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In Depth: Lean Times Ahead for Producers of Weight-Loss Drugs

By Cui Xiaotian, Chen Xi and Guo Xin
2025年09月18日 18:35
While innovative GLP-1 drugs have been blockbusters, spiraling competition could spell a shakeout for the industry, investors warn
While innovative GLP-1 drugs have been blockbusters, spiraling competition could spell a shakeout for the industry, investors warn. Photo: AI generated

A new class of drugs has transformed weight loss worldwide, for those that can afford it. GLP-1 receptor agonists mimic a gut hormone to boost insulin release, slow digestion and curb hunger.

Since 2023, two firms have turned these drugs into blockbusters.

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