Com a expiração da patente original da semaglutida no Brasil, a Anvisa aprovou o Ozivy — a primeira versão sintética do medicamento desenvolvida pela farmacêutica nacional EMS — abrindo uma nova fase na disputa pelo acesso a tratamentos para diabetes tipo 2 e obesidade. A chegada de um concorrente mais barato não é apenas um evento de mercado: é um momento em que a ciência, a política industrial e a saúde pública se encontram, testando se a inovação pode, de fato, alcançar quem mais precisa.
Brazil approves first synthetic semaglutide alternative to Ozempic
The underground market for semaglutida has expanded as people seek alternatives
Why does it matter that this is synthetic rather than biologic? Doesn't it do the same thing?
Technically yes—both versions work the same way in your body. But synthetic means it's made through chemical synthesis, so it's smaller, more stable, and can be reproduced identically every time. Biologic drugs are more complex to manufacture. For regulators, synthetic versions are actually harder to approve because they share risks from both categories. Anvisa is one of the first agencies in the world to do this.
So why did EMS bother making a synthetic version instead of just copying the biologic?
The patent expiration opened the door, but there's a strategic advantage. Synthetic versions can potentially be manufactured more efficiently and scaled up faster. EMS built a 1.2 billion real facility specifically for this. They're betting they can produce 40 million pens a year and undercut Novo Nordisk on price.
The company promised 30 percent cheaper. Will that actually happen?
That's the question everyone's asking. The price still has to be approved by Brazil's pricing board, and EMS hasn't given exact numbers. But if history holds, competitors in Brazil's market typically go 15 to 60 percent lower. The real test is whether that savings actually reaches patients or gets absorbed by middlemen.
What about the public health system? Could poor Brazilians actually get this drug?
Not yet. The government rejected adding semaglutida to the public system in 2025 because it would cost over 8 billion reais. But if prices drop significantly with competition, that calculation changes. Lower prices make it more feasible to include in the public system, though there's no guarantee the government will choose to do so.
Is there a catch with Ozivy? Storage, side effects, anything?
Storage is slightly more demanding—it has to stay refrigerated even after you start using it, whereas Ozempic can sit at room temperature for six weeks. As for side effects, it's the same drug class, so the profile should be similar. The real unknown is manufacturing quality at scale, but Anvisa wouldn't have approved it without confidence in that.
El Pulso
- O mercado clandestino de semaglutida cresceu justamente porque o preço oficial coloca o medicamento fora do alcance de grande parte da população brasileira.
- A aprovação do Ozivy pela Anvisa coloca o Brasil entre os primeiros países do mundo a autorizar uma versão sintética desse tipo de biológico — uma distinção regulatória inédita.
- A EMS investiu mais de R$ 1,2 bilhão em sua plataforma de produção em Hortolândia e promete uma redução de 30% no preço em relação ao Ozempic, com capacidade para 40 milhões de canetas por ano.
- Antes de chegar às farmácias — o que deve ocorrer em até 30 dias — o Ozivy ainda precisa passar pela câmara de regulação de preços do governo.
- Cinco outras versões sintéticas e um biológico da semaglutida aguardam aprovação, e a competição crescente pode mudar o cálculo que levou o Ministério da Saúde a rejeitar a inclusão do medicamento no SUS em 2025.
Com a expiração da patente original da semaglutida no Brasil, a Anvisa aprovou o Ozivy — a primeira versão sintética do medicamento desenvolvida pela farmacêutica nacional EMS — abrindo uma nova fase na disputa pelo acesso a tratamentos para diabetes tipo 2 e obesidade. A chegada de um concorrente mais barato não é apenas um evento de mercado: é um momento em que a ciência, a política industrial e a saúde pública se encontram, testando se a inovação pode, de fato, alcançar quem mais precisa.
A Anvisa aprovou nesta semana o Ozivy, caneta injetável de semaglutida desenvolvida pela EMS, tornando-se a primeira versão sintética do medicamento a chegar ao mercado brasileiro após o vencimento da patente original. Indicado para adultos com diabetes tipo 2 não controlada por dieta e exercício, o produto é aplicado semanalmente — assim como o Ozempic — mas se diferencia por ser produzido por síntese química, e não por processos biológicos.
Essa distinção técnica tem peso regulatório: as regras brasileiras não permitem genéricos de medicamentos biológicos, então o Ozivy ocupa uma categoria intermediária — alternativa sintética, não genérico no sentido legal. A EMS submeteu o pedido em 2023 e investiu mais de R$ 1,2 bilhão na construção de uma plataforma de produção de peptídeos em Hortolândia, São Paulo, com capacidade para 40 milhões de canetas por ano.
O ponto central para os pacientes é o preço. A empresa prometeu uma redução de cerca de 30% em relação ao Ozempic, embora os valores exatos ainda não tenham sido divulgados. O medicamento aguarda apenas a aprovação da câmara de regulação de preços — etapa esperada para os próximos dias — antes de chegar às farmácias em até um mês. A promessa de menor custo responde diretamente à expansão do mercado paralelo de semaglutida, alimentado pela dificuldade de acesso às versões originais.
Há diferenças práticas a considerar: o Ozivy exige refrigeração entre 2 e 8 graus Celsius mesmo após o início do uso, enquanto o Ozempic tolera até 30 graus por até seis semanas fora da geladeira. Em estudos clínicos, a semaglutida na dose de 2,4 mg produziu perda de peso de cerca de 17,4% ao longo de 68 semanas.
Cinco versões sintéticas e uma biológica da semaglutida ainda aguardam aprovação na Anvisa. Para especialistas como Paulo Miranda, ex-presidente da sociedade brasileira de endocrinologia, o verdadeiro teste será se a concorrência efetivamente derruba os preços — e se isso muda o cálculo do governo, que em 2025 rejeitou incluir a semaglutida no SUS alegando um custo projetado de mais de R$ 8 bilhões. O Ozivy abre uma fresta; o que passa por ela depende de quanto os fabricantes estão dispostos a competir.
Brazil's health regulator gave the green light this week to Ozivy, a new semaglutida injection pen made by the pharmaceutical company EMS. The approval marks a significant shift in the country's weight-loss and diabetes medication landscape—it is the first synthetic version of semaglutida to reach the Brazilian market now that the original patent has expired. The drug is designed to treat adults with type 2 diabetes that isn't adequately controlled through diet and exercise alone, and it comes as a weekly injection, just like its better-known predecessor, Ozempic.
What makes Ozivy technically distinct is its origin. The original semaglutida medications sold in Brazil—Ozempic and Wegovy from Novo Nordisk, plus the identical versions Extensior and Poviztra made locally by Eurofarma—are all biologic drugs, meaning they are derived from living systems or created through genetic manipulation. Ozivy, by contrast, is synthesized through chemical processes, which produces smaller, more stable molecules that can be reproduced identically. This distinction matters for regulators: Brazil's rules do not permit true generics of biologic drugs, so Ozivy occupies a middle category—not a generic in the legal sense, but a synthetic alternative. The Anvisa, Brazil's health agency, notes that it is among the first regulatory bodies in the world to approve this type of product.
The path to approval took time. EMS submitted its application in 2023 and navigated the standard process of proving efficacy, safety, and quality. The agency prioritized review of domestically produced weight-loss pens, a deliberate choice that reflects both national industrial policy and the growing demand for these medications. Five more synthetic semaglutida variants and one biologic version are still under review. The company invested more than 1.2 billion reais to build the peptide manufacturing platform at its facility in Hortolândia, São Paulo, which has the capacity to produce up to 40 million pens annually.
Price is the story that matters most to patients. EMS has pledged that Ozivy will cost roughly 30 percent less than Ozempic, though the company has not disclosed exact figures. The drug still must clear one more regulatory hurdle—the pricing board that sets maximum prices in Brazil—before it can reach pharmacies, a process expected to take days. Once approved, EMS says the medication will be available within a month. The promise of lower costs addresses a real problem: the underground market for semaglutida has expanded as people seek alternatives to expensive branded versions, and improper manipulation of these medications outside official channels has become a concern.
The storage requirements differ slightly from Ozempic. Ozivy must be refrigerated at temperatures between 2 and 8 degrees Celsius both before and after a patient begins using it. Ozempic, by contrast, only requires refrigeration before use and can tolerate temperatures up to 30 degrees Celsius for up to six weeks once treatment starts. In clinical trials, semaglutida at a 2.4 milligram dose produced weight loss of approximately 17.4 percent over 68 weeks—roughly sixteen months—in people who completed the study.
The broader context is important. The original semaglutida patent expired in Brazil in March, opening the door for competitors to develop and seek approval for their own versions. Patents typically protect innovative drugs for up to twenty years, giving the developer exclusive commercial rights during that window. Once that protection ends, other manufacturers can submit their own formulations. In Brazil's generic drug market, competitors typically price their products 59 to 60 percent below the original, though similar drugs—those not quite generics but close alternatives—tend to be about 15 percent cheaper.
Paulo Miranda, a former president of Brazil's endocrinology society, welcomed the approval as a step toward broader access. He emphasized that the real test will be whether increased competition actually drives prices down and whether the government eventually decides to add these medications to the public health system. In 2025, the health ministry rejected incorporating semaglutida into the public system, citing a projected cost of more than 8 billion reais—nearly double the annual budget of the Popular Pharmacy program. Lower prices from new competitors could change that calculation, though no decision has been made. For now, Ozivy represents a crack in the wall of expensive weight-loss medications, and what comes through that crack will depend on how aggressively EMS and other manufacturers compete on price.
Citas Notables
The product will be much more accessible. We are focused on meeting a suppressed demand that exists.— Marcus Sanchez, vice president of EMS, on pricing strategy and market demand
The expectation now with these Anvisa approvals is that increased competition will consolidate into greater access to medication with reduced costs for people who need it.— Paulo Miranda, former president of the Brazilian Endocrinology and Metabolism Society