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速递 | 礼来斥19亿美元收购的减肥药,撤回一项临床试验
GLP1减重宝典· 2025-09-28 11:57
礼来宣布因"战略业务原因"终止一项2b期肥胖试验,该研究在尚未招募任何参与者前即被叫停。该试验原计划评估礼来以19亿美元收 购Versanis获得的资产bimagrumab,既作为单一疗法,也与其主力GLP-1/GIP药物替尔泊肽联合使用。 整理 | GLP1减重宝典内容团队 公司在今年3月提交了试验申请,计划招募180名肥胖或超重并伴有2型糖尿病的成年人。bimagrumab是一种抗体,通过结合激活素II 型A和B受体来阻断激活素和肌生成抑制素信号通路。研究设计了九个分组,分别测试bimagrumab单用或与替尔泊肽联合,后者正是 Mounjaro和Zepbound的活性成分。 据彭博社首次报道,该试验已被取消。早在6月,ClinicalTrials.gov上的试验状态就从"尚未招募"变更为"进行中但未招募",引发外界 关注。 本周,该试验状态再次更新为"撤回"。礼来表示,此举是基于业务层面的考虑,公司"会常规性地评估研发管线,以最大化每一款产品 的潜力"。 礼来同时强调,bimagrumab仍在进行中的另一项2期试验中被研究,该试验评估其与替尔泊肽单独或联合在肥胖人群中的疗效。该研 究结果预计将在2026 ...
对于美国医药巨头,关税不可怕,特朗普“降药价”才要命
华尔街见闻· 2025-09-28 04:58
美国制药行业正面临特朗普政府政策的双重冲击,但真正让投资者夜不能寐的并非关税威胁,而是药品 价格管制的不确定性。 据央视新闻,美国总统特朗普9月25日宣布,自2025年10月1日开始,将对任何品牌或专利的医药产品征 收100%的关税,除非公司正在美国建立他们的制药工厂。 据见闻此前文章写道,考虑到大多数制药巨头已在扩建美国制造产能,这一政策冲击相对有限。相比之 下,将美国药价与其他发达国家接轨的提案,会直击行业最可靠的利润来源。 9月27日据报道,特朗普此前设定9月29日最后期限,要求制药公司将美国药价降至其他发达市场最低水 平,否则政府将"动用一切工具保护美国家庭免受药品滥用定价之害"。 此外,本周有报道称,白宫正考虑通过医疗保险和医疗补助服务创新中心推出试点项目,将部分 Medicare和Medicaid价格向全球水平看齐。 值得注意的是,行业估值已反映悲观预期。纽交所Arca制药指数的预期市盈率仅为13.6倍,而标普500 指数为23倍,折价幅度超过40%,为数十年来最大。分析师预计,一旦政策不确定性消除,该板块有望 迎来反弹。 药品定价成核心风险 特朗普的关税政策对制药行业的实际影响有限。据Berns ...
3 Magnificent Stocks Under $100 to Buy Right Now
The Motley Fool· 2025-09-27 10:45
You won't need a huge amount of cash to invest in these great pharma stocks.Share price has nothing to do with whether a stock is fairly valued. However, it is nonetheless an important consideration for investors on tight budgets. With that in mind, three Fool.com contributors have identified what they think are magnificent pharmaceutical stocks under $100 to buy right now. Here's why they picked AstraZeneca (AZN 0.31%), Novo Nordisk (NVO -0.77%), and Pfizer (PFE 0.64%). AstraZeneca is a growth beast that a ...
NOVO DEADLINE ALERT: Bragar Eagel & Squire, P.C. Urges Novo Nordisk Investors to Contact the Firm Before September 30th
Globenewswire· 2025-09-26 14:57
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Novo (NVO) To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Novo between May 7, 2025, to July 28, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Sept. 26, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel ...
Trump Pharma Plan Looks Like Reprieve for Many Drugmakers
Yahoo Finance· 2025-09-26 13:36
A production line of Wegovy injection pens at a Novo Nordisk A/S pharmaceutical manufacturing facility. President Donald Trump’s plan to impose a 100% tariff on branded drug imports was greeted with a shrug by many investors, who are betting his exemptions for companies with US manufacturing will soften any blow. While Trump’s move threatens to double the cost of some imported treatments if construction on US manufacturing sites hasn’t begun by Oct. 1, many big drugmakers already have US plants or are bu ...
特朗普对专利药征收100%关税:全球医药市场震荡,中国药企影响有限
搜狐财经· 2025-09-26 13:17
【文/王力 编辑/周毅】 9月26日,美国总统特朗普在社交媒体平台宣布,自10月1日起对所有品牌或专利药品进口征收100%关 税,除非相关企业正在美国建设制药工厂。 这一政策标志着特朗普关税大棒首次直接瞄准全球医药核心领域,引发国际医药股集体下跌。受冲击最 大的包括欧洲制药巨头诺和诺德、葛兰素史克等,以及日本住友制药、韩国三星生物等亚洲药企。 截图来自Truth Social 然而,中国创新药企因其独特的出海模式可能受影响有限。当前中国药企对美出口主要以仿制药和原料 药为主,均不在此次关税征收范围内。而已进入美国市场的少数国产创新药,大多采用授权许可 (License-out)模式或已在美国本土建立生产能力,因此具备较强的政策免疫力。 这一"因祸得福"的局面可能为中国医药行业带来新的发展机遇,特别是在全球医药产业链重构的大背景 下,中国药企有望通过差异化策略实现更好的国际化布局。 关税政策细节解析:精准打击与豁免条件 从时间线来看,这一政策并非突然出台。今年4月,美国商务部就已启动对所有药品进口影响国家安全 的调查。7月,特朗普曾威胁征收高达200%的药品关税。相比之下,最终落地的100%税率虽然仍属严 厉, ...
Novo Nordisk A/S Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before September 30, 2025 to Discuss Your Rights - NVO
Prnewswire· 2025-09-26 13:00
NO COST TO YOU: If you are a class member, you may be entitled to compensation without payment of any out-of-pocket costs or fees. There is no cost or obligation to participate. WHY LEVI & KORSINSKY: Over the past 20 years, the team at Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. Our firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our ...
RFK Jr. Is Targeting Vaccines And Tylenol. Are Prozac And Ozempic Next?
Forbes· 2025-09-26 11:05
Secretary of Health and Human Services Robert F. Kennedy Jr.The Associated PressTylenol maker Kenvue is reeling after unsupported claims that its popular drug causes autism. Kennedy is unlikely to stop there.Tylenol may be only the beginning.For years, Robert F. Kennedy Jr. has railed against a number of medications and therapeutics claiming without scientific consensus or evidence that they cause some kind of harm — autism (Tylenol), suicidal thoughts (Ozempic). Now, as President Trump’s head of Health and ...
3 Absurdly Cheap Stocks You Can Buy for Less than $100 Right Now
The Motley Fool· 2025-09-26 07:50
These stocks come with some uncertainty, but they have strong fundamentals and trade at low earnings multiples.Want to invest in some low-priced stocks that possess a lot of upside in the long run? The stocks listed below could be great options for bargain hunters, as each one trades at less than $100 per share and is deeply undervalued. While they haven't been doing all that well of late, over the long run, they could generate some terrific returns given their low valuations.Here's why you'll want to consi ...
Walmart launches essential service customers, members will cheer
Yahoo Finance· 2025-09-26 01:37
Walmart no longer delivers only groceries, which is a key reason why the stock's decent 14% year-to-date run might continue. The retail behemoth will now deliver chilled and reconstituted prescription medications, such as insulin, GLP-1s like Ozempic, and pediatric antibiotics, directly to consumers' homes, putting pharmacies on notice. The decision makes Walmart (WMT) the first major national store to provide both cold-chain pharmaceutical delivery and basic needs in one order. It's a big deal, both f ...