Innovent Should Hold Own in Weight-Loss Drug Race Despite Intensifying Competition -- Market Talk

Dow Jones

01/06

0924 GMT - Innovent should hold its ground in the GLP-1 weight-loss drug segment despite intensifying market competition, Nomura analyst Jialin Zhang says in a note. He notes pharma majors Eli Lilly and Novo Nordisk both cut prices of their GLP-1 products in China. However, Zhang remains confident in Innovent's execution capability, noting the higher price point and differentiated mechanism of its GLP-1 treatment, mazdutide, allow the company to distinguish itself. While many Chinese drugmakers lack experience marketing quasi-over-the-counter drugs, Zhang expects Innovent to benefit from a first-mover advantage in scaling sales, which will support growth in 2026 and beyond. Nomura maintains a buy rating and HK$105.80 target price on the stock, which last closed at HK$84.50. (jason.chau@wsj.com)

(END) Dow Jones Newswires

January 06, 2026 04:24 ET (09:24 GMT)

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He notes pharma majors Eli Lilly and <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a> both cut prices of their GLP-1 products in China. However, Zhang remains confident in Innovent's execution capability, noting the higher price point and differentiated mechanism of its GLP-1 treatment, mazdutide, allow the company to distinguish itself. While many Chinese drugmakers lack experience marketing quasi-over-the-counter drugs, Zhang expects Innovent to benefit from a first-mover advantage in scaling sales, which will support growth in 2026 and beyond. Nomura maintains a buy rating and HK$105.80 target price on the stock, which last closed at HK$84.50. 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He notes pharma majors Eli Lilly and <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a> both cut prices of their GLP-1 products in China. However, Zhang remains confident in Innovent's execution capability, noting the higher price point and differentiated mechanism of its GLP-1 treatment, mazdutide, allow the company to distinguish itself. While many Chinese drugmakers lack experience marketing quasi-over-the-counter drugs, Zhang expects Innovent to benefit from a first-mover advantage in scaling sales, which will support growth in 2026 and beyond. Nomura maintains a buy rating and HK$105.80 target price on the stock, which last closed at HK$84.50. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 06, 2026 04:24 ET (09:24 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2097828714.EUR","symbol_name":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601898608","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601898608","pubTimestamp":1767691440,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0924 GMT - Innovent should hold its ground in the GLP-1 weight-loss drug segment despite intensifying market competition, Nomura analyst Jialin Zhang says in a note. He notes pharma majors Eli Lilly and Novo Nordisk both cut prices of their GLP-1 products in China. However, Zhang remains confident in Innovent's execution capability, noting the higher price point and differentiated mechanism of its GLP-1 treatment, mazdutide, allow the company to distinguish itself. While many Chinese drugmakers lack experience marketing quasi-over-the-counter drugs, Zhang expects Innovent to benefit from a first-mover advantage in scaling sales, which will support growth in 2026 and beyond. Nomura maintains a buy rating and HK$105.80 target price on the stock, which last closed at HK$84.50. 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He notes pharma majors Eli Lilly and Novo Nordisk both cut prices of their GLP-1 products in China. However, Zhang remains confident in Innovent's execution capability, noting the higher price point and differentiated mechanism of its GLP-1 treatment, mazdutide, allow the company to distinguish itself. While many Chinese drugmakers lack experience marketing quasi-over-the-counter drugs, Zhang expects Innovent to benefit from a first-mover advantage in scaling sales, which will support growth in 2026 and beyond. Nomura maintains a buy rating and HK$105.80 target price on the stock, which last closed at HK$84.50. 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