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图表16口服GLP-1降糖药Rybelsus全球销售情况
图表16口服GLP-1降糖药Rybelsus全球销售情况
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图片格式:PNG
图片大小:175KB
图片尺寸:1220*808
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所属报告:
医药行业深度报告:适应症拓展+专利到期催化GLP-1多肽产业链空间广阔-241129(15页).pdf
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fCDlubTku70gfCDluILlnLrop4TmqKHvvIjkur/lhYPvvIkgfAp8IC0tLS0gfCAtLS0tLS0tLS0tLS0tLS0tIHwKfCAyMDE5IHwgMzgzLjg3ICAgICAgICAgICB8CnwgMjAyMCB8IDM2NS43NSAgICAgICAgICAgfAp8IDIwMjEgfCAzNDMuNjYgICAgICAgICAgIHwKfCAyMDIyIHwgMzQ4LjY1ICAgICAgICAgICB8CnwgMjAyMyB8IDM1My44OSAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5pGp54a15ZKo6K+i77yM5Lic5YyX6K+B5Yi4
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fCDkvIHkuJrlkI3np7AgICAgICAgfCDluILlnLrku73pop0gfAp8LS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tfAp8IOmYv+aWr+WIqeW6tyAgICAgICB8IDc5JSAgICAgIHwKfCDli4PmnpfmoLzmrrfmoLznv7AgICB8IDYlICAgICAgIHwKfCDmraPlpKflpKnmmbToja/kuJogICB8IDMlICAgICAgIHwKfCDpu5jmspnkuJwgICAgICAgICB8IDIlICAgICAgIHwKfCDlvLrnlJ8gICAgICAgICAgIHwgMiUgICAgICAgfAp8IOWFtuS7liAgICAgICAgICAgfCA4JSAgICAgICB8CgrotYTmlpnmnaXmupDvvJrmkannhrXlkqjor6LvvIzkuJzljJfor4HliLg=
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fCDlubTku70gfCDluILlnLrop4TmqKHvvIjkur/lhYPvvIkgfAp8IC0tLS0gfCAtLS0tLS0tLS0tLS0tLS0tIHwKfCAyMDE5IHwgNS42NCAgICAgICAgICAgICB8CnwgMjAyMCB8IDE0LjYzICAgICAgICAgICAgfAp8IDIwMjEgfCAzNy4wOSAgICAgICAgICAgIHwKfCAyMDIyIHwgNTcuOTAgICAgICAgICAgICB8CnwgMjAyMyB8IDc1LjcxICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5pGp54a15ZKo6K+i77yM5Lic5YyX6K+B5Yi4
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2019-2023年国内DPP-4i类降糖药市场规模(亿元)
fCDlubTku70gfCDluILlnLrop4TmqKHvvIjkur/lhYPvvIkgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDE5IHwgMjkuNTAgICAgICAgICAgICB8CnwgMjAyMCB8IDQwLjgwICAgICAgICAgICAgfAp8IDIwMjEgfCA0OC43MiAgICAgICAgICAgIHwKfCAyMDIyIHwgNTAuMzggICAgICAgICAgICB8CnwgMjAyMyB8IDU1LjMzICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5pGp54a15ZKo6K+i77yM5Lic5YyX6K+B5Yi4
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行业数据
2026-04-24
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2019-2023年国内GLP-1RA市场规模(亿元)
fCDlubTku70gfCDluILlnLrop4TmqKHvvIjkur/lhYPvvIkgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDE5IHwgMTIuNDkgICAgICAgICAgICB8CnwgMjAyMCB8IDE4LjA2ICAgICAgICAgICAgfAp8IDIwMjEgfCAyOC4yOSAgICAgICAgICAgIHwKfCAyMDIyIHwgNTguNTAgICAgICAgICAgICB8CnwgMjAyMyB8IDg3LjM4ICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5pGp54a15ZKo6K+i77yM5Lic5YyX6K+B5Yi4
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行业数据
2026-04-24
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礼来与诺和诺德GLP-1直销(DTC)及自费定价演进情况
| 日期         | 公司     | 影响品种                     | 价格变化情况                                                                                                                               | 重要程度判断               | 获得渠道                                                                                                                                                                                                 |
|--------------|----------|------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------|----------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| 2024年1月4日 | 礼来     |                             | （1）正式推出 LillyDirect 直销平台                                                                                                           | 重要                       |                                                                                                                                                                                                          |
| 2024年8月27日 | 礼来     | Zepbound vials（减重）       | （1）LillyDirect 上线 Zepbound vials，包括 2.5、5mg 两个剂量，定价$399/月、$549/月                                                             | 重要，首次上线官方直销平台 | （1）LillyDirect: 邮寄                                                                                                                                                                                   |
| 2025年2月25日 | 礼来     | Zepbound vials（减重）       | （1）LillyDirect 上线 7.5、10mg 两个剂量，定价$499/月（2.5、5mg 降至$349/月、$499/月）                                                         | 重要，首次降价             | （1）LillyDirect: 邮寄                                                                                                                                                                                   |
| 2025年3月5日 | 诺和诺德 | Wegovy（减重）               | （1）推出 NovoCare Pharmacy 直销平台，Wegovy 定价$499/月                                                                                     | 重要，推出官方 cash - pay 平台 | （1）NovoCare® Pharmacy: 邮寄                                                                                                                                                                            |
| 2025年3月24日 | 诺和诺德 | Wegovy（减重）               | （1）扩大 Wegovy Savings Offer，覆盖更多现金支付患者                                                                                         | 重要，覆盖更多自费患者     | （1）零售药店: wegovy.com 登记，获得 savings card                                                                                                                                                        |
| 2025年4月29日 | 诺和诺德 | Wegovy（减重）               | （1）与多家 telehealth 组织合作                                                                                                             | 重要，扩大处方医生数量     | （1）部分 telehealth 合作供应商，包括 Hims & Hers Health, Inc., LifeMD, and Ro                                                                                                                            |
| 2025年5月22日 | 诺和诺德 | Wegovy（减重）               | （1）首月定价$199，之后$499/月，有效期至 2025 年 6 月 30 日                                                                                   |                           |                                                                                                                                                                                                          |
| 2025年6月16日 | 礼来     | Zepbound vials（减重）       | （1）LillyDirect 可以提供所有剂量，定价$499/月（2.5mg 起始剂量为$349/月）                                                                     |                           | （1）LillyDirect: 邮寄                                                                                                                                                                                   |
| 2025年8月18日 | 诺和诺德 | Wegovy（减重）、Ozempic（降糖） | （1）NovoCare Pharmacy 首次上线 Ozempic，定价$499/月；（2）GoodRx 合作：Ozempic 和 Wegovy 定价$499/月                                         | 重要，首次覆盖 Ozempic      | （1）NovoCare Pharmacy: 邮寄；（2）Ozempic.com、NovoCare.com 登记；（3）GoodRx 合作：7 万 + 药房                                                                                                          |
| 2025年10月29日 | 礼来     | Zepbound vials（减重）       | （1）可以在 Walmart 线下取药                                                                                                                 | 重要，接入线下取药点       | （1）Walmart 药店：仍然需要通过 LillyDirect                                                                                                                                                               |
| 2025年11月6日 | 诺和诺德 | Wegovy（减重）、Ozempic（降糖）、口服 Wegovy（减重） | （1）Ozempic 和 Wegovy 的价格从$1000/1350/月统一下调至$350/月；（2）口服 Wegovy 若获批，起始剂量定价$150/月                                     |                           | （1）TrumpRx                                                                                                                                                                                             |
| 2025年11月6日 | 礼来     | Zepbound（减重）、Orforglipron（减重） | （1）Zepbound 和 Orforglipron（若获批）的价格从$1086/月统一下调至$346/月；（2）Orforglipron（若获批），起始剂量定价$150/月                       |                           | （1）TrumpRx                                                                                                                                                                                             |
| 2025年11月17日 | 诺和诺德 | Wegovy（减重）、Ozempic（降糖） | （1）定价从$499/月下调至$349/月，2025 年 11 月 17 日生效；（2）并推出新客低剂量（0.25、0.5 mg）$199/月的阶段性 offer，2025 年 11 月 17 日~2026 年 3 月 31 日生效 | 重要，首次调整价格         | （1）7 万 + 零售药房：患者自己拿处方去 wegovy.com 和 ozempic.com 登记，获得 savings card；（2）NovoCare Pharmacy 直配：医生直接把电子处方发到 NovoCare Pharmacy，邮寄或 CVS 零售点 pickup；（3）部分 telehealth 合作供应商，包括 Costco, GoodRx, WeightWatchers, Ro, LifeMD, and eMed |
| 2025年12月1日 | 礼来     | Zepbound vials（减重）       | （1）2.5mg、5mg 下调至$299/月、$399/月，7.5mg 及以上下调至$449/月                                                                             | 重要，二次降价             |                                                                                                                                                                                                          |
| 2026年1月5日 | 诺和诺德 | 口服 Wegovy（减重）           | （1）1.5、4、9、25mg 分别定价 $149/199/299/299/月                                                                                             |                           | （1）GoodRx 合作的 7 万 + 药房：通过 GoodRx 平台的医生获得处方                                                                                                                                            |

数据来源：礼来官网，诺和诺德官网，国泰海通证券研究
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行业数据
2026-02-06
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图22 诺和诺德、礼来GLP-1产品全球市场份额 (2015-2024,亿美元)
fCDlubTku70gfCDliKnmi4npsoHogr0gfCDluqbmi4nns5bogr0gfCDlj7jnvo7moLzpsoHogr0gfCDmm7/lsJTms4rogr0gfAp8LS0tLS0tfC0tLS0tLS0tLS18LS0tLS0tLS0tLXwtLS0tLS0tLS0tLS18LS0tLS0tLS0tLXwKfCAyMDE1IHwgMjcgICAgICAgfCAyICAgICAgICB8IDAgICAgICAgICAgfCAwICAgICAgICB8CnwgMjAxNiB8IDMyICAgICAgIHwgOSAgICAgICAgfCAwICAgICAgICAgIHwgMCAgICAgICAgfAp8IDIwMTcgfCAzOSAgICAgICB8IDIwICAgICAgIHwgMCAgICAgICAgICB8IDAgICAgICAgIHwKfCAyMDE4IHwgNDUgICAgICAgfCAzMiAgICAgICB8IDMgICAgICAgICAgfCAwICAgICAgICB8CnwgMjAxOSB8IDQxICAgICAgIHwgNDEgICAgICAgfCAxNyAgICAgICAgIHwgMCAgICAgICAgfAp8IDIwMjAgfCAzNyAgICAgICB8IDUxICAgICAgIHwgMzMgICAgICAgICB8IDAgICAgICAgIHwKfCAyMDIxIHwgMzUgICAgICAgfCA2NSAgICAgICB8IDU2ICAgICAgICAgfCAwICAgICAgICB8CnwgMjAyMiB8IDMzICAgICAgIHwgNzQgICAgICAgfCA5MyAgICAgICAgIHwgNSAgICAgICAgfAp8IDIwMjMgfCAyOCAgICAgICB8IDcxICAgICAgIHwgMTg0ICAgICAgICB8IDUzICAgICAgIHwKfCAyMDI0IHwgMTggICAgICAgfCA1MyAgICAgICB8IDI1OCAgICAgICAgfCAxNjUgICAgICB8CgrotYTmlpnmnaXmupDvvJppbnNpZ2h0
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自研数据
2026-02-05
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表6:主要GLP-1类减重药物中国市场情况(截至2025年)
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自研数据
2026-02-05
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图14:国内GLP-1药物市场企业竞争格局
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自研数据
2026-02-05
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医药行业深度报告:适应症拓展+专利到期催化GLP-1多肽产业链空间广阔-241129(15页).pdf
图表9国产GLP-1生物类似药竞争格局(截至2024.10)
图表8Bimagrumab对比安慰剂体脂变化II期临床结
图表7GLP-1产品发展趋势示意
图表6美国脂肪肝炎、心血管风险、慢性肾病、阿尔兹海默症等适应症获批上市及部分临床中后期产品(截至2024.10)
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