Chinese biotechs are catching up with the GLP-1 craze

Chinese companies Laekna Therapeutics, Corxel and Sciwind Biosciences released clinical data on GLP-1 receptor agonists at ADA 2025, showcasing strong weight-loss efficacy that challenges global leaders.

Why it matters: China’s biotech sector is positioning itself as a serious contender in the global weight-loss drug market, aiming to rival established players like Eli Lilly and Novo Nordisk with innovative mechanisms and competitive efficacy.

Behind the trial:

• Laekna presented early data on LAE102, a first-in-class ActRIIA-selective antibody, and its related candidates LAE103 and LAE123, which target muscle preservation and fat reduction — a growing concern in GLP-1-based weight loss.

• Corxel presented Phase 2 data on an oral GLP-1 drug licensed from Vincentage. Patients lost up to 9.7% of their body weight in 16 weeks. A Phase 3 trial is now underway in China.

• Sciwind reported Phase 3 results for its GLP-1 receptor agonist ecnoglutide, showing 15.4% average weight loss in 48 weeks, comparable to Lilly’s tirzepatide in the Chinese market.

Big picture: The global obesity treatment market is booming, but competition is fierce. China's entry with novel targets like ActRII and competitive GLP-1 alternatives signals a diversification of therapeutic options and potential price competition in the space.

Big win: Market stakes are high: Even a small market share in China could deliver significant revenue for local firms.