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

Dow Jones01-06

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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