BMO：礼来(LLY.US)阿尔茨海默氏症药有望创收71亿美元优于渤健(BIIB.US)竞品

智通财经07-04

智通财经获悉，据BMO报道，礼来公司(LLY.US)最新获批准的阿尔茨海默病药物donanemab可能为该公司带来高达71亿美元的峰值销售额，并将有助于该制药商的收入来源多样化。据礼来公司称，该药物商品名也被称为Kisunla，患者每四周静脉输注一次Kisunla，每瓶售价为695.65美元，6个月疗程的费用为12,522美元，12个月疗程的费用为32,000美元，18个月疗程的费用为48,696...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2448449335?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-04 11:59","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2448449335","market":"hk","top_or_hot":-1,"title":"BMO：礼来(LLY.US)阿尔茨海默氏症药有望创收71亿美元 优于渤健(BIIB.US)竞品","media":"智通财经","content":"<div>\n<p>智通财经获悉，据BMO报道，礼来公司(LLY.US)最新获批准的阿尔茨海默病药物donanemab可能为该公司带来高达71亿美元的峰值销售额，并将有助于该制药商的收入来源多样化。据礼来公司称，该药物商品名也被称为Kisunla，患者每四周静脉输注一次Kisunla，每瓶售价为695.65美元，6个月疗程的费用为12,522美元，12个月疗程的费用为32,000美元，18个月疗程的费用为48,696...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1145468.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BMO：礼来(LLY.US)阿尔茨海默氏症药有望创收71亿美元 优于渤健(BIIB.US)竞品</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBMO：礼来(LLY.US)阿尔茨海默氏症药有望创收71亿美元 优于渤健(BIIB.US)竞品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-04 11:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1145468.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经获悉，据BMO报道，礼来公司(LLY.US)最新获批准的阿尔茨海默病药物donanemab可能为该公司带来高达71亿美元的峰值销售额，并将有助于该制药商的收入来源多样化。据礼来公司称，该药物商品名也被称为Kisunla，患者每四周静脉输注一次Kisunla，每瓶售价为695.65美元，6个月疗程的费用为12,522美元，12个月疗程的费用为32,000美元，18个月疗程的费用为48,696...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1145468.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0061475181.USD","symbol_name":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1145468.html","article_id":"2448449335","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2448449335","pubTimestamp":1720065555,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经获悉，据BMO报道，礼来公司 最新获批准的阿尔茨海默病药物donanemab可能为该公司带来高达71亿美元的峰值销售额，并将有助于该制药商的收入来源多样化。礼来公司表示，符合条件的患者可以获得医疗保险覆盖和报销。该药物预计将与日本卫材医药和渤健的同类药物Leqembi竞争，Leqembi于2023年获得FDA批准。礼来公司的乳腺癌药物Verzenio以39亿美元的销售额位居第三。礼来2023年的总收入为340亿美元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BIIB":"渤健公司","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU0320765992.SGD":"FTIF - Franklin Biotechnology Discovery A Acc SGD","LLY":"礼来","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BMO":"蒙特利尔银行","BK4532":"文艺复兴科技持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0079474960.USD":"联博美国增长基金A","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0058720904.USD":"联博国际健康护理基金A","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4007":"制药","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0882574055.USD":"富达全球健康医疗A ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"translate_title":"BMO: Eli Lilly's (LLY.US) Alzheimer's drug is expected to generate revenue of US $7.1 billion, better than Biogen's (BIIB.US) competing products","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BIIB":1,"BMO":1,"LLY":1},"content_text":"智通财经获悉，据BMO报道，礼来公司(LLY.US)最新获批准的阿尔茨海默病药物donanemab可能为该公司带来高达71亿美元的峰值销售额，并将有助于该制药商的收入来源多样化。据礼来公司称，该药物商品名也被称为Kisunla，患者每四周静脉输注一次Kisunla，每瓶售价为695.65美元，6个月疗程的费用为12,522美元，12个月疗程的费用为32,000美元，18个月疗程的费用为48,696美元。礼来公司表示，符合条件的患者可以获得医疗保险覆盖和报销。该药物预计将与日本卫材医药和渤健(BIIB.US)的同类药物Leqembi竞争，Leqembi于2023年获得FDA批准。据报道，Leqembi每年的费用约为26500美元。Donanemab和Leqembi是治疗阿尔茨海默氏症的里程碑，此前三十年，人们一直在努力开发对抗这种致命疾病的药物，但都失败了。这两种药物都靶向阿尔茨海默病患者大脑中的β淀粉样蛋白，而脑部β淀粉样蛋白异常沉积是阿尔茨海默病主要病理特征之一，可以减缓早期患者疾病的进展。有分析人士预计，donanemab可能优于Leqembi，因为其在试验中显示出了更高的疗效。这两种药物都是通过静脉注射给药。而且，礼来公司的Kisunla只需每四周注射一次，而Leqembi每两周注射一次，这使得礼来公司在便捷性方面具有优势。BMO在周三的一份报告中表示:“尽管BMO预计Kisunla的上市将会像Leqembi一样缓慢，但批准对该公司在神经科学领域的扩张来说是一个有意义的机会。”目前，礼来公司的收入主要来自糖尿病药物。该公司2023年最畅销的药物是糖尿病药物Trulicity，销售额为71亿美元，其次是GLP-1糖尿病治疗、减肥药物Mounjaro，销售额为51亿美元。礼来公司的乳腺癌药物Verzenio以39亿美元的销售额位居第三。礼来2023年的总收入为340亿美元。BMO还认为，“考虑到在阿尔茨海默氏症治疗范式中建立抗淀粉样蛋白疗法所需的重要基础设施”，在阿尔茨海默氏症市场上有两家领先的制药商比只有一家有利。BMO补充说:“Kisunla的批准实际上可能有利于两种产品的销售。”与此同时，SA分析师Stephen Ayers预计，Kisunla的年销售额峰值将在20亿至50亿美元之间。他还认为，Kisunla相比Leqembi更占据上风，部分原因是它的管理时间表更方便。他指出，礼来也可以从渤健推出Leqembi时遇到的问题中吸取教训，从而获得后发优势。Ayers在他最新的分析文章中写道:“虽然像Kisunla和Leqembi这样的药物在阿尔茨海默氏症药物市场上存在很多不确定性，但我相信礼来公司的Kisunla是更好的选择。Kisunla可能会为礼来公司的武器库增添另一个重镇，投资者应该欣赏治疗适应症的多样性。”","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2448449335"}

BMO：礼来(LLY.US)阿尔茨海默氏症药有望创收71亿美元 优于渤健(BIIB.US)竞品

精彩评论

BMO：礼来(LLY.US)阿尔茨海默氏症药有望创收71亿美元优于渤健(BIIB.US)竞品