抢在礼来之前，诺和诺德在美国的减肥药市场竞争中扳回一局。 12月22日周一，美国食品药品监督管理局（FDA）批准了丹麦制药巨头诺和诺德的首款GLP-1类口服减肥药。这款 新药是其明星注射产品Wegovy的口服版本，为数百万寻求更便捷治疗方案的肥胖症患者带来了新选择。 这一消息立即在资本市场引发积极反响。诺和诺德股价在美股盘后交易中一度上涨约10%，目前稍回落至8%。对 于诺和诺德而言，此次获批是一场关键胜利，此前由于市场对其竞争地位的担忧，其股价在年内一度承压。 此次批准也让诺和诺德在与主要竞争对手礼来的激烈竞赛中暂时领先。据彭博报道，礼来公司自己的口服减肥药 预计将在明年3月获批。这意味着诺和诺德拥有了几个月的宝贵窗口期，以巩固其在口服药市场的首发优势，而口 服剂型正成为两家巨头继注射剂之后的下一个核心战场。 口服新药抢先上市，定价策略初显 根据诺和诺德的声明，这款口服新药将于明年1月初在美国上市。公司披露了初步的定价策略，起始剂量的现金支 付价格为每月149美元。公司同时表示，对于拥有保险的患者，在涵盖所有剂量的情况下，每月费用可能低至25美 元。更高剂量的定价以及更详细的保险覆盖和患者节省计划将在临近上 ...

Group 1 - The U.S. FDA has approved the first-ever GLP-1 pill for obesity from Novo Nordisk, which could increase treatment access for more patients [1] - This approval positions Novo Nordisk ahead of its main competitor, Eli Lilly, in the obesity treatment market, which is projected to be worth around $100 billion by the 2030s [2] - Analysts believe that oral pills could capture a 24% market share, equating to approximately $22 billion, in the global weight loss drug market by 2030 [3] Group 2 - Novo Nordisk's executive vice president emphasized that having an oral option will motivate different patient segments to seek treatment, enhancing access and ease of use compared to injections [4]

Key Takeaways U.S. healthcare challenged the S&P 500 in 2025, with biotech leading as the industry index rose 23.2%. GLP-1 drug breakthroughs, AI-driven efficiency and strong earnings beats fueled the sector's rally. ETF exposure offers diversified access as M&A activity and demographic tailwinds support 2026 growth. As we approach the final weeks of 2025, the U.S. healthcare sector has transitioned from a defensive stalwart to a primary market leader. Evidently, while the S&P 500 has delivered a solid ret ...

We recently published 8 Stocks on Jim Cramer’s Radar.  Eli Lilly and Company (NYSE:LLY) is one of the stocks on Jim Cramer's radars. Eli Lilly and Company (NYSE:LLY) is another top Cramer healthcare stock. Over the course of the year, the CNBC TV host has praised the firm’s lead in the weight loss drug industry and its manufacturing capacity. Cramer has also asserted that Eli Lilly and Company (NYSE:LLY) has a robust drug pipeline that can help the firm in non-weight-loss drug markets. However, more recen ...

Eli Lilly and Company (NYSE:LLY) is one of the best growth stocks to buy in 2026. On December 15, Bank of America analyst Jason Gerberry lowered the firm’s price target on Eli Lilly to $1,268 from $1,286 with a Buy rating on the shares. BofA remains bullish on Eli Lilly’s stock due to the company’s successful obesity product launches and the steady expansion of its pipeline into new therapeutic areas. 2027 projected earnings are expected to better capture the company’s long-term growth potential. In othe ...

Eli Lilly and Company (NYSE:LLY) is one of the best forever stocks to buy according to hedge funds. On December 15, Goldman Sachs lifted its price target on Eli Lilly and Company (NYSE:LLY) to $1,145 from $951 while reiterating a Buy rating on the stock. Eli Lilly and Company (LLY) Announces Updated Meaningful Data on Breast Cancer Treatment Pixabay/Public Domain On December 12, Eli Lilly and Company provided updated data for its oral estrogen receptor antagonist Inluriyo (imlunestrant) currently in Pha ...

整理 | GLP1减重宝典内容团队 当地时间18日，诺和诺德与礼来几乎在同一时间节点抛出重磅进展。一方正式向监管机构递交上市申请，试图通过"机制叠加"进一步抬 升减重治疗的效果上限；另一方则公布关键Ⅲ期研究结果，瞄准"口服替代注射"的长期管理场景，并同步推进上市审批程序。这一高度 同步的动作，标志着围绕下一代减重新药的竞争，已不再局限于实验室和论文，而是正式进入商业化冲刺阶段。 过去数年，GLP-1类药物从糖尿病治疗"意外"延伸至减重领域，迅速演变为全球医药产业最炙手可热的赛道之一。但随着注射型产品逐 步铺开、渗透率持续提升，单一机制、单一给药方式的天花板开始显现。无论是从疗效增量、患者依从性，还是从支付方可承受成本来 看，新一轮竞争都必须给出更明确的答案。 从"更强疗效"到"更易长期使用" 诺和诺德的最新动作，核心在于"机制叠加"。在现有GLP-1路径基础上，通过引入多靶点协同，试图进一步放大体重下降幅度，并改善 代谢相关指标。这一策略并非单纯追求短期减重数字，而是希望在肥胖相关并发症管理上建立更强的临床说服力。 相比之下，礼来的侧重点明显不同。其公布的Ⅲ期研究结果，将焦点放在口服方案的可行性上。口服替代注 ...

Core Insights - Novo Nordisk's stock has significantly declined, losing over two-thirds of its value since mid-2024, despite initial excitement over its GLP-1 weight loss drugs [1] - Eli Lilly's weight loss drug tirzepatide has outperformed Novo Nordisk, with Zepbound sales increasing by 185% year over year in Q3, while Novo Nordisk reported only 12% sales growth in its obesity treatment and diabetes care operations [3] - Pfizer is making aggressive moves to re-enter the GLP-1 market, indicating a potential investment opportunity as it seeks to recover from recent pressures [4][7] Industry Dynamics - The pharmaceutical industry faces challenges in developing new drug candidates, which is a costly and complex process [1] - Being first to market does not guarantee success, as differences in drug effects, costs, and outcomes can significantly impact market performance [2] - Eli Lilly currently holds the leading position in the GLP-1 weight loss space, demonstrating that early leadership does not ensure sustained market dominance [6]

Eli Lilly and Company (NYSE:LLY) is one of the Best Stocks to Invest in for the Next 3 Years. On December 12, Eli Lilly and Company (NYSE:LLY) released updated results from Phase 3 EMBER-3 study of Inluriyo (imlunestrant), which is an oral estrogen receptor antagonist, in patients with estrogen receptor positive (ER+), human epidermal growth factor receptor 2-negative (HER2-) advanced or metastatic breast cancer (MBC), whose disease progressed on a prior aromatase inhibitor (Al), with or without a CDK4/6 i ...

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies involved in the development of oral SERDs for breast cancer treatment. Core Insights - The report highlights the recent FDA approval of Imlunestrant, an oral SERD developed by Eli Lilly, for the treatment of ER+/HER2–/ESR1 mutant advanced or metastatic breast cancer, marking it as the second oral SERD approved after Elacestrant [18][19] - The EMBER-3 trial results indicate that Imlunestrant significantly improves progression-free survival (PFS) compared to standard endocrine therapy, with a median PFS of 5.5 months versus 3.8 months for standard therapy [23] - Giredestrant, developed by Roche, has shown positive results in the III phase evERA trial, demonstrating significant benefits in PFS compared to standard treatment in patients previously treated with CDK4/6 inhibitors [27] - Camizestrant, another oral SERD from AstraZeneca, has shown promising efficacy in the SERENA-6 trial, with a median PFS of 16.6 months when combined with CDK4/6 inhibitors [33] Summary by Sections Section 1: Focus on Innovative Drugs - The report reviews the advancements in innovative drugs, particularly in the field of breast cancer treatment, emphasizing the importance of oral SERDs [2][5] Section 2: Current Status of ER+ Breast Cancer Therapies - The report discusses the current landscape of therapies for ER+ breast cancer, including the mechanisms of action for various anti-estrogen therapies and the challenges of resistance faced by patients [10][8] Section 3: Clinical Development of New Oral SERDs - The report details the clinical development progress of several new oral SERDs, including Imlunestrant, Giredestrant, and Camizestrant, highlighting their respective phases and trial outcomes [12][11][33] Section 4: Market Dynamics and Company Performance - The report provides insights into the market dynamics of the biotech sector, including stock performance of key companies involved in the development of innovative cancer therapies [46][49]