"New" King of European Market Value! The market value of the "weight-loss drug" giant is 3 trillion yuan, which is extremely rich [attached with market analysis of biomedicine industry]

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How popular are diet pills? As of September 7, the market value of Danish pharmaceutical giant Novo Nordisk has reached 428 billion US dollars, equivalent to more than 3 billion yuan, It continues to surpass the French luxury giant LVMH Group's 396.4 billion US dollars, becoming the new generation of European market cap king. According to the official website of the World Bank, Denmark's GDP will only be 395.4 billion dollars in 2022, It can be said that the country is rich enough to rival the country.

What made Novo Nordisk's price soar was a dose of weight-loss drug Wegovy. This "weight-loss elixir" sweeping Europe and the United States was originally used to treat diabetes, but it unexpectedly swept the weight loss world because of its good appetite suppression effect. European and American celebrities came off "with goods", and even Musk said he lost 9 kg by using it. However, the side effects of smeglutide cannot be ignored.

(Data pictures are for reference only)

At present, global pharmaceutical enterprises are in the stage of rapid development. With the global population growth, aging and the increase of chronic diseases, the demand for medical care and drugs has increased, which has promoted the prosperity of the global pharmaceutical market. In recent years, the explosion of weight-loss magic medicine has brought huge business opportunities to pharmaceutical enterprises. Pharmaceutical enterprises have invested in research, development and production of weight-loss drugs to meet market demand.

——The number of diabetics in the world is rising

At present, diabetes has become the third major disease affecting human health after cardiovascular and cerebrovascular diseases and malignant tumors. Influenced by rapid urbanization, unhealthy eating habits and increasingly sedentary lifestyle, the global obesity problem has become prominent in recent years, leading to a rapid rise in the incidence of diabetes. According to the statistical data of the International Diabetes Federation (IDF), in 2019, there will be 463 million adult diabetics worldwide, with a prevalence rate of 9.3%. The number of patients is expected to reach 578 million in 2030 and more than 700 million in 2045.

——Lilalutide is an important target for diabetes treatment

Liraglutide-1 is an analog of human glucagon like peptide-1 (GLP-1), an important target for diabetes treatment, and has a variety of physiological functions: glucose dependent promotion of insulin secretion, protection of pancreatic islet beta cells, delayed gastric emptying and decreased appetite. According to the data from Midnet, the sales scale of Lilalutide in China has shown a steady upward trend in recent years, rising year by year from 150 million yuan in 2013 to 1.34 billion yuan in 2020.

——Novo Nordisk's family is dominant

At present, there is only one enterprise supplying Lilalutide in hospitals in China, which is from Novo Nordisk, Denmark. According to the financial report of Novo Nordisk, the global sales of Lilalutide in 2020 will be 18.747 billion DKK, down 14.5% year on year; China contributed 1.033 billion DKK, up 15% year on year; Accounting for 5.5% of the total sales.

Dr. Chen Zhisheng, CEO of Yaoming Biology, said that from the current industrial development environment, In the next 5-10 years, the best development in the biopharmaceutical field may mainly be bispecific antibodies and antibody coupling drugs (ADC). In fact, double antibody and ADC are still based on monoclonal antibody technology. Double antibody is a monoclonal antibody plus another antibody, and ADC is a monoclonal antibody plus a chemical drug, also known as anti-body plus in the industry. At present, the development of antibodies has become a very mature technology platform, but how to make products safer and more effective has always been the theme of the industry.

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