Key Takeaways NVO reports amycretin drove notable weight loss versus placebo in type 2 diabetes patients.Subcutaneous and oral amycretin cut HbA1c levels by up to 1.8% and 1.5% by week 36, respectively.Both formulations were generally well tolerated, with phase III plans on amycretin set for 2026.Shares of Novo Nordisk (NVO) were up 4.7% yesterday, after the company announced positive data from a phase II study evaluating its investigational pipeline candidate, amycretin, in people with type 2 diabetes.The ...

The weight loss drug market may approach almost $100 billion by the end of the decade.The words "Ozempic" and "Wegovy" almost have become household names as these products have changed the lives of many – from our own friends and family to celebrities. These drugs, prescribed for weight loss, have been in high demand, and this has driven revenue of drugmaker Novo Nordisk (NVO +4.65%) higher over time.But in recent quarters, Novo has lost some ground to rival Eli Lilly, the maker of Mounjaro and Zepbound -- ...

当地时间11月24日，诺和诺德宣布，公司的Ozempic口服版本在两项大型临床试验中未能减缓阿尔茨海默病进 展，这一被视为长远投资的尝试宣告失败。基于认知评估结果，服用该药物的患者并未出现显著好转。 消息公布后，诺和诺德股价周一在丹麦哥本哈根交易所一度暴跌超12%，触及2021年7月以来最低水平。当天 美股开盘后，其股价一度暴跌超9%，截至收盘，跌5.58%，总市值缩水至1996亿美元。 超级巨头突遭猛烈抛售。 美东时间11月24日，丹麦制药巨头诺和诺德美股股价遭遇重挫，盘中一度暴跌超9%。其股价当天在丹麦哥本 哈根交易所更是一度暴跌超12%。美股周二盘前，诺和诺德股价再度小幅走弱，现跌0.36%。消息面上，该公 司最新公布的临床试验数据显示，使用司美格鲁肽治疗早期阿尔茨海默病未见显著疗效，数千名参与研究的患 者均未出现明显改善。 有分析指出，对诺和诺德而言，阿尔茨海默病试验失败意味着又一起重大挫折。受下一代减肥药效果不及预 期、竞争对手蚕食市场份额等一系列利空消息影响，其股价年内累计跌幅已超46%。相比之下，诺和诺德在减 肥药领域的头号竞争对手——礼来公司股价则持续走高，成为第一家市值突破1万亿美元的制药公 ...

for more on Novo and Pharmaceutical spring and Guggenheim's biotech analyst Sheamus Fernandez. Sheamus, your take on the Novo results. Uh yeah, so I guess it's not too surprising to the overall market uh what happened here.This was a high-risisk reward clinical study for Nova Nordisk. Um it was well communicated by the company that way. But that being said, uh the company has had a lot of challenges this year, largely from competition from Eli Liy, but it also faces pretty challenging year in 2026 and poten ...

Key Points Eli Lilly has a dominant share of the huge and expanding GLP-1 drug market. Its GLP-1 drugs will soon be partially covered by Medicare. Lilly is close to releasing a pill form of its best-selling drug. 10 stocks we like better than Eli Lilly › Just a handful of companies have entered the rarefied trillionaire club. So far, it's been limited to huge technology companies like the Magnificent Seven, plus oil giant Saudi Aramco and Warren Buffett's conglomerate Berkshire Hathaway. But last ...

Eli Lilly’s market capitalisation hit the $1tn mark in the past week, becoming the first healthcare company in the world to join the exclusive club dominated by technology companies. Buoyed by unprecedented demand for its weight loss drugs, the US drugmaker hit the trillion-dollar mark for the total value of its shares on 21 November. Share price in Lilly closed at $1,059.70 on 21 November, reflecting a 27% increase since January 2025. By trading at market open 24 November, share prices retreated slightl ...

Eli Lilly logo on modern glass office building facade with partly cloudy sky, South San Francisco, California, October 16, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesEli Lilly’s stock (NYSE: LLY) soared nearly 50%, in the past six months, driven not only by outstanding earnings and a notable margin increase, but also by reaching a $1T market cap and excitement surrounding revolutionary GLP-1 and oral drug potentials. Let’s explore the factors behind this extraordinary surge. Sep ...

Financial giants have made a conspicuous bullish move on Eli Lilly. Our analysis of options history for Eli Lilly (NYSE:LLY) revealed 46 unusual trades.Delving into the details, we found 41% of traders were bullish, while 32% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $616,686, and 41 were calls, valued at $2,414,792.Predicted Price RangeTaking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range ...

Key Takeaways Novo Nordisk unveiled limited-time $199 pricing for new Wegovy and Ozempic self-pay patients.Pricing shifts follow an agreement to expand U.S. access and move patients toward FDA-approved treatments.Novo Nordisk seeks to regain share from Lilly as compounded products pressure demand and guidance cuts.Last week, Novo Nordisk (NVO) announced that its popular semaglutide-based GLP-1 injections, Wegovy (for obesity) and Ozempic (for diabetes), will be offered at a limited-time price of $199 per m ...

来源：市场资讯 （来源：ETF万亿指数） 上周五，礼来公司市值突破1万亿美元，成为全球首家达成这一里程碑的制药企业。 这不仅体现了其减重药物替尔泊肽的巨大商业成功，更对全球创新药行业产生了深远的标杆效应和激励 作用，预示着创新药赛道价值重估和新一轮发展机遇的到来。 礼来公司股价自8月8日触及约600美元的阶段性低点（彼时市值仅5920亿美元）以来，短短三个多月 内，涨幅近70%。 全球制药公司市值前20的公司中，礼来市值几乎是第二名强生（JNJ）的两倍，形成了显著的头部断 层。 | 全球制药公司市值前20 | | | | | --- | --- | --- | --- | | 排名 | 名称 | 总市值 (亿美元) | 简介 | | 1 CO TUX | LLY | 10018 | 以研发糖尿病和癌症药物闻名的跨国制 药公司。 | | 2 J&J | 强生 INI | 4913 | 全球最大的医疗健康产品制造商,业务 涵盖制药、医疗器械和消费品。 | | 3 O DBBV | | 4176 | 专注于免疫学、病毒学等领域的生物制 药公司,知名产品包括修美乐。 | | 4 < Roche > | 罗氏 ROG. ...