---
title: "有效的監管：安全性是減肥藥物成功的關鍵"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/280348983.md"
description: "印度製藥公司正在準備推出賽馬魯肽的仿製藥版本，因諾和諾德的專利已到期。像 Cipla 和 Sun Pharma 這樣的主要公司預計將價格降低 50-70%。隨着印度肥胖和糖尿病發病率的上升，這些藥物的市場預計將顯著增長，從 2021 年的 1600 萬美元增長到 2025 年的 1 億美元。然而，關於藥物質量和安全性的擔憂依然存在，尤其是考慮到過去的醜聞和假冒藥物的風險。有效使用這些減肥藥物需要適當的醫療監督"
datetime: "2026-03-24T08:38:05.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/280348983.md)
  - [en](https://longbridge.com/en/news/280348983.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/280348983.md)
---

# 有效的監管：安全性是減肥藥物成功的關鍵

Indian pharmaceutical companies over the past year have ramped up manufacturing capabilities in anticipation of March 20, when the patent on semaglutide, the molecule behind Danish pharma major Novo Nordisk’s blockbuster weight-loss drugs Ozempic and Wegovy, expired. Building on India’s capabilities as a producer of cost-effective generic drugs, domestically produced generic injectable and oral formulations of semaglutide are expected to hit the market soon. Generics from drug majors Cipla, Sun Pharma, Dr Reddy’s Laboratories, Biocon, Natco, Zydus, and Mankind Pharma could cause these drug prices to plummet 50-70 per cent. Novo Nordisk’s patents in Europe and the United States (US), India’s biggest export markets for generics, will expire only in 2031, implying intense competition in the domestic market until then. This alone offers substantial gains for branded generics, given India’s deteriorating health parameters. According to the National Family Health Survey 2019-21, 24 per cent of Indian women and 23 per cent of Indian men are overweight. This apart, some 77 million Indians suffer from Type 2 diabetes. Both are considered “lifestyle” diseases, the product of carb- and oil-heavy diets and inadequate exercise. Both diseases offer domestic manufacturers of generics large addressable markets. The market has already grown rapidly — from $16 million in 2021 to $100 million in 2025. It is expected to grow eightfold by 2030.

### 相關股票

- [600110.CN](https://longbridge.com/zh-HK/quote/600110.CN.md)
- [NVO.US](https://longbridge.com/zh-HK/quote/NVO.US.md)

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