| 排名 | 通用名 | 企业名称 | 2025年上半年销售额 | | --- | --- | --- | --- | | | | | (单位: 亿美元) | | 1 | 司美格鲁肽 | 诺和诺德 | 166. 83 | | 2 | 帕博利珠单抗 | 默沙东 | 151. 61 | | 3 | 替尔泊肽 | 礼来 | 147. 34 | | 4 | 阿哌沙班 | BMS/辉瑞 | 111. 71 | | 5 | 度普利尤单抗 | 赛诺菲/再生元 | 80. 15 | | 6 | 利生奇珠单抗 | 艾伯维 | 78. 48 | | 7 | 达雷妥尤单抗 | 張生 | 67. 76 | | 8 | 比克替拉韦+恩曲他演+ 富马酸丙酚替诺福韦 | 吉利德 | 66. 79 | | 9 | 恩格列净 | 勃林格殷格翰/礼来 | 64. 36 | | 10 | 艾乐卡夫特+替沙卡夫特+ 伊伐卡夫特 | 福泰制药 | 50. 87 | 随着跨国药企相继披露2025年半年报，今年上半年的全球畅销药TOP10也随之出炉。诺和诺德旗下黑马 司美格鲁肽继今年一季度反超"K药"（默沙东的帕博利珠单抗）后，今年上半年以1127.56 ...

Core Viewpoint - A class action securities lawsuit has been filed against Novo Nordisk A/S, alleging securities fraud that negatively impacted investors between May 7, 2025, and July 28, 2025 [1][2]. Group 1: Allegations and Impact - The lawsuit claims that Novo Nordisk made misleading statements about its growth potential, particularly regarding the compounded GLP-1 market and the likelihood of patients switching to its branded products [2]. - On July 29, 2025, Novo announced a reduction in its sales and profit outlook for the second half of 2025, attributing this to lower growth expectations for its products Wegovy and Ozempic, as well as competition and market expansion issues [2]. - Following this announcement, Novo's stock price plummeted from $69.00 per share on July 28, 2025, to $53.94 per share on July 29, 2025, marking a decline of approximately 21.83% in one day [2]. Group 2: Legal Proceedings - Investors who suffered losses during the specified timeframe have until September 30, 2025, to request appointment as lead plaintiff in the lawsuit [3]. - Participation in the lawsuit does not require investors to incur any out-of-pocket costs or fees [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4]. - The firm has been recognized as one of the top securities litigation firms in the United States for seven consecutive years [4].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Novo Nordisk A/S securities between May 7, 2025, and July 28, 2025, of the September 30, 2025, deadline to become lead plaintiffs in a class action lawsuit [1] Group 1: Class Action Details - A class action lawsuit has been filed against Novo Nordisk, and investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1][2] - Investors wishing to serve as lead plaintiffs must file a motion with the Court by September 30, 2025 [2] Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company at the time and being ranked No. 1 for securities class action settlements in 2017 [3] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3] Group 3: Case Allegations - The lawsuit alleges that Novo Nordisk provided misleading statements about its growth potential while concealing material adverse facts [4] - It is claimed that the company overstated its potential in the GLP-1 market and the likelihood of patients switching to its branded alternatives, leading to investor damages when the truth was revealed [4]

资本眼 8月18日—8月22日，医药生物指数上涨0.83%，跑输上证指数0.62个百分点。创新药(BK1106)个股进入分化，周内上涨0.11%。领涨的个股特点是具备某个 领域的创新属性或者具备潜力大品种，而领跌个股则以前期涨幅较大的个股为主，均为市场热度过大，多家公司在周内创新高后出现连续下跌。恒生医疗 保健业指数(HSCICH)周下跌1.10%，港股创新药出现回落。一周风云榜 A股创新药概念140只个股中，96只上涨，比前一周增加62只。近6个交易日涨幅超过20%的有4家公司，前一周为1家。港股方面，39只个股中17只上涨。 | 周冈云榜 - 港股 | | | --- | --- | | 5日涨跌幅 总市值/亿港元 | | | 344.31 沅大侯药 4 15.61% | | | ↑ 13.25% 348.93 先声药业 | | | 49.95% 408.53 晶泰控股 | | | 数据来源:东方财富APP、富途牛牛 | | | -周风云榜 - A股 | | | 6日涨跌幅 总市值/亿元 | | | 4 41.69% 71.0 ST SEE | | | 异动原因 信披违规处罚落地，公司及实控人合计被罚 | ...

每经记者｜金喆 每经编辑｜魏官红 A股创新药概念140只个股中，96只上涨，比前一周增加62只。近6个交易日涨幅超过20%的有4家公司，前一周为1家。港股方面，39只个股中17只上涨。 | | -周风云榜 - 港股 | | | --- | --- | --- | | 5日涨跌幅 | | 总市值/亿港元 | | 远大医药 | 4 15.61% | 344.31 | | 先声药业 | 4 13.25% | 348.93 | | 晶泰控股 | ↑ 9.95% | 408.53 | | | | 数据来源:东方财富APP、富途牛牛 | | | 周风云榜 - A股 | | | | 总市值/亿元 6日涨跌幅 | | | --- | --- | --- | | ST香雪 | 4 41.69% | 71.0 | | 异动原因 | 信披违规处罚落地，公司及实控人合计被罚 | | | | 1600万元 | | | 欧林生物 | 4 36.50% | 135 | | 异动原因 | 市场关注重组金葡菌疫苗，是国际上靶标组 | | | | 分最多，且唯一进入III期临床试验的同类疫 | | | | 苗。公司自查，目前日常经营情况正常，未 ...

随着跨国药企相继披露2025年半年报，今年上半年的全球畅销药TOP10也随之出炉。诺和诺德旗下黑马 司美格鲁肽继今年一季度反超"K药"（默沙东的帕博利珠单抗）后，今年上半年以1127.56亿丹麦克朗 （按1丹麦克朗=0.14796美元计算，下同，合约166.83亿美元）的销售额，继续稳坐"药王"宝座。礼来的 替尔泊肽作为"后起之秀"，已经追至第3位，上述三款创新药今年上半年销售额均破140亿美元。 替尔泊肽为全球首个且目前唯一获批用于2型糖尿病的每周一次葡萄糖依赖性促胰岛素多肽（GIP）/胰 高糖素样肽-1（GLP-1）受体激动剂。作为双靶点GLP-1激动剂，替尔泊肽成为司美格鲁肽强劲的竞争 对手。 近年来，全球"药王"之争备受关注，"后起之秀"增势迅猛，"药王"更替加速。2023年以前，艾伯维的阿 达木单抗修美乐曾长期霸榜，11年蝉联"药王"宝座。 作为近几年全球最畅销的PD-1单抗，K药获批适应症超30项，不仅是获批适应症覆盖瘤种最多的PD-1单 抗，也是肺癌适应症布局最全的免疫检查点抑制剂。2022年，K药以209.37亿美元的销售额惜败给修美 乐（212.37亿美元）之后，在2023年以250.11亿 ...

Group 1 - Novo Nordisk is currently trading at undervalued levels, presenting an attractive opportunity for long-term investors [1] - The company, along with Eli Lilly, holds a dominant market position in the weight-loss treatment sector [1]

Core Viewpoint - Eli Lilly's obesity pill, orforglipron, has shown disappointing trial results compared to expectations, leading to a significant drop in stock price, although it has since recovered somewhat [2][3]. Drug Efficacy and Comparison - In a late-stage trial, orforglipron resulted in less weight loss (12.4% at the highest dose) and higher side effects than anticipated, while Novo Nordisk's oral semaglutide showed greater efficacy (up to 16.6% weight loss) [13][14]. - Analysts believe that orforglipron could still be a viable competitor in the weight loss market, especially due to its easier absorption and manufacturing advantages over Novo Nordisk's peptide-based drug [5][6]. Market Potential and Projections - Goldman Sachs analysts project that daily oral weight loss pills could capture 24% of the $95 billion global weight loss drug market by 2030, with Eli Lilly's orforglipron expected to hold a 60% share of the daily oral segment, translating to approximately $13.6 billion [7][8]. Manufacturing and Pricing Considerations - Eli Lilly's orforglipron is a small-molecule drug, making it easier and potentially cheaper to manufacture compared to Novo Nordisk's oral semaglutide, which is a peptide medication [5][22]. - Pricing strategies for both drugs remain uncertain, but analysts suggest that orforglipron could be priced lower than Novo Nordisk's offering, which may provide a competitive edge in a market where many health plans do not cover obesity treatments [6][23]. Side Effects and Tolerability - The side effects of orforglipron, primarily gastrointestinal, led to a 10.3% discontinuation rate at the highest dose, which is higher than the placebo group [17][19]. - Comparatively, Novo Nordisk's oral semaglutide had a higher incidence of gastrointestinal side effects, with 30.9% reporting vomiting and 46.6% reporting nausea [19]. Competitive Landscape - The obesity drug market is competitive, with other companies like Pfizer and Viking Therapeutics also developing oral medications, but Eli Lilly and Novo Nordisk are currently leading the race [9][27]. - Viking Therapeutics recently reported disappointing trial results, indicating that its drug may not be as effective as Eli Lilly's orforglipron [27][28].

Core Insights - The emergence of GLP-1 and weight loss medications has significantly impacted Eli Lilly and Novo Nordisk, placing them in the spotlight recently [1] - Both companies' stocks have experienced notable declines, indicating potential market volatility and investor concern [1] Company Analysis - Eli Lilly (NYSE: LLY) and Novo Nordisk (NVO) are key players in the GLP-1 medication market, which is gaining attention for its weight loss benefits [1] - The recent performance of both stocks suggests a need for careful evaluation by investors, as they may be perceived as a buy-hold-check opportunity [1]

智通财经APP获悉，根据本周发表在《美国医学会杂志·肿瘤学》上的研究结果，GLP-1受体激动剂，例 如礼来(LLY.US)的减肥和糖尿病疗法Mounjaro以及诺和诺德(NVO.US)的Ozempic，能够降低患癌风险。 在研究了8万多名此前无癌症病史的肥胖患者的电子健康记录后，研究人员发现，使用GLP-1药物的患 者与未使用该药物的患者相比，总体癌症风险在统计学上显著下降。 该研究基于健康研究网络OneFlorida+的EHR数据，涵盖2014年至2024年期间43,315名不使用GLP-1类药 物的用户以及43,317名使用GLP-1类药物的用户，这些GLP-1类药物包括诺和诺德的Ozempic以及礼来的 Mounjaro。 研究结果表明，在每年使用GLP-1类药物的患者中，14种癌症的发病率(其中包括13种与肥胖相关的癌 症，如子宫内膜肿瘤)为每千人13.6例，而不使用者的发病率则为每千人16.4例。 不过，这项研究进一步表明，GLP-1药物与肾癌风险的轻微但不显著的增加有关。 鉴于该研究的回顾性质以及没有GLP-1药物适用于治疗癌症的事实，研究人员呼吁进行长期随访，以评 估其研究结果背后的临床意义和原 ...