速递｜司美格鲁肽梦碎阿尔兹海默症！诺和诺德股价盘前大跌10%

Core Insights - Novo Nordisk's oral version of semaglutide failed to slow the progression of Alzheimer's disease in recent trials, leading to a decline in the company's stock price [2][4] - The company previously referred to the Alzheimer's project as a "lottery opportunity," highlighting its high potential and uncertainty [4] - This failure ends Novo Nordisk's hopes of entering a new market for GLP-1 drugs amid increasing competition in its core obesity and diabetes business [2][4] Market Reaction - Following the announcement, Novo Nordisk's stock dropped approximately 10%, reflecting broader market sentiment rather than just the trial results [6][7] - Analysts had previously assigned a low success probability of 10% to the Alzheimer's strategy, indicating skepticism about its viability [6] - Biogen's stock rose about 5% in pre-market trading, as the failure of semaglutide reduces potential competition for existing Alzheimer's treatments [7] Trial Details - The trial involved Rybelsus, an oral medication approved for type 2 diabetes, and included 3,808 participants, making it the first large-scale semaglutide trial for early Alzheimer's patients [7] - The study aimed to achieve a 20% reduction in the rate of cognitive decline over two years, assessing memory and daily functioning [7] - Despite the trial's failure, Novo Nordisk's Chief Scientific Officer emphasized the drug's established benefits for type 2 diabetes and obesity [4]