关键专利到期，印度减肥药打响“价格战”关键专利到期，印度减肥药打响“价格战” \u003cdiv class=\"rich_media_content\"\u003e\u003c!--NO_AD_ERROR_2--\u003e\u003cp\u003e【环球时报报道 记者 苑基荣】彭博社16日报道称，丹麦药企诺和诺德旗下的“减肥神药”成分\u003c!--VERTICAL_CARD_BEGIN_0--\u003e司美格鲁肽\u003c!--VERTICAL_CARD_END_0--\u003e（一种\u003c!--VERTICAL_CARD_BEGIN_1--\u003eGLP-1受体激动剂\u003c!--VERTICAL_CARD_END_1--\u003e）关键专利将于本月20日在印度到期。届时，印度将成为继加拿大之后全球第二个迎来该药专利到期的主要市场。行业机构估计，印度潜在的GLP-1市场规模预计到2030年将扩容至500亿卢比（100印度卢比约合7.5元人民币）。业界人士预计这或将重塑全球减肥药行业格局。\u003c!--NO_AD_0--\u003e\u003c!--EOP_0--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_0--\u003e\u003cp\u003e据报道，包括太阳制药工业有限公司在内的至少5家印度制药商，准备在专利到期后立即推出价格更低的\u003c!--VERTICAL_CARD_BEGIN_2--\u003e仿制药\u003c!--VERTICAL_CARD_END_2--\u003e，一场“\u003c!--VERTICAL_CARD_BEGIN_3--\u003e价格战\u003c!--VERTICAL_CARD_END_3--\u003e”即将打响。印度信用评级机构CareEdge Ratings在最新报告中表示，到2030年印度潜在的GLP-1市场规模可能会增长近5倍至500亿卢比。报告补充称，在专利到期后，价格可能会下降40%至50%，明年随着更多制药商进入这一领域，价格可能会进一步下降。\u003c!--NO_AD_1--\u003e\u003c!--EOP_1--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_1--\u003e\u003cp\u003e医生们现在担心，价格更低的仿制药上市可能会扩大药物的获取途径，并可能导致滥用。《印度时报》16日报道称，印度减肥药滥用正在引发警报。原本用于治疗\u003c!--SECURE_LINK_BEGIN_0--\u003e糖尿病\u003c!--SECURE_LINK_END_0--\u003e和肥胖症的药物，越来越多地被用于快速美容减肥。随着更便宜的仿制药预计在本月晚些时候进入印度市场，卫生专家表示，更严格的监管和更高的公众意识至关重要。\u003c!--AI_MID_AD_0--\u003e\u003c!--NO_AD_2--\u003e\u003c!--EOP_2--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_2--\u003e\u003cp\u003e行业人士认为，这或许将标志着该减肥药从“奢侈品”走向“日用品”。北京铭研医药研究有限公司创始人、CEO何小炳16日在接受《环球时报》记者采访时表示，司美格鲁肽在印度专利到期，为当地活跃的仿制药企带来机遇。随着仿制药入场，药价有望下行，逐步大众化。但何小炳指出，此类\u003c!--VERTICAL_CARD_BEGIN_4--\u003e多肽药\u003c!--VERTICAL_CARD_END_4--\u003e对工艺、纯度及规模化生产要求极高，技术与产业化门槛不低，价格不会像传统仿制药那样骤降。未来，质量与供应能力将成为核心竞争点。\u003c!--NO_AD_3--\u003e\u003c!--EOP_3--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_3--\u003e\u003cp\u003e行业将迎来一轮利益再分配，利润将向少数具备技术基础的企业转移。何小炳认为，对于中企来说，这将是一个重要的机会窗口：短期内，若印度产能放量，可能对中国的上游原料体系形成一定的需求拉动。此外，随着行业从“\u003c!--VERTICAL_CARD_BEGIN_5--\u003e原研垄断\u003c!--VERTICAL_CARD_END_5--\u003e”走向“多方参与”，中国目前在多肽原料药及产业化领域已具备一定基础且进步显著，尽早深度参与全球市场竞争，有利于进入更高层级的产业博弈。\u003c!--NO_AD_4--\u003e\u003c!--EOP_4--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_4--\u003e\u003cstyle\u003e.rich_media_content{--news-tabel-th-night-color: #444444;--news-font-day-color: #333;--news-font-night-color: #d9d9d9;--news-bottom-distance: 22px}.rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.rich_media_content{color:var(--news-font-day-color);font-size:18px}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]):not(.qn-editor-copy){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content{color:var(--news-font-night-color)}}.data_color_scheme_dark .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.data_color_scheme_dark .rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.data_color_scheme_dark .rich_media_content{color:var(--news-font-night-color)}.data_color_scheme_dark .rich_media_content{font-size:18px}.rich_media_content p[data-exeditor-arbitrary-box=image-box]{margin-bottom:11px}.rich_media_content\u003ediv:not(.qnt-video),.rich_media_content\u003esection{margin-bottom:var(--news-bottom-distance)}.rich_media_content hr{margin-bottom:var(--news-bottom-distance)}.rich_media_content .link_list{margin:0;margin-top:20px;min-height:0!important}.rich_media_content blockquote{background:#f9f9f9;border-left:6px solid #ccc;margin:1.5em 10px;padding:.5em 10px}.rich_media_content blockquote p{margin-bottom:0!important}.data_color_scheme_dark .rich_media_content blockquote{background:#323232}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content blockquote{background:#323232}}.rich_media_content ol[data-ex-list]{--ol-start: 1;--ol-list-style-type: decimal;list-style-type:none;counter-reset:olCounter calc(var(--ol-start,1) - 1);position:relative}.rich_media_content ol[data-ex-list]\u003eli\u003e:first-child::before{content:counter(olCounter,var(--ol-list-style-type)) '. 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