A “slimming drug” with explosive power that surpasses AI semiconductors in the US! Will the day come when overseas investors will flood into the 3 domestic drug discovery brands? Tesla's Mr. Musk also uses

Related stocks have skyrocketed in the US over the past year or so
“Weight loss drugs” were originally developed as therapeutic agents for patients with diabetes and obesity, etc., but when products with “slimming” effects were sold to the general public, they became a big hit.
particularlyAmericans, who say 40% of citizens are obese, have a high level of attention, and Tesla CEO Elon Musk also uses itIt is said that there are many influencers related to “slimming drugs” on SNS.It has been revealed that Horie Takafumi called Horiemon also used it in Japan。
The “slimming drug” market will grow about 16 times to 100 billion dollars (about 15 trillion yen) by 2030It is also believed that there is also a phenomenon where investors “flood” into market-leading stocks. Rice that is already selling medicine $Eli Lilly and Co(LLY.US)$IsStock price 2.6 times in about 1 yearRaise it to at market capitalization $Tesla(TSLA.US)$Remove, and some have a horseReplacing the Magnificent 7Voices have also surfaced that it should be done. Danish $Novo-Nordisk A/S(NVO.US)$tooThe stock price (NY Stock Exchange) increased by about 3 times in about 1 year and a half, and is the top in Europe in terms of market capitalizationIt jumped into.

Japanese latecomers also have opportunities!
However, not only are there individual differences in the effects of the “slimming drugs” currently sold, but there are also cases where side effects and rebounds are strong, and they are still far from being “ideal slimming drugs.” For this reason,There is also great potential for latecomers to become new market rulers。
In fact, it was announced in February that the results of the mid-term clinical examination were good $Viking Therapeutics(VKTX.US)$The stock price rose 2.6 times 2 business days after the announcement. It showed the strength of overseas investors' desire to buy “slimming drug” brands.
Even if it is a stock listed on the Japanese market, there is a possibility that overseas investors will rush in all at once if there is positive newsThere seems to be one.

◆Shionogi Pharmaceutical: New drugs with different effects from existing drugs will enter the final stage of clinical trials within the fiscal year
$Shionogi(4507.JP)$The “S-309309,” which is under development and is scheduled to be released in fiscal year 26 or later,The effect is different from existing “slimming drugs”It is a characteristic. Whereas “slimming drugs” sold by Eli Lilly and others are said to have the effect of promoting insulin secretion and maintaining a sense of satiety with small meals, Shionogi's new drug suppresses absorption of triglycerides in the small intestine. Eli Lilly and othersThere is also a possibility of further weight loss when used in combination with existing drugsIt's called.If proven to be effective, there is a possibility that it will be a game changer in the slimming drug marketThere is also one.
New drug development is currently being conducted on a small number of patients in clinical trials.”phase 2It's in”. According to financial results briefing materials etc. announced by the company on 5/13, phase 2 data will be obtained until the first quarter (24/6) of this fiscal year,From the fourth quarter (25/1), we plan to move to “Phase 3,” which targets many patients as the final stage of clinical trialsThat's it.

◆Chugai Pharmaceutical: US Lily's right to receive royalty revenue and up to 60 billion yen with a new drug in the final stages of development
$Chugai Pharmaceutical(4519.JP)$Is “orforgripron,” a candidate for obesity treatment developed by the companyWorldwide development and sales rights were granted to Eli LillyDoing it.According to calculations as of the end of December 23 based on the contract, the right to receive a total of 390 million dollars (about 60 billion yen) of up to 140 million dollars depending on the development stage of the new drug and up to 250 million dollars depending on salesIt has it. If sales of new drugs begin, Chugai PharmaceuticalReceive gradual royalties between mid-single digit sales and early 10%That's going to happen.
According to Chugai Pharmaceutical's financial results briefing materials for the 1st quarter of the fiscal year ending 2014/12, the development of “Orforgripron” by Eli Lilly was in clinical trials as of 4/24phase 3It's in. It is said that a maximum weight loss of 14.7% was seen at 36 weeks in the Phase 2 clinical trial.

◆Nexera Pharma: Our partner Pfizer makes payments according to the development and sales stages
$Nxera Pharma(4565.JP)$(formerly Sosei Group) started rice using technology owned by the company in 23/11 $Pfizer(PFE.US)$Of the “slimming drugs” that are being developedPhase 1 clinical trials have startedIt was announced that it did.Pfizer uses “StAR technology,” which removes receptors while maintaining structure from cell membranes, owned by its partner Nexera Pharma. The “slimming drug” Pfizer is developing is “PF-06954522,” which is the same GLP-1 receptor agonist as Eli Lilly, etc. In response to the announcement, Nexera Pharma's stock price was 23/11/6 and 7Up 17.1% at one point in 2 business daysI did it.
Nexera Pharma is concerned with Pfizer's development of “slimming drugs”An agreement where you receive payment when specified conditions are met and royalties when commercially availableIt has become. Details of the agreement have not been disclosed, but when phase 2 of another diabetes and obesity treatment drug (development was later discontinued) started in 22/12, 10 million dollars (1,374 million yen) were received from Pfizer.
The company also signed an agreement with Eli Lilly on drug discovery for diabetes and metabolic diseases in 22/12. It is currently in the basic research stage,Right to receive up to $694 million and royalties depending on development and sales stagesIt has it.
Also, Nexera Pharma's British subsidiary (formerly Heptales) is working on the development of new appetite suppressants.

Is attention to “slimming drugs” increasing due to new movements in Japan as well?
The name recognition for “slimming drugs” is not that high in Japan, but new movements are also emerging, and there are elements that are attracting attention.
In April '24, Taisho Pharmaceutical began selling “visceral fat/abdominal circumference reduction drugs” at about the same time as the delisting of the holding companyI did it. It is an “Ally” developed by Roche in Switzerland, and English GlaxoSmithKline holds sales rights. However, it is not for medical use, and is sold as an over-the-counter drug (OTC drug) that can be purchased at drugstores, etc. Although Takeda Pharmaceutical obtained domestic approval for the sale of drugs with effects similar to Ally in 2013, it received an indication from the Central Social Insurance Medical Council of the Ministry of Health, Labor, and Welfare that it was “less effective” for weight loss, and sales were postponed.
Also,In February '24, Novo Nordisk's “Ugovi,” which is popular in the US, was covered by insurance for the first time in 30 years as an obesity treatment. However, the conditions for application are strict, and it is not applied for diet purposes. In addition to this, as an existing drug that can also be used as a “slimming drug,” “Forcigar” (developed by AstraZeneca in England, in Japan $Ono Pharmaceutical(4528.JP)$sold by) and “Manjaro” (developed by Eli Lilly, domestically $Mitsubishi Chemical Group(4188.JP)$It is sold by Tanabe Mitsubishi Pharma, which is under its umbrella). These are for treatment of diabetes, etc., and are not covered by insurance when the purpose is obesity treatment or diet.
Like thisDemand and name recognition of existing drugs increase, and if interest in “slimming drugs” spreads in Japan, domestic investors will also be enthusiastic about investing in “slimming drug” brandsI can see it.