整理 | GLP1减重宝典内容团队 近日，丹麦制药巨头诺和诺德宣布，其全球首个基础胰岛素与GLP-1受体激动剂的周制剂联合疗法Kyinsu®（IcoSema）已获得欧盟委 员会正式批准。该药物将每周一次的基础胰岛素依柯胰岛素（Icodec）与司美格鲁肽（Semaglutide）联合，用于已接受基础胰岛素或 GLP-1受体激动剂治疗但血糖控制不佳的成人2型糖尿病患者，并可在饮食和运动基础上配合口服降糖药物使用。这一创新疗法有望通 过简化治疗方案，大幅改善全球数亿糖尿病患者的疾病管理体验。 行业评价 "每周一次的IcoSema为需要胰岛素强化治疗的2型糖尿病患者提供了更简化的方案。它不仅将注射频率从每日多次降至每周一次，还 能在控制血糖的同时带来体重改善，并降低低血糖风险。" ——诺和诺德开发执行副总裁 Martin Holst Lange 欧洲糖尿病专家指出，胰岛素治疗延迟在2型糖尿病患者中普遍存在，约50%的患者需要胰岛素治疗却延迟起始超过两年，增加了并发 症风险。Kyinsu®的周制剂设计正对这一临床痛点，其"一周一针"的方案有望显著提升患者依从性，并为个体化治疗提供新选择。 Kyinsu®概览 Kyins ...

Core Insights - Novo Nordisk has been under scrutiny as its stock price declines following disappointing earnings and drug trial results [1] - The focus is on identifying undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - The article emphasizes long-term value investing while acknowledging the potential for deal arbitrage in certain situations [1] Company Analysis - Novo Nordisk's stock is currently viewed as a bargain by investors due to its recent performance issues [1] - The company is part of a broader trend where investors are looking for opportunities in companies that are undervalued for unjustified reasons [1] Investment Strategy - The investment strategy highlighted includes a preference for long-term value investments while also exploring potential arbitrage opportunities [1] - The article suggests a cautious approach towards sectors that are difficult to understand, such as high-tech and certain consumer goods [1]

Group 1 - Novo Nordisk (NYSE: NVO) has been experiencing a decline in stock price due to recent earnings reports and drug trial failures, attracting the attention of bargain hunters [1] - The focus is on analyzing undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but has shown potential for long-term value investing [1] Group 2 - The article emphasizes a preference for long-term value investing while acknowledging the occasional interest in deal arbitrage opportunities [1] - There is a clear aversion to investing in high-tech businesses and certain consumer goods, with a specific mention of a lack of understanding regarding cryptocurrencies [1]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach between equity and derivatives [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - Preference is given to stocks that have undergone a recent sell-off, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - The investor screens through thousands of stocks, primarily in the US, but is open to owning shares in less stable markets, referred to as "banana republics" [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off to ensure credibility and alignment with shareholder interests [1]

Investors will want to see these key developments concerning Novo Nordisk's pipeline of new treatments.The company revealed critical information that investors will not want to miss. *Stock prices used were the afternoon prices of Nov. 23, 2025. The video was published on Nov. 25, 2025. ...

曾被吹成"躺瘦神器"的司美格鲁肽，现在翻车了。 43 名用过 Ozempic （司美格鲁肽注射液）或 Wegovy （司美格鲁肽减重版）的患者，集体因为一种叫 NAION 的眼病申请赔偿。 这病听起来绕口，后果却堪比晴天霹雳，直接攻击视神经前部，视力下降、视野缺损都是有可能发生。 它不仅能让你拉肚子、吐到怀疑人生，还可能直接夺走你的视力，让你一辈子活在模糊里。 01 视力风险爆发，4名患者赔偿金近90万 就在 11 月 21 日，丹麦患者赔偿协会官网突然爆出猛料。 首批 5 个案件已经宣判， 4 个都拿到了赔偿。 这可不是小打小闹， 4 个人的赔偿金加起来已经快 90 万人民币，要是因为失明丢了工作、没法开车走路，赔偿金额还可能往上涨。 要知道这药全球都卖疯了。 摩根士丹利测算到 2025 年底，全球用过的人都突破 5000 万了，其中近 2000 万人是冲着减肥来的，这背后藏着多少潜在风险？ 而根据丹麦患者赔偿协会的说法，司美格鲁肽每 1 万名使用者中约有 1 人会受 NAION 影响。 5000 万人的基数摆在这里，万分之一就是 5000 个受害者。 事实上，相关风险早有预警。 2025 年 6 月 6 ...

中国GLP-1行业调研简报 | 2025/09 www.leadleo.com 报告标签：GLP-1RA药物、双靶点创新药、减重药 2025年9月 作者：吕佳睿 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另行标明出处者除外）。未经头豹 研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名 称之外的其他分支机构，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 1 头豹调研简报 | 2025/09 GLP-1行业 Q1：GLP-1药物是什么？ 可以治疗哪些疾病？ 图表1：GLP-1药物分类 | 药物种类 | 分子结构类别 | 半衰期 | 代谢及消除方式 | | --- | --- | --- | --- | | 短效制剂 | | | | | 贝那鲁肽 | GLP-1 | 11min | 肾脏为主 | | 艾塞那肽 | Exend ...

The Danish pharma giant is looking beyond trial results that showed semaglutide, the key ingredient in its weight-loss drugs, was not effective in slowing the progression of Alzheimer’s disease https://t.co/6rdUdPRnj0 ...

丹麦患者赔偿协会称，NAION是一种影响视神经前部的疾病，可能导致视力下降和视野缺损。它可能是Wegovy、Ozempic等含有司美格鲁肽药物的一种 罕见的副作用。 丹麦跨国药企诺和诺德旗下"减肥神药"司美格鲁肽，被曝可能导致严重视力损伤，目前已有43名患者向丹麦患者赔偿协会（Patienterstatningens organisation）申请赔偿。 当地时间11月21日，丹麦患者赔偿协会官网发布信息称，43名患者在使用Ozempic（中国注册名"诺和泰"）或Wegovy（中国注册名"诺和盈"）后，出现了 严重的眼部疾病NAION（非动脉性前部缺血性视神经病变），患者赔偿协会现已对首批5起案件作出裁决，其中4起案件均获赔偿，另一起案件被驳回。 据丹麦患者赔偿协会官网介绍，该组织是一个官方机构，负责裁定患者在接受医疗治疗后受伤，或因药物引起严重副作用时是否有权获得赔偿。患者可以 将患者赔偿协会的决定上诉至患者赔偿上诉委员会，并最终将案件提交法院审理。 据该协会官网，丹麦患者赔偿协会负责人凯伦-英格·巴斯特（Karen-IngerBast）说："那些因副作用而受影响的患者令人同情。NAION是一种严重的疾病， ...

据丹麦患者赔偿协会官网介绍，该组织是一个官方机构，负责裁定患者在接受医疗治疗后受伤，或因药物引起严重副作用时是否有权获得赔偿。患者可以将 患者赔偿协会的决定上诉至患者赔偿上诉委员会，并最终将案件提交法院审理。 据该协会官网，丹麦患者赔偿协会负责人凯伦-英格.巴斯特(Karen-IngerBast)说："那些因副作用而受影响的患者令人同情。NAION是一种严重的疾病，会对 视力造成永久性且无法治愈的损害。这些案件的评估也极其复杂，因为涉及的是新药，而且患者本身就是NAION的高危人群。我们的职责是为患者提供一 个全面且经过深思熟虑的裁决，希望这能为患者的治疗过程带来明确的交代。 丹麦跨国药企诺和诺德旗下"减肥神药"司美格鲁肽，被曝可能导致严重视力损伤，目前已有43名患者向丹麦患者赔偿协会(Patienterstatningens organisation)申 请赔偿。 当地时间11月21日，丹麦患者赔偿协会官网发布信息称，43名患者在使用Ozempic(中国注册名"诺和泰")或Wegovy(中国注册名"诺和盈")后，出现了严重的眼 部疾病NAION(非动脉性前部缺血性视神经病变)，患者赔偿协会现已对首批5起案件 ...