美国联邦医疗保险和医疗补助服务中心（CMS）于周二正式宣布，已就数十亿美元的处方药达成新的 价格协议，将下调包括诺和诺德旗下畅销的减肥及糖尿病药物Ozempic（司美格鲁肽）在内的15种药品 价格。 这是基于拜登政府时期通过的《通胀削减法案》所授权的第二轮药品价格谈判，旨在遏制不断攀升的医 疗成本。 根据彭博与CMS发布的数据，此次谈判中最引人注目的是针对诺和诺德重磅药物Ozempic和Wegovy的 降价措施。政府与药企达成协议，将这两款药物的月度价格从2024年的标价大幅削减71%至274美元。 这一新价格机制计划于2027年生效。美国卫生与公众服务部部长Robert F. Kennedy Jr.在声明中表示，特 朗普总统指示政府竭尽全力降低医疗成本，利用一切可用工具为老年人提供负担得起的医疗服务。 尽管降幅巨大，资本市场的反应却相对冷淡，相关制药巨头的股价未现剧烈波动。市场分析人士指出， 这一结果在很大程度上已被市场消化，且谈判后的最终价格与当前的实际净价相差不远。 此次谈判涵盖的15种药物在2024年占到了美国联邦医疗保险（Medicare）D部分总支出的15%，涉及金 额达425亿美元。据CMS估算 ...

Core Viewpoint - The announcement by former President Trump regarding the potential price reduction of the weight loss drug Ozempic has led to significant declines in the stock prices of Eli Lilly and Novo Nordisk, with both companies experiencing drops of over 4% in early trading [1] Company Summary - Eli Lilly's stock price fell to $783.84, while Novo Nordisk's stock price dropped to $53.66 following Trump's comments [1] - Trump's statement indicated that the price of Ozempic, currently priced at approximately $1,000 per month in the U.S., could be reduced to as low as $150 per month [1] - Eli Lilly's similar drugs include Wegovy and Zepbound, which may also be affected by the pricing discussions [1] Industry Summary - The potential price reduction for Ozempic could significantly impact the pharmaceutical industry, particularly in the weight loss drug segment [1] - The Centers for Medicare & Medicaid Services, represented by Mehmet Oz, clarified that negotiations regarding the drug prices are still ongoing, indicating that the situation remains fluid [1]

Group 1 - The core point of the article is that former President Trump suggested that the price of the weight loss drug Ozempic could drop to $150 per month, causing stock prices of Eli Lilly and Novo Nordisk to decline in after-hours trading [1] - Ozempic is currently priced at approximately $1,000 per month in the U.S., and Trump's statement indicates a potential significant reduction in self-pay prices for these medications [1] - Trump's comments also included similar drugs produced by Eli Lilly, such as Wegovy and Zepbound, which are in the same category as Ozempic [1] Group 2 - The head of the Centers for Medicare and Medicaid Services, Mehmet Oz, quickly clarified that price negotiations for these drugs are still ongoing, indicating that the price reduction is not yet finalized [1]

Core Insights - The application of GLP-1 drugs, particularly Ozempic (semaglutide), has expanded significantly since its introduction seven years ago, with current testing for its effects on Alzheimer's disease by Novo Nordisk [1][2] - A Danish health registry study indicated that diabetes patients using GLP-1 drugs had a 20% lower risk of being diagnosed with dementia compared to those using other treatments, prompting Novo Nordisk to explore the potential of these drugs for Alzheimer's [1] Group 1 - Novo Nordisk is set to release clinical trial results for Ozempic involving over 3,500 mild Alzheimer's patients in early December, with expectations that successful outcomes could revolutionize Alzheimer's treatment [2] - UBS analysts estimate a 10% chance for Novo Nordisk to achieve an additional $15 billion in annual sales from the Alzheimer's treatment market if the trials are successful [2] - Current Alzheimer's medications primarily target amyloid proteins, while semaglutide may work by reducing inflammation and altering glucose utilization in the brain, linking diabetes and dementia risk [2]

Core Viewpoint - A bipartisan group of over 80 U.S. lawmakers is urging the FDA to enhance regulation of the growing market for counterfeit and illegal weight loss drugs, citing rising safety concerns [2][4]. Group 1: Legislative Actions - Lawmakers have sent a letter to the FDA, expressing concern over the surge of illegal and counterfeit anti-obesity medications, particularly generics of GLP-1 drugs like Wegovy and Zepbound [2]. - The initiative is led by Representatives Richard Hudson and Herb Conaway, who are calling for stricter enforcement against illegal weight loss drugs, including monitoring of online retailers and compounding pharmacies [2][4]. - They have requested a written response from the FDA by July 30 to reflect the urgency of the issue [4]. Group 2: FDA's Response and Actions - An FDA spokesperson stated that the agency will work with the HHS to provide a comprehensive response to the lawmakers' concerns, emphasizing the importance of ensuring the safety of the U.S. drug supply [5]. - The FDA has acknowledged the rise of counterfeit GLP-1 drugs in the market and has previously allowed some pharmacies to compound these medications during supply shortages, but this permission has since been revoked as production capacity has increased [5][6]. Group 3: Market Concerns and Risks - Counterfeit drugs are often produced by unlicensed entities using illegally imported ingredients, posing significant health risks to patients [6]. - Some patients are resorting to purchasing raw materials online to compound their medications at home, which is highly risky [6]. - The FDA has confirmed that some hospitalizations may be linked to these counterfeit drugs, although adverse reactions may be underreported [6]. Group 4: Industry Response - Companies like Novo Nordisk and Eli Lilly have been urging consumers not to use compounded or counterfeit GLP-1 products and have taken legal action against telehealth companies providing these products [6]. - There is increasing pressure on federal regulators to balance the rising demand for GLP-1 drugs with the proliferation of counterfeit products, which is becoming a critical challenge for the FDA [7].