路透社获取的一份内部备忘录显示，丹麦减肥药巨头诺和诺德的美国公共事务负责人已离职。目前，该 公司正全力扭转其在核心市场的经营颓势。 在利润丰厚且竞争激烈的减肥药物市场，诺和诺德正与美国竞争对手礼来公司展开激烈角逐。 此次离职事件此前未被媒体报道，离职的是诺和诺德美国公共事务负责人珍妮弗・达克。此前，该公司 首席执行官迈克・杜斯塔德推动了一轮大规模全球业务重组，涵盖各部门与地区，计划裁员 9000 人， 达克的离职正是在此背景下发生。有消息人士称，这份备忘录于上周晚些时候发送给公司员工。 这场范围更广的改革为新员工入职铺平了道路，例如去年 11 月，美国制药行业资深高管格雷格・迈利 就加盟诺和诺德，担任公司全球企业事务负责人。 备忘录称，曾担任美国知名民主党参议员高级顾问的达克，"已做出个人决定，离开诺和诺德，寻求公 司外部的其他发展机会"。 备忘录还指出，克里斯・珀尼将立即担任美国公共事务团队临时负责人。珀尼的领英主页显示，他目前 担任诺和诺德政府事务执行董事。 过去一年，诺和诺德在市场竞争中不敌礼来，销售增速放缓，其拳头产品肥胖症与糖尿病药物的定价及 可及性问题，在美国市场引发密切关注。该公司于本周一推出了 ...

Core Viewpoint - The rising global obesity rates are leading to increased risks of diseases such as type 2 diabetes and cardiovascular diseases. GLP-1 class weight loss drugs, particularly Semaglutide, are rapidly gaining popularity and transforming the obesity treatment landscape [2][11]. Group 1: Clinical Study Overview - A clinical study published in the New England Journal of Medicine evaluated the efficacy and safety of oral Semaglutide at a dose of 25 mg for weight management in overweight or obese adults without diabetes over a 71-week period [2][3]. - The study involved 307 participants from 22 centers in Canada, Germany, Poland, and the USA, randomly assigned to receive either oral Semaglutide or a placebo [5]. Group 2: Weight Loss Results - By week 64, participants taking oral Semaglutide experienced an average weight loss of 13.6%, compared to 2.2% in the placebo group, resulting in a difference of 11.4 percentage points [7]. - The proportion of participants achieving weight loss of at least 5% was 79.2% in the Semaglutide group versus 31.1% in the placebo group [7]. Group 3: Cardiovascular and Metabolic Improvements - Oral Semaglutide showed significant advantages in various cardiovascular and metabolic risk factors, including reductions in body weight, waist circumference, and improvements in glycemic control [8]. - Among participants with prediabetes, 71.1% in the Semaglutide group normalized their blood sugar levels by week 64 [8]. Group 4: Safety and Adverse Events - Adverse events were reported in 93.1% of the Semaglutide group compared to 85.3% in the placebo group, with gastrointestinal events being the most common [8]. - The incidence of nausea was 46.6% in the Semaglutide group versus 18.6% in the placebo group, while vomiting rates were 30.9% and 5.9%, respectively [8]. Group 5: Conclusion and Future Implications - The study concluded that a daily oral dose of 25 mg Semaglutide is an effective weight management option for overweight or obese adults and may provide a non-injection alternative for GLP-1 based treatments [11]. - This research lays the groundwork for further formulation testing of this significant weight loss medication, potentially leading to more user-friendly oral tablet forms [11].

Group 1: Hong Kong Stock Market Highlights - NIO-SW (09866) rose over 9% ahead of the NIO Day 2025 event on September 20, where the new ES8 will be launched [1] - Home appliance stocks collectively increased, with Haier Smart Home (06690) up over 4%, Hisense Home Appliances (00921) nearly 3%, and Midea Group (00300) up nearly 1%, as retail sentiment improved with the arrival of the third batch of national subsidies in August [1] - Baidu Group (09888) surged over 16% following a strategic cooperation framework agreement signed with China Merchants Group in Shenzhen on September 15 [1] - Guofu Hydrogen Energy (02582) fell over 4% after signing a cooperation agreement with South Korea's Hylium Industries, focusing on hydrogen energy systems [1] - Aneng Logistics (09956) rose nearly 1% after Morgan Stanley issued its first research report on the company, giving it an "overweight" rating [1] - Lingbang Group (02230) increased over 10% after announcing the establishment of a new subsidiary, Medialink Japan, set to launch on August 8, 2025 [1] Group 2: Sector Performance - Hesai Technology (02525) declined nearly 2% despite a "buy" rating from CMB International, which raised revenue forecasts for 2026-2027 by about 2% and net profit forecasts by 6%-7% [2] - Gold stocks collectively fell, with Chifeng Jilong Gold Mining (06693) down over 4%, Lingbao Gold (03330) down over 4%, Zhaojin Mining (01818) down over 3%, and Zijin Mining (02899) down over 2%, influenced by the Federal Reserve's interest rate outlook and the performance of the Chinese stock market [2] - Cement stocks experienced a downturn, with Dongwu Cement (00695) down over 12%, Western Cement (02233) down over 2%, Huaxin Cement (06655) down over 1%, and Anhui Conch Cement (00914) down over 1%, as August cement production fell 6.2% year-on-year to 148 million tons, indicating weak demand in the off-season [2] - Gilead Sciences-B (01672) rose over 1% after reporting results from its ASC30 oral small molecule GLP-1R agonist study at the 61st European Association for the Study of Diabetes annual meeting [2] Group 3: US Stock Market Highlights - Webtoon (WBTN.US) surged 39.04% after Disney announced plans to acquire a 2% stake and collaborate on a digital platform for Disney comic content [3] - Tesla (TSLA.US) rose 2.82% as Elon Musk announced plans for a technical evaluation of the AI5 chip design and a meeting regarding AI/autonomous driving systems [3] - Oracle (ORCL.US) increased 1.49% amid reports that it may play a key role in a potential TikTok deal that would allow the platform to continue operating in the US [3] - Yum China (YUMC.US) rose 2.23% as Morgan Stanley highlighted its resilient earnings and stable shareholder returns, maintaining an "overweight" rating [3] - Taiwan Semiconductor Manufacturing Company (TSM.US) increased 0.57% as Nvidia considers adopting TSMC's advanced process for future production [3] - Micron Technology (MU.US) rose 0.67% with reports of a potential 30% price increase for storage products, leading several major firms to raise their target prices ahead of earnings [3] Group 4: Additional US Stock Highlights - Trip.com (TCOM.US) rose 3.32% after completing the acquisition of Key Travel, with reports of increased travel intentions among residents during the upcoming Mid-Autumn Festival and National Day holidays [4] - Pinduoduo (PDD.US) increased 1.31% as Goldman Sachs reported a recovery in GMV for its Temu platform, with monthly active users growing by 20% [4] - Novo Nordisk (NVO.US) rose 2.84% after announcing that its oral semaglutide has been approved by European regulators for reducing cardiovascular risks [4] - NetEase (NTES.US) increased 1.45% as Goldman Sachs noted strong performance driven by popular games and expected sales growth in Q3 [5] - Apple (AAPL.US) rose 0.61% as Goldman Sachs indicated strong pre-order demand for the iPhone 17, supporting an 8% growth forecast for iPhone revenue in Q4 [5]

Core Viewpoint - Novo Nordisk (NVO.US) shares rose over 2%, reaching $56.78, following the approval of oral semaglutide by European regulators for reducing cardiovascular death, heart attack, and stroke risks [1] Company Developments - Novo Nordisk announced that its oral version of semaglutide has received approval from European regulatory authorities [1] - The company plans to seek FDA approval for a high-dose version of its popular weight loss drug, semaglutide (Wegovy) [1]

Core Insights - Meituan has launched the weight loss drug Masitide injection (brand name: Xin'ermei) on its self-operated pharmacy platform, marking another exclusive online debut of GLP-1 drugs following oral versions of Semaglutide and Tirzepatide [1][3] - Masitide is the world's first approved GCG/GLP-1 dual receptor agonist for weight management, showing a maximum weight loss of 21% over 20 weeks in clinical trials [3] - The global GLP-1 drug market is projected to exceed $60 billion by 2025, with China's market expected to reach $4.5 billion and an annual growth rate of over 28% [3] Company Developments - Meituan has upgraded its transportation equipment to ensure the quality of GLP-1 drugs during delivery, utilizing specialized temperature-controlled transport boxes [1] - The self-operated pharmacy has introduced a "no weight loss, no pay" service and online consultations with top-tier hospital doctors to enhance user experience in weight management [3] Product Features - Masitide's injection device offers improved convenience and safety, featuring a needle-free design and innovative X-section technology for painless injections [3] - The dual-target mechanism of Masitide not only enhances weight loss effects but also significantly reduces visceral fat by up to 80% and improves metabolic issues such as hypertension and hyperglycemia [3]

Group 1 - The newly approved weight loss drug, Marsutide injection, has been launched on Meituan's self-operated pharmacy platform [1] - Alongside the previously launched oral versions, Semaglutide and Tirzepatide, these three drugs will compete on the Meituan platform [1]