge.com/zh-HK/news/245838755.md) generator: "portal-rs" --- # Ping An Securities: The future market prospects of GLP-1RA are broad, and it is recommended to pay attention to investment opportunities in the fat reduction and muscle gain track According to the Zhitong Finance APP, Ping An Securities has released a research report stating that GLP-1 receptor agonists (GLP-1RA) have shown strong performance in the fields of blood sugar reduction and weight loss. With the continuous approval of new indications and the accumulation of clinical data, the application prospects of GLP-1 drugs in diabetes, obesity, and possibly other treatment areas will be broader, and the market size will further expand. The firm suggests paying attention to investment opportunities related to "fat reduction and muscle gain," "ultra-long-acting formulations," and "oral formulations" in domestic pharmaceutical companies. For the fat reduction and muscle gain track, it is recommended to focus on LAEKNA-B; for oral formulations, focus on Hengrui Pharma, Huadong Medicine, and Galen; for ultra-long-acting formulations, focus on ZHONGSHENGYAOYE, Ganli Pharmaceutical, and Tonghua Dongbao. ## The main viewpoints of Ping An Securities are as follows: **GLP-1RA shows strong performance in blood sugar reduction and weight loss, with broad future market prospects as indications expand.** Glucagon-like peptide-1 receptor agonists (GLP-1 RA) have performed excellently in blood sugar reduction and weight loss indications. The representative drug semaglutide is expected to achieve sales of USD 29.3 billion in 2024, with only a slight sales gap remaining between semaglutide and the K drug (with sales of USD 29.5 billion in 2024), indicating that semaglutide is likely to become the next "king of drugs." According to Pfizer's "Near-Term Launches High-Value Pipeline Day" forecast, the global GLP-1RA market size is expected to reach a hundred billion USD by 2030. As a fundamental therapy for diabetes and obesity, GLP-1R has a wide distribution throughout the body, and its drug indications are continuously expanding. With the continuous approval of new indications and the accumulation of clinical data, the application prospects of GLP-1 drugs in diabetes, obesity, and possibly other treatment areas will be broader, and the market size will further expand. **Industry perspective: As competition in the GLP-1 track intensifies, the layout of future potential tracks is crucial.** The fat reduction and muscle gain track, ultra-long-acting formulations, and oral formulations are expected to become new growth points and are worth focusing on. Fat reduction and muscle gain track: GLP-1RA has shown excellent performance in fat reduction, but the issue of muscle loss needs urgent attention. To address the muscle loss caused by GLP-1 drugs, domestic and foreign pharmaceutical companies are actively laying out the fat reduction and muscle gain track. In the future, fat reduction and muscle gain drugs are expected to become the "golden partners" of GLP-1 drugs, which can not only consolidate the market position and lifecycle of GLP-1 drugs but also bring new market growth points through combination drugs. The ActRII pathway is currently a hot research direction in the fat reduction and muscle gain track, with domestic and foreign pharmaceutical companies actively involved. Oral formulations: Oral formulations offer significant convenience compared to injections, reducing patients' injection pain and psychological burden, thereby improving patient compliance. The current competitive landscape is dominated by Novo Nordisk and Eli Lilly, with Novo Nordisk leading in the oral GLP-1RA field, having already approved its oral semaglutide for market; Eli Lilly's Orforglipron is currently the fastest progressing small molecule oral GLP-1RA in global clinical trials, having entered Phase III. Domestic pharmaceutical companies are also accelerating their layouts Long-acting formulations: Long-acting GLP-1RA formulations greatly enhance patient compliance by extending the duration of drug action and reducing the frequency of administration. Semaglutide is administered once a week, while some long-acting formulations under development, such as those from Amgen, are expected to be administered once every four weeks. Some domestic pharmaceutical companies are expected to achieve administration once every two weeks. This trend towards long-acting formulations has become an important direction for the development of GLP-1RA drugs. **Risk Warning:** 1) Risk of product development not meeting expectations. 2) Risk of intensified market competition. 3) Risk of product capacity not meeting expectations. 4) Risk of policy changes. 5) Risk of generic drugs. 6) Risk of centralized procurement ### Related Stocks - [02105.HK](https://longbridge.com/en/quote/02105.HK.md) - [002317.CN](https://longbridge.com/en/quote/002317.CN.md) - [600276.CN](https://longbridge.com/en/quote/600276.CN.md) - [000963.CN](https://longbridge.com/en/quote/000963.CN.md) - [01276.HK](https://longbridge.com/en/quote/01276.HK.md) - [600867.CN](https://longbridge.com/en/quote/600867.CN.md) - [603087.CN](https://longbridge.com/en/quote/603087.CN.md) - [AMGN.US](https://longbridge.com/en/quote/AMGN.US.md) - [PFE.US](https://longbridge.com/en/quote/PFE.US.md) ## Related News & Research - [Laekna enrolls first patient in China Phase I trial of cancer drug candidate LAE118](https://longbridge.com/en/news/297573070.md) - [Laekna Starts First-Patient Phase I Trial of LAE118 and Deepens Vasque Bio Alliance](https://longbridge.com/en/news/297576055.md) - [Fosun Pharma subsidiary Shanghai Fosun Pharmaceutical Industrial Development wins China approval for new Luvometinib use in adult NF1 tumors](https://longbridge.com/en/news/297890174.md) - [Ocumension says China regulator accepts domestic filing for dexamethasone eye injection OT-502](https://longbridge.com/en/news/297648398.md) - [RemeGen Deploys Idle Funds Into Discloseable Wealth Management Products](https://longbridge.com/en/news/297779978.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**