Ozempic

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Lilly Down More Than 15% in a Year: Time to Buy, Sell or Hold?
ZACKS· 2025-07-10 15:11
Key Takeaways LLY stock is down 15.7% in a year due to earnings miss, guidance cut and Novo Nordisk's rising momentum. Mounjaro and Zepbound now drive 48% of LLY's revenues, fueled by global launches and improving supply. LLY expects 2025 revenues of $58B to $61B, backed by new drugs.Eli Lilly and Company’s (LLY) stock has declined 15.7% in the past year. The first-quarter earnings miss, guidance cut and some positive developments at rival Novo Nordisk (NVO) were the primary reasons for the dip. The uncer ...
为“减肥针”用户打造的健身课,成了一门新生意
3 6 Ke· 2025-07-09 23:48
以司美格鲁肽(Ozempic)为代表的GLP-1减肥药物,正让减重变得更直接快速,但同时也让健身成为了新的刚需。 因为当病患快速掉磅时,他们也在快速流失肌肉。 与此同时,在药物副作用和部分病人心理负担双重影响下,保持积极的健身习惯也远比想象中困难,这似乎也正是健身行业创新的机遇。 在GLP-1药物更为普遍的美国,已经有不少健身房围绕「减肥针」用户创新课程,抢先吸引这个快速增长的新客群。 图源Future Fit For Business 因为胃口变差,同时还可能有恶心等副作用,减肥针用户很可能因为吃的东西太少导致摄入营养不足,体力也随之变差。加上在经历肌肉流失的人,都会 感到疲惫和无力。身体这样无力不舒服,在维持生活工作之余,仍要去健身简直难上加难。 体重轻了,却不意味着一定更健康 用了九个月「减肥针」后,34岁的Will 给自己设了个新的聚餐规则 —— 选餐厅要找能做大份菜,大家一起分享的,不然别人会发现他吃得真的很少。 原因在于,GLP-1类药物的减重机制在于降低食欲。 GLP-1类药物会让病人在吃更少东西后就感到饱腹,因而创造出热量缺口,最后达成减重的目的。然而,在减掉体重里,有1/4至1/3的重量来自 ...
Novo Nordisk’s Canadian drug patent lapses, opening market for Hims & Her Health
CNBC Television· 2025-07-09 15:50
The company Hims and Hers trying to cash in on a Novo Nordisk mistake north of the border. Our Brandon Gomez joins us on set with those details. Hey Brandon. Hey Leslie.Yes. Look, a $450 mistake that opened floodgates to a billion dollar weight loss market in Canada. Let's get into it.Novo Nordis will lose its exclusive patent on semiglutide, its top selling drug OMIC and WGOi in Canada next January. Why. because someone in the company didn't pay a $450 licensing fee on time.The patent could have lasted unt ...
Hims & Hers to offer generic semaglutide in Canada as Novo Nordisk patent lapses
CNBC· 2025-07-09 13:00
Core Insights - Hims & Hers Health is set to offer generic semaglutide in Canada as Novo Nordisk's patent on Ozempic and Wegovy is expiring in January [1][2] - The company aims to provide affordable and high-quality weight loss care, emphasizing accessibility and personalized care [2] - The Canadian semaglutide market generated $1.18 billion in 2024 and is projected to grow to $4.03 billion by 2035 [4] Company Strategy - Hims & Hers is entering the Canadian market for the first time, joining other drugmakers capitalizing on the expired patent of GLP-1 drugs [2] - The company is collaborating with an approved partner to ensure compliance with local laws and regulations regarding the generic semaglutide [5] Market Context - Generic semaglutide is a copy of the brand-name drugs Ozempic and Wegovy, offering the same efficacy and safety standards once the patent expires [3] - The approval process for generic semaglutide is underway in Canada, although no generic version has been approved yet [4][5]
复方药影响趋缓+口服药在即 诺和诺德(NVO.US)市值腰斩后迎来价值重估
Zhi Tong Cai Jing· 2025-07-07 03:23
诺和诺德(NVO.US)作为欧洲制药巨头,当前市值约3100亿美元,业务聚焦糖尿病与肥胖症护理、罕见疾病两大领域,TTM综合营业额达440亿美元。近期其 股价经历剧烈回调,较历史高位缩水超52%,这一跌幅堪称公司历史上最陡峭的调整之一。 尽管市场情绪悲观,但当前或许是审视这家被显著低估的制药龙头,把握潜在反弹机会的合适时机。本文认为,围绕美国市场定价压力与CagriSema临床试 验的担忧存在过度解读,诺和诺德有望在1-2年内重返120美元上方,为具备成长价值的投资者(GARP型)创造显著收益空间。 财务表现印证公司基本面稳健 2025年第一季度销售额达118.3亿美元,同比增长25.85%,基本符合市场预期。核心产品Ozempic在糖尿病领域保持稳定增长,Wegovy则呈现爆发式扩张, 美国市场销售额激增40%,国际市场更达137%。 目前全球仅4600万患者接受治疗,这一数字相较潜在需求仍有巨大提升空间。非GAAP每股收益同比增长20.7%,虽略低于营收增速,但仍超出市场预期近 7%,创2021年以来最高超预期幅度之一。尽管管理层下调全年销售额增长指引至13%-21%,但市场过度聚焦于此,忽视了监管环境改 ...
世界卫生组织:司美格鲁肽等GLP-1具有“变革性”潜力
GLP1减重宝典· 2025-07-06 07:11
整理 | GLP1减重宝典内容团队 这些言论是周三在JAMA的一篇评论文章中发表的,由世卫组织官员Jeremy Farrar、Francesco Branca和Francesca Celletti撰写。 在文章中,专家们称肥胖是一个"大流行"的公共卫生问题, 影响全球10多亿人,几乎每个国家的病例都在增加。2019年,肥胖相关的非传染性 疾病夺走了500万人的生命。到 2030 年,全球肥胖相关成本可能达到 3 万亿美元 。 据世界卫生组织称,GLP-1受体激动剂目前正以高度医疗化的方式使用。 医疗保健系统需要制定更全面的解决方案,重点关注健康促进、疾病 预防和政策干预。 世界卫生组织官员认为, GLP-1 肥胖疗法的迅速崛起为该行业和医疗保健系统提供了对抗肥胖大流行的有力武器,但目前 的部署方式有可能无法实现这一目标。 在此背景下,GLP-1 受体激动剂的兴起和日益普及可能会对肥胖护理产生"变革性"影响,为各国卫生系统提供有效的药物治疗选择。 "然而,单独的药物治疗不足以解决肥胖危机,"世卫组织官员写道,并补充说,医疗保健系统必须采取整体应对措施,"确保普遍提供预防、治 疗和管理疾病的服务,使之易于获得、负 ...
备孕、怀孕期间服用司美格鲁肽安全吗?一文看懂!
GLP1减重宝典· 2025-07-03 03:34
如果您怀孕了或者正准备怀孕,您需要了解以下关于使用 GLP-1 药物治疗 2 型糖尿病或肥胖症的信息。 胰高血糖素样肽 1 (GLP-1) 受体激动剂,如 Ozempic (semaglutide) 和 Trulicity (dulaglutide),越来越多地用于治疗 2 型糖尿病,在某些情况 下,还用于减肥。如果您患有 2 型糖尿病,您的医生甚至可能提到过尝试其中一种较新的药物。 但是,如果您怀孕或试图怀孕,这些药物可以 安全使用吗? 整理 | GLP1减重宝典内容团队 研究人员发现,与母亲在怀孕期间注射胰岛素控制糖尿病相比,母亲使用 GLP-1 药物所生的孩子患先天性缺陷的风险并没有增加。 虽然研究 结果令人鼓舞,但研究人员指出,还需要更多的证据才能排除 GLP-1 对胎儿的潜在风险,而且他们的研究只是迈出了了解这些药物如何影响儿 童发育的第一步。 在另一项于2023 年发表在《内分泌学前沿》上的研究中,研究人员回顾了 39 项独立研究,这些研究考察了 GLP-1 激动剂和另一种用于治疗 2 型糖尿病和体重管理的药物(称为SGLT2 抑制剂)在怀孕和哺乳期间对后代结果的影响。研究发现, GLP-1 的使 ...
2 Growth Stocks to Buy Hand Over Fist in July
The Motley Fool· 2025-07-02 08:01
GLP-1 agonists, a type of drug used to treat diabetes and weight loss, could be the hottest growth story in healthcare today. Experts at Morgan Stanley estimate that the market could grow to a $150 billion opportunity over the next decade, representing a tenfold increase from its sales last year. Eli Lilly (LLY -0.40%) has captured approximately 35% of the GLP-1 market, alongside arch-rival Novo Nordisk, the current market leader at 65%. However, Eli Lilly could gain on, perhaps even surpass, its rival over ...
X @Bloomberg
Bloomberg· 2025-07-01 23:42
Biocon plans to file for regulatory approvals of generic versions of Novo Nordisk A/S’s Ozempic and Wegovy in key markets https://t.co/4nfmYEbfo6 ...
Novo Nordisk: The Pullback Is Noise - The Buy Case Is Stronger Than Ever
Seeking Alpha· 2025-07-01 16:30
Whoever missed the ozempic or overall GLP-1 wave the first time, which led to large gains in NVO stock, now has a second chance to get in due to the stock's downturn. In February, I wrote a Novo Nordisk (I objectively search for undervalued stocks of any size across a wide variety of industries using quantitative methods that I've thoroughly backtested for success. I believe the numbers are more important than the story (most of the time), as they tend to paint a more realistic picture of the company’s pros ...