The U.S. Centers for Medicare and Medicaid Services (CMS) on Tuesday announced that it has secured lower prices for 15 of its highest‑cost medications, resulting in substantial annual savings on prescription expenses.Drug Price Reductions Under Biden’s IRA Now Include Weight-Loss DrugsThe new prices will take effect in 2027, and the negotiated prices include a monthly cost of $274 for Novo Nordisk’s (NYSE:NVO) popular GLP-1 drug, semaglutide, sold as Wegovy, Ozempic, and Rybelsus.Other drugs that saw signif ...

Key Takeaways NVO's Phase III evoke studies showed Rybelsus failed to slow AD progression versus placebo.Rybelsus improved AD-related biomarkers but showed no measurable impact on disease progression.Novo Nordisk will halt the extension phase and present top-line data in December with full results in 2026.Novo Nordisk (NVO) reported disappointing top-line data from the two-year primary analysis of two late-stage studies evaluating Rybelsus (oral semaglutide 14 mg) for early-stage symptomatic Alzheimer’s dis ...

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 ...

【导读】诺和诺德股价大跌超12% 中国基金报记者 安曼 流年不利的诺和诺德，盘前再度暴跌！ 11月24日，诺和诺德美股盘前直线下挫，一度跌超12%。 消息面上，诺和诺德今日公布了针对早期症状阿尔茨海默病的EVOKE和EVOKE+ 3 期试验 的 主要分析结果。 基于此疗效结果，诺和诺德将终止这两项试验中原计划为期一年的延长期研究。 诺和诺德公司表示，根据认知评估结果，EVOKE和EVOKE+试验未能证实司美格鲁肽在减缓 阿尔茨海默病进展方面优于安慰剂。尽管在这两项试验中，司美格鲁肽治疗改善了与阿尔茨 海默病相关的生物标志物，但这并未转化为延缓疾病进展的效果。 同日，一直在开发不同 阿尔茨海默症 药物的Biogen则盘前涨超6%。 突发黑天鹅 两大"减肥巨头"盘前暴跌 诺和诺德对阿尔茨海默病的研究早已开始。 2022年8月，诺和诺德在官微中表示，GLP-1RA可降低全因痴呆和阿尔茨海默病相关痴呆的 风险，GLP-1RA显示出影响神经炎症和其他通路的潜力，可能会减轻阿尔茨海默病的神经退 行性变。 2023年10月，诺和诺德在官微中透露，司美格鲁肽用于治疗阿尔茨海默病的大型3期临床试 验 正在进行中 。 最近几年， ...

Shares in Novo Nordisk, the Danish firm best known for its Wegovy and Ozempic weight loss drugs, have plunged after it called a halt to closely-watched trials on a treatment for Alzheimer's disease.The company had been testing whether a key ingredient in the drugs could slow progression of the brain disorder. Novo Nordisk, which began the trials two years ago, had always treated the study as an outside bet but one which had the potential to land big rewards, if successful, as earnings from its core diabetes ...

诺和诺德周一表示，其备受关注的口服版本司美格鲁肽在阿尔茨海默病方面的最新试验未能减缓这一神经退行性疾病的进展，这一结 果对这家减重药物巨头构成打击，并导致股价下滑。公司此前将该研究称为"彩票式机会"，强调结果存在高度不确定性，同时试验旨 在评估该药物能否减少患者的认知衰退。 此次失利终结了诺和诺德希望借阿尔茨海默病开辟GLP-1药物新市场的可能性，尤其是在其肥胖和糖尿病核心业务竞争不断加剧的背 景下。诺和诺德股东Storebrand资产管理公司投资经理Erik Berg-Johnsen对路透表示，这一失败很可能"为公司在阿尔茨海默领域的探 索钉上最后一颗钉子"。他指出，试验在原计划持续三年的情况下提前在两年时停止，表明司美格鲁肽几乎未能提供任何减缓病情进展 的效果。 整理 | GLP1减重宝典内容团队 这项试验备受关注，市场希望借此判断广泛用于糖尿病和体重管理的GLP-1药物是否可能对阿尔茨海默病产生影响。此次研究对象为 Rybelsus，这是一种仅获批用于2型糖尿病的口服药物，与诺和诺德的Ozempic和Wegovy含有相同活性成分。 公司此前将阿尔茨海默病项目称为"彩票式机会"，凸显其高潜力与高不确定性并 ...

Core Insights - Novo Nordisk announced top-line results from the phase 3 evoke and evoke+ trials for oral semaglutide in early-stage symptomatic Alzheimer's disease, involving 3,808 adults [1][2] - The trials did not show superiority of semaglutide over placebo in slowing Alzheimer's disease progression, despite improvements in biomarkers [2][4] - The decision to explore semaglutide for Alzheimer's was based on real-world evidence and previous studies, although the likelihood of success was considered low [4] Study Details - The evoke and evoke+ trials were randomized, double-blind, and placebo-controlled, focusing on patients aged 55-85 with mild cognitive impairment or mild dementia due to Alzheimer's [3][7] - Semaglutide was administered at a dose of 14 mg once daily, with a total of 1,855 and 1,953 participants randomized in the two trials respectively [7] - The primary measure of efficacy was the change in Clinical Dementia Rating – Sum of Boxes (CDR-SB) score from baseline to week 104 [6][7] Safety and Tolerability - Semaglutide demonstrated a safe and well-tolerated profile consistent with previous trials, with over 37 million patient-years of exposure across various populations [3][4] - The one-year extension period of the trials will be discontinued due to the lack of efficacy observed [4] Future Presentations - Topline results will be presented at the Clinical Trials in Alzheimer's Disease (CTAD) conference on December 3, 2025, with full results to follow at the 2026 Alzheimer's and Parkinson's Diseases Conferences in March 2026 [4]

November 24, 2025 12:22 AM GMT Biopharma | North America Primary Care Physician Outlook for oral GLP-1s We conducted a proprietary AlphaWise survey among ~200 US primary care physicians to glean insights into oral and injectable GLP-1 prescribing ahead of the potential launches of LLY's orforglipron and Novo's high-dose oral semaglutide in early 2026. M We expect the FDA to approve two new oral GLP-1 medicines for obesity over the near term - LLY's Orforglipron (1Q26) and Novo's high-dose oral Semaglutide ( ...

整理 | GLP1减重宝典内容团队 诺和诺德预计将在下月初发布的研究结果可能为GLP-1药物——目前被数百万患者用于治疗糖尿病和减重——是否能减缓阿尔茨海默 病的进展提供最强的指示。 这两项试验，诺和诺德称其为"彩票"，正在测试其糖尿病药物Rybelsus ，该药物与Ozempic和Wegovy含 有相同的活性成分——司美格鲁肽——在数千名轻度阿尔茨海默病患者中，目标是将患者的认知衰退速度至少降低20%。 阿尔茨海默病专家表示，如果试验成功，这将为缓解这种定义为大脑中毒性淀粉样斑块的病症提供一种新的、方便的治疗方法，而全 球约有5000万人受此疾病影响。无论结果如何，研究人员预计将为未来研究提供重要线索，了解像司美格鲁肽这样的药物，以及礼来 的替尔泊肽和Mounjaro，如何在对抗阿尔茨海默病中发挥作用。 点击关注，追踪最新GLP-1资讯 阿尔茨海默病协会首席科学官Maria Carrillo表示，这项研究"有可能具有变革性。"然而，专家们一致认为，GLP-1类药物如何影响大 脑仍不清楚。进入试验的证据大多支持GLP-1类药物用于治疗与糖尿病和肥胖相关的痴呆症患者。2021年启动的阿尔茨海默病研究基 于动物研 ...

Key Takeaways VNDA surged after tradipitant cut nausea and vomiting rates in a phase II Wegovy side-effect study.The therapy halved vomiting versus placebo and eased significant nausea with no new safety issues.Vanda plans to initiate a phase III program in 2026 to advance tradipitant as an adjunct therapy.Shares of Vanda Pharmaceuticals (VNDA) rallied 21.6% on Tuesday after the company reported positive top-line results from a mid-stage study evaluating tradipitant for the prevention of nausea and vomiting ...