Hims & Hers Health, Inc. (NYSE:HIMS) is among the 7 Best Beauty Stocks to Buy Right Now. BofA Maintains an Underperform Rating on Hims & Hers Health, Inc. (HIMS) TheFly reported on January 8, 2026, that BofA reduced the price target for Hims & Hers Health, Inc. (NYSE:HIMS) to $29 from $32. It retained an Underperform rating on the stock. The firm claims that the consensus expectations for sales and EBITDA margins in 2026 are excessively high. It notes that 2026 will be Hims & Hers’ “big investment year” ...

整理 | GLP1减重宝典内容团队 旧金山的JPM2026上，曾经定义整个减重药规则的行业霸主诺和诺德，第一次以防守者的姿态重新审视自己的位置。 新任首席执行官 Maziar Mike Doustdar 没有试图粉饰现实。他直接承认，2025 年对公司而言是极其艰难的一年。裁员九千人、市值优势被反 超、产能和节奏全面承压，诺和诺德在肥胖症市场第一次清晰感受到所谓"领跑者的诅咒"。在礼来的持续进攻、仿制药的加速渗透以及支付体 系的现实约束下， 这家丹麦制药巨头已经失去了减重市场唯一的主导权。 这并不是一次单纯的业绩回撤，而是一次结构性警醒。Doustdar 反复强调，公司已经无法再以"唯一解"的姿态前进，必须在速度、渠道和产品 形态上同时做出激进调整。 点击关注，追踪最新GLP-1资讯 ▍从"药王"到追赶者，诺和诺德的三张底牌 在 JPM 2026 的公开表态中，诺和诺德明确亮出了 2026 年的三项核心反击策略。第一，是已获批准的口服版 Wegovy 全面推向市场。相比注 射剂，口服剂型不仅降低了使用门槛，也为进入更广泛的自费人群提 供了可能。第二，是更高剂量注射版 Wegovy 的持续推进，其目标并不掩饰， ...

美国大型制药/生物科技巨头安进公司(AMGN.US)当地时间周一透露，其试验性的减肥药——即有着"下 一代减肥药"称号的GLP-1相关联药物MariTide的一项最新临床试验结果显示，当肥胖症患者们每月仅仅 注射一次时，他们能够在两年内稳定保持体重下降趋势。而作为显著对比，目前，大多数广泛使用的减 肥药物注射剂(比如诺和诺德与礼来推出的最热门减肥药系列产品)基本都是每周注射一次。 布拉德韦在接受美国CNBC有着"金融名嘴"称号的资深财经人士吉姆.克莱默发起的采访中示，这家美国 大型制药巨头预计该药物可以每月使用，甚至更少频率使用，并表示他对数据显示该药物不久之后可能 每季度仅仅服用一次感到鼓舞，强调即将实现类似这样的极低频率给药注射节奏。 布拉德韦还表示，安进正在研究不同剂量的减肥药物MariTide的具体效果，并在采访中补充表示："我 们非常想了解，患者坚持使用这种疗法具体需要什么，因为就算有'减肥神药'，坚持与长期耐心持是关 键。我认为我们可以解决关于患者无法长期坚持使用减肥药方面的一些问题。" "我们认为我们可以解决该领域面临的一些长期问题，其中一个问题就是患者不能够长期坚持使用减肥 药的问题，也就是用 ...

Market Analysis by covering: Eli Lilly and Company. Read 's Market Analysis on Investing.com ...

Novo Nordisk (NYSE:NVO) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsMike Doustdar - CEOConference Call ParticipantsRichard Vosser - European Pharma AnalystRichard VosserWelcome to the Novo Nordisk session at the 26th J.P. Morgan Healthcare Conference. I'm Richard Vosser, European Pharma Analyst at J.P. Morgan, and it's my great pleasure to welcome the new CEO of Novo, Mike Doustdar. He's been CEO for about five months and has been spending that time looking at the strategy, revising the s ...

Core Insights - Novo Nordisk's shares have increased by 18.8% in the past month due to the FDA approval of its Wegovy pill for obesity and cardiovascular risk reduction [2] - The approval of oral Wegovy marks a significant milestone as it is the first GLP-1 RA available in oral form for weight management, offering a more convenient administration option compared to injectables [3] - Novo Nordisk has gained a competitive edge by launching oral Wegovy before Eli Lilly's oral obesity drug, which is still under FDA review [4] Financial Performance - Ozempic and Wegovy generated DKK 152.5 billion in revenue during the first nine months of 2025, highlighting their role as major revenue drivers for the company [10] - Earnings estimates for 2025 have slightly decreased from $3.58 to $3.57 per share, and for 2026 from $3.65 to $3.51 [24][26] Competitive Landscape - Eli Lilly remains a strong competitor, with its tirzepatide-based drugs generating $24.8 billion in sales in the first nine months of 2025, accounting for 54% of its total revenues [13] - Novo Nordisk is facing increasing competition in the obesity treatment market, with new entrants like Viking Therapeutics developing GLP-1-based therapies [28] Strategic Developments - Novo Nordisk has submitted a regulatory application for CagriSema, a next-generation once-weekly injection for weight management, with FDA review expected in 2026 [5] - The company is also expanding its presence in rare diseases and liver care, with recent approvals for treatments related to hemophilia and liver conditions [14][15] Market Positioning - Novo Nordisk is currently trading at a discount compared to the industry, with a price/earnings ratio of 17.02, lower than the industry average of 17.56 [21] - Despite recent stock performance challenges, the company retains strong fundamentals and a broad pipeline, indicating potential for long-term growth [28]

Core Insights - Eli Lilly and Novo Nordisk are leading companies in the weight loss drug market, which is projected to reach nearly $100 billion by 2030 [1][2] - Both companies produce GLP-1 drugs that have gained significant popularity, with demand often exceeding supply [2] Novo Nordisk - Novo Nordisk has a first-to-market advantage with both injectable and now oral weight loss drugs, having launched Ozempic in early 2018 and Wegovy in 2021 [4][5] - The obesity care segment has driven revenue growth of 37%, reaching 59.9 billion Danish kroner (approximately $9 billion) in the first nine months of 2025 [5] Eli Lilly - Eli Lilly received approval for its tirzepatide, marketed as Mounjaro for type 2 diabetes and Zepbound for weight loss, in 2022 and 2023 respectively [6] - The company has experienced significant revenue growth, with Mounjaro and Zepbound generating about $10 billion in revenue in a recent quarter, contributing to an overall sales increase of 54% [8]

礼来(LLY.US)新款减肥药orforglipron有望于本季度获批上市，公司高管日前表态，已做好充分准备以满 足市场预期需求。 去年11月，orforglipron获得美国食品药品监督管理局(FDA)优先审评资格，审评周期由此前标准流程的 10-12个月，大幅缩短至仅1-2个月。礼来已于12月向FDA正式提交该药物的上市申请。 "我们计划尽快在全球多个国家同步启动上市工作,"礼来制药首席科学与医学官Daniel Skovronsky在接受 采访时表示，公司已斥资数百亿美元用于新建该药物的生产设施。 面向自费患者，orforglipron起始剂量月定价为149美元，更高剂量方案将使月费用升至399美元。 值得注意的是，一旦获批，orforglipron将直面市场竞争。诺和诺德(NVO.US)口服版减肥药Wegovy已于 1月初上市，其起始剂量自费价格与orforglipron持平。 ...

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 ...

Core Insights - Structure Therapeutics (NASDAQ: GPCR) ended 2025 positively, with shares rising significantly in December following strong mid-stage data for its weight loss drug, aleniglipron. The company aims to maintain this momentum into 2026 as it progresses in the anti-obesity market [1][7]. Pipeline Overview - Aleniglipron is a once-daily oral GLP-1 candidate that demonstrated a placebo-adjusted mean weight loss of 11.3% at the highest dose in a 36-week phase 2b study. An ongoing mid-stage study has shown even higher mean weight loss of up to 15.3% after 36 weeks. The discontinuation rate due to adverse reactions was 10.4% in the first study, which is typical for GLP-1 medications [4][5]. - Structure Therapeutics plans to initiate a phase 3 study for aleniglipron this year. Additionally, the company has other candidates in its pipeline, including ACCG-2671, an oral weight loss candidate that mimics the action of the amylin hormone [5]. Market Competition - Aleniglipron faces competition from at least two other oral weight loss medications expected to be approved by the time it reaches the market. The FDA has recently approved an oral formulation of Wegovy and is reviewing orforglipron, another oral medicine developed by Eli Lilly [6][7].