"Hot and Hot" won the champion of the Spring Festival in the Year of the Dragon with a box office of over 2.7 billion, related"Jia Ling lost 100 pounds".The topic of heat is still high, and now it is just in time"Gain three pounds every festival".The peak of the spell,Naturally, it has become the focus of everyone's attention, and this heat has also been transmitted to the capital market, and today we will talk about this topic.
Judging from the public information, Jia Ling's weight loss mainly relies on the method of "controlling diet and strengthening exercise", and for many people, this is a method that is difficult to adhere to for a long time, and finally "loses" repeatedly and fails. So,Is there a way to "lose weight by lying down"?
There is a drug, that isGLP-1 receptor agonists offer this possibility
glp-1It is a hormone naturally secreted in our gastrointestinal tract, which inhibits the release of glucagon by promoting the secretion of insulin after we eat, thus playing a role in regulating blood sugar.
GLP-1 receptor agonistsIt is synthesized artificially, similar to GLP-1, the hormone naturally secreted by the human body is easily degraded, and the synthetic tweed has a longer half-life and a slow degradation rate, and was originally used for diabetes.
But with the deepening of research, it was found that if it is only used for "hypoglycemia", it seems to be a bit "condescending". GLP-1 is okaySlows down the rate of gastric emptying, so that the person does not feel hungry, so the appetite decreases,Good for weight control。At the same time, it alsoIt is good for heart and liver diseases, and even has the potential to prevent Alzheimer's disease.
At present, the world's hottest GLP-1 receptor agonists come from two companies, one isNovo Nordisk of Denmark, and the other isEli Lilly & Company of the United States。Novo Nordisk's GLP-1 drug is called semaglutide, and its weight-loss version is called Wegovy, which has become an Internet celebrity "miracle drug" under the "planting" of Tesla CEO Elon Musk. Last year, driven by demand for the most important drugs, the stock prices of both Novo Nordisk and Eli Lilly rose by more than 50%. (Data**: wind, statistical period: full year 2023).
Recently, two ** pharmaceutical giant companiesIt has also been blessed by multiple benefits
On the eve of the Chinese New Year,Novo NordiskThe disclosed financial report shows thatIn 2023, the sales of Wegovy, an online celebrity drug, skyrocketed fourfold to $4.6 billion, which is far ahead of the global GLP-1 track. Recently, Novo Nordisk announced the acquisition of three bottling plants under the American pharmaceutical company Catalent, with a total value of $16.5 billion, which will help increase production capacity, including online celebrity drugs.
The other end,Eli LillyThe 2023 financial report released shows thatIts GLP-1** drug Zepbound achieved sales of 1$7.6 billionThe drug was only approved in the United States in early November last year, which means that in less than two months, the drug has sold nearly $200 million.
Eli Lilly executives also emphasized the company's determination to expand its production capacity in the second half of 2024, with production in saleable doses of GLP-1 drug expected to increase by at least 15 times.
Under these positive boosts,The U.S. stock prices of the two giants have recently raced to new all-time highs。Morgan Stanley expects Eli Lilly to become the first biopharmaceutical company to break a trillion dollars in market capitalization.
Domestically, a number of companies have accelerated their entry.
Huadong MedicineLiraglutide is the first GLP-1 product approved for weight loss in China, and it is expected that by the end of the first quarter of 2024, liraglutide injection will have been admitted to more than 1,000 hospitals. In addition, the company's semaglutide injection for diabetes indication has completed the enrollment of phase 3 clinical trial subjects, and is expected to complete the phase 3 clinical trial in 2024.
In addition, other companies are also actively developing and applying for relevant qualifications.
In early February,Hanyu PharmaceuticalswithInnovent BiologicsIt has successively announced the acceptance progress of the State Drug Administration; On February 19th,Boji PharmaceuticalwithNuotai BiotechA contract was signed, which stipulated that Nuotai Biotech entrusted Boji Pharmaceutical to provide clinical research services for semaglutide injection.
Currently,Hengrui PharmaceuticalZhongsheng Pharmaceuticaland other pharmaceutical manufacturers are also developing oral GLP-1** drugs.
In general, on the one hand,The performance of overseas ** pharmaceutical giants has increased significantly, the stock price continues to skyrocket; On the other hand,Domestic pharmaceutical companies have made frequent moves recently, plusJia Ling's movie raised the topicAfter the Spring Festival, the first drug concept stocks were once again popular.
In the future, based on people's pursuit of "health" and "beauty".**The market potential of drugs is huge, companies across the value chain are likely to benefit, including:Downstreamof the preparation manufacturersMidstreamoutsourcing services companies, as wellUpstreamA leading provider of raw materials and consumables.
According to Caitong**, by 2025,China's largest pharmaceutical marketHopefullyMore than 12 billion yuan。Morgan Stanley expects that by 2030,The market space of the world's leading drugswillMore than $54 billion, which is expected to become the largest drug in the global market.
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