当地时间12月22日，诺和诺德表示，Wegovy®口服片剂获美国批准，成为首款用于体重管理的口服 GLP-1药物。诺和诺德计划于2026年1月在美国推出Wegovy口服片剂。Wegovy®口服片实现的减重效果 与Wegovy® 2.4 mg注射剂相当。此外，在OASIS 4试验中，每三个人中就有一人的体重减轻20%或更 多。 （文章来源：证券时报网） ...

Core Viewpoint - Novo Nordisk's Wegovy oral tablet has received approval in the United States, marking it as the first oral GLP-1 medication for weight management. The company plans to launch the product in January 2026 [1]. Group 1 - Wegovy oral tablet demonstrates weight loss effects comparable to the Wegovy 2.4 mg injection [1]. - In the OASIS 4 trial, one in three participants experienced a weight loss of 20% or more [1].

Core Insights - Novo Nordisk announced that Wegovy oral tablets have been approved in the United States, marking the first oral GLP-1 medication for weight management [1] - The company plans to launch Wegovy oral tablets in the U.S. in January 2026 [1] - The weight loss effect of Wegovy oral tablets is comparable to that of the Wegovy 2.4mg injection [1] - In the OASIS4 trial, one in three participants experienced a weight loss of 20% or more [1]

抢在礼来之前，诺和诺德在美国的减肥药市场竞争中扳回一局。 12月22日周一，美国食品药品监督管理局（FDA）批准了丹麦制药巨头诺和诺德的首款GLP-1类口服减肥药。这款 新药是其明星注射产品Wegovy的口服版本，为数百万寻求更便捷治疗方案的肥胖症患者带来了新选择。 这一消息立即在资本市场引发积极反响。诺和诺德股价在美股盘后交易中一度上涨约10%，目前稍回落至8%。对 于诺和诺德而言，此次获批是一场关键胜利，此前由于市场对其竞争地位的担忧，其股价在年内一度承压。 此次批准也让诺和诺德在与主要竞争对手礼来的激烈竞赛中暂时领先。据彭博报道，礼来公司自己的口服减肥药 预计将在明年3月获批。这意味着诺和诺德拥有了几个月的宝贵窗口期，以巩固其在口服药市场的首发优势，而口 服剂型正成为两家巨头继注射剂之后的下一个核心战场。 口服新药抢先上市，定价策略初显 根据诺和诺德的声明，这款口服新药将于明年1月初在美国上市。公司披露了初步的定价策略，起始剂量的现金支 付价格为每月149美元。公司同时表示，对于拥有保险的患者，在涵盖所有剂量的情况下，每月费用可能低至25美 元。更高剂量的定价以及更详细的保险覆盖和患者节省计划将在临近上 ...

Group 1 - Alphabet has agreed to acquire Intersect for $4.75 billion in cash, which will enhance its data center and energy infrastructure capabilities [2] - The acquisition allows Alphabet to explore emerging energy technologies to diversify its energy supply while supporting its data center investments in the U.S. [2] - The deal signifies a shift in focus for tech giants from merely stacking computing power to investing in energy infrastructure [2] Group 2 - Larry Ellison has provided an irrevocable personal guarantee of over $40 billion for Paramount's acquisition of Warner Bros. Discovery, addressing market concerns about the deal's uncertainty [3] - The guarantee ensures that Ellison's family trust will not be revoked or transferred unfavorably during the transaction [3] - Oracle's stock rose over 3% following the announcement of the personal guarantee [3] Group 3 - Novo Nordisk's Wegovy® oral tablets have been approved in the U.S., marking a significant breakthrough in the weight management drug market [4] - The oral formulation is expected to have similar weight loss effects as the injectable version, with one in three patients losing 20% or more of their body weight in trials [4] - The approval is anticipated to broaden the patient base and improve medication adherence [4] Group 4 - NVIDIA is reportedly restructuring its cloud team and shifting focus away from directly competing with Amazon Web Services (AWS) [5] - The company is merging its cloud business team with engineering and operations departments to prioritize internal chip demand over external sales [5] - This move indicates a return to NVIDIA's core hardware strategy rather than pursuing cloud service competition [5] Group 5 - NVIDIA aims to export H200 chips to China by mid-February, with initial shipments expected to be between 5,000 to 10,000 modules, corresponding to 40,000 to 80,000 chips [6] - The sales will be subject to U.S. government approval and security review, with a 25% fee on the transactions [6] - NVIDIA's efforts to adapt to international trade rules reflect its flexibility in navigating market conditions [6]

Novo Nordisk said it plans to start selling the new pill in the U.S. soon after the new year, with a cash price of $149 a month for the starting dose. https://t.co/AZWgYBc1UM ...

Group 1 - The U.S. FDA has approved the first-ever GLP-1 pill for obesity from Novo Nordisk, which could increase treatment access for more patients [1] - This approval positions Novo Nordisk ahead of its main competitor, Eli Lilly, in the obesity treatment market, which is projected to be worth around $100 billion by the 2030s [2] - Analysts believe that oral pills could capture a 24% market share, equating to approximately $22 billion, in the global weight loss drug market by 2030 [3] Group 2 - Novo Nordisk's executive vice president emphasized that having an oral option will motivate different patient segments to seek treatment, enhancing access and ease of use compared to injections [4]

Core Viewpoint - Novo Nordisk plans to launch a new pill in the U.S. market shortly after the new year, with a cash price set at $149 per month for the initial dosage [1] Company Summary - The new pill will be available for purchase in the U.S. soon after the start of the new year [1] - The pricing strategy includes a cash price of $149 per month for the starting dose [1]

Core Viewpoint - The U.S. Food and Drug Administration has approved Novo Nordisk's weight-loss pill, positioning the company favorably in the competitive market for effective oral weight-loss medications [1] Company Summary - Novo Nordisk has received FDA approval for its weight-loss pill, enhancing its market position in the obesity treatment sector [1] - The approval signifies a significant milestone for Novo Nordisk, as it aims to capitalize on the growing demand for effective weight-loss solutions [1] Industry Summary - The approval of Novo Nordisk's weight-loss pill reflects a broader trend in the pharmaceutical industry towards developing innovative treatments for obesity [1] - The market for weight-loss medications is becoming increasingly competitive, with various companies vying to introduce effective oral solutions [1]

Wegovy® pill showed a mean weight loss of 16.6% in the OASIS 4 trial1Wegovy® pill is indicated to reduce excess body weight and maintain weight reduction long-term and to reduce the risk of major adverse cardiovascular events*Novo Nordisk expects to launch Wegovy® pill in the US in early January 2026 Bagsværd, Denmark, 22 December 2025 – Novo Nordisk today announced that the US Food and Drug Administration (FDA) has approved the Wegovy® pill (once-daily oral semaglutide 25 mg) to reduce excess body weight a ...