以下文章来源于内分泌早知道 ，作者关注肥胖的 内分泌早知道 . 传统观念一直将高热量美食视为肥胖元凶，但加州大学伯克利分校St e pha n Lamme l团队在《自然》期刊发表的最新研究彻底颠覆了这 一认知。该研究题为《神经降压素信号变化驱动肥胖中的快感贬值》，首次揭示进食过程中的愉悦感受对维持健康体重具有不可忽视的 积极作用。令人惊讶的是，即便是火锅、炸鸡、奶茶、蛋糕这类被贴上"垃圾食品"标签的高油高糖食物，其带来的正向饮食体验同样能 成为体重管理的潜在助力。这项突破性研究不仅阐明了肥胖形成的神经生物学机制，更为全球肥胖防治提供了革命性的科学视角。 研究团队通过精密的神经科学实验发现，当大脑接收美食带来的愉悦信号时，会激活特定的神经调控通路，这种正向反馈实际上有助于 维持能量代谢平衡。这一发现完全颠覆了"美味必然导致肥胖"的简单线性思维，将饮食快感从肥胖诱因重新定义为代谢调节的重要环 节。该成果为开发新型肥胖干预策略奠定了理论基础，未来或可通过调节饮食愉悦相关的神经信号通路来实现更科学有效的体重管理。 对于长期陷入"美食诱惑与体重焦虑"矛盾中的现代人来说，这项研究无疑带来了令人振奋的科学启示。 深度分享 ...

浙商俞德超，带来了一款重磅减肥新品。 6月27日，他签发公告宣布，信尔美®（玛仕度肽注射液）新药上市申请获批，用于成人肥胖或超重患 者的长期体重控制。 这款药，在现有减重药物中疗效突出。 有临床数据显示，治疗20周，体重能减去超过两成，降低肝脏脂肪含量超八成，腰围减少达11cm，还 能兼顾改善血糖、血压、血脂、转氨酶水平等心血管及代谢指标。 有私立医院给出的报价，若按一周一针计算，月开销大概在1500—3000元左右。 玛仕度肽作用机制 "基于此，可通过激动GLP-1受体，达到降低血糖和减轻体重的治疗效果。" 信达临床开发副总裁钱镭解 释。 GCG则由胰岛α细胞分泌，GCG受体主要在肝脏中表达，将其激活可增强脂肪氧化、促进能量消耗，其 在改善肝脏脂肪代谢方面具有独特效果。 对俞德超来说，这是其在代谢领域的基石产品，他将有一张王牌，竞逐百亿级减肥药市场。 后来居上 俞德超的新药，可谓生逢其时。 "中国已成为全球肥胖大国，约有5亿人超重或肥胖。"复旦大学附属中山医院李小英教授告诉 《21CBR》记者，近9成肥胖患者伴有合并症，最常见的是脂肪肝。 减肥药物也空前火爆。有预测，2025年中国GLP-1减肥药规模，将突 ...

Company Highlights - Hanyu Pharmaceutical expects a net profit of 142 million to 162 million yuan for the first half of 2025, benefiting from increased global market demand and successful product approvals [1] - Taotao Automotive anticipates a net profit growth of 70% to 98% year-on-year for the first half of 2025, driven by enhanced brand influence and improved operational efficiency [2] - Xiaogoods City projects a net profit increase of 13% to 17% for the first half of 2025, attributed to growth in main business revenue and trade fulfillment services [2] - Hongxin Electronics signed contracts totaling 373 million yuan for computing power services through its subsidiaries [3] - Alloy Investment's controlling shareholder will change to Jiuzhou Hengchang, leading to the resumption of trading [3] - Hangzhou High-tech is planning a change in control, with a suspension of trading expected for no more than two trading days [4] - Junpu Intelligent signed a sales framework contract for humanoid robots worth 28.25 million yuan [7] - Lens Technology plans to issue 262 million H-shares globally, with an initial price range set between 17.38 and 18.18 HKD [8] - Saintno Biopharmaceuticals received a drug registration certificate for its product, further enhancing its market competitiveness [12] Investment & Contracts - Shenzhen Energy plans to invest 6.332 billion yuan in upgrading the Mawan Power Plant, aligning with national energy policies [17] - China Railway Construction won a contract worth 3.781 billion yuan for the China-Kyrgyzstan-Uzbekistan railway project [27] - China Railway secured contracts totaling approximately 5.343 billion yuan for the same railway project [28] - Zhongtian Technology's subsidiary won multiple marine energy project contracts totaling about 1.722 billion yuan [29] - Lande Group intends to acquire a 20.1667% stake in Jujia Technology for up to 121 million yuan, enhancing its capabilities in high-performance materials [21][22] Financing & Capital Increase - Yiwei Lithium Energy submitted an application for H-share issuance and listing in Hong Kong [30] - Jiadou Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [30] - Helin Micro-Nano is preparing to issue H-shares for listing in Hong Kong [30] Other Developments - Renfu Pharmaceutical received approval for its midazolam injection in France, with expected annual sales of approximately 33 million USD [31] - Kanghong Pharmaceutical obtained a drug registration certificate for its eye drop product, enhancing its product pipeline in the ophthalmology sector [32]

Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" (maintained) [2] Core Insights - The report highlights the emergence of multiple promising weight loss drugs showcased at the 2025 ADA conference, focusing on AMYR and ActRII target drugs, which exhibit excellent clinical data and are expected to become core targets for future weight loss drug development [6][15] - The report emphasizes the potential of oral and ultra-long-acting drugs in the weight loss and glycemic control market, which are anticipated to open new incremental market opportunities [8][31] - The report recommends several pharmaceutical and biotechnology companies as investment targets, including Heng Rui Medicine, East China Medicine, and others across various segments such as CXO, research services, traditional Chinese medicine, raw materials, medical devices, and retail pharmacies [9] Summary by Sections 1. Weight Loss Drug Developments - The 2025 ADA conference showcased several potential pipeline drugs for weight loss, with a focus on AMYR and ActRII target drugs, which are expected to lead future developments in this area [15] - AMYR-targeted drugs, such as eloralintide from Eli Lilly, demonstrated superior efficacy and safety compared to GLP-1 drugs, indicating a promising future for this class of drugs [16][18] - ActRII-targeted drugs, particularly Bimagrumab, showed significant weight loss results, with 100% of weight loss coming from fat, suggesting a new standard for high-quality weight loss therapies [28][29] 2. Oral and Ultra-Long-Acting Drugs - The report identifies oral GLP-1RA drugs as a new trend in the weight loss and glycemic control market, with several companies presenting promising clinical data at the 2025 ADA conference [31][32] - The ultra-long-acting drug Maridebart cafraglutide demonstrated effective weight loss results with extended dosing intervals, enhancing patient compliance and treatment simplicity [33][34] 3. Recommended Investment Targets - The report lists various companies across different segments as recommended investment targets, including pharmaceutical and biotechnology firms, CXO companies, research service providers, traditional Chinese medicine manufacturers, raw material suppliers, medical device companies, and retail pharmacies [9]

1 . 跳10多分钟燃脂114千卡？！自动计数智能跳绳，有绳无绳双模式 2.跳绳竟然也出黑科技了？智能计数，重力球，练好跳绳，减肥就是这么简单！ 俗话说一胖毁所有，在这个以瘦为美的时代， 水桶腰，大粗腿，拜拜肉是所有女人的天敌 。 虎背熊腰、 肥腻腻的身材， 想挑件合适的衣服都难 ，而苗条的身材就是套个麻袋都好看！ 还有我闺蜜，以前也是个小胖子，只敢穿宽松的衣服邋里邋遢。 瘦下来之后 ，每天不用纠结穿什么， 各种美衣想穿就穿，人也自信开朗不少 。 问她有什么减肥秘笈，她说跳绳啊，管不住嘴，只能迈开腿了。 跳绳 简单好上手 ，重点是燃脂效率高，瘦的快 。 别小看跳绳消耗的热量，有数据显示， 跳绳十分钟≈游泳40分钟≈瑜伽60分钟≈跑步30分钟 。 跳绳居然消耗脂肪朂快，而且还能增强身体协调性。 肥肉影响的不止是体型，还有可能会影响你的美貌。 国民妹妹IU之前胖嘟嘟的，看起来普普通通， 瘦了之后，美貌直接升级好几个level ~ 但，除了运用正确的跳绳姿势，跳绳运动健身朂重要的就是 跳绳的品质 了，因此你需要一款懂你所需的跳绳。 今天小编就给大家安利一款 智能电子计数两用跳绳。 有绳+无绳负重球可自由切换，还自带 ...

| 级别 | | 价格(元) 数量(盒) | 运费 | | --- | --- | --- | --- | | 省级经销商 | 60 | 首批:420盒 | 包邮 | | 市级经销商 | 75 | 首批:180盒 | 包邮 | | VIP客户 | 90 | 首批:20盒 | 包邮 | | 全国统一零售价 | 128 | | 包邮 | 四季优美代理制度 随便果的成分配料表 代理模式与 传销如出一辙 记者以想要加入代理团队为由,咨询了代理商陆女士。她介绍,目前四季优美随便果全国统一零售价为128 元/盒,最低一级为VIP级(三级代理),要批发20盒,批发价为90元/盒；市级代理(二级代理)要批180盒,批发价 随着夏日来临,"减肥"需求迎来高峰期,其中有不少消费者将希望寄托于"随时吃、随时瘦"的减肥产品。 记者发现,如生酮咖啡、压片糖果等产品打着"减肥瘦身、调节三高"等噱头大肆宣传。曾在2016年被媒 体曝光,司法机关定性为传销的"四季优美随便果"等产品仍在市面流通。这些产品不仅涉嫌虚假宣传,更 暗藏健康风险,而多层级代理模式与社交平台隐蔽性,让消费者掉入陷阱。 文/片 张志恒 报道 无证生产、伪造产地 随便果曾 ...

Shares in biopharmaceutical company Viking Therapeutics (VKTX 5.35%) were up by 6.3% at 12:30 a.m. ET today. The move likely stems from the market digesting the previous day's news that Viking had initiated a phase 3 trial of its most promising program in its pipeline, namely VK2375, a treatment for metabolic disorders, including obesity.Why VK2375 is exciting investorsThere are probably two key reasons why the market likes the initiation of a phase 3 trial:VK2375 is a dual GLP-1/GIP receptor agonist simila ...

华夏时报记者 陶炜 南京报道 当诺和诺德的司美格鲁肽依旧在减肥药市场横扫天下之时，又一国产创新药加入了对司美格鲁肽"药 王"地位的挑战。 近日，由北京大学人民医院纪立农教授团队牵头开展的全球首个申报上市的偏向型GLP-1受体激动剂 ——埃诺格鲁肽（Ecnoglutide，曾用名伊诺格鲁肽）注射液，其中国超重或肥胖受试者Ⅲ期临床试验 （SLIMMER）研究成果在第85届美国糖尿病协会（ADA）学术会议上以口头报告发布，该研究全文同 步在线发表在国际顶级医学期刊The Lancet Diabetes & Endocrinology（《柳叶刀》）上。 埃诺格鲁肽报告了数项一流的数据：超过92.8%的患者有效减重，国人48周降幅体重降幅-15.1%。"我们 针对司美格鲁肽的试验在额外加做，正在开展试验，很快会出结果。"该药物的开发公司杭州先为达生 物的董事长助理鲍恺军博士对《华夏时报》记者表示，相关数据已经对司美格鲁肽形成了强力冲击。 《华夏时报》记者注意到，司美格鲁肽的中国专利将在2026年3月20日到期，国内企业如恒瑞医药 （600276）、华东医药（000963）、歌礼制药、翰森制药、信立泰（002294）、石 ...

弘则研究-减肥药下一个爆款在哪里 20250624 摘要 全球减肥药市场潜力巨大，预计未来将达到 1,500 亿美元规模，其中口 服制剂或占据主导地位，达到 800 亿美元。礼来和诺和诺德是市场主要 参与者，但新靶点和给药方式的创新将重塑市场格局。 司美格鲁肽在中国市场销售额显著，但专门减肥版本销售未达预期，可 能因糖尿病版本替代。替尔泊泰已上市，但市场策略相对保守。未来价 格竞争和市场渗透率将是关键。 减肥药的消费属性突出，临床数据并非唯一决定因素。仿制药冲击较小， 用药周期短，停药后体重反弹是挑战。新研发方向包括减少肌肉损失、 降低不良反应、开发口服和超长效制剂。 减肥速度并非越快越好，需平衡安全性。在 GLP-1 和 GIPR 靶点基础上， 剂量和制剂调整可能影响效果和副作用。新靶点如 CCC 和 AMPK 具有 潜力，可减少肌肉下降和调节代谢水平。 安全性是减肥药的关键，尤其对健康人群。肌肉损失的可接受程度需综 合考虑消费品属性和口碑影响。小核酸药物在增肌类产品中展现前景， 其安全性优势可能改变市场格局。 Q&A 当前核心减肥机制基于 GLP-1 和 GIPR 靶点，通过控制中枢神经系统降低食欲， 并 ...

Group 1 - Novo Nordisk is seeking early-stage deals to enhance its next-generation weight loss drug portfolio amid increasing competition in the booming weight loss market [1] - The company faces significant challenges following the global success of its diabetes drugs Ozempic and Wegovy, leading to a substantial decline in its stock price as competitors like Eli Lilly enter the market [1] - Following a series of setbacks, Novo Nordisk announced the dismissal of CEO Lars Fruergaard Jorgensen last month to realign its business strategy [1] Group 2 - The core strategy of Novo Nordisk involves searching for new weight loss therapies and applying them to more obesity-related diseases, highlighted by a recent $2.2 billion collaboration with Septerna to develop drugs for obesity and diabetes [2] - In March, Novo Nordisk committed to pay up to $2 billion to a Chinese biotech company for a drug license similar to Eli Lilly's next-generation weight loss drug retatrutide [2] - The company is exploring areas beyond incretin hormones, which are the basis for its existing blockbuster drugs Wegovy and Ozempic, as well as next-generation drugs CagriSema and amycretin [2] Group 3 - The responsibility of the new product and portfolio strategy head, Ludovic Helfgott, is to align Novo Nordisk's commercial strategy with its long-term goals [3] - The company is focusing on emerging new compounds, particularly amycretin, to assist patients with obesity-related conditions such as sleep apnea, a field previously unexplored by Novo Nordisk [3] - Helfgott emphasized that the company is not dismissing any new drugs and is closely monitoring market dynamics and emerging opportunities [3]