周二，诺和诺德(NVO.US)涨近3%，报55.33美元。消息面上，诺和诺德宣布近日美国食品药品监督管理 局(FDA)已基于补充新药申请(sNDA)批准了Wegovy(中国商品名为诺和盈，司美格鲁肽2.4 mg)的新增适 应症：在控制饮食和增加体力活动的基础上，用于治疗代谢相关脂肪性肝炎(MASH)伴中重度肝纤维化 (符合F2-F3期纤维化)的非肝硬化成人患者。 诺和诺德研发执行副总裁兼首席科学官(CSO)Martin Holst Lange表示："Wegovy现在拥有了独特的地 位：成为首个也是唯一一个获批用于治疗MASH的GLP-1药物。" ...

周二，诺和诺德(NVO.US)涨近3%，报55.33美元。消息面上，诺和诺德宣布近日美国食品药品监督管理 局(FDA)已基于补充新药申请(sNDA)批准了Wegovy(中国商品名为诺和盈，司美格鲁肽2.4mg)的新增适 应症：在控制饮食和增加体力活动的基础上，用于治疗代谢相关脂肪性肝炎(MASH)伴中重度肝纤维化 (符合F2-F3期纤维化)的非肝硬化成人患者。 诺和诺德研发执行副总裁兼首席科学官(CSO)Martin Holst Lange表示："Wegovy现在拥有了独特的地 位：成为首个也是唯一一个获批用于治疗MASH的GLP-1药物。" ...

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: Lawsuit Details - 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 Nordisk lowered its sales and profit outlook for the second half of 2025, attributing this to lower growth expectations for its products Wegovy and Ozempic, compounded GLP-1 usage, and increased competition [2]. - Following the announcement, Novo's stock price dropped 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: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until September 30, 2025, to request to be appointed as lead plaintiff in the lawsuit [3]. - Participation in the lawsuit does not require any out-of-pocket costs or fees for class members [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 in ISS Securities Class Action Services' Top 50 Report for seven consecutive years as one of the leading securities litigation firms in the United States [4].

The approval makes Wegovy the first GLP-1 class treatment authorized for MASH, a progressive liver condition estimated to affect around 5% of U.S. adults, according to the American Liver Foundation, as quoted on CNBC. This achievement expands Wegovy's use beyond diabetes and obesity, strengthening Novo Nordisk's position in the metabolic disease market. Previous studies have also shown the drug's effectiveness in lowering the risks of heart attack, stroke and cardiovascular-related death. Results From the E ...

Core Insights - The report highlights the approval of semaglutide (Wegovy) for the treatment of metabolic dysfunction-associated steatotic liver disease (MASH) by the FDA, which is expected to enhance the market penetration of related products and diagnostic tools [7][10][15] - The report suggests that companies like Furuya Co., Ltd. will benefit from the growth opportunities in the MASH indication market due to the increasing prescription rates of semaglutide and the rising demand for diagnostic instruments [15][5] Industry Performance Review - As of August 15, 2025, the pharmaceutical and biotechnology sector's TTM-PE stands at 51.31 times, which is 110% higher than its historical low of 24.38 times [16] - The healthcare sector has shown a relative premium of 281% compared to the CSI 300 index, which is significantly above the average premium rate of 241% over the past decade [16] - The pharmaceutical and biotechnology sector experienced a 3.08% increase in the week from August 11 to August 15, 2025, ranking 10th among 27 sub-industries [20][24] Company Dynamics - Furuya Co., Ltd. is noted for its FibroScan series of liver fibrosis diagnostic instruments, which are the first globally to utilize transient elastography technology for non-invasive liver stiffness measurement [15] - The report emphasizes the strategic collaborations between Furuya and leading pharmaceutical companies to promote the clinical application and commercialization of new drugs [15] - The report identifies several companies that could be key players in the MASH treatment landscape, including innovative drug and device companies such as Furuya, Anglikon, and others [15]

这是GLP-1首次正式进入脂肪肝治疗领域。 MASH，万亿市场的"新大陆" 资本的嗅觉最为敏锐。随着Wegovy获批MASH适应症的消息传出，诺和诺德的股价应声上涨，市场的 另一端，却是截然不同的景象。 Madrigal Pharmaceuticals公司的股价承受了巨大压力。就在不久前，这家公司刚刚创造了历史，其开发 的Rezdiffra成为近40年来首个获FDA批准的MASH药物，打破了该领域的沉寂。 诺和诺德近日宣布，其重磅减重药物Wegovy（司美格鲁肽2.4mg）获得FDA的加速批准，新增一项适应 症：用于治疗伴有中重度肝纤维化（F2-F3期）的代谢相关脂肪性肝炎（MASH）成人患者。 Madrigal的Rezdiffra是一款选择性甲状腺激素受体-β（THR-β）激动剂，是专注于肝脏通路 MASH的"专 科药物"。而诺和诺德的Wegovy®则是一款拥有广泛代谢调节作用的"平台型药物"，其在减重、心血管 获益方面的证据早已深入人心。 对于医生和支付方而言，选择题变得简单。当一款药物能够同时解决肥胖、降低心血管风险，并改善肝 脏健康时，其吸引力远大于需要联合使用多种"专科药物"的治疗方案。市场正在押注 ...

TD COWEN将诺和诺德目标股价从105美元下调至70美元。 ...

BioMed X and Novo Nordisk Launch New Collaboration in Oral Peptide Drug DeliveryAugust 19, 2025 12:33 AM EDT | Source: Reportable, Inc. Heidelberg, Germany--(Newsfile Corp. - August 19, 2025) - BioMed X, an independent biomedical research institute based in Heidelberg, Germany, announced today the launch of a new collaboration with Novo Nordisk, a leading global healthcare company headquartered in Denmark. This partnership aims to address one of the most critical challenges in modern drug deve ...

Group 1 - Midea Real Estate (03990) expects a profit increase to 350 million yuan for the first half of the year, driven by new business segments from asset distribution and development services [1] - Tongcheng Travel (00780) reported a 6.3% rise post-earnings, with adjusted net profit of 770 million yuan, exceeding expectations by 33% [1] - Country Garden (02007) shares rose over 4% following strong support for its offshore debt restructuring, with the coordination committee holding 49% of the total loan principal [1] - Kelun-Botai Biopharmaceutical (06990) saw a 4% increase in shares after reporting mid-year revenue of 950 million yuan, with efficient cash collection from receivables [1] Group 2 - Dongfang Zhenxuan (01797) shares surged nearly 12%, with a 300% increase since early July, despite a 30% year-on-year revenue decline in Q4 FY25 [2] - Zhihu-W (02390) shares rose over 16% ahead of its earnings announcement, with long-term funds increasing their holdings [2] - Jinyang New Energy (01121) shares increased nearly 1% as profitability for BC products is expected to improve with the ongoing recovery in the photovoltaic industry [2] - China Rare Earth Holdings (03788) shares jumped over 11% after announcing plans to spin off its gold business for a Hong Kong listing [2] Group 3 - Weimob Group (02013) shares rose over 7.5% ahead of its mid-term earnings report, with expectations of business recovery by 2025 due to improved consumer sentiment [3] Group 4 - iQIYI (IQ.US) shares surged 17.09% following the release of a new drama series, achieving significant viewership [4] - NIO (NIO.US) shares increased by 1.25% ahead of the launch of the new ES8 model and expansion into new markets [5] - Weibo (WB.US) shares rose 3.3% after exceeding earnings expectations, with revenue growth of 1.6% year-on-year [5] - Kingsoft Cloud (KC.US) shares increased by 5.38% as it prepares to release its earnings report, with expectations of revenue growth [5]

纳斯达克金龙中国指数收涨0.12%，中概股迅雷收涨超37%，燃石医学涨约36%，华米科技涨超28%，知乎收涨17.22%，爱奇艺涨17.09%。 美债收益率连升三日，十年期收益率再创两周新高。美元指数反弹，脱离逾两周低位。 大家早上壕！ 先看海外要闻： 重磅全球央行年会前美股小幅波动，标普500指数跌幅0.01%，道指跌幅0.08%，纳指涨幅0.03%。 Meta跌超2%，特斯拉反弹超1%，英特尔跌近3.7%。诺和诺德欧股涨近7%，诺和诺德自费版平价减肥药合作方GoodRx大涨37%。 "特泽会"期间，原油保持1%以上的盘中涨幅。黄金回落至两周低位。 英国销量骤降约60%，特斯拉提供约六折租车优惠。 印度对涉华聚氯乙烯悬浮树脂作出反倾销终裁。越南对涉华普碳及合金钢镀层板卷作出反倾销终裁。 诺和诺德推现金支付优惠，司美格鲁肽美国月费从千元降至499美元。 日本拟批准发行日元稳定币。（新华网） 韩国金融监管机构将在10月提交关于稳定币的监管法案。 国内重大事件汇总： 1、李强主持召开国务院第九次全体会议：要抓住关键着力点做强国内大循环，持续激发消费潜力。采取有力措施巩固房地产市场止跌回稳态 势，结合城市更新推进城 ...