Key Points Novo Nordisk could get its momentum back with its oral Wegovy pill. Danaher is a proven market-beater trading at a fair price today. UnitedHealth Group is a stock with serious risks, but also offers high upside if things go the company's way. 10 stocks we like better than Novo Nordisk › Healthcare stocks have lagged the broader stock market over the past year. Political tensions following the slaying of an insurance executive and policy uncertainty following the transition to the Trump ...

证 券 研 究 报 告 行业周报 外部短期变化，不改长期出海趋势 医药行业周报 投资评级： 报告日期： 推荐 （维持） 2025年10月12日 分析师：胡博新 SAC编号：S1050522120002 分析师：吴景欢 SAC编号：S1050523070004 医 药 行 业 观 点 1. 创新药出海是长期趋势，外部环境变化影响有限 根据医药魔方数据，2025年上半年，中国License-out交易共计72笔，已超过2024年全年交易数量的一半；交易总金额较 2024年全年高出16%，其中单笔金额超过10亿美元的交易达16笔。进入2025年Q3之后，出海趋势延续，但上市公司的重 磅BD较少，NewCo形式的BD也未能达到市场预期。短期中美贸易冲突升级，市场可能会担心未来脱钩的风险，但全球创 新研发向更高效率的中国转移是不可阻挡的趋势。中国创新药出海，是创新成果持续涌现和创新效率驱动的结果，是产业 趋势不可逆转。美国政府与MNC的药价谈判，降价的结果会进一步强化对高效率低成本的中国新药成果的需求。接下来的 第4季度，我们认为随着更多BD落地中国创新药企业，对出海的信心会逐步恢复。经历Q3的调整，市场也会逐步认知创 ...

Key Takeaways Novo Nordisk will acquire Akero Therapeutics for $4.7B plus a contingent $6 per share payment.The deal gives NVO access to Akero's EFX, a late-stage FGF21 analog for MASH with fibrosis regression data.The acquisition advances NVO's goal to broaden its cardiometabolic portfolio beyond semaglutide therapies.Novo Nordisk (NVO) continues to derive the bulk of its revenue from its blockbuster semaglutide (GLP-1 RA) therapies, Wegovy for obesity and Ozempic for type II diabetes (T2D). Together, the ...

来源：市场资讯 （来源：求实药社） 10月9日，Akero Therapeutics, Inc.（以下简称"Akero"，纳斯达克股票代码：AKRO）今日宣布，已与诺 和诺德公司（Novo Nordisk A/S，以下简称"诺和诺德"）签署最终收购协议，交易金额最高可达52亿美 元。 根据协议条款，Akero股东将在交易完成时每股获得54.00美元现金，并获得一个不可转让的或有价值权 （Contingent Value Right，简称"CVR"）。每个CVR将在Akero的FGF21类似物efruxifermin（EFX）于 2031年6月30日前获得美国监管部门批准用于治疗由MASH（代谢相关脂肪性肝炎）引起的代偿期肝硬 化后，赋予持有人每股6.00美元的额外现金支付权。 这是诺和诺德新任首席执行官Mike Doustdar自7月上任以来的首个重大交易，凸显其提振销售增长、抵 御来自美国竞争对手礼来压力的决心。交易消息公布后，市场反应迅速：Akero较周三收盘价溢价约 16%。 Mike Doustdar在一份声明中表示，Akero的在研药物有潜力成为治疗代谢功能障碍相关脂肪性肝炎 （MASH）的"基石" ...

, /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in LifeMD, Inc. ("LifeMD, Inc." or the "Company") (NASDAQ: LFMD) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of LifeMD, Inc. investors who were adversely affected by alleged securities fraud between May 7, 2025 and August 5, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/lifemd-inc-lawsuit-submission-form?prid=171452&wire= ...

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against LifeMD, Inc. due to alleged violations of federal securities laws, encouraging affected investors to contact them for legal options [1][3]. Group 1: Allegations Against LifeMD - The complaint alleges that LifeMD and its executives made false and misleading statements regarding the company's competitive position and financial guidance [3]. - Specifically, it is claimed that LifeMD's 2025 guidance was raised recklessly without properly accounting for increased customer acquisition costs, particularly in the RexMD segment and for obesity treatment drugs [3]. - As a result of these alleged misstatements, the company's business operations and prospects were deemed materially false and misleading [3]. Group 2: Financial Impact - On August 5, 2025, LifeMD reported its Q2 2025 financial results, revising its revenue guidance to a range of $250 to $255 million, down from a previous estimate of $268 to $275 million [4]. - Following this announcement, LifeMD's stock experienced a significant decline of 44.8% on August 6, 2025 [4]. Group 3: Legal Proceedings - The deadline for investors to seek the role of lead plaintiff in the federal securities class action against LifeMD is October 27, 2025 [1]. - Any member of the putative class can move the court to serve as lead plaintiff or remain an absent class member without affecting their ability to share in any recovery [5].

Key Points It agreed to be acquired by a high-profile pharmaceutical company. The buyout could be worth as much as $5.2 billion. 10 stocks we like better than Akero Therapeutics › One of the best catalysts for sudden, sharp rise in the price of a stock is when the company behind it get acquired at a premium. Case in point: Akero Therapeutics (NASDAQ: AKRO), whose shares soared by more than 16% Thursday after it was revealed the biotech will have a new owner. That pop was especially impressive, give ...

NEW YORK, Oct. 09, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in LifeMD, Inc. ("LifeMD, Inc." or the "Company") (NASDAQ: LFMD) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of LifeMD, Inc. investors who were adversely affected by alleged securities fraud between May 7, 2025 and August 5, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/lifemd-inc-lawsuit-submiss ...

NEW YORK, Oct. 09, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of LifeMD, Inc. (NASDAQ: LFMD) between May 7, 2025 and August 5, 2025, both dates inclusive (the “Class Period”), of the important October 27, 2025 lead plaintiff deadline in the securities class action first filed by the Firm. SO WHAT: If you purchased LifeMD securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or c ...

Wall Street is taking a pause on Thursday as U.S. stocks and even the price of gold pull back from record highs following their torrid runs. The S&P 500 slipped 0.2%, coming off its latest all-time high and its eighth gain in the last nine days. The Dow Jones Industrial Average was down 145 points, or 0.3%, as of noon Eastern time, and the Nasdaq composite was 0.2% lower. Gold also fell following its stellar rally this year, while Treasury yields held relatively steady in the bond market. They're taking ...