Donald Trump and nine major pharmaceutical companies on Friday announced deals that will slash the prices of their medicines for the government’s Medicaid program and for cash payers, in his latest bid to align US costs with those in other wealthy nations.Bristol Myers Squibb, Gilead Sciences, and Merck and Roche’s US unit Genentech have struck deals. Novartis, Amgen, Boehringer Ingelheim, Sanofi and GSK have also signed on.Under the deals, each drugmaker will cut prices on most drugs sold to the Medicaid p ...

US President Donald Trump on Friday (December 19) announced agreements with nine major pharmaceutical companies to sharply cut the prices of medicines sold through the government’s Medicaid program and to cash-paying consumers, marking his latest push to bring US drug costs in line with those in other wealthy nations.The deals were unveiled at a White House press conference, where Trump appeared alongside senior executives from the participating drugmakers.“We were subsidizing the entire world. We’re not do ...

Novo Nordisk’s investors are rattled. The drugmaker’s market value is down by two-thirds from its peak. Even so, the firm’s chief executive sounds confident that it can recover https://t.co/Gf3KaE49ny ...

US President Donald Trump is expected to announce new agreements on Friday (December 19) aimed at lowering prescription drug prices, the White House said. The announcement is scheduled for 1 p.m. ET at the White House.AbbVie, Bristol Myers Squibb, Gilead Sciences, and Merck are among the major pharmaceutical companies expected to participate, Reuters reporting citing sources familiar with the matter.Swiss drugmakers Novartis and Roche are also reportedly part of the deals, according to Bloomberg News.Backgr ...

Core Insights - Novo Nordisk (NVO) has submitted a new drug application (NDA) to the FDA for CagriSema, a once-weekly injection aimed at reducing excess body weight in adults with obesity or overweight, with a review expected in 2026 [2][7] - CagriSema is a combination of cagrilintide and semaglutide, designed to suppress hunger and enhance fullness, potentially making it the first injectable therapy to combine a GLP-1 RA with an amylin analogue [3][4] - The NDA is supported by significant results from two phase III studies, REDEFINE 1 and REDEFINE 2, showing superior weight loss compared to placebo [4][9] Study Results - In the REDEFINE 1 study, CagriSema achieved an average weight loss of 22.7% compared to 2.3% with placebo, with 40.4% of patients losing 25% or more of their body weight [5][6] - The REDEFINE 2 study reported a mean weight loss of 15.7% with CagriSema versus 3.1% with placebo, with 89.7% of patients achieving at least 5% weight loss [9][10] - Overall, patients treated with CagriSema experienced a mean weight loss of 20.4% regardless of adherence, while the placebo group saw a 3% reduction [6][9] Market Context - Novo Nordisk's growth has been impacted by pricing pressures and competition from Eli Lilly's tirzepatide-based drugs, which have rapidly gained market share [11][12] - Eli Lilly's drugs generated $24.8 billion in sales in the first nine months of 2025, accounting for 54% of its total revenues [13] - To counteract competitive pressures, Novo Nordisk is diversifying its obesity portfolio and developing next-generation candidates, including oral formulations and partnerships for new treatments [14][15]

Core Insights - The article emphasizes the importance of identifying high-quality dividend-growing and undervalued investment opportunities to achieve strong total returns through cash dividends and capital gains [1] Company Analysis - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector, focusing on actionable insights for dividend investments [1] - The lead analyst for Dividend Kings aims to provide a robust total return by focusing on both cash dividends and capital gains [1]

整理 | GLP1减重宝典内容团队 诺和诺德披露，已向美国食品药品监督管理局递交CagriSema的新药上市申请，标志着其在减重药物领域再次推进关键一步。该疗法计 划与饮食能量控制及运动干预联合使用，面向同时伴有至少一种体重相关并发症的肥胖或超重成人，目标是在实现显著减重的同时，提 高长期体重维持的可能性。 从产品形态看，CagriSema采用固定剂量联合设计，由长效胰淀素类似物cagrilintide与司美格鲁肽组成，均为2.4毫克剂量，给药方式为 每周一次皮下注射。若顺利获批，这将成为全球首个将GLP-1受体激动剂与胰淀素类似物整合于同一注射方案中的减重疗法，被业内视 为对现有单一GLP-1治疗路径的重要拓展。 此次申报的核心依据来自两项关键三期临床研究REDEFINE 1和REDEFINE 2。其中，REDEFINE 1的结果显示，无论患者是否全程坚 持用药，CagriSema在第68周均展现出明显优势。数据显示，治疗组平均体重降幅达到20.4%，而对照组仅为3.0%，差异具有统计学意 义。 在假设所有受试者均持续接受治疗的分析情景下，CagriSema的减重效果进一步放大，第68周体重平均下降22.7 ...

The global obesity epidemic has spurred pharmaceutical companies to invest heavily in developing effective weight management solutions, leading to a surge in clinical trials for anti-obesity medications. Amid growing demand for such treatments, significant advancements in drug development are increasingly focused on long-term sustainability and safety to meet the needs of individuals struggling with weight maintenance.Eli Lilly and Co (NYSE:LLY) on Thursday shared topline results from the ATTAIN-MAINTAIN Ph ...

Key Takeaways NVO is pursuing approval for Wegovy 7.2 mg to counter slowing sales amid rising GLP-1 competition.STEP UP showed Wegovy 7.2 mg delivered 20.7% average weight loss vs 17.5% with the 2.4 mg dose.NVO has filed for the approval of Wegovy 7.2 mg in the U.S. and EU, with decisions expected in 2026.Novo Nordisk (NVO) is a leading player in the obesity market, driven by its blockbuster GLP-1 therapy Wegovy (semaglutide). However, despite being a core growth driver, Wegovy’s sales momentum has slowed i ...

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on owning a concentrated portfolio of U.S. large-cap stocks. For the third quarter of 2025, the fund reported a net return of 7.46% outperforming its benchmark, the Russell 1000 Value Index, which returned 5.33% for the same period. During the quarter, the portfolio reduced its weight in the IT sector to increase ho ...