Eli Lily shares. Let's have a look at those after that news that we just uh reported that the pharma giant released more data on its obesity pill. Patients with obesity and diabetes lost about 10.5% of their body weight.The data clears the way for Lily to seek regulatory approval. Shares are up 1.7% when they got some data on this a month or so ago or just under a month ago they did fall. Let's get clarity on which bit of the data outweighs the other.Tim Anderson, Bank of America Security senior pharma anal ...

格隆汇8月26日｜礼来(LLY.US)盘前直线拉升涨超2%。消息面上，礼来制药口服GLP-1药物Orforglipron 在第三期试验中取得积极结果，将推动该肥胖症治疗药物于今年内向全球监管机构提交上市申请。 ...

Eli Lilly’s experimental obesity pill helped patients lose 9.6% of their body weight in a trial that moves the company one step closer to a potential approval https://t.co/Iaujssmvki ...

Core Viewpoint - Eli Lilly's daily weight loss pill, orforglipron, has shown significant efficacy in helping patients with obesity and Type 2 diabetes lose weight in a late-stage trial, paving the way for global approval filings [1][5]. Group 1: Drug Efficacy and Trial Results - The highest dose of orforglipron resulted in an average weight loss of 10.5%, or 22.9 pounds, over 72 weeks, compared to a 2.2% weight loss in the placebo group [3]. - The drug also effectively lowered hemoglobin A1c levels, with most patients no longer meeting the criteria for Type 2 diabetes by the end of the study [4]. - The overall weight loss across all patients was 9.6%, regardless of discontinuations [3]. Group 2: Market Position and Competitive Advantage - Orforglipron is positioned as a needle-free alternative in the lucrative GLP-1 market, potentially increasing accessibility compared to existing weekly injections [2]. - The pill does not impose dietary restrictions, unlike a similar oral treatment from Novo Nordisk, enhancing its appeal [2]. Group 3: Side Effects and Patient Experience - The side effects were primarily gastrointestinal, with 23.1% experiencing vomiting and 36.4% and 27.4% reporting nausea and diarrhea, respectively [9]. - Approximately 20% of patients discontinued the pill for various reasons, similar to the placebo group, indicating a mix of factors beyond side effects [10]. Group 4: Future Outlook and Market Potential - Eli Lilly expects to launch the pill globally around this time next year, having gathered the necessary clinical trial data for regulatory approvals [5]. - The potential market is substantial, with over 100 million adults in the U.S. affected by obesity, highlighting the opportunity for orforglipron [11]. - Analysts suggest that the pill's easier manufacturing process and lack of dietary restrictions could make it a viable competitor in the obesity treatment space [15].

In ATTAIN-2, orforglipron met the primary and all key secondary endpoints, with compelling efficacy results and a safety profile consistent with injectable GLP-1 medicinesParticipants with obesity or overweight and type 2 diabetes, a population with increased difficulties losing weight, lost an average of 22.9 lbs (10.5%) on the highest dose, with A1C reduced by an average of 1.8%INDIANAPOLIS, Aug. 26, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced positive topline results from the P ...

"懂王"特朗普又撂下狠话了。 当地时间8月25日，特朗普表示，政府将大幅下调药品价格，幅度高达1400%至1500%，其重申对医药 价格的强硬立场，同时计划对进口药品加征更高关税。特朗普直言，"美国的药价要大动刀子。" 药品关税来袭，医药巨头瑟瑟发抖 理论上，一个产品的价格下跌幅度是不会超过100%，"懂王"特朗普虽然缺乏数学常识，但其意思倒也 非常明确的，这一消息犹如重磅炸弹，美国的药企巨头集体吓瘫，制药行业即将迎来史无前例的"地 震"。 事实上，特朗普此前曾向多家制药巨头企业发送了信函，其中包括礼来（LLY.US）、诺和诺德 （NVO.US）和辉瑞（PFE.US），敦促其在未来60天内采取措施降低美国药品价格。他威胁称，如果这 些公司拒绝配合，他将"动用一切手段保护美国家庭免受持续的药物定价滥用行为的侵害"。 另外，特朗普本月早些时候在接受采访时已经透露，计划对进口药品加征关税，最高或达250%，这是 迄今为止最严厉的方案。特朗普希望通过关税举措，促进医药制药商将制造业务带回美国。 对此，一些业内人士持反对意见，有分析指出，相关关税可能会推高成本，阻碍在美国的投资，扰乱药 品供应链，使患者面临风险。美国药 ...

| 排名 | 通用名 | 企业名称 | 2025年上半年销售额 | | --- | --- | --- | --- | | | | | (单位: 亿美元) | | 1 | 司美格鲁肽 | 诺和诺德 | 166. 83 | | 2 | 帕博利珠单抗 | 默沙东 | 151. 61 | | 3 | 替尔泊肽 | 礼来 | 147. 34 | | 4 | 阿哌沙班 | BMS/辉瑞 | 111. 71 | | 5 | 度普利尤单抗 | 赛诺菲/再生元 | 80. 15 | | 6 | 利生奇珠单抗 | 艾伯维 | 78. 48 | | 7 | 达雷妥尤单抗 | 張生 | 67. 76 | | 8 | 比克替拉韦+恩曲他演+ 富马酸丙酚替诺福韦 | 吉利德 | 66. 79 | | 9 | 恩格列净 | 勃林格殷格翰/礼来 | 64. 36 | | 10 | 艾乐卡夫特+替沙卡夫特+ 伊伐卡夫特 | 福泰制药 | 50. 87 | 随着跨国药企相继披露2025年半年报，今年上半年的全球畅销药TOP10也随之出炉。诺和诺德旗下黑马 司美格鲁肽继今年一季度反超"K药"（默沙东的帕博利珠单抗）后，今年上半年以1127.56 ...

INDIANAPOLIS, Aug. 25, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE:LLY) will participate in the Morgan Stanley 23rd Annual Global Healthcare Conference on Sept. 8, 2025. Jacob Van Naarden, executive vice president and president of Lilly Oncology, and David Hyman, M.D., Lilly chief medical officer will take part in a fireside chat at 9:15 a.m., Eastern time.A live audio webcast will be available on the "Webcasts & Presentations" section of Lilly's investor website at https://investor.lilly.com/webcasts- ...

随着跨国药企相继披露2025年半年报，今年上半年的全球畅销药TOP10也随之出炉。诺和诺德旗下黑马 司美格鲁肽继今年一季度反超"K药"（默沙东的帕博利珠单抗）后，今年上半年以1127.56亿丹麦克朗 （按1丹麦克朗=0.14796美元计算，下同，合约166.83亿美元）的销售额，继续稳坐"药王"宝座。礼来的 替尔泊肽作为"后起之秀"，已经追至第3位，上述三款创新药今年上半年销售额均破140亿美元。 替尔泊肽为全球首个且目前唯一获批用于2型糖尿病的每周一次葡萄糖依赖性促胰岛素多肽（GIP）/胰 高糖素样肽-1（GLP-1）受体激动剂。作为双靶点GLP-1激动剂，替尔泊肽成为司美格鲁肽强劲的竞争 对手。 近年来，全球"药王"之争备受关注，"后起之秀"增势迅猛，"药王"更替加速。2023年以前，艾伯维的阿 达木单抗修美乐曾长期霸榜，11年蝉联"药王"宝座。 作为近几年全球最畅销的PD-1单抗，K药获批适应症超30项，不仅是获批适应症覆盖瘤种最多的PD-1单 抗，也是肺癌适应症布局最全的免疫检查点抑制剂。2022年，K药以209.37亿美元的销售额惜败给修美 乐（212.37亿美元）之后，在2023年以250.11亿 ...

Core Viewpoint - Eli Lilly's obesity pill, orforglipron, has shown disappointing trial results compared to expectations, leading to a significant drop in stock price, although it has since recovered somewhat [2][3]. Drug Efficacy and Comparison - In a late-stage trial, orforglipron resulted in less weight loss (12.4% at the highest dose) and higher side effects than anticipated, while Novo Nordisk's oral semaglutide showed greater efficacy (up to 16.6% weight loss) [13][14]. - Analysts believe that orforglipron could still be a viable competitor in the weight loss market, especially due to its easier absorption and manufacturing advantages over Novo Nordisk's peptide-based drug [5][6]. Market Potential and Projections - Goldman Sachs analysts project that daily oral weight loss pills could capture 24% of the $95 billion global weight loss drug market by 2030, with Eli Lilly's orforglipron expected to hold a 60% share of the daily oral segment, translating to approximately $13.6 billion [7][8]. Manufacturing and Pricing Considerations - Eli Lilly's orforglipron is a small-molecule drug, making it easier and potentially cheaper to manufacture compared to Novo Nordisk's oral semaglutide, which is a peptide medication [5][22]. - Pricing strategies for both drugs remain uncertain, but analysts suggest that orforglipron could be priced lower than Novo Nordisk's offering, which may provide a competitive edge in a market where many health plans do not cover obesity treatments [6][23]. Side Effects and Tolerability - The side effects of orforglipron, primarily gastrointestinal, led to a 10.3% discontinuation rate at the highest dose, which is higher than the placebo group [17][19]. - Comparatively, Novo Nordisk's oral semaglutide had a higher incidence of gastrointestinal side effects, with 30.9% reporting vomiting and 46.6% reporting nausea [19]. Competitive Landscape - The obesity drug market is competitive, with other companies like Pfizer and Viking Therapeutics also developing oral medications, but Eli Lilly and Novo Nordisk are currently leading the race [9][27]. - Viking Therapeutics recently reported disappointing trial results, indicating that its drug may not be as effective as Eli Lilly's orforglipron [27][28].