Danish drugmaker Novo Nordisk will launch its blockbuster diabetes drug Ozempic in India this month, three sources familiar with the matter said, as it seeks to strengthen its foothold in the world's ... ...

The booming weight-loss drug market felt a jolt in Australia on Tuesday, when the Therapeutic Goods Administration issued a safety alert warning of potential links between GLP-1 receptor agonists (GLP-1 RAs) and suicidal thoughts or behaviours. The update — affecting widely used medicines for type 2 diabetes and obesity — arrives amid mounting scrutiny of this high-profile class of therapies. What’s changed According to the TGA’s update, product labelling for all GLP-1 RAs marketed in Australia — including ...

There is more to this news than meets the eye.The past two years have been challenging for Novo Nordisk (NVO +0.80%). The Denmark-based pharmaceutical company has dealt with worse-than-expected earnings, clinical-trial setbacks, and significant competition in its core therapeutic area that has eroded its market share.And it seems like the bad news keeps on rolling in for the drugmaker. Recent regulatory changes in the U.S. have introduced yet another potential obstacle for Novo Nordisk.When it rains, it pou ...

Novo Nordisk in 2020 launched pivotal trials of its GLP-1 drug semaglutide in Alzheimer's patients based on studies in humans, animals and real-world findings, a top company executive said on Tuesday,... ...

Novo Nordisk A/S ( NVO ) has just shelled out a whopping $2.1 billion, and it's not for the acquisition of a whole company. It's actually just for one compound, Zaltenibart. Now, as you would have guessed, Novo must seeI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation ...

Novo Nordisk A/S ( NVO ) has just shelled out a whopping $2.1 billion, and it's not for the acquisition of a whole company. It's actually just for one compound, Zaltenibart. Now, as you would have guessed, Novo must seeI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation ...

Wegovy maker Novo Nordisk is planning to test its experimental obesity drug, CagriSema, in overweight children and adolescents, according to a U.S. registry of clinical trials. ...

（来源：药研网） 礼来再次下调其重磅肥胖药物Zepbound的价格，GLP-1药物价格卷得更凶了。 根据礼来周一的公告，此次降价适用于通过礼来直销平台LillyDirect购买的Zepbound单剂量注射液，降价详情如下： | Dose | New Price | Prior Price | | --- | --- | --- | | 2.5 mg | $299 | $349 | | 5 mg | $399 | $499 | | 7.5 mg | $449 | $499 | | 10 mg | $449 | $499 | | 12.5 mg | $449 | $499 | | 15 mg | $449 | $499 | 这一举措紧随诺和诺德在11月17日宣布的自费优惠选项之后，诺和诺德表示Wegovy（司美格鲁肽）注射剂（0.25毫克和0.5毫克）及Ozempic月均费用均限 时每月199美元，时间截至2026年3月31日。 通过该平台，诺和诺德的Ozempic（糖尿病药）和Wegovy（肥胖药）价格将从每月1000美元和1350美元降至350美元，而礼来的Zepbound和orfoglipron将 以平均3 ...

Investment Rating - The investment rating for the industry is "Positive" and the rating has been maintained [2] Core Views - The pharmaceutical and biotechnology industry index experienced a decline of 4.40%, ranking 23rd among 31 primary industries, underperforming the CSI 300 index which fell by 2.19% [6][18] - The valuation of the pharmaceutical and biotechnology industry as of November 28, 2025, is a PE (TTM overall method, excluding negative values) of 29.46x, down from 30.89x in the previous period, indicating a downward trend and below the average [22] - The report highlights potential beneficiaries from the upcoming ASH data, particularly in blood diseases and companies with solid grassroots channels, as well as those with differentiated advantages in oncology, autoimmune, and rare disease products [10] Summary by Sections Industry Review - The pharmaceutical and biotechnology industry index fell by 4.40%, with chemical preparations and medical devices showing declines of 2.86% and 2.95% respectively, while offline pharmacies and vaccines saw larger declines of 8.22% and 6.42% [6][18] - The PE ratio for the pharmaceutical and biotechnology industry is 29.46x, with the highest valuations in the vaccine (47.56x), hospital (41.17x), and medical device (36.77x) sectors, while pharmaceutical circulation has the lowest at 14.58x [22] Important Industry News - The National Administration of Traditional Chinese Medicine and the National Healthcare Security Administration released a directory for traditional Chinese medicine diseases suitable for disease-based payment [26][27] - AstraZeneca's drug "Durvalumab" received FDA approval for a new indication in perioperative treatment of gastric cancer [32] - Otsuka Pharmaceutical's new drug for IgA nephropathy, "Sibeprenlimab," has been approved by the FDA [38] - Bayer's first-in-class lung cancer drug "Sevabertinib" has been approved by the FDA for specific patient populations [40] Investment Recommendations - Focus on innovative pharmaceutical companies that may benefit from the medical insurance or commercial insurance directories, blood cancer targets with imminent ASH data releases, and biotech and CXO leaders with solid technology platforms and international collaboration expectations [10]

撰文丨王聪 编辑丨王多鱼 排版丨水成文 以 司美格鲁肽 （由 诺和诺德 开发） 为代表的 GLP-1 受体激动剂 的出现，开启了安全有效减肥的新时 代。这类药物最初旨在治疗 2 型糖尿病，但其在减轻体重方面也显示出显著效果，在非糖尿病患者中同样 有效。 GLP-1 受体激动剂 在减肥效果方面的首要作用在于 减少热量摄入 ，这种作用可能是通过激活中枢神 经系 统中的 GLP-1 受体来介导的。这类药物能带来显著的体重减轻，通常被认为是安全的，但也存在一些 胃 肠道不良反应 问题 （包括恶心、呕吐、腹泻等） 。 此外， GLP-1 受体激动剂 在 减肥的一个主要问题在于，效果很难长期保持下去，因为代谢适应会导致能 量消耗降低，以抵消脂肪量的减少，且一旦停药，体重很容易反弹。不幸的是，尝试通过药物增加能量消 耗的方法，往往因安全性问题而失败。因此，临床上仍需求找到安全有效的减肥药物替代品。 2025 年 12 月 1 日，曼彻斯特大学和诺和诺德的研究人员合作，在 Cell 子刊 Cell Metabolism 上 发表了 题为： Analog of prolactin-releasing peptide reduc ...