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.
争夺数十亿美元肥胖市场的斗争变得更加激烈。安进公司（纳斯达克股票代码：AMGN）的新候选药物MariTide公布了令人鼓舞的结果，帮助患者减轻了约20％的体重。
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.
但是，当面对当前的巨头——礼来公司（纽约证券交易所代码：LLY）和诺和诺德A/S（纽约证券交易所代码：NVO）——时，“承诺” 可能无法成功。
Weight Loss: A Tough Market For Newcomers
减肥：对于新手来说，这是一个艰难的市场
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.
礼来公司和诺和诺德的药物，Zepbound和Wegovy，不仅仅是治疗药物，它们是巨头。安进的MariTide以一种独特的抗体肽机制进入竞争，该机制可以降低给药频率，并可能减少体重的反弹。但是，由于70％的患者会出现恶心和呕吐等副作用，因此在第一印象很重要的市场中，这是很难销售的。
Read Also: Amgen Reveals Data From Closely Watched Monthly Obesity Drug, With Weight Loss Of Up To 20% At One Year And No Plateau
另请阅读：安进公布了备受关注的每月肥胖药物的数据，一年减肥率高达20％，而且没有停滞期
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."
正如索恩伯格投资管理公司的尼古拉斯·安德森指出的那样，“减肥20％本来是几年前同类中最好的。但是诺和诺德和礼来公司的药物正在研发中，这些药物可以达到或超过25％的减肥效果。”
Worse for Amgen, MariTide is still in phase 2, while Lilly and Novo's next-generation drugs are nearly ready for market.
对安进来说，更糟糕的是，MariTide仍处于第二阶段，而礼来和Novo的下一代药物已接近上市。
The Pfizer-Merck Parallel
辉瑞与默克的相似之处
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.
制药历史表明，主导地位并不能保证——默克公司（纽约证券交易所代码：MRK）的他汀类药物Mevacor在20世纪80年代铺平了道路，但最终被辉瑞公司（纽约证券交易所代码：PFE）的立普妥所取代。
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."
但是，对于肥胖药物，先行者似乎有望保持领先地位。尽管安进的潜在市场份额为10％，但很难看到MariTide在某些人所谓的 “有史以来最大的制药财富” 中取代领导者。
A Big Market, Even For The Underdogs
一个巨大的市场，即使对弱者来说也是如此
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.
安进不需要推翻莉莉和诺沃就能获胜。在预计的1000亿美元市场中，即使是一小部分也是有利可图的。正如BMO资本市场分析师埃文·塞格曼指出的那样，MariTide每月一次的注资可提高制造效率和心血管健康。
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，安进可能只会蚕食肥胖市场的蛋糕，但风险巨大。无论是脾气暴躁的暴发户还是次世代巨头，有一点是肯定的，那就是减肥大战才刚刚开始。
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Image: Shutterstock
图片：Shutterstock
