Semaglutide: Another phenomenon-level new drug, breaking one billion in 'seconds', and the 'weight loss' market is basically out of stock

Semaglutide injection is out of stock again in the market for “lying thin”, and it is generally out of stock (socially). As a new GLP-1 drug for the treatment of type 2 diabetes, it is indeed very good, but it is also beneficial Laglutide and dulaglutide, but Liraglutide did not have the wings of "weight loss".

Several previous phenomenal products, Sildenafil, Orlistat, Minoxidil, Anlotinib, Bevacizumab, Growth Hormone, Fuerjia, etc., while the road of Semaglutide Different from the previous ones, other products broke out in the main indication, and Semaglutide broke out in the second indication.

Semaglutide injection (Semaglutide), formerly known as Semaglutide, was launched in the United States at the end of 2017, with weight loss indications and corresponding specifications approved by the end of 2020; launched in China on April 27, 2021, and announced entry on December 3, 2021 National Medical Insurance Negotiation Directory.

1.5ml: 2.01mg, the original price is 1120 yuan/piece, after the national consultation, 478.8 yuan/piece, 3ml: 4.02mg, the original price is 1904 yuan/piece, after the national consultation, the original price is 1904 yuan/piece, a decrease of 57.3%.

Just imagine one thing, you don't need to go on a diet every day, you don't need to exercise for sore backs and legs, you only need an injection, you can lose weight, make your body healthier, and make people more beautiful, men are no longer so greasy, women are more Beautiful---perfect.

Even if Semaglutide is such a product, it is a consumer product of medicine, and no one cares whether it is medical insurance or self-pay, not to mention that they can't get it at their own expense.

The popularity of Semaglutide is really word of mouth, and the people who use it are living "ads". No matter what type of party it is, when it comes to losing weight in pharmaceuticals, Semaglutide is almost a must-talk, and who doesn't want to "lie down" "What about losing that fat body? Needless to say, the weight loss indications are approved or not. Some people have very good results and some people have no effect.

In short, people who want to lose weight, especially those who want to lose weight by "lying", who don't want to get a few dozen? Women are more crazy than men in this regard.

So, how effective is Semaglutide?

The global sales in the first quarter reached 1.829 billion US dollars (about 12.818 billion yuan), and it is not surprising that the full year of 2022 should reach 10 billion US dollars, which is still in the case of the continuous appreciation of the US dollar.

In the first three quarters of 2022, the Chinese market will soon reach a sales scale of about 1 billion, and it will go straight to 1.5 billion in the whole year. This is the second year of listing, and the listing sales are less than a year and a half.

If the time is enough and the production capacity is enough, please expand your imagination.

In 2021, Novo Nordisk's blockbuster product, insulin series products, has undergone the sixth batch of national procurement, with an average drop of about 40%. The impact must be there, but Semaglutide has risen again.

This is another classic case of product layout under centralized procurement, which can be written into MBA textbooks in the pharmaceutical industry.

So, how long is the domestic Semaglutide?

(Information source: Yaorongyun Fengyun Yaotan collation)

At present, ten companies have filed applications, and the patent period of Semaglutide is until March 2026. Not surprisingly, it will take three and a half years for Semaglutide to use domestically produced products.

At that time, there will be many companies that have already been approved, and, with the increase in sales during the period of the national negotiation agreement, Semaglutide should still face the situation of "simple renewal" in 2023, and the price should still drop. .

Furthermore, if the patents expire and so many companies are approved, and the products enter the centralized procurement, the price of the products can be expected to be 100 yuan under the condition that the national procurement decreases by an average of 50%+.

After all, the price that can be bought in the current "weight loss" market is not cheap at your own expense, and it costs several thousand yuan for a month. It is conceivable that a month's consumption is not more than 1,000.