整理 | GLP1减重宝典内容团队 礼来近日宣布，将在美国阿拉巴马州亨茨维尔市投资超过60亿美元，新建一座大型药品生产基地。这是礼来规划中的美国本土四大新生 产设施之一，也是其中第三座落地项目，核心任务是生产新一代合成药物活性成分，覆盖小分子合成药物及肽类药物。 这 一 基 地 的 战 略 意 义 尤 为 突 出 。 按 照 礼 来 的 规 划 ， 该 工 厂 将 成 为 口 服 小 分 子 GLP-1 受 体 激 动 剂 orforglipron 的 生 产 基 地 之 一 。 orforglipron是礼来布局减重和代谢疾病的重要产品，公司计划在今年年底前，向全球监管机构提交该药物用于肥胖症治疗的上市申 请。 在就业层面，该项目预计将为当地直接创造约450个高附加值岗位，涵盖工程、科研、运营以及实验室技术等多个方向。同时，建设阶 段本身也将带来可观的短期拉动效应。项目计划于2026年正式动工，施工期间预计将创造约3000个建筑相关岗位，整座工厂预计在 2032年全面建成投产。 加入专家库与我们深度讨论 「GLP-1俱乐部」覆盖数百位专业人士，构建了围绕GLP-1产业链上下游、覆盖多个板块的专家库，成为了业 ...

Core Insights - US core inflation unexpectedly eased to a four-year low, raising questions among economists about the reliability of the data due to a prior government shutdown [8][14] - ByteDance has signed an agreement to establish a joint venture in the US with majority ownership by American investors [8][14] Market Performance - The A-share market opened lower but closed higher, with the Shanghai Composite Index up 0.16% at 3876.37 points, while the Shenzhen Component fell 1.29% and the ChiNext Index dropped 2.17% [1] - The Hong Kong market also saw fluctuations, with the Hang Seng Index closing up 0.12% at 25498.13 points, while the Hang Seng Tech Index fell 0.73% [1][5] Economic Indicators - The US core Consumer Price Index (CPI) rose by 2.6% year-on-year in November, while the overall CPI increased by 2.7% [14] - The report indicated that core CPI only increased by 0.2% over the last two months, with declines in hotel, leisure, and clothing prices limiting the overall increase [14] Corporate Developments - TikTok announced the establishment of a joint venture with US investors, which will operate independently and manage US data protection and algorithm security [8][14] - China has reportedly ordered 7 million tons of US soybeans, achieving over half of the procurement target set during the Trump administration [8][14]

隔夜美股三大股指集体上涨 隔夜美股道琼斯工业平均指数比前一交易日上涨65.88点，收于47951.85点，涨幅为0.14%；标准普尔 500种股票指数上涨53.33点，收于6774.76点，涨幅为0.79%；纳斯达克综合指数上涨313.04点，收于 23006.36点，涨幅为1.38%。大型科技股普涨，特斯拉涨超3%，亚马逊、Meta涨超2%。存储概念、半 导体设备与材料涨幅居前，美光科技涨超10%，闪迪涨超6%。 【今日头条】 《自然》网站刊发两项研究证实降糖新药疗效和安全性 英国《自然》杂志网站日前刊发两篇来自中国研究人员的论文，验证了中美药企联合开发的一款降糖新 药作为单药治疗和联合口服降糖药治疗的疗效和安全性。这是两项以中国2型糖尿病患者为对象的Ⅲ期 临床研究。相关结果证明，玛仕度肽在血糖控制和减重方面效果均优于安慰剂或度拉糖肽，同时可改善 多项心血管代谢、肝脏和肾脏相关指标。 据介绍，玛仕度肽是中国信达（01801）生物制药集团与美国礼来制药共同推进的一款胰高血糖素/胰高 血糖素样肽-1双受体激动剂。 参与相关研究的信达生物制药集团综合管线首席研发官钱镭说，上述研 究成果为超重、肥胖和糖尿病患者提供 ...

丨2025年12月19日星期五丨 NO.1 礼来：向FDA提交新型口服减肥药orforglipron的上市申请 12月18日，礼来公司宣布，已向美国食品药品监督管理局（FDA）提交了新型口服减肥药orforglipron的 上市申请。礼来表示，从诺和诺德旗下Wegovy（司美格鲁肽）转用orforglipron的参与者，在转换后平 均维持了此前减重成果的绝大部分，仅平均反弹0.9公斤。 点评：减肥药赛道竞争趋向白热化，口服减肥药orforglipron的上市申请如能获批，将有望凭借积极的临 床数据以及口服制剂的给药优势改变目前的市场格局。 NO.2 复星医药：控股子公司与Clavis Bio达成合作，可获得至多3.63亿美元付款 12月18日，复星医药公告称，公司控股子公司复星医药产业与合作方Clavis Bio签订《合作及选择权协 议》，共同选定靶点并推进临床前开发。Clavis Bio就该等合作项目享有除中国内地、香港、澳门外的 全球范围内开发、生产及商业化独家许可的选择权。 12月18日，百济神州发布公告称，经公司董事会审议通过，同意聘任公司全球研发负责人汪来博士担任 公司总裁，全球研发负责人。聘任生效 ...

Lily has trial data showing that its obesity pill could be an effective maintenance treatment for people that want to preserve their weight loss but don't want to keep taking weekly injections like Wiggoian Zepbound. So in this trial they basically followed people that initially took these injections for around 72 weeks and then they randomized them to either take a placebo or the pill after a year. And so what this data found is that people who switched to the pill pretty much maintain the majority of the ...

Back to market on close. I'm Marley Caden here in Chicago alongside Sam Vodis at the New York Stock Exchange. Some final thoughts on today's session.Of course, we got the CPI report. The consumer price index rose 2.7% in November. According to the delayed data that we got from the BLS this morning that was less than the 3.1% expected, reigniting some hopes that the Fed may be able to ease more than expected.Core CPI was also cooler than anticipated, increasing 2.6% over 12 months. It was expected to have ri ...

Let's get more now on the story. Pharma and biotech reporter Anukica Kim Constantino. Anukica, what's the story here.Is this pill going to be ready soon. >> Right. So, thanks for having me on today.So, basically the news today is that Lily has trial data showing that its obesity pill could be an effective maintenance treatment for people that want to preserve their weight loss but don't want to keep taking weekly injections like Wgoian Zepbound. So in this trial, they basically followed people that initiall ...

Let's get more now on the story. Pharma and biotech reporter Anukica Kim Constantino. Anukica, what's the story here.Is this pill going to be ready soon. >> Right. So, thanks for having me on today.So, basically the news today is that Lily has trial data showing that its obesity pill could be an effective maintenance treatment for people that want to preserve their weight loss but don't want to keep taking weekly injections like Wgoian Zepbound. So in this trial, they basically followed people that initiall ...

Key Points Eli Lilly has been a dominant force in the GLP-1 market, and that looks set to continue. Pfizer's acquisitions haven't paid off yet and the company is still struggling to grow its sales. The two companies are currently in very different positions -- and their valuations reflect it. 10 stocks we like better than Pfizer › Pfizer (NYSE: PFE) and Eli Lilly (NYSE: LLY) are two prominent names in healthcare that have focused on innovation and growing their respective businesses for decades. ...

Core Insights - Eli Lilly is set to launch a new pill named orforglipron next year [1] Company Summary - The new medication, orforglipron, is part of Eli Lilly's ongoing efforts to expand its product portfolio [1]