A comprehensive article to understand the GLP-1 peptide drugs (Semaglutide, Tirzepatide) industry chain

Publish Time:

2025-09-11


Polypeptide molecular weight generally lies between small molecules and antibodies. Compared to small molecules and biologics represented by antibodies, polypeptides have unique advantages, making them an important component in drug development. Starting from 2023, with the rise of semaglutide,
GLP-1 drugs represented by semaglutide and tirzepatide have seen booming sales and research, driving high prosperity across the entire GLP-1 industry chain. The polypeptide drug industry chain can be roughly divided into: 1) upstream related raw material and equipment manufacturers, with domestic representative companies
such as Junyi Pharmaceutical, Nawi Technology, and Lanxiao Technology; 2) midstream polypeptide CDMOs and active pharmaceutical ingredient manufacturers, with domestic representatives like WuXi AppTec, Kelun Biotech, NuoTai Biotech, and Shengnuo Biotech; 3) downstream pharmaceutical companies engaged in polypeptide drug research and development, with domestic representatives such as Huadong Medicine and Renhui Biotech.