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E190｜司美格鲁肽的新对手们：制药巨头混战减肥药下半场
减肥药已从司美格鲁肽单点领先进入GLP-1、GIP、Amylin和Glucagon混战，替尔泊肽约20%—22%的减重正渐进争夺新增患者。Amylin可能成为GLP-1之外的第二个backbone，但CagriSema三期尚未拉开差距；口服药、仿制药和专利到期将重塑市场入口与价格结构。