{
  "schema_version": "1.0",
  "type": "article",
  "title": "韓美半價減肥針開戰 Mounjaro，先痛的是 Wegovy",
  "url": "https://drugnews.com.tw/articles/2026-10-20-korea-glp1-price-war-hanmi-eppe-novo.html",
  "markdown_url": "https://drugnews.com.tw/articles/2026-10-20-korea-glp1-price-war-hanmi-eppe-novo.md",
  "lang": "zh-Hant",
  "date": "2026-10-20",
  "publish_at": "2026-10-20T08:00:00+08:00",
  "updated_at": "2026-10-20",
  "category": "商業分析系列",
  "topic": "商業分析系列",
  "tags": [
    "韓美製藥",
    "Eppe",
    "Mounjaro",
    "Wegovy",
    "減重藥"
  ],
  "summary": "10 月 7 日，韓美製藥的國產減肥針 Eppe 在首爾拿證，第一個月報價約是 Mounjaro 的一半；六天後，諾和諾德替 Wegovy 申請健保。半價針撼不動 Mounjaro 的九成，先痛的是 Wegovy。",
  "key_points": [
    "韓美製藥的國產 GLP-1 減肥針 Eppe（efpeglenatide）2026 年 10 月 7 日獲韓國核准，10 月 14 日業界報價第一個月 12 萬 9,800 韓元，約為 Mounjaro 2.5 毫克四週約 27 萬韓元的一半。",
    "2026 年 6 月 Mounjaro 在韓國 GLP-1 減重藥市占 86.7%、Wegovy 13.2%；諾和諾德 2026 年 10 月 13 日被報導已向韓國 HIRA 申請 Wegovy 健保給付。",
    "Eppe 到第四個月 10 毫克維持劑量時月費 29 萬 9,200 韓元，只比 Wegovy 便宜 17%、比 Mounjaro 便宜 19%；其三期第 40 週減重 9.75%，與 Wegovy 同一層級，價格壓力首先落在 Wegovy。"
  ],
  "facts": [
    {
      "claim": "Mounjaro 韓國 GLP-1 減重藥市占（2026 年 6 月，BRP Insight）",
      "value": 86.7,
      "unit": "%",
      "as_of": "2026-06-30",
      "source": "https://www.koreaherald.com/article/10901056"
    },
    {
      "claim": "Wegovy 韓國 GLP-1 減重藥市占（2026 年 6 月，BRP Insight）",
      "value": 13.2,
      "unit": "%",
      "as_of": "2026-06-30",
      "source": "https://www.koreaherald.com/article/10901056"
    },
    {
      "claim": "Mounjaro 2.5 毫克韓國四週最低價",
      "value": 270000,
      "unit": "韓元",
      "as_of": "2026-10-13",
      "source": "https://www.koreaherald.com/article/10901056"
    },
    {
      "claim": "Wegovy 0.25 毫克韓國最低價",
      "value": 210000,
      "unit": "韓元",
      "as_of": "2026-10-13",
      "source": "https://www.koreaherald.com/article/10901056"
    },
    {
      "claim": "Eppe 第一個月價格（2 與 4 毫克，業界報價，含稅）",
      "value": 129800,
      "unit": "韓元",
      "as_of": "2026-10-14",
      "source": "https://en.sedaily.com/finance/2026/10/14/hanmis-efpe-obesity-drug-to-cost-129800-won-in-first-month"
    },
    {
      "claim": "Eppe 第四個月價格（10 毫克，業界報價，含稅）",
      "value": 299200,
      "unit": "韓元",
      "as_of": "2026-10-14",
      "source": "https://en.sedaily.com/finance/2026/10/14/hanmis-efpe-obesity-drug-to-cost-129800-won-in-first-month"
    },
    {
      "claim": "Eppe 起始劑量比 Mounjaro 便宜",
      "value": 53,
      "unit": "%",
      "as_of": "2026-10-14",
      "source": "https://en.sedaily.com/finance/2026/10/14/hanmis-efpe-obesity-drug-to-cost-129800-won-in-first-month"
    },
    {
      "claim": "Eppe 維持劑量比 Wegovy 便宜",
      "value": 17,
      "unit": "%",
      "as_of": "2026-10-14",
      "source": "https://en.sedaily.com/finance/2026/10/14/hanmis-efpe-obesity-drug-to-cost-129800-won-in-first-month"
    },
    {
      "claim": "Eppe 維持劑量比 Mounjaro 便宜",
      "value": 19,
      "unit": "%",
      "as_of": "2026-10-14",
      "source": "https://en.sedaily.com/finance/2026/10/14/hanmis-efpe-obesity-drug-to-cost-129800-won-in-first-month"
    },
    {
      "claim": "韓美 Eppe 年營收目標",
      "value": 1000,
      "unit": "億韓元以上",
      "as_of": "2026-10-14",
      "source": "https://en.sedaily.com/finance/2026/10/14/hanmis-efpe-obesity-drug-to-cost-129800-won-in-first-month"
    },
    {
      "claim": "Eppe 三期第 40 週平均體重變化（安慰劑 -0.95%，448 名韓國成人）",
      "value": -9.75,
      "unit": "%",
      "as_of": "2025-10-27",
      "source": "https://www.hanmipharm.com/about/investor-relations/press/detail-3763.hm"
    },
    {
      "claim": "Eppe 三期第 40 週減重至少 10% 的比例",
      "value": 49.46,
      "unit": "%",
      "as_of": "2025-10-27",
      "source": "https://www.hanmipharm.com/about/investor-relations/press/detail-3763.hm"
    },
    {
      "claim": "Mounjaro 2026 年 6 月韓國處方張數（HIRA DUR）",
      "value": 335306,
      "unit": "張",
      "as_of": "2026-07-30",
      "source": "https://en.sedaily.com/culture/2026/07/30/wegovy-falls-20-fold-behind-mounjaro-in-new-prescriptions"
    },
    {
      "claim": "Wegovy 韓國單月處方高峰（2025 年 5 月）",
      "value": 88895,
      "unit": "張",
      "as_of": "2026-07-30",
      "source": "https://en.sedaily.com/culture/2026/07/30/wegovy-falls-20-fold-behind-mounjaro-in-new-prescriptions"
    },
    {
      "claim": "Mounjaro 最低劑量處方量相對 Wegovy 最低劑量（2026 年 6 月）",
      "value": 19.6,
      "unit": "倍",
      "as_of": "2026-07-30",
      "source": "https://en.sedaily.com/culture/2026/07/30/wegovy-falls-20-fold-behind-mounjaro-in-new-prescriptions"
    },
    {
      "claim": "Novo 在 Mounjaro 上市前調降 Wegovy 最低劑量價格",
      "value": 42,
      "unit": "%",
      "as_of": "2026-07-30",
      "source": "https://en.sedaily.com/culture/2026/07/30/wegovy-falls-20-fold-behind-mounjaro-in-new-prescriptions"
    },
    {
      "claim": "Eppe 獲韓國食藥處核准，為韓國第 45 個國產新藥",
      "value": "2026-10-07",
      "unit": "日期",
      "as_of": "2026-10-07",
      "source": "https://www.koreatimes.co.kr/business/companies/20261016/koreas-1st-homegrown-obesity-drug-likely-to-intensify-price-competition"
    },
    {
      "claim": "Eppe 三期噁心發生率",
      "value": 16.6,
      "unit": "%",
      "as_of": "2026-10-08",
      "source": "https://www.koreajoongangdaily.com/business/koreas-first-glp1-obesity-drug-wins-approval-with-less-weight-loss-but-fewer-side-effects/12910491"
    },
    {
      "claim": "Sanofi 通知退回 efpeglenatide 全部權利",
      "value": "2020-05-14",
      "unit": "日期",
      "as_of": "2020-05-14",
      "source": "https://www.koreabiomed.com/news/articleView.html?idxno=8244"
    },
    {
      "claim": "韓美自 Sanofi 取得的 efpeglenatide 頭期款",
      "value": 2,
      "unit": "億歐元",
      "as_of": "2020-05-14",
      "source": "https://www.koreabiomed.com/news/articleView.html?idxno=8244"
    },
    {
      "claim": "韓國關稅廳 2026 年 1–8 月查獲非法攜入減肥藥件數（去年同期 4.2 倍）",
      "value": 5030,
      "unit": "件",
      "as_of": "2026-10-16",
      "source": "https://www.koreatimes.co.kr/business/companies/20261016/koreas-1st-homegrown-obesity-drug-likely-to-intensify-price-competition"
    },
    {
      "claim": "Mounjaro 在中國最大降價幅度",
      "value": 66,
      "unit": "%",
      "as_of": "2026-10-16",
      "source": "https://www.koreatimes.co.kr/business/companies/20261016/koreas-1st-homegrown-obesity-drug-likely-to-intensify-price-competition"
    },
    {
      "claim": "Mounjaro 台灣市面價（不分劑量）",
      "value": "9,500–15,000",
      "unit": "新台幣元",
      "as_of": "2026-01-19",
      "source": "https://www.twreporter.org/a/illicit-drug-distribution-of-glp-1-gip-in-taiwan-1"
    },
    {
      "claim": "Eppe 病人第一個月實付估計",
      "value": "14–20 萬",
      "unit": "韓元",
      "as_of": "2026-10-15",
      "source": "https://www.ajupress.com/view/20261015085413145"
    },
    {
      "claim": "匯率 USD/KRW（USD/TWD 32.36）",
      "value": 1342.74,
      "unit": "韓元",
      "as_of": "2026-10-16",
      "source": "https://open.er-api.com/v6/latest/USD"
    }
  ],
  "sections": [
    "01｜韓國減重藥這場仗，九成在一家手上",
    "02｜同樣一週一針，三支藥按的開關不一樣",
    "03｜Lilly、諾和、韓美：各用什麼搶什麼",
    "04｜半價只在第一個月",
    "05｜台灣自費 9,500 元起，健保在看韓國怎麼審",
    "參考資料"
  ],
  "references": [
    {
      "title": "Wegovy seeks insurance edge in Korea's obesity drug war",
      "source": "The Korea Herald",
      "date": "2026-10-13",
      "url": "https://www.koreaherald.com/article/10901056"
    },
    {
      "title": "Hanmi's Efpe Obesity Drug to Cost 129,800 Won in First Month",
      "source": "Seoul Economic Daily",
      "date": "2026-10-14",
      "url": "https://en.sedaily.com/finance/2026/10/14/hanmis-efpe-obesity-drug-to-cost-129800-won-in-first-month"
    },
    {
      "title": "Price War Heats Up as Novo Seeks Insurance Coverage for Wegovy in Korea",
      "source": "Seoul Economic Daily",
      "date": "2026-10-16",
      "url": "https://en.sedaily.com/finance/2026/10/16/price-war-heats-up-as-novo-seeks-insurance-coverage-for"
    },
    {
      "title": "Korea's 1st homegrown obesity drug likely to intensify price competition",
      "source": "The Korea Times",
      "date": "2026-10-16",
      "url": "https://www.koreatimes.co.kr/business/companies/20261016/koreas-1st-homegrown-obesity-drug-likely-to-intensify-price-competition"
    },
    {
      "title": "한미약품 '에페', 첫 달 12만9800원 확정（韓美發言人談定價",
      "source": "뉴스저널리즘",
      "date": "2026-10-15",
      "url": "https://www.ngetnews.com/news/articleView.html?idxno=554556"
    },
    {
      "title": "Korea's first GLP-1 obesity drug wins approval with less weight loss but fewer side effects",
      "source": "Korea JoongAng Daily",
      "date": "2026-10-08",
      "url": "https://www.koreajoongangdaily.com/business/koreas-first-glp1-obesity-drug-wins-approval-with-less-weight-loss-but-fewer-side-effects/12910491"
    },
    {
      "title": "Korea's Homegrown GLP-1 obesity therapy with Favorable Efficacy and Safety Nears Filing（三期第 40 週期中結果",
      "source": "Hanmi Pharmaceutical",
      "date": "2025-10-27",
      "url": "https://www.hanmipharm.com/about/investor-relations/press/detail-3763.hm"
    },
    {
      "title": "Wegovy Falls 20-Fold Behind Mounjaro in New Prescriptions, May Cut Prices Again",
      "source": "Seoul Economic Daily",
      "date": "2026-07-30",
      "url": "https://en.sedaily.com/culture/2026/07/30/wegovy-falls-20-fold-behind-mounjaro-in-new-prescriptions"
    },
    {
      "title": "Sanofi to return efpeglenatide rights to Hanmi",
      "source": "Korea Biomedical Review",
      "date": "2020-05-14",
      "url": "https://www.koreabiomed.com/news/articleView.html?idxno=8244"
    },
    {
      "title": "Hanmi files phase 3 IND for Korean-customized obesity drug efpeglenatide",
      "source": "KED Global",
      "date": "2023-07-31",
      "url": "https://www.kedglobal.com/newsView/ked202307310013"
    },
    {
      "title": "LAPSCOVERY: Long-Acting Protein/Peptide Discovery platform technology",
      "source": "LAPAL",
      "date": "2026-10-17",
      "url": "https://lapal.ch/technology/lapscovery-long-acting-protein-peptide-discovery-platform-technology"
    },
    {
      "title": "社群販售、藥局私賣、日本代購：揭開台灣「瘦瘦針」的非法流通網路",
      "source": "報導者",
      "date": "2026-01-19",
      "url": "https://www.twreporter.org/a/illicit-drug-distribution-of-glp-1-gip-in-taiwan-1"
    },
    {
      "title": "Hanmi's new obesity drug to launch this month at half Mounjaro's price",
      "source": "Aju Press",
      "date": "2026-10-15",
      "url": "https://www.ajupress.com/view/20261015085413145"
    },
    {
      "title": "USD 匯率（TWD 32.36、KRW 1,342.74、JPY 158.09",
      "source": "ExchangeRate-API",
      "date": "2026-10-16",
      "url": "https://open.er-api.com/v6/latest/USD"
    }
  ],
  "images": [
    {
      "alt": "圖1｜三支減肥針，按的開關不一樣",
      "url": "https://drugnews.com.tw/assets/articles/korea-glp1-price-war-hanmi-eppe-novo/figure-01.png"
    },
    {
      "alt": "圖2｜韓國起始四週價格：Eppe 約是 Mounjaro 的一半",
      "url": "https://drugnews.com.tw/assets/articles/korea-glp1-price-war-hanmi-eppe-novo/figure-02.png"
    },
    {
      "alt": "圖3｜Eppe 每月費用：第四個月是第一個月的 2.3 倍",
      "url": "https://drugnews.com.tw/assets/articles/korea-glp1-price-war-hanmi-eppe-novo/figure-03.png"
    }
  ],
  "cover_image": "https://drugnews.com.tw/assets/articles/korea-glp1-price-war-hanmi-eppe-novo/cover.png",
  "publisher": {
    "name": "Drugnews｜藥時事",
    "url": "https://drugnews.com.tw/",
    "profile": "https://drugnews.com.tw/brand-profile.json"
  },
  "citation": "Drugnews｜藥時事（2026-10-20）。韓美半價減肥針開戰 Mounjaro，先痛的是 Wegovy。https://drugnews.com.tw/articles/2026-10-20-korea-glp1-price-war-hanmi-eppe-novo.html",
  "disclaimer": "本文僅供產業研究與知識分享，不構成投資、醫療、募資或個股建議。",
  "translations": {}
}