整理 | GLP1减重宝典内容团队 2025年11月21日，礼来在Clinicaltrials.gov上双重注册了其小分子GLP-1受体激动剂orforglipron的三期ATTAIN-Outcomes试验，用于 评估动脉粥样硬化性心血管疾病（ASCVD）和/或慢性肾脏病（CKD）患者的心血管结局。 该三期研究计划入组7140名受试者，随访五年，预计2031年完成。 主要终点为主要不良心血管事件（MACE）。 | Brief Summary | Study Start (Estimated) 0 | | --- | --- | | The purpose of this study is to measure cardiovascular outcomes with orforglipron | 2026-01 | | compared with placebo in participants with atherosclerotic cardiovascular disease | | | (ASCVD) and/or chronic kidney disease (CKD). Participation ...

先是诺华以30亿美元与Dren Bio达成合作，利用后者开发的靶向髓系细胞衔接器和吞噬平台开发双抗疗法；紧接着赛诺菲直接以6亿美元首付款 买下Dren Bio的DR-0201，这个CD20靶向MCE在难治性红斑狼疮患者身上出现18个月无治疗缓解期，正在加速进击自免市场。而继与礼来达成 合作后，泽安生物又与GSK签下4个MCE项目合作协议…… 尽管在交易金额层面还难与TCE相比，但从如今的交易及临床推进情况上看，MCE这条新的免疫疗法赛道，正在快速成形。 机制上，MCE疗法靶向髓样细胞能降低CRS的风险，在适应症范围上可能应用更广，这也是MCE获得大药企青睐的关键。 当然，MCE能否成为"下一个TCE"，甚至超越之，还需要更多的临床数据来证明。 TCE自去年以来相当火热，诞生了多笔重磅交易。而在结构上与其类似的髓系细胞衔接器（MCE），也突然从小众机制分子,跃升为多家MNC 争抢的战略资产。 / 01 / 大药企开始加注 作为一项新兴的技术，MCE的入局者并不算多，但多笔大药企主导的重磅交易已经提示,MCE正成为免疫疗法赛道中最受关注的技术之一。而 这些密集交易背后，也是各家药企不同却明确的战略诉求。 最先引爆 ...

Accessibility StatementSkip Navigation Updated results from the Phase 3 EMBER-3 trial for Inluriyoâ"¢ (imlunestrant) alone and in combination with Verzenio (abemaciclib) in ER+, HER2– metastatic breast cancer to be presented as a late-breaking oral presentation Updated safety and efficacy data to be presented from PIKALO-1, the Phase 1/2 trial of Lilly's pan-mutant- selective PI3K inhibitor, which will be advanced into the Phase 3 PIKALO-2 study New subgroup analysis from the Phase 3 monarchE trial that exp ...

for more on Novo and Pharmaceutical spring and Guggenheim's biotech analyst Sheamus Fernandez. Sheamus, your take on the Novo results. Uh yeah, so I guess it's not too surprising to the overall market uh what happened here.This was a high-risisk reward clinical study for Nova Nordisk. Um it was well communicated by the company that way. But that being said, uh the company has had a lot of challenges this year, largely from competition from Eli Liy, but it also faces pretty challenging year in 2026 and poten ...

Now for more on that healthc care space, let's bring in Evan Seager, the head of healthcare research over at Beimo Capital Markets. Evan, thank you very much for being here with us. Take us through the dynamic.I mean, GLP1s have been the focus for such a long time now. Is there anything that gets this competitive dynamic between Lily and Novo to close the gap a bit in the coming months and quarters. >> Well, first off, thank you for having me.And I think just today there's a lot of anticipation into this Al ...

Now for more on that healthc care space, let's bring in Evan Seager, the head of healthcare research over at Beimo Capital Markets. Evan, thank you very much for being here with us. Take us through the dynamic.I mean, GLP1s have been the focus for such a long time now. Is there anything that gets this competitive dynamic between Lily and Novo to close the gap a bit in the coming months and quarters. >> Well, first off, thank you for having me.And I think just today there's a lot of anticipation into this Al ...

Meanwhile, take a look at shares of Novo today falling to a four-year low this morning after results from its highly anticipated Alzheimer's drug trial failed to meet its main goal. The trial showed Novo's weight loss drug MGovi did not slow the progression of Alzheimer's. Joining us with some reaction today, city's head of US Pharma and biotech research Jeff Meum is with us.Jeff, thanks for the time. Good to see you again. >> Yeah, you too, Carl.Thank you for having me. >> I've seen the phrase longshot ass ...

Meanwhile, take a look at shares of Novo today falling to a four-year low this morning after results from its highly anticipated Alzheimer's drug trial failed to meet its main goal. The trial showed Novo's weight loss drug MGovi did not slow the progression of Alzheimer's. Joining us with some reaction today, city's head of US Pharma and biotech research Jeff Meum is with us.Jeff, thanks for the time. Good to see you again. >> Yeah, you too, Carl.Thank you for having me. >> I've seen the phrase longshot ass ...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. The S & P 500 and Nasdaq each surged Monday on the back of Alphabet 's gains and expectations for a third Fed interest rate in 2025. Shares of the Google parent jumped more than 4% on excitement about the launch of Gemini 3, which also sparked debate about whether it is superior to OpenAI's ChatGPT. Jim Cramer said, "The rate cut story is really behind a lot ...

Accessibility StatementSkip Navigation INDIANAPOLIS, Nov. 24, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced that data from studies of Jaypirca (pirtobrutinib), the first and only approved non-covalent (reversible) Bruton tyrosine kinase (BTK) inhibitor, will be presented at the 67 American Society of Hematology (ASH) Annual Meeting and Exposition, taking place Dec. 6-9 in Orlando, Florida. | Abstract Title | | Presentation | | Session | | --- | --- | --- | --- | --- | | | Author | T ...