特朗普称糖尿病药物Ozempic价格将从每月1000美元降至150美元，但CMS负责人Oz澄清谈判尚未达成协议。受此影响，诺和诺德和礼来股价盘后重 挫超4-5%。特朗普政府正通过关税豁免换取降价，GLP-1类减肥药已被纳入《通胀削减法案》谈判名单，面临持续降价压力。 美国总统特朗普周四表示，热门糖尿病药物Ozempic的价格可能降至每月仅150美元，引发市场震动。此番表态令礼来公司和诺和诺德盘后股价大幅下 挫。 诺和诺德自特朗普向17家大型制药公司发出降价要求信函后，一直在就降低药价进行磋商。Ozempic及其姊妹药物Wegovy还被纳入《通胀削减法案》 (IRA)的价格谈判名单，面临来自法律框架的额外压力。 礼来销售的类似治疗药物包括Wegovy和Zepbound，同样可能受到政府降价行动的影响。 特朗普政府此前已宣布与辉瑞和阿斯利康达成类似协议。华尔街一直预期政府将对重磅减肥药物生产商采取行动。 报道指出，此次新闻发布会重点讨论的是政府与德国默克集团达成的协议，后者同意降低生育治疗价格，以换取暂缓即将实施的制药关税。 降价谈判仍在进行 尽管特朗普给出了具体的价格目标，但实际谈判尚未完成。Oz在发布会上迅速 ...

美国总统特朗普周四表示，热门糖尿病药物Ozempic的价格可能降至每月仅150美元，引发市场震动。 此番表态令礼来公司和诺和诺德盘后股价大幅下挫。 10月16日，据报道，特朗普在白宫椭圆形办公室的新闻发布会上称，诺和诺德生产的这款"减肥药"价格 将"很快大幅下降"，患者自付费用将降至150美元。目前Ozempic在美国的挂牌价约为每月1000美元。不 过，联邦医疗保险和医疗补助服务中心(CMS)负责人Mehmet Oz随即澄清，相关价格谈判仍在进行中， 尚未达成协议。 受此消息影响，诺和诺德ADR盘后一度下跌4.7%，礼来股价最多跌5.3%。这是继辉瑞和阿斯利康之 后，市场对减肥药生产商可能达成降价协议的最新反应。 NYSE: NVO 市场概况 > 诺和诺德 56.09 USD + 关注 -0.63 (1.12%) ↓ 今天 收盘时间: 10月16日 GMT-4 下午7:59 • 免责声明 盘后价 54.43-1.66 (2.96%) 5 天 1 个月 6个月 5年 1 天 1年 最大 YTD 58 昨日 57 收盘价 56.72 56 55 E4 足3 下午8:00 下午6:00 上午10:00 下午12: ...

格隆汇10月17日｜特朗普表示减肥药物Ozempic（司美格鲁肽）的价格可能降至每月仅150美元后，礼 来以及诺和诺德的股价在盘后交易中下跌。Ozempic在美国的标价约为每月1000美元。特朗普告诉记 者，这款由诺和诺德生产的药物价格"很快会大幅降低"。礼来的类似药物为Wegovy（诺和盈）和 Zepbound（替尔泊肽）。特朗普称："这些药物的自付价格将变成150美元。" 不过，美国医疗保险和医 疗补助服务中心负责人Mehmet Oz迅速澄清道，相关药物的价格谈判仍在进行中。 ...

Group 1 - Junshi Biosciences' JS207 received FDA approval for a Phase II/III clinical trial targeting neoadjuvant treatment in resectable, driver gene-negative non-small cell lung cancer patients, enhancing its international expansion and market potential [1] Group 2 - Eli Lilly's oral GLP-1 drug orforglipron demonstrated significant efficacy in two Phase III trials, achieving primary and all key secondary endpoints, including notable reductions in HbA1c, weight loss, and improvements in cardiovascular risk factors, reinforcing its competitive position in the GLP-1 market [2] Group 3 - Guobang Pharmaceutical reported a 23.17% year-on-year increase in net profit for Q3, despite a 5.39% decline in revenue, attributed to improved sales collection and optimized procurement payments, showcasing strong profitability resilience [3] Group 4 - Zhijiang Biopharmaceutical announced a share buyback plan of 60 million to 120 million yuan to support employee stock ownership plans or equity incentives, reflecting confidence in long-term development and aiming to strengthen core team commitment [4]

Lilly and Novo shares fell in late trading after President Trump said the price of the blockbuster diabetes drug Ozempic could come down to just $150 a month https://t.co/TfhUDSLG7m ...

Market Analysis by covering: Eli Lilly and Company, Novo Nordisk A/S, Akero Therapeutics Inc. Read 's Market Analysis on Investing.com ...

Core Insights - The GLP-1 weight loss market is experiencing significant investment and growth, with a notable $600 million Series B funding for NewCo, a subsidiary of Heng Rui Pharmaceutical, indicating strong capital interest in the sector [3][4] - The focus has shifted from merely developing successful GLP-1 drugs to efficiently commercializing them, as evidenced by the increasing number of IPO filings and soaring stock prices of listed companies [3][4] - The competitive landscape is intensifying, with five GLP-1 injection products already approved in China and many more in development, leading to a need for effective commercialization strategies [4][8] Investment and Market Dynamics - The GLP-1 weight loss market is projected to exceed 30 billion by 2030, with e-commerce expected to capture over 50% of this market share [6][12] - Companies are increasingly turning to e-commerce platforms to enhance sales, as traditional hospital channels face regulatory and logistical challenges [5][8] - The shift towards consumer-focused marketing strategies is evident, with companies prioritizing consumer awareness and engagement over traditional prescription-based approaches [7][16] E-commerce Strategies - Major pharmaceutical companies are forming partnerships with e-commerce platforms to facilitate the sale of GLP-1 products, with notable collaborations between Novo Nordisk, Eli Lilly, and platforms like JD Health and Meituan [8][12] - Innovative marketing campaigns, such as "money-back guarantees" for weight loss, are being employed to attract consumers and drive sales [9][10] - The competitive advantage in e-commerce is increasingly tied to logistics capabilities, particularly cold chain logistics, which are essential for the distribution of GLP-1 injection products [16][17] Future Outlook - The industry is witnessing a rapid transformation, with a focus on creating a consumer-friendly environment for GLP-1 products, which were previously treated as prescription-only medications [7][8] - The potential for a billion-dollar market in GLP-1 products is anticipated, contingent on healthy competition and effective marketing strategies [17]

Core Viewpoint - Eli Lilly's oral GLP-1 therapy orforglipron has demonstrated superior efficacy in treating type 2 diabetes compared to AstraZeneca's SGLT2 inhibitor Farxiga, achieving significant reductions in A1C levels and weight loss in recent trials [2][4]. Group 1: Clinical Trial Results - In the latest Phase III trial ACHIEVE-2, orforglipron was tested on 962 adult participants with type 2 diabetes who had inadequate blood sugar control after metformin. The study compared three doses of orforglipron against Farxiga, with the primary goal of demonstrating non-inferiority in A1C reduction after 40 weeks [2][4]. - All doses of orforglipron met the primary and all key secondary endpoints, significantly lowering A1C levels and promoting weight loss. Specifically, the 3 mg dose resulted in a 1.3% reduction in A1C, while the 12 mg and 36 mg doses achieved a 1.7% reduction. In contrast, Farxiga only resulted in a 0.8% reduction [4]. - Another late-stage study, ACHIEVE-5, also showed positive results for orforglipron compared to placebo in patients with insufficient blood sugar control who were using titrated insulin glargine. The 3 mg dose led to a 1.5% reduction in A1C, the 12 mg dose achieved a 2.1% reduction, and the 36 mg dose resulted in a 1.9% reduction, while placebo only saw a 0.8% reduction [4]. Group 2: Safety and Tolerability - The safety and tolerability of orforglipron in both studies were consistent with previous findings, with stable discontinuation rates. The most common adverse reactions were gastrointestinal symptoms, which were generally mild to moderate, and no liver safety issues were observed [4]. Group 3: Future Developments - Detailed data from the two studies will be presented at an upcoming medical conference. The final global registration study of the ACHIEVE program, ACHIEVE-4, is expected to be completed in the first quarter of 2026, paving the way for orforglipron's market application in type 2 diabetes [5]. - Additionally, the application for orforglipron's use in obesity treatment is set to be initiated by the end of this year [6].

Core Insights - Eli Lilly and Company will announce its third-quarter 2025 financial results on October 30, 2025, followed by a conference call for investors and media [1] - The company emphasizes its commitment to advancing healthcare through innovative treatments and clinical trials that reflect global diversity [1] Financial Results Announcement - The financial results will be disclosed on October 30, 2025, with a conference call starting at 10 a.m. Eastern time [1] - A live webcast of the conference call will be available on Lilly's website, with a replay accessible afterward [1] Company Overview - Eli Lilly has been a pioneer in medical discoveries for nearly 150 years, focusing on improving lives through biotechnology, chemistry, and genetic medicine [1] - The company addresses significant health challenges, including diabetes care, obesity treatment, Alzheimer's disease, immune system disorders, and difficult-to-treat cancers [1] - Lilly aims to ensure that its medicines are accessible and affordable while conducting innovative clinical trials [1]

Eli Lilly and Company (LLY), headquartered in Indianapolis, Indiana, is a leading global pharmaceutical company dedicated to developing innovative treatments for diseases such as diabetes, obesity, Alzheimer’s disease, cancer, and autoimmune disorders. Founded in 1876, the company combines biotechnology, chemistry, and genetic medicine to improve health worldwide. Recently, Lilly announced an investment of over $1 billion to expand manufacturing and supply capabilities in India, reinforcing its commitment ...