Last week, the global weight-loss drug market achieved a dual breakthrough: the National Medical Products Administration of China（NMPA）Officially approved on June 27Innovent BiologicsAndEli Lilly and CompanyThe world's first jointly developed glucagon（GCG）/Glucagon-like Peptide-1（GLP-1）Dual Receptor Agonist「Masitide」Listed.

Screenshot source: NMPA official website

AndNovo NordiskHeld on June 26, the 85th American Diabetes Association（ADA）The scientific annual meeting announced its new GLP-1/amylin receptor dual agonist "Amycretin"Phase III clinical trial data, with related results published simultaneously in The Lancet.

The simultaneous debut of two innovative drugs marks the official entry of global weight loss treatment into the "dual-target era."

Screenshot source: Mosan Medical Global Drug R&D Database

Mashidu PeptideIs the world's first approved GCG/GLP-1 dual receptor agonist, its unique mechanism of action is achieved through dual pathwaysMetabolic Regulation：

• GLP-1 Receptor Activation:Suppress appetite, delay gastric emptying, promote insulin secretion, and assist in lowering blood sugar;

• GCG Receptor Activation:Increase energy expenditure, directly promote fat breakdown, and improve liver fat metabolism.

This "throttling + open source" synergy enablesMasitideSignificantly superior to traditional single-target drugs in weight loss effects. Phase III GLORY-1 study showed that after 48 weeks of treatment: the 6mg dose group had an average weight loss of 14.8%, with nearly half of the patients losing more than 15% of their body weight; the 4mg dose group had an average weight loss of 12.0%, with 73.5% of patients achieving a weight reduction of ≥5%; the placebo group only lost 0.5% of their body weight.

Mashiduo PeptideThe efficacy is not only reflected in the number on the scale, but also brings long-term health benefits to patients through the improvement of multi-dimensional metabolic indicators:

• Liver Fat Metabolism:Liver fat content after 48 weeks of treatment in the 6mg dose group（LFC）The average relative reduction reached 80.24%, and 77.3% of patients achieved regression of fatty liver.（LFC<5%）；

• Cardiovascular Risk Factors:Significantly reduce blood pressure, blood lipids, blood uric acid, and transaminase levels, and improve insulin resistance;

• Body Morphology Optimization:Waist circumference decreased by an average of 11cm, neck circumference decreased by 3cm, and body fat percentage showed a significant reduction.

MasitideThe approval marks China's entry into the global first tier in the field of weight-loss drug innovation. Previously, the global weight-loss market was dominated byNovo NordiskTheSemaglutideAndEli LillyTheTirzepatideLead, andMasitideWith its unique dual-target mechanism and excellent efficacy, it is expected to break the existing competitive landscape: inEfficacyAbove,Masitide6mg Dose Group Shows 14.8% Weight Loss at 48 Weeks, OutperformingSemaglutide(9.9% weight loss in the 2.4mg dose group at 44 weeks), closing in onTirzepatide(15mg dose group 52-week weight loss 22.5%); InSafetyAspect:Mashidu PeptideThe incidence of severe adverse events was comparable to that of the placebo group, and the discontinuation rate due to side effects(0.5% in the 6mg group)Significantly lower thanSemaglutide(Approximately 4%)AndTirzepatidePeptide(Approximately 3%)。

Screenshot source: Mosan Medical Global Drug Research and Development Database

AmycretinYesNovo NordiskA single-molecule long-acting GLP-1 and amylin receptor agonist developed, whose mechanism of action achieves weight loss by simultaneously activating two receptors:

• GLP-1 Receptor Activation:Delay gastric emptying, promote insulin secretion, and lower blood sugar;

• Amylin Receptor Activation:Act directly on the central nervous system, suppress appetite, and reduce energy intake.

This dual mechanism of action has demonstrated significant weight loss effects in clinical trials. The Phase Ib/IIa study showed that after 36 weeks of treatment: the high-dose group（60mg）Average weight loss of 24.3%, adjusted weight loss of 23.2% after placebo effect; low-dose group（20mg）Average weight loss was 23.9%, slightly better than the high-dose group; the placebo group lost only 1.1%.

AmycretinThe weight loss effect is significantly better than existing GLP-1 drugs.Phase I study of oral formulations showed that after 12 weeks of treatment, the high-dose group（100mg）Average weight loss of 13.1%, adjusted weight loss of 11.9% after correcting for placebo effect, while the placebo group only lost 1.2%.

SafetyAspect,AmycretinThe adverse reactions are mainly mild to moderate gastrointestinal symptoms.(such as nausea, vomiting, diarrhea)Most appeared in the early stage of medication use and gradually decreased over time. No serious adverse events were reported during the study period, with a discontinuation rate of less than 5%.

According to China's diagnostic criteria, about 500 million adults in China are overweight or obese, and obesity-related complications(such as diabetes, fatty liver, cardiovascular diseases)The prevalence continues to rise.MasitideAndAmycretinThe emergence will provide patients with safer and more effective treatment options.

Although several triple-target weight loss drugs have entered clinical development globally(Including MNC layouts such as Eli Lilly and Novo Nordisk), butMasitideAndAmycretinWith its First-in-Class status and proven clinical efficacy, it will maintain a leading advantage in the next 3-5 years.Innovent BiologicsHigh-dose version of Masidepeptide has been launched（15mg）AndTirzepatideHead-to-head study to further consolidate its market competitiveness.

June 2025,Mashidu PeptideAndAmycretinThe simultaneous debut marks the official entry of the global weight-loss drug market into the "dual-target era." WhetherInnovent Biologics"Made in China" orNovo NordiskThe "latecomer's advantage" reflects the aspirations of hundreds of millions of obese patients for a healthier life behind this duel between the two giants. In the future, with the launch of more innovative drugs and the expansion of indications, weight loss treatment will no longer be limited to "weight loss" itself but will move towards comprehensive management of the entire course of metabolic syndrome.

END

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