Weight Loss Drug Wars Heat Up: Amgen Challenges Eli Lilly, Novo's Dominance
Weight Loss Drug Wars Heat Up: Amgen Challenges Eli Lilly, Novo's Dominance
The battle for the multibillion-dollar obesity market just got fiercer. Amgen Inc's (NASDAQ:AMGN) new drug candidate, MariTide, reported promising results, helping patients shed around 20% of their body weight.
數十億美元的肥胖市場競爭愈發激烈。安進公司的新藥候選MariTide報告了有希望的結果，幫助患者減輕了約20%的體重。
But when up against the current titans — Eli Lilly And Co (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO) — "promising" may not cut it.
但面對當前的巨頭——禮來和諾和諾德，"有希望"可能不夠。
Weight Loss: A Tough Market For Newcomers
減肥：新進入者面臨的艱難市場
Eli Lilly and Novo Nordisk's drugs, Zepbound and Wegovy, aren't just treatments—they're juggernauts. Amgen's MariTide enters the fray with a unique antibody-peptide mechanism, which could offer less frequent dosing and potentially fewer rebounds in weight. Yet, with side effects like nausea and vomiting in 70% of patients, it's a tough sell in a market where first impressions matter.
禮來和諾和諾德的藥物Zepbound和Wegovy不僅僅是治療藥物——它們是巨頭。安進的MariTide憑藉獨特的抗體-肽機制參與競爭，這可能提供更少的給藥頻率和潛在更少的體重反彈。然而，在一個初印象極其重要的市場中，70%的患者出現了噁心和嘔吐等副作用，這使得它在銷售上面臨挑戰。
Read Also: Amgen Reveals Data From Closely Watched Monthly Obesity Drug, With Weight Loss Of Up To 20% At One Year And No Plateau
另見：安進公佈備受關注的月度肥胖藥物數據，一年內體重減輕高達20%，且沒有平台期。
As Nicholas Anderson of Thornburg Investment Management points out, "A 20% weight loss would have been best-in-class a few years ago. But Novo Nordisk and Eli Lilly have drugs in the pipeline that could meet or exceed 25% weight loss."
正如索恩堡投資管理公司的尼古拉斯·安德森所指出的，"20%的體重減輕在幾年前本是最佳選擇。但諾和諾德和禮來有藥物在開發中，可能達到或超過25%的體重減輕。"
Worse for Amgen, MariTide is still in phase 2, while Lilly and Novo's next-generation drugs are nearly ready for market.
對安進來說更糟的是，MariTide仍處於第二階段，而禮來和諾和諾德的下一代藥物幾乎準備上市。
The Pfizer-Merck Parallel
輝瑞-默沙東平行
Pharma history suggests dominance isn't guaranteed—Merck & Co Inc's (NYSE:MRK) statin Mevacor paved the way in the 1980s but was eventually outpaced by Pfizer Inc's (NYSE:PFE) Lipitor.
製藥歷史表明，主導地位並非保證——默沙東公司（紐交所：MRK）的他汀類藥物美伐多在1980年代領先，但最終被輝瑞公司（紐交所：PFE）的立普妥超越。
However, with obesity drugs, the first movers seem poised to stay on top. Despite Amgen's potential 10% market share, it's hard to see MariTide displacing the leaders in what some are calling "the greatest pharmaceutical bonanza of all time."
然而，在肥胖藥物方面，首批進入市場的企業似乎有望保持領先。儘管安進潛在的市場份額爲10%，但很難看到MariTide在被稱爲「歷史上最大的藥品盛宴」的領域中取代領先者。
A Big Market, Even For The Underdogs
一個大市場，即使對於弱者來說
Amgen doesn't need to dethrone Lilly and Novo to win. Even a small slice of the projected $100 billion market is lucrative. MariTide's once-monthly injection offers manufacturing efficiencies and cardiovascular perks, as noted by BMO Capital Markets analyst Evan Seigerman.
安進並不需要推翻禮來和諾和諾德才能獲勝。即使是預計1000億市場的一小部分，也非常有利可圖。MariTide的每月一次注射提供了製造效率和心血管益處，正如BMO資本市場分析師埃文·西格曼所指出的那樣。
For now, Amgen may only nibble at the obesity market pie, but the stakes are massive. Whether it's a scrappy upstart or a next-gen titan, one thing is certain—the weight-loss wars are just getting started.
目前，安進可能只是在肥胖市場上小有所斬，但風險巨大。無論是一個小而勇敢的upstart還是一個下一代巨頭，有一點是肯定的——減肥戰爭才剛剛開始。
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Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。