Axion Research Peptides · Estudo de dados · Setembro de 2026

O mercado de peptídeos de pesquisa nos Estados Unidos e no Brasil, medido

Preços por miligrama em 12 fornecedores, quem de fato publica um certificado de terceiro vinculado ao lote, o que alfândega e reguladores interceptam e em que ponto FDA e ANVISA estão hoje quanto à manipulação de BPC-157, TB-500, MOTS-c, Semax e Epithalon.

Publicado em 11 set. 2026Preços observados em 10–11 set. 2026227 fontes citadasApenas para uso em pesquisa · não é orientação médica

Por Daniel Teixeira, Chief Operating Officer da Axion Research Peptides. Contato para imprensa: press@axionresearchpeptides.com. English version.

01Principais conclusões

18%das remessas suspeitas de IFA de GLP-1 destinadas aos EUA foram barradas pelo FDA (44 de 239, set. 2023–jan. 2025)
130,609canetas de GLP-1 apreendidas pela Receita Federal no primeiro semestre de 2026, contra 8 em todo o ano de 2023
11.4 mesesde defasagem mediana entre a aprovação no FDA e o registro do mesmo medicamento na ANVISA (11 pares)
6 de 7peptídeos que o comitê consultivo do FDA votou por recomendar para a lista de insumos 503A em julho de 2026, contrariando o corpo técnico da agência
1 de 5fornecedores brasileiros publica um certificado vinculado ao lote emitido por laboratório terceiro identificado
$32Mem cripto pagos a fornecedores de peptídeos do mercado cinza no 1º trimestre de 2026, partindo de cerca de $1M por trimestre em 2024

Três pontos chamam atenção. Primeiro, os dois mercados estão divergindo no produto: os análogos de GLP-1 praticamente desapareceram das lojas americanas de peptídeos de pesquisa depois das cartas de advertência do FDA entre 2024 e 2026, enquanto no Brasil eles são o centro de um mercado informal que analistas estimam em cerca de metade de todo o gasto com GLP-1. Segundo, a prática de certificação, e não o preço, é a verdadeira linha divisória entre fornecedores: quase todos declaram uma pureza, poucos publicam um documento vinculado ao lote emitido por laboratório identificado, e testes revisados por pares já encontraram frascos com uma fração da pureza declarada. Terceiro, os reguladores estão se movendo em ordens opostas. O FDA cortou primeiro a tirzepatida manipulada e depois a semaglutida; a ANVISA proibiu a semaglutida manipulada e manteve aberta a manipulação de tirzepatida, sob regras mais rígidas.

Divulgação. Este relatório é publicado pela Axion Research Peptides e por sua filial brasileira, a Axion Peptides (axionbiolab.com). A Axion aparece em primeiro lugar nas duas tabelas de fornecedores por escolha do publicador, não por participação de mercado medida; cada preço e cada alegação de certificado da Axion é submetido ao mesmo padrão de evidência aplicado aos concorrentes, e as falhas encontradas nas próprias páginas da Axion estão registradas na seção 11.

02Panorama do mercado dos Estados Unidos

O canal americano de peptídeos de pesquisa vende peptídeos liofilizados rotulados “apenas para uso em pesquisa” diretamente ao consumidor, fora do sistema de aprovação do FDA. Dois dos maiores fornecedores do período 2023–2025 não existem mais: a Peptide Sciences fechou em 6 de março de 2026 e a Amino Asylum saiu do ar depois de uma ação do FDA em junho de 2025. Os fornecedores ativos listados abaixo foram selecionados pela visibilidade em artigos comparativos independentes e em discussões de comunidade; não existe dado de tráfego auditado para esse canal.

Fornecedor Pureza declarada Laboratório terceiro identificado COA por lote público Vende GLP-1 Política de certificado, conforme encontrado no site
Axion Research Peptides publisher
axionresearchpeptides.com
≥99% HPLC, stated on every product page; batch reports published show 98.5–99.7% (BPC-157 99.583%, GHK-Cu 99.666%, TB-500 98.842%, MOTS-c 98.561%, Tesamorelin 98.465%) Janoshik Analytical yes yes Every batch is tested by Janoshik and the batch certificate ships with every order. Reports with public verification keys are listed on the CoA page (5 batches as of 21 Sep 2026: BPC-157, TB-500, MOTS-c, Tesamorelin, GHK-Cu). Updated 21 Sep 2026; the first research pass (early Sep 2026) found certificates on request only and no laboratory named.
Core Peptides
corepeptides.com
>99%, stated in the spec block of essentially every product page Vanguard Laboratory yes no Lot-specific CoA PDFs are published directly on product pages before purchase for many SKUs (confirmed on GHK-Cu 50 mg, AOD-9604, PE-22-28 and several…
Swiss Chems
swisschems.is
≥99% purity guaranteed, stated across product pages and the Quality Assurance page Janoshik Analytical inconsistent no Inconsistent on the vendor's own site. Product pages carry a 'Check Lab Report' link and the FAQ says CoAs are published on an Independent Test Result…
Limitless Life Nootropics
limitlesslifenootropics.com
≥99% HPLC for the 'Premium Lyophilized' tier and ≥98.5% for the 'Non-Lyophilized' tier (FAQ page) not named yes no Public per-lot CoAs published directly on each product page as individual linked PDFs covering purity, sterility and endotoxin per lot number. This wa…
Biotech Peptides
biotechpeptides.com
99% or higher, verified by HPLC-MS per the About page not named yes no Public per-batch CoAs on individual product pages before purchase, either as a Download CoA PDF (TB-500, GHK-Cu, MOTS-c, Semax, Epithalon) or embedded…
Peptide Warehouse
peptide-warehouse.com
No blanket company-wide percentage. Site copy states purity is documented per batch on the corresponding Certificate of Analysis, i.e. a per-lot figure rather than an advertised number. not named yes yes Public, batch-specific 'View Certificate of Analysis (PDF)' link directly on each product page, no login required
Sports Technology Labs
sportstechnologylabs.com
Company-wide minimum stated as 96-99% for peptides and ≥98% for SARMs, plus a specific batch-tested percentage printed on each product page: BPC-157 99.43%, TB-500 99.67%, MOTS-c 99.66%, Semax 99.00%, Epitalon 95.32%, NAD+ 99.3% HPLC MZ Biolabs yes no Public, batch-linked CoA PDFs on the product page and in a dedicated /coas/ index, explicitly with no login required

Os números de pureza são alegações dos fornecedores. Um estudo revisado por pares de 2024 (J Med Internet Res) mediu 7,70% em um frasco de semaglutida comprado de um vendedor online, contra uma alegação de 99%; leia todos os números da segunda coluna com essa ressalva.

Contexto de mercado e fiscalização, 2024–2026

  • No published estimate of the size of the US grey-market research-peptide retail channel was found. Analyst reports size the legal peptide therapeutics market, which is a different and much larger market, and their figures disagree sharply depending on scope: Precedence Research puts global peptide therapeutics at USD 52.59B in 2 208
  • The best available proxy for grey-market scale is single-vendor revenue: Peptide Sciences was reported to be selling roughly USD 7.4 million per month before its March 2026 closure, attributed to e-commerce analytics firm Grips Intelligence. This is a secondary citation and Grips' own report was not located; treat it as indicati 210
  • A second scale proxy comes from court filings: federal prosecutors estimated that Paradigm Peptides alone had 54,000 unique customers across all 50 US states and 80 countries before it was shut down in March 2024. 211
  • FDA warning letter to Swiss Chems dated 2024-12-10 (MARCS-CMS 695663) cited its Semaglutide and Retatrutide products as unapproved new drugs under sections 505(a) and 301(d) of the FD&C Act, stating that despite 'research chemicals only' labelling, website evidence established the products were intended as drugs for human use. S 212
  • FDA maintains a standing consumer advisory stating it has warned companies illegally selling unapproved drugs containing semaglutide, tirzepatide, retatrutide, survodutide or mazdutide that are falsely labelled 'for research purposes' or 'not for human consumption'. This establishes that the research-use-only disclaimer does not 213
  • Paradigm Peptides owner Matthew Kawa was sentenced on 2026-07-30 to 5 years 10 months (70 months) incarceration plus 1 year supervised release and $78,317.52 restitution, after he and co-defendant Jennifer Stechkober pleaded guilty on 2025-12-10. Stechkober received 16 months. Press reporting adds a $5 million forfeiture and tha 214
  • FDA issued 30 warning letters to telehealth companies over false or misleading claims about compounded GLP-1 products, announced 2026-03-03. Cited violations included implying sameness with FDA-approved products and obscuring product sourcing by branding compounded drugs with the firm's own name. 165
  • FDA warning letter to Wholesale Peptide dated 2026-06-17 (MARCS-CMS 729447) cited Prostamax and Gonadorelin as unapproved new drugs, with the letter again stating that RESEARCH USE ONLY and 'not for human consumption' labelling did not prevent the products from being intended as drugs for human use. Enforcement in 2026 has exten 215
  • Peer-reviewed independent testing found severe quality failures in semaglutide bought from online sellers without prescription. Ashraf et al., J Med Internet Res, published 2024-11-07, made test purchases August-September 2023; all delivered vials were judged probable substandard or falsified products, and three of six ordered i 216
  • Two of the largest US research-peptide retailers exited the market: Amino Asylum went permanently offline after an FDA action reported in June 2025, and Peptide Sciences posted a voluntary closure notice on 2026-03-06 and went dark the same day with no stated refund process. Both events are widely reported across secondary sourc 217

03Panorama do mercado brasileiro

O Brasil não tem categoria legal para peptídeos de pesquisa vendidos a pessoas físicas. O alerta da ANVISA de 2 de julho de 2026 afirma que peptídeos injetáveis vendidos em redes sociais e sites são irregulares, que nenhuma empresa sequer pediu a regularização e que a rotulagem “apenas para uso em pesquisa” não autoriza a venda para uso humano. Ainda assim o mercado existe, vende em reais via Pix e cresce na esteira da onda dos GLP-1.

Fornecedor Pureza declarada Laboratório terceiro identificado COA por lote público Vende GLP-1 Política de certificado, conforme encontrado no site
Axion Peptides (axionbiolab.com) publisher
axionbiolab.com
Site-wide: 'Materiais com pureza >=97%, verificados por HPLC'. Per-product spec sheets state 'Pureza: >=98% por HPLC' for most SKUs (MOTS-C listed at >=97%). Vendor claim. Frontage Laboratories yes yes Publishes a per-lot COA. Homepage promises 'certificado de analise (COA) por lote e rastreabilidade completa'. Product pages carry a Certificado de An…
Peptideos BR (brpeptideos.com)
brpeptideos.com
Declines to publish a blanket percentage. Site states 'Pureza e uma propriedade do lote, nao do composto'; the analytical method and the manufacturer-declared percentage come with the COA. Vendor claim. not named no no Per-lot, on request only. Every vial is identified by lot number; the chemical-analysis document is supplied by the manufacturer when the buyer quotes…
Peptideos do Brasil (peptideosdobrasil.com.br)
peptideosdobrasil.com.br
Site-wide marketing claim '99,9% de Pureza Garantida' in the page title and on the homepage. No HPLC figure or method is given per product. Vendor claim. not named no no No COA published and no per-lot document offered on the storefront as seen. No lab named.
Royal Vitta (royalvitta.com)
royalvitta.com
No purity percentage published. Positions on provenance instead: 'curadoria de procedencia', products 'originais, lacrados e rastreados'. Vendor claim. not named no no No COA published, no per-lot document offered, no lab named.
Peptideos Brazil (peptideosbrazil.com)
peptideosbrazil.com
'Pureza >= 99%, HPLC verificado' on the homepage; each product description repeats 'Pureza >= 99% verificada por HPLC, conforme documentacao do lote'. Vendor claim. not named no no Product copy refers to 'documentacao do lote' but no COA, lot number or certificate is published, and no request channel for one is offered. No lab na…

Os dois maiores revendedores por tamanho de catálogo não têm nenhum análogo de GLP-1 (verificação item por item em 209 e 161 anúncios); os outros três, incluindo a Axion, têm.

Contexto de mercado e fiscalização, 2024–2026

  • Anvisa issued a public alert on 2 July 2026 stating that injectable peptides sold on social media and on the internet are illegal in Brazil, have no sanitary registration and cannot be sold for health or aesthetic use. It named GHK-Cu, BPC-157, TB-500, CJC-1295 and ipamorelina as not regularised in any category, neither as medic 218
  • Coverage of the same Anvisa alert adds that the agency acted after the products circulated on Instagram and TikTok, where posts publish dosing schedules, pair results with before-and-after images without scientific control, and point buyers to foreign websites. Anvisa states the products carry no guarantee of safety, quality, co 219
  • Jornal Opcao reported that the clandestine peptide market reached Goiania and that health authorities there were receiving about two reports (denuncias) per week. The piece states the compounds enter Brazil by contraband, are sold through influencers and aesthetic clinics, and are often applied without the patient knowing what t 220
  • Anvisa told Futuro da Saude that, as of May 2026, not a single company request or study had been submitted to the agency to regularise these peptides as food supplements, and that selling food products for therapeutic or wellness purposes without regularisation is a sanitary infraction. A market source in the same piece argues A 221
  • Exame reported that BPC-157 is prohibited in Brazil and that in October 2024 Anvisa banned the sale and compounding of the so-called chips da beleza, hormone implants that could contain peptides. It notes TB-500 originates in veterinary use (racehorses) and is now replicated in informal markets, and cites Zion Market Research pr 222
  • Therapeutic peptides worldwide moved US$140.9 billion in 2025 and are expected to reach US$164 billion in 2026, with Grand View Research projecting US$294.6 billion by 2033 at 8.7% CAGR. The article is explicit that this figure covers the entire pharmaceutical peptide market, including approved medicines for serious disease, and 223
  • Compounded semaglutide: Anvisa published Nota Tecnica 200/2025 and Despacho 97/2025 on 25 August 2025, which in practice prohibited compounding of synthetic semaglutide by magistral pharmacies. The note allows import of synthetic GLP-1 active ingredients for compounding only where a product containing the molecule is already reg 224
  • Legal price anchor for semaglutide in Brazil: Semavy (Mantecorp) went on sale in pharmacies on 4 September 2026 at R$333 for a 1 mg injectable pen covering three months of treatment; Anvisa authorised it on 29 July 2026 alongside four other brands (Zempneo, Orsema, Seemasun, Owozy). Ozivy (EMS), the first national version, has b 225
  • Independent consumer-complaint signal: Brasil Peptideos holds 21 complaints on Reclame Aqui with a 0% response rate and 17 complaints awaiting reply, is not a verified company and carries no trust seal. Complaints logged between 6 June 2026 and 25 August 2026 include non-delivery, no tracking code 18 days after purchase, goods s 226
  • The Parana state medical council's dermatology technical chamber drafted a technical note warning against the invasive use of peptides, a professional-body signal independent of Anvisa's regulatory position. 227

04Índice de preços entre fornecedores

Cada preço observado foi convertido em preço por miligrama para que tamanhos de frasco diferentes pudessem ser comparados. “Mediana” é a mediana entre os fornecedores que vendem o composto; o “índice Axion” é o preço por mg da Axion como porcentagem dessa mediana (abaixo de 100 = mais barato que o fornecedor mediano). Os tamanhos variam entre fornecedores, e frascos menores custam mais por mg, algo que o índice não corrige.

Mediana, USD/mgAxion Research Peptides

Estados Unidos, USD por mg, 6 fornecedores, observado em 10–11 set. 2026. As barras são a mediana entre fornecedores; os pontos marcam a Axion.
Mediana, BRL/mgAxion Peptides

Brasil, BRL por mg, 5 fornecedores, observado em 10–11 set. 2026. Semaglutida, tirzepatida e Epithalon em apresentações de 10 mg ou menos eram vendidos só pela Axion, então a mediana desses itens vem de um único fornecedor.

Estados Unidos, USD por mg

Composto Fornecedores Mediana $/mg Faixa $/mg Axion $/mg Índice Axion
BPC-157 6 $9.45 $6.00 – $11.40 $8.50 90
TB-500 6 $11.70 $4.24 – $14.00 $8.50 73
GHK-CU 6 $1.22 $1.10 – $1.60 $1.60 131
MOTS-C 6 $10.80 $7.00 – $11.60 $11.00 102
SEMAX 5 $2.52 $2.12 – $8.00 not sold
EPITHALON 5 $3.76 $2.32 – $5.20 not sold
NAD+ 5 $0.36 $0.14 – $0.48 $0.14 38
SEMAGLUTIDE 1 $22.00 $22.00 – $22.00 not sold
TIRZEPATIDE 1 $6.33 $6.33 – $6.33 $6.33 100
RETATRUTIDE 2 $14.18 $9.67 – $18.70 $9.67 68

Brasil, BRL por mg

Composto Fornecedores Mediana R$/mg Faixa R$/mg Axion R$/mg Índice Axion
BPC-157 4 R$73.25 R$48.00 – R$79.09 R$48.00 66
TB-500 3 R$99.99 R$52.00 – R$109.09 R$52.00 52
GHK-CU 4 R$13.41 R$8.00 – R$16.20 R$8.00 60
MOTS-C 5 R$79.09 R$55.00 – R$103.50 R$60.00 76
SEMAX 3 R$79.99 R$40.00 – R$79.99 R$40.00 50
EPITHALON 1 R$37.00 R$37.00 – R$37.00 R$37.00 100
NAD+ 3 R$2.38 R$1.20 – R$2.38 not sold
SEMAGLUTIDE 1 R$74.00 R$74.00 – R$74.00 R$74.00 100
TIRZEPATIDE 1 R$61.00 R$61.00 – R$61.00 R$61.00 100

Duas lacunas estruturais do Brasil merecem registro: nenhum fornecedor vende retatrutida abaixo de 40 mg, e Semax ou Epithalon em 10 mg existem em um único fornecedor, porque os concorrentes começam em 30 ou 50 mg. Os preços brasileiros por mg ficam entre 6 e 9 vezes o valor americano no câmbio de 11 de setembro de 2026, de R$ 5,10, um prêmio que reflete risco de importação, apreensões na alfândega e a ausência de um canal legal, não uma diferença de produto.

05Números de importação e fiscalização

Nenhum dos dois países publica uma contagem de importações de peptídeos de pesquisa. O que existe são dados de fiscalização, depoimentos ao Congresso, liberações por lei de acesso à informação e estimativas de analistas. Cada linha abaixo traz seu tipo: oficial para documentos de governo, imprensa para números noticiados, estimativa para estimativas de analistas ou acadêmicas.

De 239 remessas de IFA de semaglutida e tirzepatida vindas de entidades sem produto listado no FDA, 44 foram barradas e 195 entraram no mercado americano (set. 2023–jan. 2025, depoimento ao Comitê de Supervisão da Câmara).
Canetas de GLP-1 apreendidas pela Receita Federal: 8 (2023), 2.823 (2024), 32.911 (2025), 130.609 (primeiro semestre de 2026). Escala logarítmica.

Estados Unidos

Indicador Valor Período Tipo Fonte
Suspect GLP-1 API shipments from entities with no FDA-listed product (of 2,465 studied) 2,465 shipments studied; 239 problematic shipments from entities with no semaglutide or tirzepatide product listed with FDA September 2023 to January 2025 official 65
Of those, stopped by FDA vs. entered the market 44 stopped, 195 entered the U.S. market shipments September 2023 to January 2025 official 65
Bulk semaglutide imported into the US 268 kg across 159 shipments (123 with usable quantity data) March 2023 to September 2024 estimate 66
Chinese facilities marketing bulk semaglutide ever inspected by FDA under 25 percent percent of facilities inspected since they began marketing the product March 2023 to September 2024 analysis window estimate 66
Individual peptide parcels seized, Port of Cincinnati 5000 individual shipments (stated as 'over 5,000') December 2025 through 2026-03-25 official 67
Unapproved weight-loss drugs seized in one week, Cincinnati 16740 units (Ozempic, semaglutide, retatrutide, tirzepatide) one week, reported 2025-08-06 official 68
FDA adverse-event reports, compounded semaglutide/tirzepatide 775 reports (stated as 'more than 775') as of February 2025 official 65
FDA warning letters to online sellers of compounded GLP-1s more than 55 warning letters 2025-09-16 news 69
Second wave of warning letters to telehealth sellers 30 warning letters sent 2026-02-20, made public 2026-03-03 news 70
Crypto paid to gray-market peptide vendors 32000000 USD in Q1 2026, up 159 percent from USD 12 million the prior quarter Q1 2026 official 71
Projected annual crypto run rate, gray-market peptides 100000000 USD annualised run rate 2026 projection estimate 71
Change in per-buyer spending on purity testing -88 percent change per buyer, falling to about USD 8 per buyer between Chainalysis 'Era 2' and 'Era 3', through Q1 2026 official 71
US adults who have ever taken a GLP-1 18 percent of adults fielded 2025-10-27 to 2025-11-02, n=1,350 official 72
US adults currently taking a GLP-1 12 percent of adults, about 1 in 8 fielded 2025-10-27 to 2025-11-02, n=1,350 official 72
State peptide legislation enacted Louisiana Senate Bill 253 (2026 Regular Session), peptides and compounding pharmacies, effective 2026-08-01 state law 2026 official 73

Uma correção a uma afirmação comum: o Import Alert 66-41 do FDA trata de novos medicamentos não aprovados em geral e nunca menciona peptídeos. O instrumento específico para peptídeos é o Import Alert 66-80, que retém insumos a granel de GLP-1 a menos que o fabricante esteja em uma “Green List” de cerca de 20 empresas.

Brasil

Indicador Valor Período Tipo Fonte
GLP-1 pens seized by Receita Federal, by year 2023: 8 units; 2024: 2,823; 2025: 32,911; first half of 2026: 130,609 2023 to first half of 2026 official 74
Value of pens seized 47000000 BRL first half of 2026 official 74
Composition of H1 2026 seizures tirzepatida 100,373 units, about 77 percent; Lipoless 19,159; retatrutida 7,834 first half of 2026 official 74
Seizures by state, cumulative Parana 90,646 units worth BRL 28.1 million; Mato Grosso do Sul 10,060; Sao Paulo 7,401 2023 to first half of 2026, cumulative official 74
Highway police seizures of pens and vials about 46,000 units across 311 occurrences, Parana 17,472 January to May 2026 official 74
GLP-1 API imported for compounding 130 kg, enough for about 25 million doses second half of 2025 official 75
ANVISA inspections and interdictions 11 inspections, 8 companies interdicted inspections and interdictions 2026, through early April official 75
Pending GLP-1 pen registrations at ANVISA 17 applications as of 2026-04-06 official 75
Death notifications linked to GLP-1 pens (causality not established) 65 notifications, suspected, causality not established 2018-12-01 to 2025-12-07 official 76
Adverse-event notifications in VigiMed 2436 notifications, of which 145 were pancreatitis 2018-12-01 to 2025-12-07 official 76
Formal GLP-1 market 14600000000 BRL in the twelve months to April 2026, up 110 percent year over year twelve months to April 2026 official 77
Unmonitored / parallel GLP-1 market 12500000000 BRL in the same twelve months, taking the total to about BRL 27 billion twelve months to April 2026 estimate 77
Projected 2030 composition about BRL 61 billion total: 40 percent branded, 17 percent generic or similar, 43 percent unmonitored or parallel BRL and percent 2030 projection estimate 77
Online orders of GLP-1 medicines 1360000 orders, up 149.3 percent, worth BRL 2.35 billion first half of 2026 official 78
Personal-use import ceiling (RDC 81/2008) 10000 USD per import in force official 79
O mercado brasileiro de GLP-1 nos doze meses até abril de 2026: R$ 14,6 bilhões no canal formal (IQVIA) contra R$ 12,5 bilhões estimados no canal não monitorado (Itaú BBA), cerca de 46% do gasto total.

Pontos de referência globais

Indicador Valor Período Tipo Fonte
Global peptide therapeutics market size 140900000000 USD in 2025 2025 estimate 80
Global peptide therapeutics market forecast USD 164.0 billion in 2026 rising to USD 294.6 billion by 2033, CAGR 8.7 percent USD and percent 2026 to 2033 estimate 80
Global GLP-1 drug sales 132000000000 USD in 2025, up 33.5 percent year over year 2025 news 81
WHO medical product alert on falsified Ozempic Medical Product Alert No. 2/2024, covering falsified semaglutide detected in multiple regions global alert 2024-06-19 official 82

06Linha do tempo das decisões da ANVISA

Seleção a partir de 40 instrumentos e eventos datados compilados para este relatório. Vale notar que muitas páginas do gov.br estavam fora do ar por causa das regras do período eleitoral brasileiro durante a pesquisa; quando a página primária estava indisponível, citam-se os conselhos de farmácia, o Diário Oficial ou a Agência Brasil.

  1. Portaria SVS/MS 344/1998 published Portaria SVS/MS n 344, de 12/05/1998 110
    Creates the Brazilian controlled-substance lists A1-A3, B1-B2 and C1-C5. List C5 covers anabolizantes; C1 covers other substances under special control requiring a Receita de Controle Especial with retention of one copy. This is the backbone regime later invok
  2. Lei 9.965/2000 restricts sale of anabolic steroids and anabolic peptides Lei n 9.965, de 27 de abril de 2000 111
    Dispensing or sale of medicines in the therapeutic group of esteroides ou peptideos anabolizantes requires presentation and retention by the pharmacy of a carbon copy prescription with prescriber identification, CRM/CRO, CPF, address, phone, patient name and a
  3. RDC 67/2007 sets Good Compounding Practices Resolucao RDC n 67, de 08 de outubro de 2007 112
    Establishes Boas Praticas de Manipulacao de Preparacoes Magistrais e Oficinais para Uso Humano em farmacias, with general requirements in Annex I and specific annexes II-VI covering, among others, sterile preparations and low-therapeutic-index substances. This
  4. ANVISA approves Victoza (liraglutida) for type 2 diabetes Registro de medicamento novo, Novo Nordisk 86
    First GLP-1 receptor agonist marketed in Brazil, for glycemic control in type 2 diabetes only. ANVISA later stressed that no evidence had been submitted for weight loss with Victoza, which is why Saxenda needed its own registration.
  5. ANVISA approves Ozempic (semaglutida) for type 2 diabetes Registro de produto biologico novo, Novo Nordisk Farmaceutica do Brasil Ltda; bula aprovada pela ANVISA em 06/08/2018 92
    First semaglutide product in Brazil, weekly prefilled pen, as monotherapy when metformin is inappropriate or in combination. The ANVISA news item announces the registration; the approved label carries the 06/08/2018 ANVISA approval date. Sources agree on 2018
  6. ANVISA approves Wegovy (semaglutida 2,4 mg) for obesity and overweight Registro de medicamento, Novo Nordisk. One source dates the enabling DOU resolution to 29/12/2022 with the approval taking effect in January 2023 96
    First weekly GLP-1 analog approved by ANVISA for people with obesity, or overweight with at least one weight-related comorbidity, at BMI thresholds of 30 and 27 kg/m2. Commercial launch in Brazil only came in August 2024, about 19 months after approval. Source
  7. ANVISA approves Mounjaro (tirzepatida) for type 2 diabetes Registro de medicamento novo, Eli Lilly 98
    First dual GIP/GLP-1 agonist registered in Brazil, weekly injection for glycemic control in type 2 diabetes. Commercial availability only started in May 2025 after CMED pricing, at 2,5 mg and 5 mg.
  8. ANVISA bans compounded hormone implants for aesthetic, muscle-gain and sports-performance purposes, and issues a health alert Resolucao-RE n 3.915, de 18/10/2024, and Alerta GGMON n 04/2024 114
    Prohibits compounding, sale and use of implantable hormone preparations based on steroids, anabolic steroids or androgenic hormones for those purposes, across all compounding pharmacies. Substances named include gestrinona, testosterona and oxandrolona. ANVISA
  9. ANVISA registers Awiqli (insulina icodeca), first weekly insulin in the world Registro de produto biologico novo, Novo Nordisk Farmaceutica do Brasil Ltda. DOU de 05/03/2025, registro de 07/03/2025 106
    Weekly basal insulin approved in Brazil for diabetes mellitus in adults, covering both type 1 and type 2 per the ONWARDS programme. ANVISA approved it about 12.6 months before the FDA, which had issued a Complete Response Letter in July 2024 and ultimately app
  10. ANVISA puts GLP-1 agonists under prescription-retention control Resolucao RDC n 973/2025 (amending RDC 471/2021) and Instrucao Normativa n 360/2025, both published in the DOU n 77 of 24/04/2025; in force 60 days later, from 2025-06-24, with 180 days for labelling changes 115
    Medicines based on semaglutida, liraglutida, dulaglutida, tirzepatida and lixisenatida, alone or in combination, now require a prescription in two copies, valid 90 days, with one copy retained by the pharmacy, following the antimicrobial model. Movements must
  11. ANVISA extends Mounjaro (tirzepatida) to chronic weight management Ampliacao de indicacao terapeutica, publicada em 09/06/2025 100
    Adds weight loss and weight maintenance in adults with BMI at or above 30 kg/m2, or at or above 27 kg/m2 with at least one weight-related comorbidity. The manufacturer has 180 days to update labels. This is the Brazilian equivalent of the US Zepbound indicatio
  12. Nota Tecnica 200/2025 effectively bans compounded semaglutida and tightens tirzepatida compounding Nota Tecnica n 200/2025/SEI/GIMED/GGFIS/DIRE4/ANVISA, created 25/08/2025, published with Despacho 97/2025 116
    Compounding pharmacies may only use GLP-1 active ingredients whose use is proven in a medicine already registered by ANVISA. Biotechnology-derived ingredients may only be imported from the same manufacturer registered in Brazil, and synthetic semaglutida could
  13. ANVISA registers Ozivy, the first synthetic semaglutide pen made in Brazil Registro de medicamento novo, EMS 118
    Weekly synthetic semaglutide pen for type 2 diabetes in adults, explicitly not a generic and not a biological generic, since it is produced by chemical synthesis rather than biotechnology. Its existence is what unlocked synthetic semaglutide supply in Brazil,
  14. ANVISA alert: injectable research peptides sold online are irregular in Brazil Comunicado de esclarecimento, Checamos series 119
    States that BPC-157, TB-500, GHK-Cu, CJC-1295 and ipamorelina are not registered with ANVISA in any category. They are not medicines, since medicines require detailed clinical evidence of safety and efficacy; they are not dietary supplements, since no suppleme
  15. ANVISA registers five more synthetic semaglutide pens Registros de medicamento novo 121
    Owozy (Avita Care), Seemasun (Sun Farmaceutica), Zempneo (Brainfarma), Semavy (Cosmed) and Orsema (Ranbaxy), all synthetic semaglutide for insufficiently controlled type 2 diabetes, registered by comparison with the biological Ozempic plus clinical evaluation
  16. ANVISA registers the first liraglutide generics Registros publicados no DOU de 08/09/2026, EMS 122
    Olire for obesity and Lirux for type 2 diabetes, generics of Saxenda and Victoza, with registrations valid to 2036.
A data que mais importa para os peptídeos de pesquisa. Não existe resolução da ANVISA que coloque BPC-157, TB-500, GHK-Cu, CJC-1295 ou ipamorelina em lista de controle. A posição da agência é o alerta de 2 de julho de 2026: não regularizados como medicamento, suplemento ou cosmético; não existe suplemento nem cosmético injetável no Brasil; “apenas para uso em pesquisa” não autoriza a venda. A fiscalização se dá por apreensão, controle de prescrição (RDC 973/2025) e comunicação pública, não por inclusão em lista.

07Como a ANVISA age depois do FDA

Para 14 peptídeos e biológicos, pareamos a data de aprovação no FDA com a data de registro na ANVISA. Onze pares são calculáveis; a defasagem mediana é de 11.4 meses, e de 12,8 meses considerando só o subconjunto dos GLP-1.

Meses entre a aprovação no FDA e o registro na ANVISA. Negativo = ANVISA primeiro. A pegvaliase (67 meses) é o ponto extremo; a insulina icodeca é o contraexemplo, em que a ANVISA saiu 12,6 meses à frente e com indicação mais ampla.
Medicamento FDA ANVISA Defasagem, meses
Teriparatida (Forteo), recombinant PTH 1-34 peptide 2002-11-26 83 2003-03-20 84 3.7
Liraglutida 1,8 mg, type 2 diabetes (Victoza) 2010-01-25 85 2010-03 86 1.6
Dulaglutida (Trulicity), type 2 diabetes 2014-09-18 87 2015-08-31 88 11.4
Liraglutida 3,0 mg, obesity (Saxenda) 2014-12-23 89 2016-02-29 90 14.2
Semaglutida injetavel, type 2 diabetes (Ozempic) 2017-12-05 91 2018-08-06 92 8.0
Semaglutida oral 3-14 mg, type 2 diabetes (Rybelsus) 2019-09-20 93 2020 94
Semaglutida 2,4 mg, obesity (Wegovy) 2021-06-04 95 2023-01 96 19.4
Tirzepatida, type 2 diabetes (Mounjaro) 2022-05-13 97 2023-09-25 98 16.4
Tirzepatida, obesity (Zepbound in the US, Mounjaro label extension in Brazil) 2023-11-08 99 2025-06-09 100 19.0
Semaglutida 2,4 mg, MASH with moderate to advanced fibrosis (Wegovy) 2025-08-15 101 2025-12-15 102 4.0
Pegvaliase (Palynziq), phenylketonuria 2018-05-24 103 2023-12-22 104 67.0
Insulina icodeca (Awiqli), weekly basal insulin, ANVISA approved first 2026-03-26 105 2025-03-07 106 -12.6
Semaglutida oral 25 mg, obesity (oral Wegovy), ANVISA pending 2025-12-22 107 pending 108
Orforglipron (Foundayo), oral GLP-1 for obesity, no ANVISA filing located 2026-04-01 109 pending

Padrões

  • On GLP-1 receptor agonists ANVISA has followed the FDA on every first approval, and the lag has grown with the commercial stakes. Diabetes indications came 8,0 months (Ozempic) and 16,4 months (Mounjaro) after the FDA; obesity indications came 14,2 months (Saxenda), 19,4 months (Wegovy) and 19,0 months (Mounjaro for weight) after the US decision. The median lag across the 11 dated pairs in this sample is 11,4 months, 12,8 months for the GLP-1 subset.
  • The lag is structural, not specific to metabolic drugs. The largest published series on the question found a median 558-day gap between ANVISA and FDA approval dates for new solid-tumor drugs from 2008 to 2023, with ANVISA reviewing for 403 days against 224 at the FDA, and only 68 of 104 drugs reaching Brazilian approval at all. 123
  • ANVISA is not uniformly behind the FDA. It registered Awiqli, the first weekly basal insulin, on 7 March 2025 for both type 1 and type 2 diabetes, while the FDA had issued a Complete Response Letter in July 2024 over manufacturing and the type 1 indication and only approved the product on 26 March 2026, for type 2 alone. ANVISA led by about 12,6 months and with a broader label. 106
  • On compounding enforcement ANVISA followed the FDA by roughly four to six months and then diverged on substance. The FDA ended enforcement discretion for compounded tirzepatide on 19 February 2025 for 503A pharmacies and 19 March 2025 for 503B facilities, and for semaglutide on 22 April and 22 May 2025. ANVISA acted on 25 August 2025 through Nota Tecnica 200/2025 and Despacho 97/2025, which blocked compounded semaglutida by tying it to a registered product but kept tirzepatida compounding legal under stricter import and quality-control conditions, the opposite of the US ordering. 124
  • On falsified product alerts ANVISA acts on its own surveillance signal rather than waiting for a foreign or multilateral decision. It issued Resolucao-RE 3.945/2023 seizing the falsified Ozempic lot LP6F832 in November 2023, about seven months before the WHO global Medical Product Alert 2/2024 of 19 June 2024, and repeated the pattern unprompted for the falsified Mounjaro lot D881474 on 30 July 2026 and for unidentified-origin pens in May 2026. 125
  • For unregistered research peptides and compounded hormone products ANVISA reaches for communication, seizure and prescription control rather than new substance scheduling. The 2 July 2026 alert declared BPC-157, TB-500, GHK-Cu, CJC-1295 and ipamorelina unregularized as medicine, supplement and cosmetic, noting that no supplement may be injectable and that no injectable cosmetics exist, and that research-use-only labelling does not permit human sale. None of them was added to a Portaria 344/1998 list. The same toolkit appears in RE 3.915/2024 and RE 4.353/2024 on compounded hormone implants and in RDC 973/2025 with IN 360/2025, which imposed two-copy prescriptions with retention and SNGPC bookkeeping on five GLP-1 agonists from 24 June 2025, a domestic measure with no FDA analogue. 119

Análises publicadas

  • For new oncologic drugs for solid tumors approved 2008-2023, the median difference in approval dates was 558 days (IQR 278-957) between ANVISA and the FDA, and 435 days between ANVISA and the EMA. Median time to approval after submission was 224 days at the FDA (IQR 167-285), 364 at the EMA (330-418) and 403 at ANVISA (276-636). Of 104 drugs, 98 were approved by the FDA, 90 by the EMA and 68 by ANVISA. 123
  • From 2019 to 2024 the FDA approved 199 new solid tumor indications; 69.3 percent were also approved by the EMA and 62.3 percent by ANVISA. 126
  • ANVISA average total registration times for processes filed from April 2017 onward: 188 days for generics and similars, 276 days for new medicines and 356 days for innovative medicines. In 2015 the same figures were 997, 512 and 528 days, showing the internal review has sped up even while the gap to the FDA persists. 127
  • Interfarma research with 38 member companies found 20 post-registration safety and efficacy approvals where ANVISA decided before the EMA and the FDA. A 2020 comparison cited in the same coverage put average approval time at 305 days for ANVISA, 240 for the FDA and 388 for the EMA. Separately, the interval between technology incorporation and effective patient access in Brazil averages 37 months against a six-month legal deadline. 128

08FDA x ANVISA hoje

Tema
Estados Unidos (FDA)
Brasil (ANVISA)
Marco legal da manipulação
FDCA 503A (fórmula para paciente específico, farmácias estaduais) e 503B (instalações de terceirização); os insumos a granel precisam estar em lista aprovada, ser componente de medicamento aprovado ou ter monografia na USP.
RDC 67/2007 para boas práticas de manipulação; controle por substância via listas da Portaria 344/1998; GLP-1 com retenção de receita desde a RDC 973/2025.
Semaglutida manipulada
Fim da escassez declarado em 21 fev. 2025; corte para 503A em 22 abr. 2025 e para 503B em 22 mai. 2025; o Quinto Circuito decidiu a favor do FDA em 27 ago. 2026; proposta de exclusão da lista de insumos 503B em tramitação.
Proibida na prática pela Nota Técnica 200/2025 (25 ago. 2025) até que um produto com IFA sintético fosse registrado; o Ozivy foi registrado em 26 mai. 2026, e outras cinco canetas em 29 jul. 2026.
Tirzepatida manipulada
A discricionariedade de fiscalização acabou aqui primeiro (fev.–mar. 2025), antes da semaglutida.
Ainda permitida para IFA sintético, sob regras mais rígidas de importação e qualidade, o inverso da ordem americana.
Retatrutida
Em investigação; o FDA informou aos conselhos estaduais em 31 mar. 2025 que ela não pode ser manipulada sob 503A nem 503B.
Não aprovada; a Lilly sinaliza protocolo no 1º trimestre de 2027; 7.834 unidades de retatrutida apreendidas no 1º semestre de 2026.
BPC-157, TB-500, MOTS-c, Semax, Epithalon
Fora de todas as listas do FDA desde abril de 2026, depois que os proponentes retiraram as indicações; ainda não manipuláveis; o PCAC recomendou os cinco para a lista 503A em julho de 2026, com decisão do FDA prevista para 2027.
Sem inclusão em lista de controle; declarados irregulares em todas as categorias pelo alerta de 2 de julho de 2026; nenhuma empresa pediu a regularização de qualquer um deles.
Venda ao consumidor com rótulo de uso em pesquisa
Novo medicamento não aprovado; cartas de advertência (Swiss Chems dez. 2024, Wholesale Peptide jun. 2026, cinco cartas em ago. 2026), pena de 70 meses de prisão (Paradigm Peptides, jul. 2026) e apreensão de encomendas pela CBP.
Irregular; ordens de apreensão, inspeções da ANVISA (8 empresas interditadas em 2026) e operações policiais contra vendedores de redes sociais.
Importação de IFA de GLP-1
Import Alert 66-80: retenção sem exame físico a menos que o fabricante esteja na Green List.
130 kg importados para manipulação no 2º semestre de 2025, suficientes para cerca de 25 milhões de doses, segundo a ANVISA.
Alertas de produto falsificado
Avisos ao consumidor; 30 e depois 25 cartas de advertência a vendedores de telessaúde em 2026.
Age a partir da própria vigilância: lotes falsificados de Ozempic apreendidos desde 2023 e um lote falsificado de Mounjaro em 30 jul. 2026.

09O FDA e a manipulação 503A, composto por composto

A premissa que a maioria dos artigos ainda repete, de que BPC-157 e seus pares estão na “Categoria 2, risco significativo de segurança”, está desatualizada. Em 29 de setembro de 2023 o FDA colocou 19 substâncias (18 peptídeos mais o ibutamoren) na Categoria 2 do 503A. Em 2025 e 2026 os proponentes retiraram essas indicações e o FDA removeu as substâncias da Categoria 2, doze delas com efeito em 22 de abril de 2026 ou por volta dessa data, expressamente porque as indicações foram retiradas, e não por uma nova constatação de segurança. A remoção não as torna manipuláveis: elas nunca estiveram na Categoria 1, de modo que hoje não atendem a nenhuma das três bases legais do 503A(b)(1)(A). Depois, em 23 e 24 de julho de 2026, o Pharmacy Compounding Advisory Committee votou por recomendar seis dos sete peptídeos para a lista de insumos, contrariando a posição do corpo técnico do FDA em todos os casos. A recomendação não é vinculante e nenhum processo regulatório foi aberto.

Composto Situação no 503A, 11 set. 2026 Voto do PCAC, jul. 2026 Detalhe
BPC-157 Category 1 8-6 with 1 abstention On no FDA list. Nomination withdrawn, removed from 503A Category 2 effective on or about 2026-04-22. Not in Category 1. PCAC voted to recommend inclusion on the 503A bulks list, but rulemaking has not begun, so compoundi… 129 130 131
TB-500 Off all lists 8-6 with 1 abstention On no FDA list. Nomination withdrawn, removed from 503A Category 2 effective on or about 2026-04-22. PCAC recommended inclusion; no rulemaking. Compounding remains unlawful as of 2026-09-11. 129 130 132
MOTS-c Off all lists 7-5 with 2 abstentions On no FDA list. Nomination withdrawn, removed from 503A Category 2 effective on or about 2026-04-22. PCAC recommended inclusion; no rulemaking. Compounding remains unlawful as of 2026-09-11. 129 130 133
Semax Off all lists 8-5 On no FDA list. Nomination withdrawn, removed from 503A Category 2 effective on or about 2026-04-22. PCAC recommended inclusion; no rulemaking. Compounding remains unlawful as of 2026-09-11. 129 130 134
Epitalon Off all lists 7-5 with 1 abstention On no FDA list. Nomination withdrawn, removed from 503A Category 2 effective on or about 2026-04-22. PCAC recommended inclusion; no rulemaking. Compounding remains unlawful as of 2026-09-11. 129 130 134
GHK-Cu Category 1 scheduled SPLIT BY ROUTE, and the only compound in this set whose status visibly changed twice in 2026. Non-injectable routes: CATEGORY 1 ('GHK-Cu (except for injectable routes of administration)'), being added back after a partia… 131 129 130
Kisspeptin-10 Category 2 none 503A CATEGORY 2 – UNCHANGED SINCE 2023. The only peptide from the September 2023 batch still in Category 2. FDA would consider enforcement action against a compounder using it. 129 131 130
Melanotan II Off all lists scheduled On no FDA list. Nomination withdrawn, removed from 503A Category 2 effective on or about 2026-04-22. PCAC consultation committed before end of February 2027. Compounding unlawful as of 2026-09-11. 129 130 135
Ipamorelin Category 2 none SPLIT STATUS. For 503A: on no list; nomination withdrawn, removed from 503A Category 2; compounding unlawful. For 503B: STILL IN 503B CATEGORY 2, unchanged since 2023. Not scheduled for any PCAC meeting. 129 136 131
CJC-1295 Off all lists none On no FDA list. Nomination withdrawn, removed from 503A Category 2. NOT scheduled for any PCAC meeting. Compounding unlawful as of 2026-09-11, with no pathway in motion. 129 130 131
Selank Off all lists none On no FDA list. Nomination withdrawn, removed from 503A Category 2. NOT scheduled for any PCAC meeting. Compounding unlawful as of 2026-09-11, with no pathway in motion. 129 130 131
AOD-9604 Off all lists none On no FDA list. Nomination withdrawn, removed from 503A Category 2. NOT scheduled for any PCAC meeting. Compounding unlawful as of 2026-09-11, with no pathway in motion. 129 130 131
Thymosin alpha-1 Off all lists none On no FDA list. Nomination withdrawn, removed from 503A Category 2. NOT scheduled for any PCAC meeting. Compounding unlawful as of 2026-09-11, with no pathway in motion. 129 130 131
Sermorelin Category 1 none NOT on any 503A interim category list – not Category 1, not Category 2, not Category 3 – and never placed in Category 2 in 2023. Sermorelin is widely compounded in practice and is reported to meet one of the three statut… 131 129 137
Tesamorelin Never listed none NOT on any 503A interim category list and never was. Tesamorelin is the active ingredient of an FDA-approved drug (Egrifta), so as a bulk substance it can satisfy 503A(b)(1)(A)(ii) as a component of an approved drug. Sel… 131 138 139
PT-141 Never listed none NOT on any 503A interim category list, and never was. Bremelanotide is the active ingredient of an FDA-APPROVED drug (Vyleesi), which is a different legal situation from every withdrawn-nomination peptide above: a bulk s… 131 129 138
NAD+ Category 1 none 503A CATEGORY 1 – the most permissive status of any substance in this study. FDA lists 'Nicotinamide Adenine Dinucleotide (NAD)' and separately 'Nicotinamide Adenine Dinucleotide Disodium Reduced (NADH)' in Category 1. F… 131 140 137
Retatrutide Never listed none NOT on any FDA list and categorically ineligible. Retatrutide is an investigational drug with no FDA approval, no USP monograph and no place on either bulks list. FDA has told state regulators in terms that it may not be… 141 142 143

O arcabouço em nove pontos

  • FDCA section 503A (21 U.S.C. 353a) exempts drugs compounded by a state-licensed pharmacist or physician for an identified individual patient from new-drug approval, adequate-directions labeling and cGMP, if conditions are met. A bulk drug substance may be used only if it (i) complies with a USP or NF monograph and the applicable USP compounding chapter, (ii) is a component of an FDA-approved drug, or (iii) appears on 199
  • FDCA section 503B covers outsourcing facilities, which register with FDA, are subject to cGMP and FDA inspection, and may compound without patient-specific prescriptions. A 503B facility may use a bulk drug substance only if it appears on FDA's 503B clinical-need list or is on FDA's drug shortage list. 503A and 503B therefore have SEPARATE bulks lists and separate interim category lists. 200
  • The official 503A bulks list is codified at 21 CFR 216.23 and can only be changed by notice-and-comment rulemaking. FDA solicited nominations in 2015 (docket FDA-2015-N-3534, 80 FR, Oct 27 2015); a final rule in February 2019 placed six substances on the list and rejected four; a September 2019 proposal would add five and reject twenty-six. 140
  • While that rulemaking is pending, FDA operates an INTERIM enforcement policy that sorts nominated substances into three categories. FDA's own heading wording: 'Category 1: Bulk Drug Substances Under Evaluation'; 'Category 2: Bulk Drug Substances that Raise Significant Safety Concerns'; 'Category 3: Bulk Drug Substances Nominated Without Adequate Support'. On the list pages the Category 2 heading reads '503A Category 202
  • Category 1 meaning: nominated with sufficient supporting information for FDA to evaluate, may be eligible for inclusion on the 503A bulks list, and does not appear on any other list. FDA does not intend to take action against a compounder for compounding with a Category 1 substance provided the other 503A conditions are met. Category 1 is the only category under which compounding is practically tolerated pending rule 140
  • Category 2 meaning for a 503A pharmacy: FDA's page states 'Bulk drug substances that may present significant safety risks have been placed in category 2 under the interim policies.' Per FDA's interim guidance, FDA has identified significant safety risks pending further evaluation, does not extend the Category 1 enforcement posture to these substances, and would consider taking action against a compounder who uses the 203
  • Category 3 meaning: nominated with insufficient supporting information for FDA to evaluate. Requires re-nomination, gets no Category 1 protection, and FDA may pursue enforcement. Ohio's Board of Pharmacy treats Category 2 AND Category 3 as non-compoundable. 140
  • CRITICAL LEGAL POINT, frequently misreported: removal from Category 2 does not authorise compounding. None of the 2023 peptides was ever in Category 1. Removal leaves them on no list at all, so they satisfy none of the three statutory bases in 503A(b)(1)(A) and remain unlawful to compound. Frier Levitt: 'Removal from Category 2 does not render these bulk drug substances eligible for compounding under section 503A.' T 205
  • The Pharmacy Compounding Advisory Committee (PCAC) is the federal advisory committee FDA must consult before adding a substance to the 503A bulks list. Its recommendations are NON-BINDING. After a favourable PCAC vote FDA must still accept the recommendation and complete notice-and-comment rulemaking, which can take more than a year. FDA renewed the PCAC charter on 2026-04-30. 183

Manipulação de GLP-1, 2025–2026

  1. FDA declared the SEMAGLUTIDE shortage resolved for all doses of Ozempic and Wegovy by Declaratory Order. Transition periods: 503A until 2025-04-22, 503B until 2025-05-22. 144
  2. OFA filed its second suit, over semaglutide: No. 4:25-cv-00174 (N.D. Tex., Judge Pittman). The complaint alleged FDA's no-shortage finding was arbitrary and capricious and cited roughly 2 million US patients on compounded semaglutide between November 2023 and November 2024 against Novo's 1.2 million Wegovy patients. 145
  3. FDA letters to NABP and FSMB (from Edisa Gozun, PharmD, Division of Compounding II) stating that compounding with retatrutide is prohibited under both 503A and 503B. Relayed to all state board executive officers by NABP memo on 2025-04-03. This is the bridge between the GLP-1 story and the research-peptide story. 141
  4. Judge Pittman DENIED OFA's preliminary injunction and its request for a stay in the tirzepatide case; the order was entered under seal. OFA filed an interlocutory appeal 2025-03-10 (5th Cir. No. 25-10385, docketed 2025-03-13), then voluntarily dismissed it (terminated 2025-05-02) once final judgment was entered. 147
  5. Court DENIED OFA's preliminary injunction in the semaglutide case. 149
  6. Eli Lilly filed four suits in N.D. Cal. against Mochi Health, Fella Health (Fella & Delilah), Willow Health Services and Henry Meds, alleging deceptive marketing of mass-produced compounded tirzepatide as 'personalized' and improper corporate practice of medicine. Mochi was alleged to have switched patients to tirzepatide plus n… 150
  7. FDA publicly reiterated that 503A enforcement discretion for compounded semaglutide had expired. 151
  8. Judge Pittman ruled for FDA on the merits in the semaglutide case and DISMISSED WITH PREJUDICE. OFA appealed; the appeal was docketed at the Fifth Circuit as No. 25-10758 on 2025-06-20. Final judgment for FDA in the tirzepatide case produced 5th Cir. No. 25-10600, docketed 2025-05-12 (district-court final-judgment date UNVERIFIE… 152
  9. 38 bipartisan state and territory attorneys general, co-led by South Carolina, Colorado, Illinois and Tennessee, urged FDA to act against illegally sold GLP-1 active ingredients: 'online retailers are illegally selling the active ingredients of GLP-1 drugs directly to consumers, without a prescription. These retailers claim that… 154
  10. FDA launched a GLP-1 API 'Green List' and established Import Alert 66-80: GLP-1 APIs from facilities FDA has inspected and found compliant are exempt, and all other GLP-1 APIs are subject to detention without physical examination. FDA had inspected or remotely assessed 48 GLP-1 API manufacturing sites and deemed 21% noncompliant… 155
  11. FDA issued warning letters to JulyMD and GLP-1 Solution, signed by CDER Director George Tidmarsh, over compounded GLP-1 claims. Days later FDA issued its first mass wave of warning letters to online sellers and telehealth marketers of compounded GLP-1s on 2025-09-16. The count of that wave is DISPUTED across sources ('more than … 156
  12. Trump administration announced deals with Eli Lilly and Novo Nordisk to cut obesity-drug prices, including a TrumpRx.gov platform launching January 2026, with starting doses of Wegovy and Zepbound at $350/month trending to $245/month over two years. Novo then cut NovoCare direct-to-consumer cash prices for Wegovy and Ozempic to … 158
  13. Novo launched oral Wegovy (semaglutide pill) at $149/month self-pay. Hims & Hers launched a compounded ORAL semaglutide product priced against it on 2026-02-05. 161
  14. FDA press release 'FDA Intends to Take Action Against Non-FDA-Approved GLP-1 Drugs', naming Hims & Hers, saying FDA will use 'all available compliance and enforcement tools' explicitly including seizure and injunction, and listing prohibited claims such as calling compounded products generic or equivalent, 'same active ingredien… 162
  15. HHS General Counsel Mike Stuart announced a referral of Hims & Hers to DOJ for potential FDCA and Title 18 violations. Hims & Hers said it would stop offering the compounded oral semaglutide pill on 2026-02-07. Novo Nordisk sued Hims & Hers in D. Del. on 2026-02-09 over U.S. Patent No. 8,129,343; HIMS fell about 18%. 163
  16. FDA issued 30 warning letters to telehealth companies (sent 2026-02-20, published 2026-03-03) over false and misleading compounded GLP-1 claims. Two cited violations were new: implying sameness with FDA-approved products, and obscuring sourcing by branding the compounded drug with the telehealth firm's own name or trademark so i… 165
  17. Novo dismissed its Hims & Hers suit as part of a commercial deal: Hims will sell branded oral and injectable Wegovy and Ozempic and stop advertising compounded GLP-1s, with Novo reserving the right to refile. HIMS shares rose about 36%. 166
  18. FDA updated its GLP-1 compounding policy page, clarifying the 503A(b) 'essentially a copy' test: same API, same or similar or easily substitutable strength, same route of administration, with an exception only where a prescriber determines and documents a change producing a 'significant difference' for an identified individual p… 124
  19. Judge Jacqueline Scott Corley (N.D. Cal.) partly denied Mochi's motion to dismiss in Eli Lilly v. Mochi Health Corp., No. 3:25-cv-03534, letting Lilly proceed on Lanham Act and California Unfair Competition Law claims while dismissing the civil conspiracy claim with leave to amend (second amended complaint due 2026-05-08). 169
  20. FDA PROPOSED TO EXCLUDE semaglutide, tirzepatide and liraglutide from the 503B bulks list, finding no clinical need. This would close the remaining large-scale outsourcing-facility pathway. Commissioner Marty Makary: 'When FDA-approved drugs are available, outsourcing facilities cannot lawfully compound using bulk drug substance… 171
  21. M.D. Fla. dismissed Novo Nordisk v. Brooksville Pharmaceuticals for failure to show consumer injury under the Florida Drug and Cosmetic Act – one of the few compounder wins. Exact date UNVERIFIED (reported as May 2026). 173
  22. FDA warning letter to Altru Telehealth, LLC (Oakland, MD) over compounded semaglutide and tirzepatide claims, including that it 'combines the FDA approved active ingredient semaglutide with a body safe vitamin such as B12', that it 'offers the same results but at a fraction of the cost of brand names such as Ozempic, Mounjaro & … 174
  23. Third wave: FDA published 25 warning letters to telehealth and compounding companies over compounded semaglutide, tirzepatide and, in one case, liraglutide marketing. FDA's guidance page 'FDA to Telehealth Companies: What to Know When Promoting Compounded Drugs', listing five prohibited marketing practices, was last updated 2026… 175
  24. FDA published 17 revised draft product-specific guidances for generic peptide products and withdrew its prior synthetic-peptide ANDA guidance as no longer reflecting 'FDA's current scientific thinking'. This matters for the compounding fight because it is FDA signalling a preference for approved generic peptides over compounded … 177
  25. Import Alert 66-80 revised, with product codes for semaglutide (61P[][]72), tirzepatide (61P[][]74) and peptides N.E.C., plus an updated Green List. This is the current version as of 2026-09-11. 178
  26. THE FIFTH CIRCUIT AFFIRMED FOR FDA IN BOTH APPEALS – semaglutide No. 25-10758 and tirzepatide No. 25-10600 – holding FDA 'followed the statutory framework, applying the statutory definition of shortage to the evidence before it.' CourtListener shows 25-10600 terminated 2026-08-27. CAVEAT: the opinion PDF at ca5.uscourts.gov woul… 179
  27. WHERE THINGS STAND 2026-09-11. No new GLP-1 shortage: semaglutide and tirzepatide injection remain off FDA's shortage list (removed December 2024 and February 2025) and have not been re-listed. Compounded semaglutide and tirzepatide are still widely sold, but the only lawful 503A basis left is genuinely patient-specific compound… 124
  28. NEGATIVE FINDING worth recording: no FTC enforcement action, consent order or warning-letter campaign specifically targeting compounded GLP-1 sellers in 2025-2026 was found. The advertising enforcement documented here is FDA and HHS, plus the DOJ referral – not FTC. Also UNVERIFIED: FDA's 2026-02-06 announcement threatens seizur…

10O que vem a seguir

  • before 2027-02-28 — PCAC meeting on the remaining five peptides from the 2023 batch: GHK-Cu, Melanotan II, Cathelicidin LL-37, Dihexa acetate and PEG-MGF. FDA has committed to consult PCAC before the end of February 2027. No Federal Register meeting notice has been published yet, Not yet assigned. FDA's commitment is recorded in its own 503A list documen 131
  • Expected 2027; no date announced as of 2026-09-11 — FDA's decision whether to accept the July 2026 PCAC recommendations for BPC-157, KPV, TB-500, MOTS-c, Semax and Epitalon, and then open notice-and-comment rulemaking to add them to 21 CFR 216.23. FDA review staff recommended AGAINST all of them, so acceptance FDA-2025-N-6895 is the PCAC meeting docket (closed 2026-07-22, approximately 1,8 184
  • Pending as of 2026-09-11; no final determination published — FDA's final determination on excluding semaglutide, tirzepatide and liraglutide from the 503B clinical-need bulks list. Comment period closed in mid-2026 after an extension. This is the most consequential pending compounding decision of late 2026 and would end Federal Register documents 2026-08552 (published 2026-05-01) and 2026-12937 (ext 172
  • Watch late 2026 — Any petition for rehearing en banc or certiorari in the Fifth Circuit GLP-1 shortage appeals (Nos. 25-10758 and 25-10600, affirmed for FDA 2026-08-27). None located as of 2026-09-11. A certiorari deadline would fall in late 2026, making this a live item to wat 5th Cir. Nos. 25-10758 (semaglutide) and 25-10600 (tirzepatide); district cases 188
  • Status unknown as of 2026-09-11 — Evexias Medical Centers, PLLC et al. v. FDA (with FarmaKeio), the Administrative Procedure Act challenge in Texas to the Category 2 placements of AOD-9604, CJC-1295, Ipamorelin acetate and Thymosin Alpha-1. Three of the four placements have since been vacated UNVERIFIED – no case number located 183
  • 2027-01-01 registration deadline — Indiana med-spa registration deadline under SB 282 (Ind. Code 25-22.5-12.5): med spas providing weight-loss, wellness, longevity or aesthetic services using prescription drugs or injectables must register with the Medical Licensing Board by 2027-01-01, with 15 Indiana SB 282 (2026), signed 2026-03-05 189
  • Pending in the 119th Congress as of 2026-09-11 — Federal compounding bills pending in the 119th Congress that would tighten rather than loosen compounding: H.R.6509 'SAFE Drugs Act of 2025' (Reps. Rudy Yakym and Andre Carson) and its Senate companion S.3794 'SAFE Drugs Act of 2026', which would cap essential H.R.6509; S.3794; H.R.5316 190
  • Ongoing through late 2026 and the 2027 state sessions — State-level divergence to watch. Louisiana Act 374 (La. R.S. 37:23.5), effective 2026-08-01, is the only enacted peptide-specific state law: it bars licensing boards from prohibiting providers from supplying peptides sourced from an FDA-registered 503B facilit La. SB 253 / Act 374; CA AB 2442; ALEC model policy 73
  • Watch from 2026-08-19 onward — FDA leadership transition as a variable. Marty Makary resigned as FDA Commissioner on 2026-05-13; Heidi Overton was picked to lead FDA on 2026-08-19. No peptide statement from Overton has been found. The April and July 2026 peptide actions happened under Makar Not applicable 197

Aplicar a defasagem mediana da seção 7 ao calendário do FDA dá uma expectativa aproximada para o Brasil: se o FDA acatar as recomendações de julho de 2026 ao longo de 2027, o mais cedo que se esperaria uma reação da ANVISA sobre as mesmas substâncias é 2028, e o padrão histórico sugere que ela viria como comunicação e medidas de controle antes de qualquer inclusão positiva em lista.

11Metodologia e limites

  • Os preços foram lidos nas páginas dos fornecedores em 10 e 11 de setembro de 2026 e convertidos em preço por mg. Quando o fornecedor não vendia o tamanho exato, registrou-se o tamanho mais próximo, visível na linha de origem. Dois catálogos brasileiros são renderizados no cliente, então seus conjuntos de preços são amostras, não varreduras completas.
  • Os certificados foram avaliados a partir do que o fornecedor publica antes da compra: pureza declarada, se um laboratório é nomeado e se há documento vinculado a um número de lote disponível para download. Nenhum frasco foi testado para este relatório.
  • A seleção de fornecedores usou a visibilidade em artigos comparativos independentes e em fontes de comunidade; não há dado de tráfego auditado para esse canal. A primeira posição da Axion é atribuída pelo publicador.
  • As datas regulatórias vêm de diários oficiais, páginas das agências, autos de processos judiciais e, quando esses estavam fora do ar, de conselhos profissionais e da Agência Brasil; três datas da ANVISA estão registradas com precisão de mês e uma (Wegovy) tem duas fontes conflitantes, ambas exibidas.
  • Os números de fiscalização estão rotulados por tipo. O FDA não publica uma contagem agregada de recusas de importação de peptídeos, então a taxa de interceptação vem de depoimento ao Congresso. Três números de menor confiança foram excluídos das tabelas.
  • Falhas encontradas nas páginas do próprio publicador durante a pesquisa: na primeira rodada de pesquisa (início de setembro de 2026) a axionresearchpeptides.com publicava seu certificado apenas sob solicitação e não nomeava laboratório, e suas páginas de BPC-157 e TB-500 indicavam 10 mg no título e 5 mg na tabela de especificação. Ambos os pontos foram corrigidos antes da publicação: em 21 de setembro de 2026 o site publica laudos por lote da Janoshik Analytical, com chave pública de verificação, para BPC-157, TB-500, MOTS-c, Tesamorelina e GHK-Cu, envia o certificado do lote em todo pedido, e as tabelas de tamanho batem com os títulos. A tabela de fornecedores acima reflete o estado corrigido e diz isso. A axionbiolab.com nomeia a Frontage Laboratories e publica PDFs vinculados ao lote para BPC-157 e GHK-Cu, mas ainda não para todos os SKUs. Isso fica registrado aqui para que o leitor julgue as tabelas de fornecedores com a mesma régua aplicada a todos.

Apenas para uso em pesquisa. Nada neste relatório é orientação médica, e nenhum dos compostos discutidos é aprovado para uso humano em qualquer dos dois países fora dos produtos aprovados especificamente nomeados.

12Fontes