(Updates dateline, adds EU recommendation of Foundayo)

（更新電頭，增加歐盟對 Foundayo 的推薦內容）

Oct 16 (Reuters) - The weight-loss drug market is booming, with biotech firms racing to capture a slice of the fast-growing sector dominated by Novo Nordisk (NOVOb.CO) and Eli Lilly (LLY.N) .

10 月 16 日（路透社）——減肥藥市場正蓬勃發展，生物科技公司競相在這個由諾和諾德公司 (NOVOb.CO) 和禮來 (LLY.N) 主導的快速成長領域中分一杯羹。

Analysts expect the weight-loss sector to generate about $100 billion in annual sales in the next decade.

分析師預計，未來十年減肥領域將產生約 1000 億美元的年銷售額。

The following is a list of weight-loss drugs in development by Novo, Lilly and other companies chasing the next blockbuster treatment:

以下是諾和諾德、禮來和其他公司正在開發的減肥藥列表，這些公司正追逐下一個重磅療法：

NOVO NORDISK

諾和諾德公司

Novo Nordisk CEO Mike Doustdar said in September weight-loss pills could capture as much as half of the global obesity drug market by 2030.

諾和諾德公司首席執行官 Mike Doustdar 在 9 月份表示，到 2030 年，減肥藥丸可能佔據全球肥胖症藥物市場的一半份額。

The company is also developing several experimental weight-loss drugs, including a next-generation injection called amycretin and CagriSema, touted as a potent successor to its blockbuster weight-loss injection Wegovy.

該公司還在開發幾種實驗性減肥藥，包括一種名為 amycretin 的下一代注射劑，以及被譽為其重磅減肥注射劑 Wegovy 強力繼任者的 CagriSema。

Amycretin, which targets GLP-1 and amylin hormones, showed statistically significant weight loss of up to 14.5% at 36 weeks in patients with type 2 diabetes in a mid-stage study.

在中期研究中，靶向 GLP-1 和胰澱素激素的 Amycretin 在 36 周時使 2 型糖尿病患者實現了高達 14.5% 的統計學顯著減重。

CagriSema produced weaker-than-expected data in two separate late-stage trials. The drug helped overweight patients cut their weight by 22.7% in one of the trials, below Novo’s expectations of 25%.

CagriSema 在兩項獨立的後期試驗中產生的數據弱於預期。在其中一項試驗中，該藥物幫助超重患者減重 22.7%，低於諾和諾德 25% 的預期。

Novo filed a marketing application for potential US approval of CagriSema in December.

諾和諾德於 12 月提交了 CagriSema 在美國潛在上市的申請。

It has also signed licensing agreements for drugs in earlier stages of testing, including a deal worth up to $2 billion with China-based United Laboratories for its “triple-G” weight-loss drug candidate that targets three hormones.

該公司還就處於早期測試階段的藥物簽署了許可協議，其中包括與中國聯邦制藥達成的一項價值高達 20 億美元的交易，針對其靶向三種激素的 “三靶點” 減肥候選藥物。

PFIZER

輝瑞

Pfizer (PFE.N) through a buyout last year gained access to Metsera’s obesity drugs, such as MET-097i — a GLP-1 therapy designed for a once-monthly injection, compared with weekly treatments from Lilly and Novo.

輝瑞 (PFE.N) 通過去年的收購獲得了 Metsera 的肥胖症藥物使用權，例如 MET-097i——這是一種旨在每月注射一次的 GLP-1 療法，而禮來和諾和諾德的產品則為每週注射。

The drug, now known as PF-3944, led to up to 12.3% weight loss in patients without diabetes, with no plateau observed at week 28 when given as a monthly injection, Pfizer said in February.

輝瑞在 2 月份表示，該藥物（現稱為 PF-3944）使無糖尿病患者體重減輕高達 12.3%，且在每月注射的情況下，第 28 周時未觀察到平台期。

Pfizer said it is targeting 2028 for its first approval in the fast-growing weight-loss drug market.

輝瑞表示，其目標是在 2028 年獲得其在快速增長的減肥藥市場的首次批准。

Pfizer’s monthly obesity shot showed a side-effect profile similar to rival Novo Nordisk’s weekly Wegovy injection, according to data presented at a medical meeting in June.

根據 6 月在一次醫學會議上公佈的數據，輝瑞的每月一次肥胖症注射藥物的副作用特徵與競爭對手諾和諾德公司的每週一次 Wegovy 注射劑相似。

ELI LILLY

禮來

Lilly said in September its experimental combination weight-loss drug, EloraTZP, outperformed its blockbuster treatment Zepbound in a head-to-head trial.

禮來在 9 月份表示，其實驗性組合減肥藥 EloraTZP 在一項頭對頭試驗中表現優於其重磅藥物 Zepbound。

Patients with diabetes on the highest tested dose of EloraTZP lost an average of 23.3% of body weight over 48 weeks, Lilly said, compared with 14.8% for patients on the highest dose of Zepbound in the mid-stage trial.

禮來表示，在中期試驗中，服用最高測試劑量 EloraTZP 的糖尿病患者在 48 周內平均減重 23.3%，而服用最高劑量 Zepbound 的患者平均減重 14.8%。

EloraTZP combines tirzepatide, the active ingredient in Zepbound, and experimental drug eloralintide.

EloraTZP 結合了 Zepbound 的活性成分替爾泊肽（tirzepatide）和實驗性藥物 eloralintide。

Lilly is advancing eloralintide, a once-weekly amylin-based obesity drug, into late-stage trials after it helped patients lose up to 20.1% weight in a mid-stage study.

在中期研究中幫助患者減重高達 20.1% 後，禮來正推進每週一次的基於胰澱素（amylin）的肥胖症藥物 eloralintide 進入後期試驗階段。

Lilly’s orforglipron, branded as Foundayo, became the second oral pill for weight loss to gain US approval.

禮來的 orforglipron（品牌名為 Foundayo）成為第二款獲得美國批准的口服減肥藥。

Britain’s medicines regulator approved Foundayo in August, making the country the first in Europe to greenlight the oral medicine for diabetes and weight management.

英國藥品監管機構於 8 月批准了 Foundayo，使該國成為歐洲首個批准這種用於糖尿病和體重管理的口服藥物的國家。

In October, Foundayo won a positive recommendation from the European Medicines Agency committee for approval in the EU. It is the second oral weight-loss treatment to win the agency’s backing, following Novo Nordisk’s Wegovy pill.

10 月，Foundayo 獲得了歐洲藥品管理局委員會的積極推薦，有望在歐盟獲批。繼諾和諾德公司的 Wegovy 口服藥之後，它是第二款獲得該機構支持的口服減肥療法。

Eli Lilly said at an industry conference in September that it has captured more than 30% of new patients in the US market for oral obesity treatments, narrowing the early lead gained by Novo with its Wegovy pill.

禮來在 9 月的一次行業會議上表示，它已佔據美國口服肥胖症治療市場新患者的 30% 以上，縮小了諾和諾德憑藉其 Wegovy 口服藥獲得的早期領先優勢。

Lilly’s next-generation obesity drug retatrutide showed a significant reduction in blood sugar levels and weight in a late-stage trial in March.

禮來的下一代肥胖症藥物 retatrutide 在 3 月的一項後期試驗中顯示出顯著降低血糖水平和體重的效果。

In May, Lilly said retatrutide helped patients lose more than 28% weight over 18 months in a key trial, positioning the drug for potential regulatory submission and a possible launch of the next-generation drug next year.

5 月，禮來表示，在一項關鍵試驗中，retatrutide 幫助患者在 18 個月內減重超過 28%，為該藥物潛在的監管提交以及明年可能推出的下一代藥物奠定了基礎。

ROCHE

羅氏

Roche’s (ROPC.S) experimental dual-acting obesity drug, enicepatide, helped overweight or obese patients with type 2 diabetes lower blood sugar levels and lose an average 15.5% of their body weight in a mid-stage trial.

羅氏 (ROPC.S) 的實驗性雙效肥胖症藥物 enicepatide 在中期試驗中幫助患有 2 型糖尿病的超重或肥胖患者降低血糖水平，並平均減重 15.5%。

The company plans to start late-stage glycemic-control and cardiovascular outcomes studies in the first half of 2027.

該公司計劃在 2027 年上半年開始後期血糖控制和心血管結局研究。

Enicepatide was acquired through a $2.7 billion purchase of US biotech firm Carmot Therapeutics in 2023.

Enicepatide 是通過 2023 年以 27 億美元收購美國生物科技公司 Carmot Therapeutics 獲得的。

Its other experimental obesity drug, which it is developing with Denmark’s Zealand Pharma (ZELA.CO) , helped patients lose up to 10.7% body weight in a mid-stage study in March.

其與丹麥 Zealand Pharma (ZELA.CO) 共同開發的另一種實驗性肥胖症藥物，在 3 月的一項中期研究中幫助患者減重高達 10.7%。

AMGEN

安進

Amgen (AMGN.O) is currently conducting six late-stage trials of experimental drug MariTide across obesity and related conditions such as heart disease and sleep apnea.

安進 (AMGN.O) 目前正在針對肥胖症及相關疾病（如心臟病和睡眠呼吸暫停）開展實驗性藥物 MariTide 的六項後期試驗。

It plans to begin late-stage trials of the drug for diabetes patients this year.

該公司計劃今年開始針對糖尿病患者的該藥物後期試驗。

In January, an extension study found that MariTide helped people maintain weight loss when given at a lower dose or less frequently.

1 月，一項延伸研究發現，當以較低劑量或較低頻率給藥時，MariTide 有助於人們維持減重效果。

In 2024, data showed MariTide helped overweight patients shed up to 20% of their body weight in a year-long mid-stage trial.

2024 年的數據顯示，在為期一年的中期試驗中，MariTide 幫助超重患者減重高達 20%。

MERCK

默克

Merck (MRK.N) in 2024 signed a licensing deal worth up to $2 billion for Chinese biotech Hansoh Pharma’s (3692.HK) experimental oral drug to treat obesity, becoming a late contender in the race to offer a weight-loss pill to replace weekly shots.

默克 (MRK.N) 在 2024 年簽署了一項價值高達 20 億美元的許可協議，獲得中國生物科技公司翰森製藥 (3692.HK) 的實驗性口服肥胖症藥物，成為提供替代每週注射的減肥藥丸競賽中的後來者。

The drug, HS-10535, is a GLP-1 receptor agonist candidate similar to Wegovy and Zepbound.

該藥物 HS-10535 是一種 GLP-1 受體激動劑候選藥物，與 Wegovy 和 Zepbound 類似。

VIKING THERAPEUTICS

Viking Therapeutics

Viking Therapeutics (VKTX.O) said in September that overweight adults with obesity maintained up to 97% of the weight loss achieved with its experimental obesity drug VK2735 after switching from weekly injections to every-other-week dosing for three months in a maintenance study.

Viking Therapeutics (VKTX.O) 在 9 月份表示，在一項維持治療研究中，肥胖的超重成年人在從每週注射轉換為每兩週給藥三個月後，保持了其實驗性肥胖症藥物 VK2735 所實現減重效果的高達 97%。

Patients who switched to monthly dosing maintained up to 90% of their prior weight loss, compared with 61% for those switched to placebo, the company said.

該公司表示，轉換為每月給藥的患者保持了此前減重效果的高達 90%，而轉換為安慰劑的患者這一比例為 61%。

The company said in February it plans to test its experimental oral obesity drug in a late-stage study later this year.

該公司在 2 月份表示，計劃在今年晚些時候的一項後期研究中測試其實驗性口服肥胖症藥物。

Viking said last year its oral weight-loss drug, VK2735, helped patients lose 12.2% of their body weight after 13 weeks in a mid-stage trial of 280 overweight adults, missing Wall Street’s top-end expectations of 15%.

Viking 去年表示，其口服減肥藥 VK2735 在一項針對 280 名超重成年人的中期試驗中，幫助患者在 13 周內減重 12.2%，未達到華爾街 15% 的高端預期。

SCHOLAR ROCK

Scholar Rock

Last year, the company (SRRK.O) said its experimental drug, apitegromab, combined with Lilly’s Zepbound, helped patients preserve significantly more lean mass in a mid-stage trial.

去年，該公司 (SRRK.O) 表示，其中期試驗顯示，其實驗性藥物 apitegromab 與禮來的 Zepbound 聯用，幫助患者顯著保留了更多的瘦體重。

In Scholar Rock’s study, patients who received a combination of tirzepatide — the active ingredient in Zepbound — and Scholar’s apitegromab lost 3.4 pounds of lean mass after 24 weeks, compared with those on tirzepatide alone, who lost 7.6 pounds of lean mass.

在 Scholar Rock 的研究中，接受替爾泊肽（Zepbound 的活性成分）與 Scholar 的 apitegromab 聯用的患者在 24 周後減少了 3.4 磅瘦體重，而僅接受替爾泊肽治療的患者減少了 7.6 磅瘦體重。

ASTRAZENECA

阿斯利康

AstraZeneca (AZN.L) in January said it will license experimental drugs for obesity and weight-related conditions from CSPC Pharmaceutical Group (1093.HK) and collaborate on other projects, paying $1.2 billion upfront and up to $17.3 billion more if milestones are met.

阿斯利康 (AZN.L) 在 1 月份表示，將從石藥集團 (1093.HK) 許可用於肥胖症及體重相關疾病的實驗性藥物，並就其他項目進行合作，預付 12 億美元，若達到里程碑條件還將支付高達 173 億美元。

The newly licensed drug candidates from CSPC include SYH2082, which is designed for once-monthly dosing, which can help patients stick to weight-loss therapy for longer.

從石藥集團新許可的候選藥物包括 SYH2082，該藥物設計為每月給藥一次，有助於患者更長時間地堅持減肥療法。

The company in June said patients lost 10.5% of their body weight after 26 weeks in a mid-stage trial of its experimental obesity pill, elecoglipron.

該公司在 6 月份表示，在其中期試驗中，其實驗性肥胖症藥丸 elecoglipron 幫助患者在 26 周後減重 10.5%。

STRUCTURE THERAPEUTICS

Structure Therapeutics

The company (GPCR.O) said its once-daily pill, aleniglipron, helped patients lose up to 16.3% or 39 lbs on the 180 mg dose after 44 weeks, compared with a placebo, in a mid-stage trial in March.

該公司 (GPCR.O) 表示，在 3 月的一項中期試驗中，其每日一次的藥丸 aleniglipron 在 180 毫克劑量下，經過 44 周幫助患者減重高達 16.3% 或 39 磅，相比之下安慰劑組效果較差。

In June, the company said its experimental GLP-1 obesity pill showed no signs of drug-induced liver injury, while patients continued to lose weight even at lower doses.

6 月，該公司表示，其實驗性 GLP-1 肥胖症藥丸未顯示出藥物性肝損傷的跡象，同時即使在較低劑量下患者仍繼續減重。

Structure said 10.4% of patients taking the experimental small-molecule drug, aleniglipron, discontinued treatment.

Structure 表示，服用實驗性小分子藥物 aleniglipron 的患者中有 10.4% 停止了治療。

BOEHRINGER INGELHEIM

勃林格殷格翰

Boehringer Ingelheim said in June its experimental obesity drug cut visceral and liver fat while minimizing loss of lean mass in a late-stage study.

勃林格殷格翰在 6 月份表示，其實驗性肥胖症藥物在一項後期研究中減少了內臟脂肪和肝臟脂肪，同時最大限度地減少了瘦體重的流失。

The drug, survodutide, licensed from Zealand Pharma, is an injectable that mimics the proteins GLP-1 and glucagon to create a feeling of fullness. Trial results announced in April showed patients lost an average of 16.6% of their weight over 76 weeks.

該藥物 survodutide 從 Zealand Pharma 許可獲得，是一種注射劑，模擬 GLP-1 和胰高血糖素蛋白以產生飽腹感。4 月公佈的試驗結果顯示，患者在 76 周內平均減重 16.6%。

KAILERA THERAPEUTICS

Kailera Therapeutics

Kailera Therapeutics said in July its oral obesity drug, HRS-7535, known as KAI-7535 outside Greater China, helped patients lose an average 10.9% of their body weight after 44 weeks, compared with 2.5% for placebo, and a mean weight loss of up to 11.1% at week 50.

Kailera Therapeutics 在 7 月份表示，其口服肥胖症藥物 HRS-7535（在大中華區以外稱為 KAI-7535）幫助患者在 44 周後平均減重 10.9%，而安慰劑組為 2.5%，在第 50 周時平均減重高達 11.1%。

Kailera is also advancing HRS-7535 in a global mid-stage clinical trial in overweight or obese adults. The trial started in April, with data expected next year.

Kailera 還在超重或肥胖成年人中推進 HRS-7535 的全球中期臨牀試驗。該試驗於 4 月開始，預計明年公佈數據。

In February, Kailera’s once-daily drug, ribupatide, helped patients lose up to 12.1% body weight at 26 weeks in a mid-stage study in China.

2 月，Kailera 的每日一次藥物 ribupatide 在中國的一項中期研究中幫助患者在 26 周時減重高達 12.1%。

Partner Hengrui Pharma will test oral ribupatide in a late-stage obesity trial in China, while Kailera plans to start a global mid-stage trial this year.

合作伙伴恆瑞醫藥將在中國的一項後期肥胖症試驗中測試口服 ribupatide，而 Kailera 計劃今年啓動一項全球中期試驗。

Weight-loss drug forecasts jump to $150 billion as supply grows here

隨着供應增加，減肥藥預測銷售額躍升至 1500 億美元此處

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