近期，随着国产司美格鲁肽（Semaglutide）生物类似药陆续进入临床后期及申报上市阶段，业内普遍预计国内价格战即将打响。司美格鲁肽原研药由诺和诺德开发，用于治疗2型糖尿病及肥胖症，因其显著疗效在全球市场广受欢迎。然而，其高昂价格限制了部分患者的可及性。目前，包括华东医药、通化东宝、信达生物等在内的多家中国药企已布局该品种，并有望在未来1-2年内推出高性价比的国产版本。一旦多个仿制药或生物类似药获批上市，市场竞争将迅速加剧，价格可能大幅下降。有分析指出，参考此前胰岛素集采经验，司美格鲁肽在国内的价格或将在短期内下降50%以上。这不仅将提升患者用药可及性，也将推动GLP-1类药物在慢病管理中的广泛应用。不过，价格战也可能对企业的利润空间构成压力，促使行业加速向高质量、差异化创新转型。
Recently, as domestically developed Semaglutide biosimilars in China advance into late-stage clinical trials and near marketing approval, industry experts widely anticipate an imminent price war in the domestic market. Originally developed by Novo Nordisk, Semaglutide is used to treat type 2 diabetes and obesity and has gained global popularity due to its remarkable efficacy. However, its high cost has limited accessibility for many patients. Chinese pharmaceutical companies such as Huadong Medicine, Tonghua Dongbao, and Innovent Biologics have all entered the Semaglutide space, with affordable domestic versions expected to launch within the next one to two years. Once multiple biosimilars gain approval, market competition will intensify rapidly, likely driving prices down significantly. Analysts suggest that, drawing parallels from previous insulin centralized procurement experiences, Semaglutide prices in China could drop by over 50% in the short term. This would not only improve patient access but also accelerate the adoption of GLP-1-based therapies in chronic disease management. However, the ensuing price pressure may squeeze corporate profit margins, pushing the industry toward high-quality, differentiated innovation.
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