The magic medicine is popular, and "lose weight" is competing

Smeglutide, the "magic drug for weight loss", has just shown its edge in the market, and another newcomer, Tizepatide, is ready to go. On Sunday local time, Lilly announced a new research result at the annual meeting of the World Obesity Society: the average weight of patients who received telpoleptide once a week for 84 consecutive weeks lost more than 24%.

In this study, researchers from Johns Hopkins University and other universities and Lilly studied nearly 600 overweight or obese patients. They initially took 12 weeks of weight loss training without taking any drugs, during which they lost about 7% of their weight on average. They were then randomly assigned to receive the maximum dose of tilporide or placebo for 72 weeks.

At the end of the study, patients taking telpoleptide lost an average of 18.4% of their weight, while patients in the placebo group gained an average of about 2.5% of their weight. In contrast, according to another study, patients who used Novo Nordisk Ozempic and Wegovy containing smeglutide lost about 15% of their weight on average in a similar period of time. This indicates that Tilpolide may have a more significant effect on weight loss than Smeglutide.

Tilpodide has been marketed as a diabetes drug before. Since its launch in May last year, Tilpolotide has immediately become the fastest drug in medical history, breaking all the records set by Smeglutide when it was launched on the market. At present, Lilly is developing a version of Tilpodide for weight loss and is waiting for the approval of the US FDA.

Of course, Tilpoleptide also has side effects, but compared with smeglutide, Tilpoleptide may have less side effects. The results showed that 80% of telpoleptide users reported at least one side effect, and most of them showed nausea, diarrhea, constipation or vomiting - which is also a common side effect of smeglutide.

In clinical trials, nausea was reported in 33% of patients taking the highest dose of tilpolide, compared with 44% of patients receiving smeglutide. Diarrhea was reported by 23% of Tilpolide users and 31% of Smeglutide users.

Christopher McGowan, an expert in the field of internal obesity and a gastroenterologist, said in a previous interview with the media that compared with Smeaglutide, the dual effects of Tilpolotide GLP-1 and GIP may lead to fewer and milder symptoms: similar side effects, mainly gastrointestinal side effects, are often mild to moderate and improve over time.

Novo Nordisk and Lilly are recognized as two giants in the current global weight-loss drug market. According to the Northeast Securities Research News, Novo Nordisk will occupy 63% of the market share of GLP-1 product market in 2022, and Lilly will occupy the second place with 35% of the market share. The two giants recently released their first half performance reports and the latest research data. While their total market capitalization soared to break through the important threshold, they also started a new round of diet drug war.

Novo Nordisk is undoubtedly the biggest winner in the current weight-loss drug market with the popular Smeaglutide in the world. According to the company's semi annual financial report, the sales volume in the first half of the year was DKK 108 billion (about US $15.9 billion), up 29% year on year; The net profit was DKK 39.2 billion, up 43% year on year. Among them, GLP-1 obesity treatment sales increased by 158% year on year. The research report of Tianfeng Securities predicts that the annual sales of the company's three products of Smeaglutide are expected to exceed $20 billion.

A succession of good news made Novo Nordisk's share price rise all the way. The company's share price has risen one after another, and its total market value once exceeded $440 billion, which not only exceeded the luxury giant LVMH (with a market value of about $420 billion), but also became the company with the highest market value in Europe. At the same time, it exceeded the GDP of Denmark, the country where it is located, in 2022. It can be described as a "rich country".

On the other hand, Lilly, regarded as a strong opponent, is also unwilling to be outdone. According to the semi annual report, the company's total revenue in the first half of the year was 15.272 billion US dollars. Among them, the sales volume of Tilpodide was $1.548 billion, and that of the second quarter was $980 million, up 72% month on month. In this regard, Lilly further raised its annual sales forecast of Tilpodide to US $4 billion.

Compared with Novo Nordisk's 10 billion revenue, although Lilly still has a certain gap, industry analysis predicts that once the weight loss indication of Tilpodide is approved, its already amazing sales data will be even higher.

In terms of share price, Lilly also rose very rapidly. Up to now, Lilly has a total market value of more than 550 billion dollars, becoming the first pharmaceutical company in history to exceed the total market value of 500 billion dollars, more than twice that of Pfizer, and sitting on the throne of the world's "most valuable" listed pharmaceutical company.

It is reported that, combined with a series of previous experiments, GLP-1 has been able to deal with more than 10 kinds of diseases such as diabetes, obesity, kidney disease, dementia, Parkinson's disease, sleep apnea, NASH (non-alcoholic steatohepatitis), psoriasis, alcohol addiction, etc., and the outside world even holds the title of "panacea".

key word: Gru market value side effect patient