Novo Nordisk won approval to sell a high-dose version of its blockbuster Wegovy obesity shot in the US, allowing it to offer weight loss closer to that of rival Eli Lilly's competing shot Zepbound https://t.co/pUCnYjWVYd ...

整理 | GLP1减重宝典内容团队 礼来在代谢赛道又向前推了一步。 3月19日，礼来宣布，其GIPR/GLP-1R/GCGR三靶点激动剂 Retatrutide 在III期 TRANSCEND-T2D-1 研究中取得积极结果。该研究主要评估 Retatrutide 作为饮食和运动基础上的辅助治疗，用于仅靠生活方式干预仍无法良好控糖的2型糖尿病成人患者时的疗效与安全性。 从公布的数据来看，这款每周一次给药的三靶点药物，不仅达成了主要终点，也完成了所有关键次要终点。40周治疗后，Retatrutide 相较安慰 剂，在降糖和减重两大核心指标上都显示出明显优势。 其中，在主要终点方面，按疗效估计目标分析，接受 Retatrutide 治疗的患者，糖化血红蛋白 A1C 平均最高下降达到 2.0%。而在关键次要终点 方面，患者平均减重最高达到 36.6 磅，约合 16.8%。更值得注意的是，减重趋势在整个治疗过程中并未提前触顶，而是持续到研究结束。 除了血糖和体重这两项最受关注的指标，Retatrutide 在心血管代谢风险因素上也交出了不错的答卷。礼来表示，该药还带来了非高密度脂蛋白 胆固醇、甘油三酯以及收缩压等指标 ...

Patients On Lilly’s Experimental Diabetes Drug Lost 15% Of Their Weight And Lowered Blood Sugar, Company Sayshttps://t.co/ywt309vSxh https://t.co/aZiJf5Qpmu ...

Eli Lilly’s experimental weight-loss drug retatrutide met the primary and key secondary endpoints in a trial, showing significant reductions in weight loss and blood sugar levels. https://t.co/OFBUzypgGt ...

Core Insights - Eli Lilly's next-generation obesity drug retatrutide has successfully completed its first late-stage trial for Type 2 diabetes patients, demonstrating significant improvements in blood sugar management and weight loss [1][2][3] Group 1: Drug Efficacy - Retatrutide reduced hemoglobin A1c levels by an average of 1.7% to 2% at 40 weeks compared to placebo, achieving the primary study goal [1] - At the highest dose, retatrutide helped patients lose an average of 16.8% of their weight, equating to 36.6 pounds, over 40 weeks [2] - The drug's A1C reduction, while not the highest in Lilly's portfolio, is still considered strong compared to other diabetes medications that do not target gut hormones [6] Group 2: Patient Experience and Safety - The discontinuation rate due to side effects was relatively low, at up to 5%, indicating a favorable safety profile [3] - Common side effects included gastrointestinal issues, with 26.5% of patients experiencing nausea, and lower rates for diarrhea and vomiting [10] Group 3: Competitive Landscape - Retatrutide is positioned as a key component of Lilly's obesity portfolio, alongside its existing drug Zepbound and the upcoming orforglipron [4] - Novo Nordisk is developing a competing drug that also targets multiple hunger-regulating hormones, but it is still in earlier stages of development [12][13] Group 4: Market Strategy - Lilly plans to report findings from seven additional phase three trials by the end of the year, although it has not yet filed for approval for retatrutide [5] - The company emphasizes the importance of having multiple treatment options for obesity and diabetes, as individual patient needs may vary [7][8]

当外界还在争论AI究竟只是药物研发的"辅助工具"还是能颠覆整个产业时，全球制药巨头们已经用真金白银做出了选择。 3月16日，罗氏宣布扩展其全球人工智能基础设施，正式部署由英伟达最新一代加速计算技术驱动的"人工智能工厂"。此次在美国和欧洲完成 了2176个高性能GPU的部署，使其本地和云端GPU基础设施总容量超过3500个Blackwell GPU。 罗氏声称，这是目前已公布的制药公司可用的最大GPU规模。 这并非个例。就在一个月前，礼来也正式启用了其医药AI工厂"LillyPod"，内置了1016颗英伟达Blackwell Ultra GPU，整体算力高达9000 Petaflops。更早之前，礼来与英伟达宣布将在五年内投入超10亿美元建立AI联合创新实验室。 当传统的"双十定律"（十年时间、十亿美元）愈发成为难以承受之重，AI被寄予厚望，成为打破僵局的那把钥匙。一场围绕"算力"和"AI基础 设施"的竞赛，正在全球顶尖药企之间悄然打响。 然而，21世纪经济报道记者在深入调研中发现，尽管赛道持续火热，融资额激增，但AI制药行业当下正处于一个充满矛盾的关键时期：巨头 疯狂扩张，资本理性回归，技术验证在即，商业痛点 ...

Boxes of Ozempic and Wegovy made by Novo Nordisk are seen at a pharmacy.A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions.GLP-1s are practically everywhere – roughly one in eight U.S. adults take one. But stopping those drugs may come at a cost. That's according to a new study from the Washington University School of Medicine, which was published on Wednesday in BMJ Medicin ...

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As you can see on the chart, in April 2025 when Eli Lilly reached the $890 level, it hit resistance. A reversal and move lower followed. When this happened, many of the traders and investors who sold were glad they did.But in October, the stock rallied. The resistance broke. Many investors who were happy when they sold changed their minds. They decided that selling was a mistake.Many of these disgruntled sellers vowed to buy their shares back if they could eventually get them at the same price they were sol ...

Key Takeaways LLY shares fell 5.9% after an HSBC downgrade citing U.S. pricing pressure and rising obesity-drug competition.HSBC warned that pricing pressure and affordability push could reshape competition in the obesity drug market.Continued availability of compounded tirzepatide in the U.S. could divert demand from LLY's branded drugs.Eli Lilly (LLY) remains a dominant player in the global obesity market, with much of its recent growth driven by itsblockbuster tirzepatide (GLP-1) injections, Mounjaro for ...