继特朗普政府达成降价协议后，美国联邦医疗保险和医疗补助服务中心(CMS)于周二宣布推出一项自愿 性计划，将GLP-1类减肥及糖尿病治疗药物纳入医疗补助(Medicaid)与联邦医疗保险D部分(Medicare Part D)的承保范围。 据了解，今年11月，美国总统特朗普已与礼来(LLY.US)、诺和诺德(NVO.US)签署协议，承诺大幅降低 热门GLP-1减肥药物在联邦医疗保险、医疗补助计划及自费患者群体的价格。而CMS新推出的计划正是 基于此协议制定，预计最早于2026年5月面向医疗补助计划启动，并于2027年1月扩展至联邦医疗保险。 根据这项"平衡倡议"(BALANCE Initiative)，CMS将通过直接谈判锁定药品净价，制定标准化承保条 款，或对患者自付费用设置上限，并配套提供循证生活方式支持服务。 CMS明确，符合条件的联邦医疗保险参保人每月仅需支付50美元，即可获得GLP-1类药物，其中涵盖诺 和诺德的减肥注射剂Wegovy(司美格鲁肽)与礼来的同类药物Zepbound(替尔泊肽)。 CMS局长Mehmet Oz在社交平台X发文称，该计划"旨在拓宽特定GLP-1类药物的可及性，助力民众养成 ...

为平稳过渡至"平衡倡议"模式，CMS计划于2026年7月启动联邦医疗保险GLP-1药物支付试点项目，届 时参保人可按政府谈判价格购买相关药物。 智通财经APP获悉，继特朗普政府达成降价协议后，美国联邦医疗保险和医疗补助服务中心(CMS)于周 二宣布推出一项自愿性计划，将GLP-1类减肥及糖尿病治疗药物纳入医疗补助(Medicaid)与联邦医疗保 险D部分(Medicare Part D)的承保范围。 据了解，今年11月，美国总统特朗普已与礼来(LLY.US)、诺和诺德(NVO.US)签署协议，承诺大幅降低 热门GLP-1减肥药物在联邦医疗保险、医疗补助计划及自费患者群体的价格。而CMS新推出的计划正是 基于此协议制定，预计最早于2026年5月面向医疗补助计划启动，并于2027年1月扩展至联邦医疗保险。 根据这项"平衡倡议"(BALANCE Initiative)，CMS将通过直接谈判锁定药品净价，制定标准化承保条 款，或对患者自付费用设置上限，并配套提供循证生活方式支持服务。 CMS明确，符合条件的联邦医疗保险参保人每月仅需支付50美元，即可获得GLP-1类药物，其中涵盖诺 和诺德的减肥注射剂Wegovy(司 ...

礼来(LLY.US)研发的一款新一代肥胖症治疗注射剂在试验中帮助患者减重近四分之一，有望成为迄今为 止减重效果最强的减肥疗法。 这项后期临床试验旨在评估药物的减重效果，以及对与肥胖密切相关的并发症——膝骨关节炎疼痛症状 的改善作用。礼来于周四发布声明称，接受最高剂量瑞他鲁肽(retatrutide)治疗的患者，在68周内体重降 幅超过23%。根据患者自填问卷结果，研究参与者的膝关节疼痛程度缓解幅度超62%。 此前华尔街曾预测，该试验的减重数据区间约为20%至23%，膝关节疼痛缓解幅度至少达到50%。礼来 方面表示，本次试验结果超出市场预期，部分患者因减重效果过于显著而选择退出临床试验。受此消息 提振，礼来股价在周四美股盘前一度上涨近4%。 礼来心脏代谢健康事业部总裁Kenneth Custer在声明中表示："我们认为，瑞他鲁肽有望成为存在显著减 重需求、并伴有膝骨关节炎等特定并发症患者的重要治疗选择。" 最新临床数据有望进一步巩固礼来在肥胖症治疗市场的主导地位。据行业预测，到2030年全球肥胖症治 疗市场规模将突破1000亿美元。目前，礼来旗下减肥注射剂Zepbound(替尔泊肽)已成为全球最畅销的减 重药物 ...

Core Viewpoint - Mangoceuticals (MGRX.US) stock price surged approximately 19% following the announcement of partnerships with pharmaceutical giants Eli Lilly (LLY.US) and Novo Nordisk (NVO.US) to directly offer their popular GLP-1 weight loss medications [1] Company Summary - Mangoceuticals, based in Dallas, Texas, has launched the MangoRx Direct and PeachesRx Direct platforms aimed at self-paying users [1] - The platforms will sell Eli Lilly's Zepbound (tirzepatide) and Novo Nordisk's Wegovy (semaglutide) directly to consumers [1]

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]

Group 1 - Novo Nordisk's Wegovy shows significant advantages in reducing the risk of severe cardiovascular events, with a 57% reduction in risk compared to Eli Lilly's Zepbound [1] - The STEER study, based on data from over 20,000 cardiovascular disease patients aged 45 and above, confirms the cardiovascular benefits of GLP-1 drugs for non-diabetic obese patients [1] - The average follow-up period for the Wegovy group was 8.3 months, while the Zepbound group had 8.6 months, indicating sustained effects of the drugs in real-world applications [1] Group 2 - Wegovy is approved in the US and EU not only for obesity treatment but also for reducing the risk of major cardiovascular events in overweight or obese adults with cardiovascular disease [2] - The study data may further solidify Wegovy's leading position in the GLP-1 weight loss drug market and provide new treatment options for millions of obese patients with cardiovascular disease globally [2]