Key Takeaways NVO recently gained FDA approval and launched oral Wegovy, the first GLP-1 RA pill for weight management.NVO beat Eli Lilly to market with an oral obesity drug, gaining an edge as GLP-1 competition intensifies.Novo Nordisk filed for CagriSema, a next-gen combo injection for obesity, with FDA review expected in 2026.Novo Nordisk (NVO) shares have surged 18.8% in the past month. The stock price gain was primarily induced by the much-anticipated FDA approval of NVO’s Wegovy pill (once-daily oral ...

Key Points Eli Lilly and Novo Nordisk make the world’s most popular weight loss drugs. These injectable products have generated double-digit growth, with revenue reaching blockbuster levels. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) have seen revenue climb in recent years thanks to their expertise in one particular area: weight loss drugs. The companies are leaders in this market that analysts expect to reach nearly $100 billion by 2030. Today, they ...

替尔泊肽是一种基于GIP序列改造的多肽，是目前研究进展最快的GLP-1/GIP双受体激动剂，也是GIP受体激动剂中的领军药物。临床试验表 明，替尔泊肽在控制血糖和减轻体重方面优于GLP-1单一受体激动剂司美格鲁肽。那么，它能否成为减重手术的替代方案？ 整理 | GLP1减重宝典内容团队 自美国食品和药物管理局于 2021 年中期批准 Wegovy（第一种旨在减肥的 GLP-1 药物）以来，该药物以及 Ozempic、Mounjaro 和 Zepbound 等相关 GLP-1 药物的销量飙升。 快速减肥一直是这些药物的标志，其作用在于让人们更早感到饱腹。在 GLP-1 问世之前，饮食和运动或减肥手术是肥胖美国人减肥的主要途 径。然而"Ozempic 时代"可能已经改变了这一切。据传闻，在美国，由于需求减少，卫生系统已经关闭了部分医院的代谢减肥手术项目。实践 中，政策制定者和临床医生应继续密切监测药物治疗和手术治疗肥胖症之间的权衡，以确保获取有效的肥胖症治疗的最佳途径。 ▍ GLP-1RA使用量激增，同期减肥手术数量锐减 美国的研究发现，司美格鲁肽和其他减肥药的兴起正在改变体重管理的格局。这些药物为想要减肥的人提 ...

Caduceus symbol on trading floor with rising stock charts, highlighting healthcare stocks and market momentum. Key Points After years of trailing the S&P 500, health care has rebounded, leading all other sectors with a 19% gain over the past six months. The bullish case for that rally to continue involves America’s GLP-1 drug obsession and incredibly low health care stock valuations.   The Vanguard Health Care ETF provides broad exposure and is off to a strong start in 2026. Interested in Vanguard Hea ...

Key TakeawaysElon Musk has accused the UK government of being "fascist" amid threats to block his social media platform X over AI-generated sexualized images from its Grok tool, signaling an escalating clash over online content regulation.Nvidia (NVDA) CEO Jensen Huang unveiled "Alpamayo" at CES, an open-source AI platform designed to bring human-like reasoning to autonomous driving, with deployment expected in Mercedes-Benz vehicles in Q1 2026.Weekend market updates show minor gains across major indices li ...

1月8日，据英国金融时报消息，这项于周三发表在《英国医学杂志》（BMJ）上的分析涵盖了超过9000 名参与者的数据。研究结果进一步证实，对于许多使用Ozempic、Wegovy和Mounjaro等药物的用户而 言，要在停药后维持显著的减重效果及相关的健康红利面临极高难度。数据表明，停药后的体重反弹不 仅普遍，且速度极快，健康指标的恶化甚至早于体重的完全恢复。 报道指出，专家警告称，随着未来几年数以百万计的用户可能停止使用这些热门药物，各国卫生当局亟 需制定应对计划。牛津大学公共卫生营养科学家Susan Jebb指出，肥胖是一种慢性复发性疾病，要想维 持治疗收益，必须确保持续性的某种干预措施。 此外，另一项周四发表的研究揭示了此类药物在缺乏专业指导下的潜在副作用。研究发现，自行购买药 物的用户面临营养不良和肌肉流失的风险，这表明在追求减重的过程中，部分患者可能正面临"用一种 健康问题通过另一种健康问题来替代"的风险。 一项基于广泛研究回顾的最新预测显示，停止服用抗肥胖药物的患者将在两年内恢复至原有体重，同时 失去药物带来的心脏健康、胆固醇水平和血压改善等主要收益。 格拉斯哥大学（University of Gl ...

In mid-2024, I covered Novo Nordisk A/S ( NVO ) when its growth path seemed restrained by its capacity to produce enough Wegovy and Ozempic to meet demand, and the Catalent acquisition wouldI have more that 35 years of experience in the investment field having worked as a sell & buy side analyst and portfolio manger for debt and equity funds. I am currently managing a high yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundamental view and analysis of companies and funds in a ...

Core Viewpoint - The article discusses the growth challenges faced by Novo Nordisk A/S, particularly in relation to the production capacity of its popular drugs Wegovy and Ozempic, and mentions the potential impact of the Catalent acquisition on addressing these challenges [1]. Group 1: Company Overview - Novo Nordisk A/S is currently experiencing growth constraints due to its ability to produce sufficient quantities of Wegovy and Ozempic to meet increasing demand [1]. Group 2: Market Position - The acquisition of Catalent is highlighted as a strategic move that could potentially enhance Novo Nordisk's production capabilities, thereby supporting its growth trajectory [1].

Key Points These stocks all pay more than 3% in dividends. They have modest valuations that look dirt cheap when compared to the S&P 500. Their growth prospects may also be better than they appear at first glance. 10 stocks we like better than Novo Nordisk › Want some good, cheap stocks to buy for the new year? The ones that I've listed below all trade below $100 a share, are cheap with respect to their earnings, and offer a mix of value, dividends, and growth. Novo Nordisk (NYSE: NVO), Comcast ( ...

布莱恩·利安创立上市公司Viking Therapeutics，专注于代谢疾病领域治疗。如今，该公司有多款减肥药处于 研发阶段，且恰逢胰高血糖素样肽-1（GLP-1）市场蓬勃发展，这家公司已成为医药巨头争夺千亿美元潜 在市场的热门并购目标。 布莱恩·利安在华尔街担任分析师近十年后，一场会面彻底改变了他的人生轨迹。 那是2012年，当时他正追踪多家研发代谢疾病药物的中小盘生物科技公司。在与几位制药行业高管会面 时，对方提及公司有意授权转让部分近期收购的糖尿病候选药物。 正是这次谈话，让他下定决心放弃华尔街生涯，放手一搏。现年60岁的利安此前从未有过创业经历，但他 成功说服了Ligand Pharmaceuticals：这家公司不仅授权给他5款药物，还向他的新创公司投资250万美元， 助其启动运营。 01 如今，他创办的总部位于圣迭戈的Viking Therapeutics，已成为一家市值40亿美元的上市药物研发企业，在 炙手可热的减肥药领域拥有核心候选药物。尽管公司仍在继续研发脂肪肝等代谢疾病疗法，但研发管线中 的关键产品是一款新一代GLP-1减肥药——目前注射剂型已进入III期临床试验，口服剂型处于II期临床 ...