Lange补充道："我们对这些数据感到兴奋，这是下一代胰淀素疗法首个3期临床数据，结果展现出前 景，我们期待在专门的3期RENEW项目中进一步验证Cagrilintide的潜力。" 周二，诺和诺德(NVO.US)涨逾2%，报57.12美元。消息面上，9月16日，诺和诺德表示，其新型减肥药 Cagrilintide在一项晚期临床试验中展现出良好结果。诺和诺德称，一项三期试验的早期分析显示，每周 一次的Cagrilintide单药注射在68周后帮助患者平均减重11.8%，而安慰剂组仅为2.3%。 诺和诺德首席科学官、研发执行副总裁Martin Holst Lange在声明中表示："在我们的临床试验中， Cagrilintide实现了显著减重，其机制不同于已批准的肥胖药物，并且耐受性良好。" Cagrilintide是一种新型减肥疗法，与现有的GLP-1类药物(如诺和诺德的司美格鲁肽和礼来的替尔泊肽) 不同，它是一种长效胰淀素类似物，通过模拟与胰岛素在胰腺中共同分泌的激素来增加饱腹感。 ...

Core Viewpoint - Novo Nordisk has made a significant investment of $2 billion to acquire global rights for the development, manufacturing, and commercialization of UBT251 from United Pharmaceuticals, indicating its ambition in the weight loss sector beyond its existing product, semaglutide [1][2][3]. Group 1: Investment and Agreements - Novo Nordisk entered into an exclusive licensing agreement with United Pharmaceuticals, acquiring rights to UBT251, a triple agonist targeting GLP-1, GIP, and glucagon receptors, which is currently in early clinical development [2][3]. - The agreement allows Novo Nordisk to develop and commercialize UBT251 globally, excluding mainland China and certain regions, with United Pharmaceuticals retaining rights in those areas [2][3]. - United Pharmaceuticals is set to receive an upfront payment of $200 million and up to $1.8 billion in potential milestone payments based on development and sales achievements [2][3]. Group 2: Clinical Data and Product Potential - UBT251 has shown superior efficacy in preclinical models for kidney damage compared to semaglutide, particularly in improving markers of renal injury [3][4]. - The drug is being tested for a wide range of indications, including obesity, type 2 diabetes, and chronic kidney disease, with ongoing clinical trials in various populations [3][4]. Group 3: Market Landscape and Competition - The global anti-obesity drug market is projected to reach $100 billion by 2030, attracting numerous competitors [5][6]. - Novo Nordisk's semaglutide has established a leading position in the market, with significant sales figures, while other companies like Eli Lilly and Merck are also developing competing products [5][6][7]. - Recent collaborations by major pharmaceutical companies, such as Roche and AbbVie, indicate a growing interest in long-acting insulin analogs and other innovative treatments for obesity [6][7].