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礼来口服减重药再添头对头达格列净数据,市值逼近8000亿美元
Di Yi Cai Jing· 2025-10-16 08:56
礼来表示,在这两项试验中,Orforglipron均显示出体重减轻和多种心血管危险因素的改善。公司计划于2026年向全球监管机构提交Orforglipron用于治疗2型 糖尿病的适应症申请,该药物针对肥胖治疗的适应症将于今年年底提交。 礼来近几个月密集公布了关于口服减重药Orforglipron的多项研究数据,该公司近一个月股价累计涨幅超过10%,市值重新逼近8000亿美元大关。 随着礼来与诺和诺德加速推动口服减重药的上市,资本市场高度关注口服减重药的后期数据。上个月,诺和诺德在公布了司美格鲁肽减重版药物的一项好于 预期的减重疗效后,股价也出现大幅上涨。 针对两家公司在口服减重药的竞争,有业内人士表示,未来能否在中国市场赢得份额,也是两家公司角逐的关键。礼来已经宣布,将会把美国市场的"消费 者导向型"商业战略应用于全球药品的布局,这意味着未来将加强与远程医疗及数字平台合作,满足更多自费患者的购药需求,而不仅仅依赖于医保支付。 随着礼来与诺和诺德加速推动口服减重药的上市,资本市场高度关注口服减重药的后期数据。 当地时间10月15日,礼来公司公布两项关于口服减重药Orforglipron的后期临床数据,显示出对糖 ...
Erste Group Upgrades Eli Lilly (LLY) to Buy Following Strong First-Half Results
Yahoo Finance· 2025-10-16 05:34
Eli Lilly and Company (NYSE:LLY) is included among the 11 Defensive Healthcare Dividend Stocks to Buy Now. Erste Group Upgrades Eli Lilly (LLY) to Buy Following Strong First-Half Results Eli Lilly and Company (NYSE:LLY) is an American multinational pharmaceutical company. The stock has surged by over 4% since the start of 2025. E​rste Group raised its ratin‍g on Eli Lilly and Company (NYSE:LLY) from Ho⁠ld‍ to Buy on Octo⁠ber‌ 13, citing the com⁠pany’s strong‌ perfor‍manc‌e du​ri‌ng the first half of the ...
阿里、京东、美团,争着“发钱”喊你减肥
3 6 Ke· 2025-10-16 04:14
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, highlighting the industry's potential [1] - The focus has shifted from merely developing GLP-1 drugs to effectively commercializing them, as evidenced by the increasing number of IPO filings and soaring stock prices of companies in this sector [1] Investment Trends - Major investments are flowing into the GLP-1 market, with companies like NewCo receiving substantial funding [1] - Several companies, including Senwa Biotech and Chengyi Biotech, have filed for IPOs, indicating strong investor interest [1] Product Landscape - As of 2025, five GLP-1 injection products have been approved in China, with more in the pipeline, including those from Senwa Biotech and Heng Rui Pharmaceutical [2][6] - The approved products vary in administration frequency and weight loss efficacy, with some showing significant results over extended periods [2] Market Challenges - New GLP-1 products face hurdles in hospital sales due to strict prescription regulations and procurement limitations [3][6] - The market is transitioning towards e-commerce as a viable sales channel to overcome these challenges, with companies looking to leverage online platforms for broader consumer access [3][4] E-commerce Strategy - E-commerce is becoming a critical sales channel for GLP-1 products, with companies like Novo Nordisk and Eli Lilly beginning to embrace this shift [4][5] - By 2030, the GLP-1 market in the weight loss sector is projected to exceed 30 billion, with e-commerce expected to capture over 50% of this market [5] Consumer Engagement - The marketing approach has evolved from focusing on clinical data to enhancing consumer awareness and engagement, emphasizing the importance of user-friendly communication [5][6] - Companies are increasingly investing in promotional activities and partnerships with e-commerce platforms to drive consumer interest and sales [10][12] Competitive Landscape - The competition among e-commerce platforms is intensifying, with each platform leveraging its unique strengths to capture market share [13][14] - Cold chain logistics are becoming a crucial factor in the distribution of GLP-1 products, with companies like JD Health and Meituan Buy Medicine enhancing their capabilities to ensure product integrity [14] Future Outlook - The GLP-1 market is expected to grow rapidly, but the industry is cautious about maintaining healthy competition rather than descending into chaos [15][16]
礼来新型口服药控糖效果显著 患者用药便利性和依从性有望提升
Zheng Quan Ri Bao Wang· 2025-10-16 04:14
糖尿病管理长期面临的核心挑战之一,是患者因治疗的不便而产生的依从性难题。此次礼来公司研发的 口服小分子GLP-1药物,没有严苛的饮食饮水限制,仅需每日口服一次。这一转变降低了坚持治疗的门 槛,使长期、规范治疗变得更加可行。它不仅是技术上的进步,更是"以患者为中心"的研发理念的深度 彰显,是从疾病治疗向全面健康管理延伸的重要尝试。 两项研究中,orforglipron总体安全性与耐受性特征以及停药率与此前研究一致。这些试验的详细结果将 于未来的医学会议上公布,并发表于同行评议期刊。ACHIEVE项目的最后一项全球注册研究 ACHIEVE-4的结果预计将在2026年第一季度公布。礼来公司计划于2026年向全球监管机构提交 orforglipron用于治疗2型糖尿病的申请,如能顺利获批,该药物有望成为2型糖尿病治疗领域的重要补 充,为血糖控制不佳或需强化治疗的患者提供更加精准、个体化、可持续的治疗选择。另外, orforglipron肥胖治疗适应症的申报预计将在今年底完成。 随着中国积极推动以患者为中心的创新生态和医药监管体系建设,未来类似的全球创新成果有望更快惠 及中国患者,助力"健康中国2030"战略目标的实现 ...
11 Defensive Healthcare Dividend Stocks To Buy Now
Insider Monkey· 2025-10-16 03:05
In this article, we will take a look at some of the best defensive dividend stocks to invest in.US healthcare st‌ocks have been u⁠nder moun⁠ting pressure this year, largel⁠y⁠ due to po‍licies​ introduce‌d b‍y the Tr​u‌m‍p administration. Despite the challenges, some investors believe the recen‌t‍ sell-off has made⁠ these stocks too at⁠t​ractive‌ to i⁠gnore.​‌As⁠ of October 14, the S&P 500 health care sector⁠— whic⁠h include‌s pharmaceuticals, bio‌tech f​irms, health insurers, and medical equipment comp‌anie ...
Eli Lilly: Outstanding Orforglipron Data Reinforces Value Proposition (NYSE:LLY)
Seeking Alpha· 2025-10-15 16:22
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Eli Lilly and Company (NYSE: LLY ), the Pharma whose valuation has more than quadrupled on a five-year basis, almost exclusively down to its "miracle" weightThe group is for both novice and experienced biotech inve ...
Eli Lilly: Outstanding Orforglipron Data Reinforces Value Proposition
Seeking Alpha· 2025-10-15 16:22
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Eli Lilly and Company (NYSE: LLY ), the Pharma whose valuation has more than quadrupled on a five-year basis, almost exclusively down to its "miracle" weightThe group is for both novice and experienced biotech inve ...
How LLY Stock Delivered $47 Billion To Shareholders
Forbes· 2025-10-15 13:50
POLAND - 2025/09/07: In this photo illustration, the Eli Lilly and Company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesIn the last decade, Eli Lilly stock (NYSE: LLY) has returned $47 billion to its shareholders via dividends and buybacks. This shareholder-centric approach has delivered solid results in 2025, with the stock posting 9% year-to-date returns, despite experiencing some volatilit ...
美股前瞻 | 三大股指期货齐涨,阿斯麦业绩为AI行业报喜
智通财经网· 2025-10-15 12:52
1. 10月15日(周三)美股盘前,美股三大股指期货齐涨。截至发稿,道指期货涨0.56%,标普500指数期货涨0.76%,纳指期货涨0.99%。 | ■ US 30 | 46,527.50 | 46,558.20 | 46,270.00 | +257.00 | +0.56% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,694.80 | 6,700.90 | 6,643.50 | +50.50 | +0.76% | | ■ US Tech 100 | 24,823.60 | 24,851.40 | 24,568.80 | +244.30 | +0.99% | 2. 截至发稿,德国DAX指数涨0.02%,英国富时100指数跌0.38%,法国CAC40指数涨2.30%,欧洲斯托克50指数涨1.28%。 个股消息 摩根士丹利(MS.US)Q3业绩全线超预期,投行业务反弹成亮点,股票业务贡献核心动能。摩根士丹利第三季度净营收182.2亿美元,同比增 长18%,超出预估166.4亿美元;第三季度每股收益2.80美元,股本回报率18%,超出预估13.4%。其 ...
降糖效果碾压竞品!礼来(LLY.US)口服减肥药三期临床告捷 拟明年申请上市
智通财经网· 2025-10-15 12:32
ACHIEVE-5试验同样达到主要终点。orforglipron联合甘精胰岛素使用时,使糖化血红蛋白(A1C)水平额 外降低了2.1%。 智通财经APP获悉,礼来(LLY.US)周三宣布,其口服减肥候选药物orforglipron在两项针对2型糖尿病患 者的三期临床试验中达成主要目标,这展现出该药物在控制血糖水平方面的潜力。 这家总部位于印第安纳州的制药企业指出,根据ACHIEVE-2和ACHIEVE-5试验结果,每日一次服用的 GLP-1受体激动剂orforglipron有望成为2型糖尿病治疗的新标准。 根据初步结果,ACHIEVE-2试验达到了主要终点。与阿斯利康(AZN.US)旗下降糖药物Farxiga 0.8%的降 幅相比,orforglipron将糖尿病生物标志物糖化血红蛋白(A1C)的水平最高降低了1.7%。 礼来补充说明,两项试验均收集了安全性和耐受性数据,同时药物的治疗中断率与该药物此前试验的数 据一致。 礼来ACHIEVE项目的最后一项全球注册试验预计将于2026年第一季度公布结果,该公司计划在明年为 orforglipron的2型糖尿病适应症寻求全球监管批准。此外,礼来重申,计划在2025 ...