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价格战打响!诺和诺德(NVO.US)明年起在美大幅下调减肥药标价 狙击礼来(LLY.US)夺回市场
智通财经网· 2026-02-24 13:43
这家丹麦药企将司美格鲁肽全系列药物月均统一定价为675美元,降幅高达50%。其美国竞争对手礼来 (LLY.US)的同类减肥药物Zepbound,目前官方定价为1086.37美元/月。 智通财经APP获悉,诺和诺德(NVO.US)计划于明年大幅下调旗下两款重磅药物Wegovy和Ozempic的美 国官方定价,以在肥胖症治疗市场争夺更大份额。 目前,诺和诺德正在价格方面多措并举,以提升在肥胖症领域的竞争力。Millar曾任职于联合健康 (UNH.US)旗下药品福利管理机构Optum Rx,是美国定价策略方面的专家。 新价格将于明年1月1日生效。Millar表示,公司需要现在宣布降价,以便让付款方有时间应对明年的变 化。 他指出,此次调整对高免赔额保险人群影响尤为明显——这类保单的自付费用与官方定价高度挂钩;按 药品定价比例付费的共付保险患者,同样将受益。 据KFF的雇主健康福利调查,去年约三分之一参保职工选择了高免赔额医保搭配个人健康储蓄账户方 案;调查同时显示,不到一半的大型企业为Wegovy这类GLP-1减重药物提供医保报销。 此次降价针对的是批发采购成本,这一公开标价并不反映美国市场复杂的返利体系。在商业保 ...
Novo Nordisk to cut US list prices of Ozempic, Wegovy as of 2027
Reuters· 2026-02-24 13:10
Novo Nordisk to cut US list prices of Ozempic, Wegovy as of 2027 | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The logo of pharmaceutical company Novo Nordisk is displayed in front of its offices in Bagsvaerd, on the outskirts of Copenhagen, Denmark, November 24, 2025. REUTERS/Tom Little/File Photo [Purchase Licensing Rights, opens new tab]COPENHAGEN, Feb 24 (Reuters) - Danish drugmaker Novo Nordisk [(NOVOb.CO), opens new tab] sa ...
礼来盘前下跌 诺和诺德将下调Ozempic和Wegovy在美国的价格
Xin Lang Cai Jing· 2026-02-24 13:00
来源:环球市场播报 礼来股价在盘前交易中一度迅速下跌4.1%,此前据《华尔街曰报》报道,竞争对手诺和诺德计划将 Ozempic和Wegovy在美国市场的定价下调至多50%。 《华尔街曰报》报道,上述糖尿病及减肥治疗药物自2027年1月1日起,每月定价均将调整为675美元 ...
Novo Nordisk and Eli Lilly shares both fall after Ozempic price-cut plan
MarketWatch· 2026-02-24 12:51
Group 1 - Shares of Novo Nordisk and Eli Lilly experienced a decline on Tuesday due to a report indicating that price cuts are forthcoming for their popular weight-loss drugs [1]
Novo Nordisk Is Cutting Ozempic and Wegovy Prices. The Stock Is Still Slumping.
Barrons· 2026-02-24 12:48
The Danish drugmaker released a promising update about a trial in China, but that didn't end a rough run for shares. ...
Novo Nordisk to slash US list prices of Ozempic and Wegovy, WSJ reports
Reuters· 2026-02-24 12:42
Group 1 - Danish drugmaker Novo Nordisk plans to reduce U.S. list prices of its diabetes and weight-loss drugs Ozempic and Wegovy by up to 50% starting next year [1] - The decision comes amid increasing scrutiny and pressure on drug pricing in the U.S. healthcare market [1] - The price cut is expected to significantly impact the accessibility of these medications for patients [1] Group 2 - Ozempic and Wegovy are considered blockbuster drugs, indicating their substantial sales and market presence [1] - The move may reflect a broader trend in the pharmaceutical industry towards more competitive pricing strategies [1] - Novo Nordisk's pricing strategy could influence other companies in the healthcare sector to reconsider their pricing models [1]
Novo Nordisk will slash the list prices for its popular drugs Wegovy and Ozempic by as much as half starting next year
WSJ· 2026-02-24 12:30
The reductions will take effect next January, and both Ozempic and Wegovy will list for $675 a month. ...
诺和诺德(NVO.US)潜力减肥药中国中期试验告捷,减重近20%
智通财经网· 2026-02-24 12:04
诺和诺德在中国的合作伙伴国际联合实验室(United Laboratories International)报告称,肥胖和超重的 中国受试者在服用该药物 24 周后,体重减轻了多达 19.7%。相比之下,服用安慰剂的受试者平均减重 仅为 2%。 智通财经APP获悉,诺和诺德(NVO.US)去年获得授权的一款实验性药物在中国的一项中期研究中显示 出显著的减重效果,这助力了该公司寻找新产品以维持其在肥胖症市场增长的努力。 根据许可协议,诺和诺德将获得UBT251在中国大陆、中国香港、中国澳门及中国台湾省以外地区的开 发、生产和商业化权利,而United Laboratories旗下United Biotechnology将保留上述地区的权益。 作为交换,United Biotechnology有资格获得2亿美元首付款、最高18亿美元的潜在里程碑付款以及分级 销售分成。 诺和诺德表示,基于中期研究结果,国际联合实验室也将在中国启动 3 期临床试验。 该试验共有 205 名患者,他们被随机分配接受 2mg、4mg、6mg 剂量的药物或安慰剂。上述结果是基于 对所有患者若按试验计划坚持服药可能产生的结果进行的估算。报道 ...
诺和诺德UBT251在华二期临床数据亮眼,减重效果近20%
Hua Er Jie Jian Wen· 2026-02-24 11:58
诺和诺德授权的实验性减肥药物UBT251在中国的二期临床试验中取得了显著的减重效果,为该公司在竞争激烈的减肥药市场中寻找新的增长引擎 提供了有力支撑。 据诺和诺德的中国合作伙伴联邦制药报告,中国肥胖和超重患者在服用该药物24周后,体重降幅最高达到了19.7%,而相比之下,服用安慰剂的 患者平均减重仅为2%。 诺和诺德研发负责人 Martin Holst Lange 在一份声明中表示,公司对此次中国试验的数据感到"非常受鼓舞"。基于这一积极的中期结果,联邦制药 将在中国启动三期临床试验,而诺和诺德则计划在2027年公布其正在进行的全球早期试验的顶线数据。 尽管新药数据亮眼,但诺和诺德近期在资本市场的表现依然承压。周二,受其下一代减肥药Cagrisema的负面消息及多位分析师下调评级的影响, 诺和诺德股价盘中跌幅一度达到4.4%。在过去一年中,该公司股价累计下跌已超过60%。 三重激动剂展现更高潜力 此次公布的临床数据揭示了多靶点药物在减重领域的潜力。共有205名患者参与了这项二期试验,他们被随机分配接受2mg、4mg、6mg剂量的药 物或安慰剂。目前的试验结果是基于所有患者按计划坚持服药的预估得出的,目前尚未提 ...
Morning Bid: AI doom and tariff gloom
Reuters· 2026-02-24 11:56
I'll get into that and more below. But first, check out my latest column on why the Fed's next move could be up, not down. Feb 24 - What matters in U.S. and global markets today By Mike Dolan, opens new tab, Editor-At-Large, Finance and Markets Sign up here. The confusion about U.S. tariffs since Friday was compounded by another wave of AI jitters on Wall Street on Monday, with all the main stock indexes dropping back more than 1%. Selling was concentrated once again in the software and payments sectors mos ...