2026，全球畅销药Top10(预测版)

赛柏蓝

02/19

编者按：本文来自米内网，作者皓月；赛柏蓝授权转载，编辑相宜2025年年末，权威杂志《Nature Reviews Drug Discovery》发布了一份商业分析简讯：Top product forecasts for 2026。在简讯中，Evaluate Pharma分析师对2026年全球十大畅销药品的销售额、排名变动做出专业预测，揭开了未来医药市场的竞争走向。01近$2000亿TOP10榜单...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2612236099"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2612236099\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2612236099?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2026-02-19 17:02","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2612236099","market":"us","top_or_hot":-1,"title":"2026，全球畅销药Top10(预测版)","media":"赛柏蓝","content":"<div>\n<p>编者按：本文来自米内网，作者皓月；赛柏蓝授权转载，编辑相宜2025年年末，权威杂志《Nature Reviews Drug Discovery》发布了一份商业分析简讯：Top product forecasts for 2026。在简讯中，Evaluate Pharma分析师对2026年全球十大畅销药品的销售额、排名变动做出专业预测，揭开了未来医药市场的竞争走向。01近$2000亿TOP10榜单...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219172854954174a0&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2026，全球畅销药Top10(预测版)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2026，全球畅销药Top10(预测版)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-19 17:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219172854954174a0&s=b><strong>赛柏蓝</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按：本文来自米内网，作者皓月；赛柏蓝授权转载，编辑相宜2025年年末，权威杂志《Nature Reviews Drug Discovery》发布了一份商业分析简讯：Top product forecasts for 2026。在简讯中，Evaluate Pharma分析师对2026年全球十大畅销药品的销售额、排名变动做出专业预测，揭开了未来医药市场的竞争走向。01近$2000亿TOP10榜单...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219172854954174a0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0203347892.USD","symbol_name":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219172854954174a0&s=b","article_id":"2612236099","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219172854954174a0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612236099","pubTimestamp":1771491774,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"在简讯中，Evaluate Pharma分析师对2026年全球十大畅销药品的销售额、排名变动做出专业预测，揭开了未来医药市场的竞争走向。与上一年的预测相比，2026年全球TOP10畅销药品的产品阵容保持不变，但整体销售额有明显的攀升，预计TOP10产品总销售额将接近两千亿美元关口，同比增长达到18%。Eliquis在2026年预计销售额将达121亿美元，但这个极大可能是Eliquis最后一次入选TOP10畅销药榜单。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1941712348.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"AT\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0432979614.USD":"JPM GLOBAL HEALTHCARE \"A\" ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2112291526.USD":"BGF WORLD HEALTHSCIENCE \"A4\" (USD) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4532":"文艺复兴科技持仓","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4534":"瑞士信贷持仓","SG9999001176.USD":"United Global Healthcare Acc USD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","NVOH":"Novo Nordisk A/S B Shares ADRhedged","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4516":"特朗普概念","NVOX":"2倍做多NVO ETF-Defiance","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LLY":"礼来","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0122379950.USD":"贝莱德世界健康科学A2","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1983299246.USD":"SCHRODER ISF HEALTHCARE INNOVATION \"A\" (USD) ACC","MRK":"默沙东","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1917777945.USD":"安联专题基金Cl AT Acc","SG9999002232.USD":"Allianz Global High Payout USD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","BK4559":"巴菲特持仓","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0058720904.USD":"联博国际健康护理基金A","BK4599":"减肥药","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","NVO":"诺和诺德","LU2089984988.USD":"MANULIFE GF HEALTHCARE \"AA\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","BK4007":"制药","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC"},"translate_title":"2026, Top 10 best-selling drugs in the world (forecast version)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVOX":0.6,"NVO":1.9,"MRK":1.88,"NVOH":0.6,"LLY":1.92},"content_text":"编者按：本文来自米内网，作者皓月；赛柏蓝授权转载，编辑相宜2025年年末，权威杂志《Nature Reviews Drug Discovery》发布了一份商业分析简讯：Top product forecasts for 2026。在简讯中，Evaluate Pharma分析师对2026年全球十大畅销药品的销售额、排名变动做出专业预测，揭开了未来医药市场的竞争走向。01近$2000亿TOP10榜单揭晓$338亿“药王”蝉联榜首2026年TOP10畅销药品预测2026年，默沙东的PD-1单抗Keytruda（帕博利珠单抗）携手其皮下注射制剂Qlex依旧蝉联全球畅销药榜首，预计销售额达338亿美元。礼来的GLP-1R/GIPR双重激动剂Mounjaro（替尔泊肽）凭借258亿美元的销售额紧跟其后。艾伯维的IL-23单抗Skyrizi（利生奇珠单抗）位列第三。与上一年的预测相比，2026年全球TOP10畅销药品的产品阵容保持不变，但整体销售额有明显的攀升，预计TOP10产品总销售额将接近两千亿美元关口，同比增长达到18%。与此同时，榜单内的排名进行了明显的“洗牌”，其中GLP-1赛道的替尔泊肽和司美格鲁肽排名的反向变化成为本次榜单调整的核心看点，也是推动榜单格局重塑的关键因素。02替尔泊肽一路高涨实现反超GLP-1“双雄”走势分化根据预测，礼来降糖版替尔泊肽（Mounjaro）以258亿美元的预测销售额，牢牢占据榜单第二的位置。其减重版本Zepbound更是一路高歌，排名狂升5位，成功闯入榜单前五。老对手诺和诺德核心产品司美格鲁肽市场表现承压。降糖药Ozempic（司美格鲁肽注射液）销售额预测缩水，从2025年的222.5亿美元降至2026年的197亿美元，排名直接从第二滑落至第六。另一款司美格鲁肽减肥注射液（Wegovy），最终排在榜单第八位，GLP-1“双雄”的走势彻底分化。礼来的领先优势，在2025年已正式确立。2025年一季度末，礼来公开宣布，其已拿下美国肠促胰岛素类似物市场的领导地位，以53.3%的处方量占比，首次超越诺和诺德。面对礼来的强势狙击，诺和诺德在2025年四次下调全年销售增长预期，将最初16%-24%的增长区间，收窄至8%-11%。业绩指引的持续下调，直观反映出公司对GLP-1糖尿病与肥胖症疗法增长前景的谨慎预期。财报数据进一步印证了这一格局转变。进入2025年后，诺和诺德的3款司美格鲁肽单季合计销售额始终未能突破2024年第四季度的606亿丹麦克朗（约87亿美元）的峰值。而礼来两款替尔泊肽产品合计销售额在2025年第二季度便达到85.8亿美元，实现对司美格鲁肽的反超。2025年第三季度，替尔泊肽双产品合计销售额更是突破100亿美元大关，达到101.03亿美元，增长势头远超竞品。2022-2025Q3司美格鲁肽和替尔泊肽的销售对比GLP-1类药物的市场潜力正以肉眼可见的速度高速释放，全球千亿级市场规模持续扩容。当前，诺和诺德与礼来形成的“双巨头”竞争格局虽暂时稳固，但并非铁板一块，各类迭代在研产品喷涌而出，有望成为搅动全球GLP-1赛道竞争的新力量。Evaluate Pharma在另一份专项报告中明确预测，2026年全球最具潜力的待上市药物及生物制药领域高价值研发项目中，GLP-1相关药物均占据核心地位。行业内有观点认为，胰淀素疗法有望取代GLP-1机制，成为肥胖症和2型糖尿病的核心代谢治疗方案。诺和诺德将研发重心放在GLP-1类药物与胰淀素（Amylin）类药物的联合应用探索上，试图凭借机制创新寻找翻盘契机。其中，其研发的胰淀素与GLP-1激动剂固定剂量复方制剂CagriSema位居2026年最具潜力上市药物榜首，并且该药已于2025年底提交了上市申请。诺和诺德另一款与胰淀素相关的明星产品Amyeretin目前正式启动Ⅲ期临床试验。与之对应，礼来则聚焦小分子口服剂型与多靶点机制药物研发。其研发的口服GLP-1激动剂Orforglipron也已提交了上市申请，专门对标诺和诺德已上市口服司美格鲁肽Rybelsus。同时，在GLP-1三靶点激动剂赛道，礼来的Retatrutide研发进展全球最快，目前正同步开展肥胖、2型糖尿病、心血管事件二级预防、阻塞型睡眠呼吸暂停等多项适应症的Ⅲ期临床试验。2026年最具潜力的待上市药物生物制药领域高价值研发项目034款重磅药遇“专利悬崖”11款司美格鲁肽蓄势待发百亿销售额的光环之下，2026年全球TOP10畅销药正遭遇“专利悬崖”的致命考验。这场席卷全球医药行业的专利到期潮，成为各大药企无法回避的生存挑战。在这份榜单中，Eliquis（阿哌沙班）、Ozempic（司美格鲁肽）、Keytruda（帕博利珠单抗）、Darzalex（达雷妥尤单抗）四款TOP10成员将在未来五年内陆续迎来“专利悬崖”，其市场独占权丧失后，销售额恐面临断崖式缩水，进而重塑全球医药市场头部格局。TOP10畅销药品近年专利到期情况最受关注的是“药王”Keytruda，这款PD-1抑制剂在2024年实现约294.8亿美元的全球销售，占默沙东总收入接近一半。Keytruda将在2028年前后于美国等关键市场面临生物类似药竞争。即便默沙东已提前推进皮下注射剂型，试图延长商业生命周期，这一时间点仍然意味着一个确定的拐点：一旦生物类似药进入，价格与市场份额都会迅速承压。阿哌沙班（Eliquis）的专利压力更为紧迫，这款由BMS与辉瑞联合商业化的口服抗凝药，核心化合物专利将于2026年到期。BMS在投资者沟通中已明确提示，2026–2027年将进入专利影响逐步显现的阶段。Eliquis在2026年预计销售额将达121亿美元，但这个极大可能是Eliquis最后一次入选TOP10畅销药榜单。诺和诺德Ozempic在中国的专利也将于今年到期，仿制药的进入加剧了这款GLP-1激动剂的销售下行压力。数据显示，2025年前三季度司美格鲁肽注射液在中国三大终端六大市场销售额接近60亿元，诺和诺德独揽市场。目前，国内已有11款司美格鲁肽生物类似药的上市申请获受理，包括正大天晴药业、石药集团、复星万邦等，另有多家企业已进入Ⅲ期临床，市场竞争渐趋白热化。近年来中国三大终端六大市场司美格鲁肽注射液销售情况（单位：万元）强生的“销冠”达雷妥尤单抗（Darzalex）也无法绕过专利悬崖。靶向CD38的Darzalex作为治疗多发性骨髓瘤的核心药物，2023年该药全球销售额超过97亿美元，后续则持续强势上涨，2024年首次突破“百亿大关”达到116.7亿美元。强生正通过持续拓展适应症巩固市场，2024年先后提交新诊断不适合干细胞移植的多发性骨髓瘤、高风险冒烟型多发性骨髓瘤两项适应症申请，试图延缓专利到期后的销售额下滑态势，但长期仍难抵生物类似药的冲击。2026年全球TOP10畅销药预测榜，藏着医药行业的“不变与剧变”——产品阵容未改，核心格局却已然重塑，“危”与“机”双向交织。榜单排名的大洗牌，直白道出市场热点的转移：以GLP-1为代表的代谢药物强势崛起，有望改写全球医药市场的价值格局、登顶行业巅峰。更关键的是，未来五年，“专利到期潮”汹涌来袭，将狠狠冲击多家顶级药企，这场行业大洗牌，已然箭在弦上。资料来源：Evaluate Pharma、企业财报、米内网数据库等","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}