This Obesity roundup highlights major clinical milestones, regulatory filings, market shifts, and commercialization moves shaping the fast-evolving obesity and metabolic therapeutics landscape
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🧪 Structure starts Ph1 oral amylin ACCG-2671 [1] [17 Dec 2025]
Context: First-in-human, SAD/MAD in healthy volunteers and individuals with obesity.
Key point: Structure Therapeutics initiated Phase 1 for oral amylin agonist ACCG-2671.
Implication: May influence prescriber choice and payer reviews pending full data.
💉 Huons gets MFDS go-ahead for Saxenda-equivalent HUC2-676 Ph1 [2] [17 Dec 2025]
https://www.koreabiomed.com/news/articleView.html?idxno=30003
Context: Domestic Phase 1 in healthy adults; equivalence vs liraglutide targeted.
Key point: MFDS cleared Huons’ IND for GLP-1RA HUC2-676.
Implication: Introduces competition that may affect pricing and access.
📄 Mazdutide Ph3 T2D results published in Nature [3] [17 Dec 2025]
Context: DREAMS-1 and DREAMS-2 trials in Chinese adults with T2D.
Key point: Superior HbA1c and weight reduction vs placebo/dulaglutide.
Implication: May influence guideline inclusion and payer reviews.
🧵 Daewoong’s Envlo shows IR marker gains vs Farxiga [4] [18 Dec 2025]
https://www.koreabiomed.com/news/articleView.html?idxno=30031
Context: 24-week Phase 3 in adults on metformin.
Key point: Enavogliflozin improved HOMA-IR and fasting C-peptide vs dapagliflozin.
Implication: May influence prescriber choice.
🧪 CagriSema US NDA filed [5] [US • 18 Dec 2025]
Context: Based on REDEFINE Ph3 trials.
Key point: First weekly GLP-1 plus amylin combo submitted to FDA.
Implication: Could shift chronic weight-management standards.
💊 Oral obesity pills race snapshot [6] [23 Dec 2025]
Context: Overview of oral GLP-1 programs.
Key point: FDA approved oral semaglutide; multiple competitors rising.
Implication: Greater competition expected.
📢 FDA approves oral Wegovy [7] [23 Dec 2025]
https://www.bbc.com/news/articles/ce86le5dyxyo
Context: Comparable weight-loss efficacy to injectable.
Key point: Oral semaglutide approved for obesity/overweight adults.
Implication: Could expand access and adherence.
🧷 Hanmi files in Korea for efpeglenatide [8] [18 Dec 2025]
https://www.koreabiomed.com/news/articleView.html?idxno=30026
Context: Fast-track; interim Ph3 cited.
Key point: Korean submission for efpeglenatide in obesity.
Implication: Adds regional competition.
🖥️ FastMed launches online GLP-1 program [9] [20 Dec 2025]
Context: Telehealth-based access.
Key point: Digital prescribing and logistics for GLP-1.
Implication: May streamline initiation and monitoring.
🇳🇱 Biocon launches liraglutide in Netherlands [10] [16 Dec 2025]
https://www.precedenceresearch.com/news/biocon-europe-diabetes-obesity-drug-launch
Context: Two-brand strategy.
Key point: Targeting obesity (Vobexoryn) and T2D (Diavorin).
Implication: Expands competition in EU.
💸 Novo & Lilly cut prices in China [11] [31 Dec 2025]
Context: Reports of large price cuts.
Key point: Wegovy and Mounjaro discounted regionally.
Implication: May shift market dynamics.
⚖️ China upholds semaglutide patent [12] [04 Jan 2026]
https://pharmaphorum.com/news/china-delivers-win-novo-nordisk-semaglutide-ip
Context: Covers Ozempic, Rybelsus, Wegovy.
Key point: Patent protection validated by Supreme Court.
Implication: Strengthens originator position.
🤝 Lupin to market Bofanglutide in India [13] [29 Dec 2025]
Context: Exclusive India licensing.
Key point: Fortnightly GLP-1 RA in development.
Implication: Partnership signals expansion.
🔬 MEDI&GENE partners with Lilly [14] [19 Dec 2025]
Context: Lilly ExploR&D Catalyze360 collaboration.
Key point: Advancing next-gen obesity therapeutic.
Implication: Signals R&D investment.
Why it matters
- Oral and combo mechanisms expand beyond weekly GLP-1 injections.
- China pricing & IP shifts will shape competitive dynamics.
- Regional launches in Korea, India, EU accelerate global adoption.
- Telehealth models may scale GLP-1 access.
- Dual-agonist evidence may speed guideline adoption.
FAQ
What is CagriSema and where is it filed?
CagriSema combines cagrilintide with semaglutide in a once-weekly injection; US NDA filed based on REDEFINE Ph3 trials [5].
Did the FDA approve an oral GLP-1 for obesity?
Yes — oral semaglutide for weight loss was approved in the US with launch expected early Jan 2026 [7].
How strong is mazdutide’s T2D evidence?
Two Phase 3 T2D studies published in Nature showed superiority vs placebo or dulaglutide [3].
What happened to semaglutide IP in China?
China’s Supreme Court upheld Novo’s semaglutide compound patent [12].
Are GLP-1 prices changing in China?
Reports indicate price cuts for Wegovy and Mounjaro in select provinces [11].
Which companies made notable moves in Asia?
Hanmi filed for efpeglenatide [8], Huons began Ph1 [2], and MEDI&GENE partnered with Lilly [14].
Entities / Keywords
GLP-1; amylin; dual agonist; semaglutide; cagrilintide; mazdutide; enavogliflozin; liraglutide; Bofanglutide; CagriSema; Wegovy pill; pricing China; IP China; telehealth GLP-1.
References
- https://www.manilatimes.net/…/2245329
- https://www.koreabiomed.com/news/articleView.html?idxno=30003
- https://www.prnewswire.com/…4606.html
- https://www.koreabiomed.com/news/articleView.html?idxno=30031
- https://www.novonordisk.com/…916470
- https://www.reuters.com/…08-07/
- https://www.bbc.com/news/articles/ce86le5dyxyo
- https://www.koreabiomed.com/news/articleView.html?idxno=30026
- https://asianews.network/…medication/
- https://www.precedenceresearch.com/…drug-launch
- https://www.reuters.com/…12-29/
- https://pharmaphorum.com/…semaglutide-ip
- https://www.lupin.com/…receptor-agonist/
- https://www.biospectrumasia.com/…obesity-therapeutics.html