United Labs’ UBT251 Achieves 19.7% Weight Loss in Phase II – Triple‑Target GLP‑1/GIP/GCG Agonist Shows Blockbuster Potential

United Laboratories International Holdings Ltd (HKG: 3933) announced completion of a Phase II clinical trial for UBT251 Injection, its Category 1 innovative triple‑target agonist, in Chinese patients with overweight/obesity. The study demonstrated significant weight‑loss efficacy across all dose groups, with the maximum mean body weight reduction of -19.7% (-17.5 kg) at Week 24, positioning UBT251 as a potential competitor in the rapidly expanding metabolic disease market.

Phase II Study Design & Results

ParameterDetail
Study DesignRandomized, double‑blind, parallel, placebo‑controlled
Enrollment205 patients with obesity or overweight + ≥ 1 weight‑related comorbidity
Randomization1:1:1:1 (UBT251 2 mg / 4 mg / 6 mg / placebo)
AdministrationSubcutaneous injection, once weekly × 24 weeks
Primary EndpointPercentage change in body weight from baseline at Week 24

Efficacy Outcomes

EndpointUBT251 (All Doses)PlaceboTreatment Effect
Max Mean Weight Change-19.7% (-17.5 kg)-2.0% (-1.6 kg)-17.7% vs. placebo
Waist CircumferenceSignificant improvementMinimal changeSuperior reduction
Blood GlucoseSignificant improvementMinimal changeMetabolic benefit
Blood PressureSignificant improvementMinimal changeCardiovascular benefit
Blood LipidsSignificant improvementMinimal changeLipid profile improvement

Safety Profile

MetricResult
Safety/TolerabilityGood across all dose groups
Discontinuations Due to AEsZero patients

Drug Profile – UBT251

FeatureDetail
ClassLong‑acting triple‑target receptor agonist
TargetsGLP‑1 + GIP + GCG (glucagon)
MechanismTriple hormone pathway activation for weight loss, glycemic control, and metabolic improvement
Development StagePhase II completed (obesity); Phase III pending
Other IndicationsType 2 diabetes, chronic kidney disease (CKD), MASH – approved for clinical trials in China and/or US

Strategic Context – Novo Nordisk Partnership

ParameterDetail
Deal DateMarch 2025
PartnerNovo Nordisk A/S (NYSE: NVO)
Deal ValueUSD 2 billion
Licensed TerritoryGlobal excluding Greater China (China mainland, Hong Kong, Macau, Taiwan)
Novo Nordisk RightsDevelopment, manufacturing, commercialization
United Labs Retained RightsGreater China development and commercialization

Strategic Implications

  • Triple‑Target Differentiation: UBT251’s GLP‑1/GIP/GCG triple agonism offers potential superior efficacy vs. dual agonists (tirzepatide) and single‑target GLP‑1s (semaglutide), with glucagon component adding energy expenditure benefits.
  • Blockbuster Validation: The 19.7% weight reduction approaches surgical intervention levels and exceeds many approved/investigational pharmacotherapies, supporting USD 2B partnership valuation with Novo Nordisk.
  • Safety Advantage: Zero discontinuations due to adverse events differentiates UBT251 in a class where GI tolerability is a key commercial consideration.
  • Pipeline Breadth: Indications spanning obesity, T2D, CKD, and MASH position UBT251 as a multi‑indication metabolic platform with potential to address interconnected disease burden.

Market Impact

FactorImpact
Global Obesity MarketProjected > $100 billion by 2030; triple‑target mechanisms represent next wave of innovation beyond GLP‑1/GIP dual agonists
Novo Nordisk PortfolioUBT251 complements Wegovy/Ozempic and provides hedge against competitive threats from Eli Lilly and others
United Labs China PositionRetained Greater China rights enable independent commercialization in world’s second‑largest obesity market
CKD/MASH ExpansionPhase II success supports rapid advancement in high‑value adjacent indications with limited treatment options

Forward‑Looking Statements
This brief contains forward‑looking statements regarding Phase III initiation, regulatory pathways, and commercial potential for UBT251. Actual results may differ due to risks including competitive pricing pressure, manufacturing scale‑up challenges, and long‑term safety monitoring requirements.-Fineline Info & Tech