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FDA承诺重拳出击仿制减肥药灰产 诺和诺德(NVO.US)礼来(LLY.US)股价反弹
智通财经网· 2026-02-06 10:45
Group 1 - Novo Nordisk's stock price surged over 5% in early European trading after the FDA committed to addressing the large-scale marketing of unapproved weight loss pills, recovering some of the losses from the previous two trading days [1] - In pre-market trading, Novo Nordisk's ADR (NVO.US) rose by more than 8%, while Eli Lilly (LLY.US) rebounded nearly 4% after a previous drop of almost 8% [1] - The FDA's Director, Marty Makary, announced on social media that the agency would take swift action against companies marketing illegal generic weight loss drugs, emphasizing the inability to verify the quality, safety, or efficacy of unapproved medications [1] Group 2 - Wegovy Pill, the world's first oral macromolecule drug for weight loss, was launched in the U.S. at the beginning of the year and quickly became a star product in the obesity market, with prescriptions increasing from 3,071 in the first four days to over 18,000 by January 16, and further to 26,109 by January 23, demonstrating strong market momentum [2] - Patients with chronic diseases, including obesity and diabetes, tend to prefer oral medications over injections, which is crucial for treatment adherence and achieving therapeutic efficacy [2]