Asia Biopharma Summer Teach-in: GLP-1 and new approaches to metabolic management

研报英文原文证据摘录

Asia Biopharma Summer Teach-in: GLP-1 and new approaches to metabolic management

23 July 2026

China Pharma and Biotech

Asia Biopharma Summer Teach-in: GLP-1 and new approaches to

metabolic management

The obesity market is entering its next phase, where competition extends beyond Rebecca Liang, Ph.D.

+852 2123 2656 weight loss efficacy. While next-generation injectable therapies have pushed placebo-

rebecca.liang@bernsteinsg.com adjusted weight loss beyond 20%, differentiation is increasingly shifting toward broader

metabolic benefits, lean mass preservation, and convenience. We believe future winners will

Ellie Li not only deliver superior weight reduction but also address cardiovascular, renal, liver, and

+852 2123 2621

ellie.li@bernsteinsg.com body composition outcomes.

Oral GLP-1s and long-acting therapies are expanding the treatment toolbox. While Miki Sogi, Ph.D.

+81 3 6777 6991 injectable therapies continue to provide the strongest efficacy, oral GLP-1s are creating a

miki.sogi@bernsteinsg.com compelling alternative for patients seeking easier administration and moderate weight loss.

Lilly's Foundayo (orforglipron) and Novo Nordisk's oral semaglutide have demonstrated

Tian Tan that oral therapies can achieve approximately 10% weight loss, which may be sufficient +81 3 6777 6976

tian.tan@bernsteinsg.com for many patients. Foundayo's small-molecule design provides additional convenience

because it avoids the strict fasting requirements associated with peptide-based oral

semaglutide. Among China-based programs, Innovent's IBI3032 has emerged as a notable

contender after delivering placebo-adjusted weight loss of 8.6% in only four weeks, while

weekly oral candidate IBI3042 highlights the industry's broader push toward reducing