诺和诺德提升Wegovy发货量，应对礼来的竞争对价格的压力

金十数据05-03

诺和诺德减肥药Wegovy在美国市场首度大规模推出，销售额猛增，但价格竞争和供应问题仍是制约因素。诺和诺德(NVO.N)的重磅减肥Wegovy在美国的首发剂量增加，目前该公司正努力应对供应紧张和来自礼来(LLY.N)的竞争。Wegovy第一季度的销售额增长了一倍多，达到93.8亿克朗(13.5亿美元)，但由于价格压力，这一数字低于分析师的预期。尽管该公司季度利润飙升，并上调了预期，但该股仍出现下跌...

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Jorgensen周四表示，目前在美国，每周有超过2.5万名患者开始使用Wegovy。这一数字高于去年12月的约5000人。另一位高管早些时候表示，这一数字已经翻了两番，达到约2万，这表明诺和诺德正在迅速扩大这种药物的供应，这种药物帮助开拓了一个全新的市场。“鉴于全球需求巨大，短期或中期内我们都无法完全满足全球需求，”首席财务官Karsten Munk Knudsen在接受采访时表示。对Wegovy及其治疗糖尿病的姊妹药Ozempic的需求促使该公司提高了预期，称今年的销售额可能会飙升27%，营业利润可能会增长30%。彭博分析师表示：“诺和诺德第一季度的出色表现和适度的指引上调不太可能分散人们对Wegovy销售额下降11%的关注，这可能归因于实现价格和供应的下降。我们预计，在供应改善的情况下，这种减肥药的销售将在下半年加速。”价格问题在美国，Wegovy和Ozempic的成本一直是争论的焦点，因为耶鲁大学3月份的一项研究估计，Ozempic的生产成本不到每月5美元。该药的标价为936美元，而Wegovy的标价为1349美元。约根森在接受彭博电视台采访时说，耶鲁大学的研究没有考虑到建造生产设施的成本。这位首席执行官说：“这样的数字实际上让我很不安。我认为它给患者带来了错误的希望，认为任何人都可以以这个价格生产。”首席财务官Knudsen在电话会议上表示，随着业务量的增加，Wegovy的价格正在下降，这与保险覆盖范围的广度和竞争有关。“这也将在今年余下的时间里发生，”他说。在4月24日致诺和诺德首席执行官的一封信中，参议员Bernie Sanders表示，参议院卫生、教育、劳工和养老金委员会正在调查这些药物的价格。根据诺和诺德的数据，在美国，约有80%的Wegovy商业保险患者每月支付25美元或更少的费用。随着患者逐渐增加对Wegovy的使用，该制药商将继续对使用低剂量Wegovy施加一些限制。“我们没有给它设定时间限制，”高级副总裁Negelle Morris在接受采访时说。“我们确实预计需求将继续超过供应。”限制低剂量药物的想法是给病人信心，一旦他们发展到高剂量——打算长期服用——他们将能够继续治疗。截至本周，两种最高剂量的Wegovy已在美国食品药品监督管理局（FDA）追踪药物短缺的数据库中列出。礼来本周也上调了前景展望，并预测其竞争药物Zepbound今年的供应和定价将有所改善。据彭博资讯报道，到2030年，肥胖治疗市场可能会飙升至800亿美元以上。诺和诺德表示，它仍然是GLP-1药物的全球领导者，市场份额为55%。诺和诺德在过去四年中的涨幅超过350%，如果这家减肥药公司要缩小与美国竞争对手的差距，可能还需要进一步努力。虽然分析师们警告说该公司的股票估值已经超越了自身的价值，但它与礼来公司30%的折价率却表明情况并非如此。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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