Is the dual monopoly situation of Novo Nordisk Lilly in danger? By 2029, there may be 16 GLP-1 weight loss drugs on the market
多德德多w
发表于 2024-9-11 17:45:02
1192
0
0
According to analysts from Morningstar and Pitchbook, it is estimated that there will be 16 new GLP-1 drugs launched in the weight loss drug market by 2029, competing for the lucrative market currently dominated by Novo Nordisk and Eli Lilly.
In a joint report released on Monday (September 9), analysts estimated that the market for obesity treatment would expand to 200 billion dollars by 2031, partly because the penetration rate of diabetes market is expected to be higher.
At that time, these 16 new GLP-1 drugs may occupy about one-third of the market, which is about 70 billion US dollars; And Novo Nordisk and Eli Lilly, two weight loss drug giants, will still retain nearly 70% of the market share.
At the same time, this report also points out that the stocks of Novo Nordisk and Eli Lilly are overvalued. Since the beginning of the year, Novo Nordisk has risen by over 25%, while Eli Lilly's stock price has risen by 52%.
More market participants
The surge in demand for popular weight loss drugs such as Novo Nordisk's Wegovy and Eli Lilly's Zepbound has made more competitors' eyes red, prompting them to test their own weight loss therapies. Currently, pharmaceutical giants such as Amgen and Pfizer are testing their candidate drugs in clinical trials.
Other potential new therapies include drugs from companies such as Roche, Boehringer Ingelheim, and Zealand Pharma, as well as next-generation drugs from Novo Nordisk and Eli Lilly. These GLP-1 drugs still require clinical trials and are expected to be launched within three to four years.
The weight loss drug MariTide being tested by Anjin is one of the most anticipated weight loss drugs in the current market. A previous early clinical trial showed that patients receiving the highest dose of the drug lost an average of 14.5% weight within 12 weeks, and MariTide seems to help patients maintain longer weight loss effects after discontinuing the medication.
More competition also means that it will put pressure on the prices of GLP-1 weight loss drugs. The report suggests that new entrants are expected to lower prices as they compete for market share.
The report also pointed out that in the next 18 months, large pharmaceutical companies involved in the field of weight loss drugs will make large-scale acquisitions, targeting small companies specializing in obesity drug development. Potential acquisition targets include Structure Therapeutics, Viking Therapeutics, Altimmune, and other companies.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- The GLP-1 theme fund in the US stock market triggers thinking. Who will be the next "Novo Nordisk"?
- Novo Nordisk responds that semaglutide may cause male impotence
- Tesla's chaotic situation escalates: sky high salary unresolved, Musk charged with insider trading again
- Will the reduced weight version of Smegglutide be limited in supply to the Chinese market? Novo Nordisk responds
- "Weight loss pills" are sold in limited quantities in China? Novo Nordisk's latest response
- Novo Nordisk's US stock fell more than 5% before trading
- Holding the 'miracle drug for weight loss', Novo Nordisk generates 133.4 billion DKK in revenue in H1 2024
- Oral "weight loss medication" further advances Novo Nordisk oral semaglutide weight loss phase III research success
- Carlyle cashed out $3 billion! What happened?
- Suddenly! Elon Musk's live interview with Trump is suspected to have been delayed for over 40 minutes due to a massive cyber attack by hackers. What is the situation?
-
每经AI快讯,据亿航智能官微消息,公司EH216-S无人驾驶电动垂直起降航空器(eVTOL)获得巴西国家民航局颁发的试验飞行许可证书,并计划在巴西进行测试和试飞。关于EH216-S无人驾驶eVTOL在巴西的认证,中国民航局 ...
- 潇湘才子
- 11 小时前
- 支持
- 反对
- 回复
- 收藏
-
今年7月,美国三大海外“债主”所持美国国债齐刷刷缩水,其中日本美债持仓已降至去年10月以来最低。 根据美国财政部当地时间9月18日公布的国际资本流动报告(TIC),2024年7月,美国前三大海外“债主”日本 ...
- 520hacker
- 前天 20:44
- 支持
- 反对
- 回复
- 收藏
-
上证报中国证券网讯(记者俞立严)9月19日,蔚来全新品牌乐道的首款车型——乐道L60正式上市。新车定位家庭智能电动SUV,在采用BaaS电池租用服务后,L60的售价可低至14.99万元,电池租用月费最低为599元。乐道L6 ...
- anhao007
- 昨天 11:03
- 支持
- 反对
- 回复
- 收藏
-
每经记者袁园 日前,国务院印发的《关于加强监管防范风险推动保险业高质量发展的若干意见》提出,以新能源汽车商业保险为重点,深化车险综合改革。 “车险综改”从2015年就已经开始逐步推进了,经过 ...
- moshulong
- 昨天 21:50
- 支持
- 反对
- 回复
- 收藏