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礼来再添“头对头”数据,减重药之争已经“打到管线上”
第一财经· 2025-09-18 05:02
"减重药行业'卷'得有些过头了,都已经打到管线上了。"一位业内人士对第一财经记者表示。他指的是 对于尚未上市的GLP-1口服减重药,礼来和诺和诺德已经展开激烈竞争。 在美国市场,礼来已经开始疯狂抢占减重药的份额。凭借已经获批上市的GLP-1药物替尔泊肽,礼来的 市场占有率迅速增长,处方量甚至超越了司美格鲁肽。今年上半年,替尔泊肽减重和降糖两大适应症实 现了147亿美元的销售额。而诺和诺德已上市的三款司美格鲁肽药物累计销售额接近167亿美元。未来随 着司美格鲁肽药物口服减重药以及礼来的orforglipron陆续上市,两家减重药巨头的竞争将在全球范围升 级。 上个月,礼来国际业务总裁帕特里克·琼森(Patrik Jonsson)现身在上海举办的一场面向公众的活动, 宣传该公司的战略。在最新接受采访时,琼森表示,期望将礼来在美国市场的主导优势复制到全球。 一位跨国制药公司前高管对第一财经记者表示,礼来正在将美国市场的"消费者导向型"商业战略应用于 全球药品的布局,这意味着未来将加强与远程医疗及数字平台合作,满足更多自费患者的购药需求,而 不仅仅依赖于医保支付。 琼森也表示,礼来已经从美国市场学到"以消费者为核心" ...
隔夜美股 | 强调就业风险美联储降息25基点 三大指数多数收跌 百度(BIDU.US)收涨超11%
智通财经网· 2025-09-17 22:31
【原油】纽约商品交易所10月交货的轻质原油期货价格下跌47美分,收于每桶64.05美元,跌幅为 0.73%;11月交货的伦敦布伦特原油期货价格下跌52美分,收于每桶67.95美元,跌幅为0.76%。 智通财经APP获悉,周三,三大指数多数收跌。美联储宣布降息25个基点,这一举措得到了大多数特朗 普任命的美联储官员的支持,只有新任理事米兰反对,希望降息50个基点。在新闻发布会上,美联储主 席鲍威尔表示,今日的降息举措是一项风险管理决策,并补充说他认为没有必要快速调整利率。 【美股】截至收盘,道指涨260.42点,涨幅为0.57%,报46018.32点;纳指跌72.63点,跌幅为0.33%,报 22261.33点;标普500指数跌6.41点,跌幅为0.10%,报6600.35点。部分芯片股走低,博通(AVGO.US)跌 3.8%,英伟达(NVDA.US)跌2.6%、英特尔(INTC.US)跌1.4%。 纳斯达克中国金龙指数收涨2.85%,百度 (BIDU.US)收涨超11%,阿里巴巴(BABA.US)涨超2%。 【欧股】德国DAX30指数涨38.76点,涨幅0.17%,报23363.23点;英国富时100指数涨1 ...
Market delayed in reaction to Novo Nordisk and Eli Lilly' s GLP-1 pills, says Mizuho's Jared Holz
Youtube· 2025-09-17 22:14
welcome in our guest Jared Holes is on set healthcare strategist. Jared um first your reaction to Novo Eli and anything else you want and also it's kind of a little bit in left field but do we know a lot of people we tal I talked to on this on these drugs complain about muscle loss not fat loss and then they regain the weight. What do we know about these medications as of now.Well, great to be here. I think first of all, both trials seem to be pretty good. Like when you when you look at them for what they a ...
Novo Nordisk A/S (NVO) R&D Investor Event Call Transcript
Seeking Alpha· 2025-09-17 21:33
会议基本信息 - 诺和诺德在维也纳举办第61届欧洲糖尿病研究协会年会炉边谈话会议 [1] - 会议重点聚焦研发进展和产品管线 [2][3] - 会议形式包括开场陈述和现场问答环节 [3] 会议讨论范围 - 主要涵盖欧洲糖尿病研究协会年会相关研发动态 [3] - 同时涉及公司整体产品管线进展 [3] - 由Martin负责介绍研发进展情况 [1][3] 会议注意事项 - 包含前瞻性陈述风险提示 [2] - 特别强调产品管线相关预测存在不确定性 [2]
Novo Nordisk says Wegovy pill shows comparable weight-loss to injectable version
Reuters· 2025-09-17 21:26
Novo Nordisk's experimental Wegovy pill showed a 16.6% weight-loss in a late-stage study, according to data published in The New England Journal of Medicine on Wednesday, which is comparable to previous trial results of injectable Wegovy. ...
Novo Nordisk's oral semaglutide 25 mg (Wegovy® in a pill*) delivered 16.6% weight loss in people with obesity in a newly published study
Globenewswire· 2025-09-17 21:05
Oral semaglutide 25 mg (the once-daily pill formulation of Wegovy®) achieved significant weight loss, with one in three study participants losing 20% or more body weight1**Oral semaglutide 25 mg also demonstrated improvements in the ability to perform everyday physical activities such as bending, standing, walking, being physically active, and improvements in cardiovascular risk factors1Oral semaglutide 25 mg is the first oral GLP-1 therapy submitted to the US Food and Drug Administration (FDA) for chronic ...
Novo Nordisk’s oral semaglutide 25 mg (Wegovy® in a pill*) delivered 16.6% weight loss in people with obesity in a newly published study
Globenewswire· 2025-09-17 21:05
Oral semaglutide 25 mg (the once-daily pill formulation of Wegovy®) achieved significant weight loss, with one in three study participants losing 20% or more body weight1**Oral semaglutide 25 mg also demonstrated improvements in the ability to perform everyday physical activities such as bending, standing, walking, being physically active, and improvements in cardiovascular risk factors1Oral semaglutide 25 mg is the first oral GLP-1 therapy submitted to the US Food and Drug Administration (FDA) for chronic ...
NVO DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Novo Nordisk A/S Investors to Secure Counsel Before Important September 30 Deadline in Securities Class Action - NVO
Globenewswire· 2025-09-17 21:00
NEW YORK, Sept. 17, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Novo Nordisk A/S (NYSE: NVO) between May 7, 2025 and July 28, 2025, both dates inclusive (the “Class Period”), of the important September 30, 2025 lead plaintiff deadline. SO WHAT: If you purchased Novo Nordisk securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WH ...
Novo Nordisk A/S (NVO) Special Call - Slideshow (NYSE:NVO) 2025-09-17
Seeking Alpha· 2025-09-17 18:32
Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team ...
Novo Nordisk (NYSE:NVO) Fireside Chat Transcript
2025-09-17 17:32
Novo Nordisk (NYSE:NVO) Fireside Chat September 17, 2025 12:30 PM ET Company ParticipantsMartin Holst Lange - EVP of R&DConference Call ParticipantsNone - AnalystNone - Analyst 3None - Analyst 1None - AnalystNone - Analyst 2Kritika Kalia - AnalystRichard Vosser - AnalystRune Dahl - AnalystNone - AnalystMattias Häggblom - Equity Research AnalystConor MacKay - AnalystMichael Novod - Senior Equity AnalystMartin Parkoi - AnalystOperatorWelcome to this Novo Nordisk Fireside at the 61st edition of EASD here in Vi ...