Oral GLP-1
China’s Oral GLP-1 Surge: Rising Amid Global Setbacks and Intensifying Competition
China surges in the oral GLP-1 race: 25+ assets (HRS-7535, HDM1002) and key Merck, Madrigal & AstraZeneca deals set up a 2026–27 shakeup. Novo’s oral semaglutide nears approval (16.6% WL), Lilly’s orforglipron shows mixed Phase 3 (12% WL in obesity, 10.5% WL + 1.8% HbA1c in T2D), Pfizer exits.