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 ...

Group 1: Google and Nuclear Energy - Google announced a partnership with Kairos Power and TVA to deploy an advanced nuclear power plant by 2030, marking TVA as the first U.S. utility to purchase power from a GEN IV reactor [1] - The Hermes 2 nuclear plant in Oak Ridge, Tennessee, will supply TVA with up to 50 megawatts of reliable power, supporting Google's data centers in Tennessee and Alabama [1] Group 2: U.S. Government and Intel - The Trump administration is reportedly in talks to acquire approximately 10% of Intel, potentially making the U.S. federal government the largest shareholder of the chip manufacturer [2] - This move reflects the U.S. government's strategic intent to gain control over the semiconductor industry, which could reshape Intel's competitive position [2] Group 3: Novo Nordisk and Ozempic Pricing - Novo Nordisk announced a significant price reduction for its diabetes drug Ozempic in the U.S., with cash-paying patients now able to purchase it for $499 per month, down from nearly $1,350 [3] - This price cut aims to lower medication costs for patients and increase drug accessibility, potentially impacting the pricing strategies of similar diabetes medications [3] Group 4: OpenAI and AI Market - OpenAI CEO Sam Altman acknowledged that the AI market is entering a bubble phase, driven by exaggerated trends [4] - Altman also indicated that OpenAI plans to invest tens of billions of dollars in data center expansion in the near future, highlighting the company's ambition in AI infrastructure [4] Group 5: Google and TeraWulf - TeraWulf's stock surged over 19% following Google's announcement of increasing its stake in the company from 8% to 14%, providing $14 billion in incremental guarantees [5] - This strategic move by Google aims to bolster its data center resources to support AI and cloud computing needs while instilling confidence and funding for TeraWulf's growth [5]

GLP-1争夺百亿美元MASH新大陆的号角，由司美格鲁肽正式吹响。 8月15日，8月17日，司美格鲁肽正式获FDA批准，用于治疗代谢功能障碍相关脂肪性肝炎（MASH）伴 中重度肝纤维化（F2-F3期）。 仅凭减重与糖尿病两大适应症，就足以将GLP-1推上药王之位，这意味着随着MASH市场开启，GLP-1 浪潮将再度掀起一波狂澜。 对于已经成为超级重磅炸弹的司美格鲁肽来说，也将在300亿美元之上，更进一步。基于这一预期，诺 和诺德股价盘后涨超7%。 接下来，整个MASH市场的焦点势必是GLP-1的商业表现，以及GLP-1究竟是对现有及在研MASH新药 的颠覆，还是联合用药的最佳拍档？ 一切还有待时间的验证。然而，随着GLP-1正式打入MASH市场，也提醒着我们，无论华尔街的预期如 何摇摆，GLP-1冲击波，不会放慢脚步。 在创新药的世界里在创新药领域，向来是弱肉强食。一款疗效更好的新机制药物的出现，往往会对现有 选手带来毁灭性打击。 无论MASH还是其他新大陆，终究是强者的战场。 01 抢滩千亿市场 MASH是一片超级大蓝海。 一方面，患者有着明确的治疗需求。因为约20%的MASH患者可能在3-4年时间内，从肝 ...

（原标题：隔夜美股 | 三大股指基本持平 市场静待杰克逊霍尔央行年会） 智通财经APP获悉，周一，三大指数涨跌不一，主要股指在经历上涨一周后市场暂作休整。交易员正等 待关键零售商业绩及美联储主席鲍威尔在杰克逊霍尔央行年会上的年度讲话。 【美股】截至收盘，道指跌34.30点，跌幅为0.08%，报44911.82点；纳指涨6.80点，涨幅为0.03%，报 21629.77点；标普500指数跌0.65点，跌幅为0.01%，报6449.15点。科技股巨头Meta(META.US)与微软 (MSFT.US)分别下跌2.3%和0.6%，令大盘承压。 【欧股】欧洲主要股指收盘涨跌不一，欧洲斯托克600指数收涨0.08%，德国DAX 30指数收跌0.18%， 法国CAC 40指数收跌0.50%，意大利富时MIB指数收跌0.03%，西班牙IBEX 35指数跌0.17%，而英国富 时100指数收涨0.21%。 【亚太股市】日经225指数涨0.77%，韩国KOSPI指数跌1.51%。 【原油】WTI 9月原油期货收涨0.62美元，涨幅将近0.99%，报63.42美元/桶;布伦特10月原油期货收涨 0.75美元，涨幅将近1.14%， ...

当地时间周一（8月18日），丹麦制药巨头诺和诺德宣布，其畅销糖尿病治疗药物Ozempic现面向美国 现金自费患者的售价不到原价的一半。此举正值制药公司面临美国国内日益增大的政治压力，要求其降 低药价。 如果没有保险或其他折扣，Ozempic在美国市场的销售价格接近每月1350美元。不过，如今自费患者可 按每月499美元的价格购买Ozempic。 据诺和诺德公告称，自费患者可通过包括药物官网、诺和诺德患者援助计划以及公司最近推出的直销在 线药房等渠道购买其产品。 此外，医疗保健平台GoodRx也将提供Ozempic及其减肥药版本Wegovy，价格同样为每月499美元。 Wegovy和Ozempic的活性成分均为司美格鲁肽（Semaglutide）。 诺和诺德的现金自费计划将使符合条件的2型糖尿病患者受益，尤其是那些没有保险覆盖每周注射的患 者。今年3月，该公司已开始在美国市场向现金自费患者提供折价Wegovy，价格仅为原价格的一半。 今年早些时候，Wegovy已被移出FDA的短缺清单，监管机构也要求所有配制药分销商在5月底前停止销 售。诺和诺德一度乐观地预计，这将提振其销售。 然而，诺和诺德本月早些时候表示，仿 ...

截至收盘，道指跌34.30点，跌幅为0.08%，报44911.82点；纳指涨6.80点，涨幅为0.03%，报21629.77 点；标普500指数跌0.65点，跌幅为0.01%，报6449.15点。 Argent Capital投资组合经理Jed Ellerbroek表示："今天市场相对平静，投资者正在为接下来的事件做准 备。最关键的催化剂是鲍威尔讲话，我们预期他将更新对当前'高通胀+失业率抬升'组合形势的解读。" 上周五数据显示，美国零售销售如预期般整体增长，但消费者信心因通胀担忧加剧而受挫。周一全美住 宅建筑商协会(NAHB)住房市场指数跌至2022年12月以来最低水平。 目前投资者仍预计美联储9月降息25个基点，但对年内再度降息的预期已有所降温。最新数据表明，虽 然美国加征关税尚未全面传导至消费端物价，但就业市场疲软或促使央行立场更加鸽派。 摩根士丹利旗下E*Trade分析师Chris Larkin指出："市场押注劳动力市场疲软信号将在美联储降息辩论中 压倒通胀风险。本周零售财报虽引人瞩目，但FOMC纪要及鲍威尔在杰克逊霍尔的讲话才是判断央行倾 向的关键。" 市场动态 美东时间周一，美股三大指数收盘几乎持 ...