LOS ANGELES, Aug. 08, 2025 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies.  Investors have until the deadlines listed below to file a lead plaintiff motion. Investors suffering losses on their investments are encouraged to contact The Law Offices of Frank R. Cruz to discuss their legal rights in these class actions at 310-914-5007 or by email to fcruz@frankcruzlaw.com. Sabl ...

道指涨0.28%，纳指涨0.36%，标普500指数涨0.3%。英特尔涨近1%，其CEO称获得董事会全力支持。 诺和诺德涨超3%。 (本文来自第一财经) ...

智通财经APP获悉，周五，医疗保健及医药板块走高，截至发稿，Molina Health(MOH.US)涨1.5%，联 合健康(UNH.US)涨超1.3%，信诺(CI.US)涨0.6%，诺和诺德(NVO.US)涨超3%，辉瑞(PFE.US)涨超 0.8%，强生(JNJ.US)涨0.67%；礼来(LLY.US)延续昨日跌势，逆市跌超1.7%，此前公布的减肥药片试验 结果不及预期。 ...

诺和诺德(NVO.US)盘中一度涨近5%，报51.08美元。消息面上，诺和诺德主要竞争对手礼来的减肥药显 示出的效果不及其畅销药Wegovy。 礼来在周四的声明中表示，一项后期研究发现，其实验性GLP-1药片使患者在72周后平均减轻了12.4% 的体重。在参与研究的3000多人中，那些接受安慰剂的人减轻了0.9%的体重。 礼来高管一直将这种名为orforglipron的每日一次口服药片宣传为最近流行的肥胖注射剂的更便宜替代 品，如其Zepbound产品或诺和诺德的Wegovy。这两种药物目前是肥胖药物市场的主要支柱，预计该市 场在下一个十年初期将增长至1500亿美元。 路透引述的分析师表示，他们曾预期orforglipron能够达到Wegovy在68周内减轻14.9%体重的效果，这一 数据是在2021年的试验中证实的。一些分析师甚至认为这种药物在这方面会超过Wegovy。 ...

Core Viewpoint - The global pharmaceutical industry is experiencing a downturn in the capital market due to uncertain policies from the Trump administration, leading to increased cost pressures and a trend of cost-cutting measures among major companies [2][3]. Market Performance - The S&P 500 healthcare sector index has declined by approximately 5% this year, while the overall S&P 500 index has increased by over 7% [2]. - The price-to-earnings (P/E) ratio for the healthcare sector has dropped from nearly 20 times to about 16 times over the past year [3]. Company Actions - Merck has announced a cost-cutting and layoff plan aimed at saving $3 billion annually by 2027, with an expected cost increase of $200 million due to tariffs [3]. - Pfizer has initiated a significant cost reduction plan, targeting net savings of approximately $4.5 billion by the end of 2025 and $7.2 billion by the end of 2027 [4]. - Moderna is facing financial challenges, with its stock price down over 75% in the past year, and plans to cut its workforce by 10% [5]. Future Growth Strategies - Companies are focusing on advancing their drug pipelines to drive future growth, with Novo Nordisk highlighting ongoing clinical trials for key products [6]. - The pharmaceutical industry is facing a wave of patent expirations in the coming years, with nearly $200 billion in sales from drugs set to lose patent protection before 2030 [7]. Mergers and Acquisitions - There has been a notable decrease in large-scale acquisitions in the pharmaceutical sector, with companies now favoring smaller deals to achieve higher returns [8]. - Chinese companies are increasingly attracting interest from global pharmaceutical firms, with licensing deals valued at $35 billion in the first half of the year [9].

8月7日，礼来公布了其口服GLP-1RA orforglipron的III期临床研究结果。礼来评价这一试验数据结果积 极，并将据此于今年年底前提交orforglipron用于监管审评，并已做好其在全球上市的准备。但截至8日 早间美股收盘，礼来股价下跌14.14%。可见，投资者并不认可礼来的"积极"结论。 口服药是下一代减重药物竞争的关键点之一。但有分析师指出，orforglipron的III期临床试验数据不及预 期，且申报上市的进度晚于诺和诺德。这让市场认为，礼来会在口服减肥药的竞争中处于弱势。 数据"积极"，股价大跌 每一次减肥药试验数据发布，不仅牵动着投资者的心，更是拽着相关公司股价忽上忽下，动辄影响百亿 元市值。 作为减肥药领域两家巨头，礼来和诺和诺德之间的竞争除了替尔泊肽和司美格鲁肽对垒，"战火"早就燃 向了下一代减肥药。最大看点之一就是谁能先做出效果更优的口服减肥药。 8月7日，礼来公布了其口服GLP-1RA orforglipron的III期临床研究结果。该研究在3127名肥胖或至少伴 有一种体重相关合并症的超重但无糖尿病的成人中，评估了在研胰高血糖素样肽-1（GLP-1）受体激动 剂orforg ...

在美国特朗普政府不确定的政策影响下，今年全球制药行业在资本市场的表现低迷，关税及药品价格下 调等因素导致企业成本压力上升。在近期公布的第二季度财报中，多家制药企业宣布削减成本，并将采 取减员计划。 今年至今，总市值近5万亿美元规模的标普500医疗保健板块指数下跌约5%，同期标普500指数涨幅超过 7%，美国市场医疗股资金净流出规模也超过其他任何行业。 医疗板块资本市场遇冷 根据伦敦证券交易所数据流（LSEG Datastream）的最新数据，基于对未来一年盈利预测，医疗保健行 业市盈率已从一年前的近20倍降至约16倍。默沙东及百时美施贵宝（BMS）的预期市盈率分别仅为8.7 倍和7.4倍，低于行业平均水平。两家公司今年以来股价累计跌幅都接近20%。 在最新季度的财报中，尽管大部分制药企业都上调了年度利润预期，但由于关税及药品价格谈判等不确 定性因素导致的成本上升风险依然存在。在这一背景下，包括默沙东、辉瑞、诺和诺德在内的制药巨头 都表示将进一步采取行动削减成本。 默沙东已经宣布了一项成本削减和减员计划，预计在2027年前，每年节省30亿美元开支。公司表示，基 于目前关税的水平，相应成本增加预计达到2亿美元。而 ...

| NVO 诺和诺德 | | | | --- | --- | --- | | 48.760 + +3.380 +7.45% | | 收盘价 08/07 15:59 美东 | | 50.280 ↑ 1.520 +3.12% | | 盘前价 08/08 04:37 美东 | | 三 7: 24 字 S 5 日 ♥ 白 一 | | ● 快捷交易 | | 最高价 49.100 | 开盘价 48.470 | 成交量 4078.05万 | | 最低价 47.920 | 昨收价 45.380 | 成交额 19.92亿 | | 平均价 48.837 | 市容率 12.50 | 总市值 2165.27亿(--) | | 振 幅 2.60% | 市盈率(静) 13.78 | 总股本 44.41亿 | | 换手率 1.28% | 市净率 8.243 | 流通值 1555.39亿 | | 52周最高 137.431 | 委 比 4.76% | 流通股 31.9亿 | | 52周最低 45.050 | 量 比 1.22 | 每 主 1股 | | 历史最高 145.160 | 股息TTM 1.747 | | | 历史最低 -3.022 ...

百济神州Q2总收入提高42%至13亿美元，百悦泽®在欧洲销售额增长85% 百济神州公布2025年第二季度财务业绩。披露公司2025年第二季度总收入为13亿美元，上年同期为9.29 亿美元，同比增长42%。总收入增长主要得益于百悦泽®（泽布替尼）在美国和欧洲的销售额增长。 2025年第二季度，产品收入为13亿美元，上年同期为9.21亿美元。产品收入增长主要得益于百悦泽®销 售额增长。美国仍是公司最大的市场，产品收入达6.85亿美元，上年同期为4.79亿美元。从安进公司获 得授权许可的产品和百泽安®（替雷利珠单抗）的销售也对产品收入增长做出贡献。在欧洲，百悦泽 ®2025年第二季度销售额为1.50亿美元，同比增长85%，主要得益于在所有欧洲主要市场的市场份额提 升，包括德国、意大利、西班牙、法国和英国。 "快速通道认定"作为一项加快药物研发与审评的通道，是FDA为了促进用于治疗严重疾病和解决未满足 的治疗需求的新药研发而授予在研药物的一种资格认定。根据FDA指导原则，研发中的新药获得快速通 道认定资格后，有机会享受一系列加速药物开发的政策，从而有望加快新药的研发和上市进程。 诺和诺德上半年销售增长16%至1549 ...

Core Insights - Eli Lilly's aggressive push in the GLP-1 drug market has forced Novo Nordisk to lower its annual forecasts twice, with Tirzepatide becoming increasingly common on U.S. pharmacy shelves [2][4] Financial Performance - Eli Lilly reported a revenue of $28.2862 billion for the first half of 2025, a 41% year-over-year increase [2] - U.S. market revenue reached $19.304 billion, up 43% year-over-year; European market revenue was $4.963 billion, up 74% [2] - The diabetes segment contributed nearly half of Eli Lilly's revenue, with Tirzepatide (Mounjaro and Zepbound) generating a combined sales of $14.734 billion [2][3] Market Position - Tirzepatide has become Eli Lilly's first product to exceed $10 billion in annual sales, with Mounjaro sales growing 85% to $9.0407 billion in the first half of the year [3] - Eli Lilly's prescription volume in the U.S. GLP-1RA market has increased to 57.0%, surpassing Novo Nordisk's 42.5% [3][4] Competitive Landscape - The revenue gap between Tirzepatide and Novo Nordisk's Semaglutide has narrowed to less than $2 billion, indicating a shift in market dynamics [4] - Novo Nordisk's market capitalization has decreased by nearly $400 billion over the past year due to declining growth expectations for its key products [4][5] Clinical Developments - Eli Lilly's oral GLP-1 drug, Orforglipron, showed promising results in clinical trials but fell short of analyst expectations, leading to a significant drop in stock price [8][9] - Eli Lilly is also advancing the development of a three-target agonist, Retatrutide, which is expected to enhance its metabolic disease treatment portfolio [10] Strategic Outlook - The competition in the GLP-1 market is evolving into a comprehensive contest involving production capacity, distribution channels, and innovation in administration methods [12] - Eli Lilly's strong performance is reshaping the global pharmaceutical landscape, with an upward revision of its annual revenue forecast to $62 billion [11][12]