减肥药扩产计划遇阻！美国消费者团体要求FTC阻止诺和诺德

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智通财经APP获悉，周四，美国消费者团体和两个大型工会敦促美国联邦贸易委员会(FTC)阻止诺和诺德(NVO.US)股东Novo Holdings收购合同药品制造商Catalent Inc.(CTLT.US)，称该交易威胁到减肥药和尖端基因疗法领域的竞争。美国公共利益研究小组(U.S. Public Interest Research Group)、服务业雇员国际联盟(SEIU)等机构在致FTC的...

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US consumer groups ask FTC to block Novo Nordisk","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FTC":1,"NVO":1,"CTLT":0.9},"content_text":"智通财经APP获悉，周四，美国消费者团体和两个大型工会敦促美国联邦贸易委员会(FTC)阻止诺和诺德(NVO.US)股东Novo Holdings收购合同药品制造商Catalent Inc.(CTLT.US)，称该交易威胁到减肥药和尖端基因疗法领域的竞争。美国公共利益研究小组(U.S. Public Interest Research Group)、服务业雇员国际联盟(SEIU)等机构在致FTC的一封信中对这笔价值165亿美元的交易表示担忧。Novo Holdings表示，这笔交易将增加诺和诺德的重磅GLP-1注射减肥药Wegovy的供应。上周，美国民主党参议员伊丽莎白·沃伦出于类似的担忧，呼吁FTC密切关注这笔交易。这些组织表示，这笔交易可能会限制安进(AMGN.US)、辉瑞(PFE.US)、罗氏(RHHBY.US)和阿斯利康(AZN.US)等竞争对手的选择，据报道，这些竞争对手正在开发自己的GLP-1药物。这些组织表示：“由于拟议中的收购，一个真正的问题是，诺和诺德的这些未来竞争对手是否能够获得将产品推向市场的专业知识，并在这些产品投入商业生产时拥有可用的、合格的生产能力。”Viking Therapeutics(VKTX.US)、硕迪生物(GPCR.US)和复星医药(02196)也在开发GLP-1药物，可能会受到影响。Novo Holdings发言人拒绝置评，Viking Therapeutics发言人也拒绝置评。其他公司没有立即回应置评请求。根据协议条款，Novo Holdings同意以165亿美元的企业价值收购Catalent，诺和诺德将以110亿美元的价格从Novo Holdings手中收购Catalent的三座灌封工厂。这三座工厂专门从事药品的无菌灌装，预计将从2026年起逐步增加诺和诺德的灌装能力。诺和诺德表示，公司致力于履行工厂的现有合同，并不知道这三个工厂正在生产任何竞争性GLP-1产品用于商业销售。这些包括美国非营利组织“消费者行动”(Consumer Action)、糖尿病组织Beta Cell Action、Doctors for America和美国州、县、市雇员联合会(AFSCME)的团体还表示担心Novo Holdings的收购可能会影响Catalent生产基因疗法的能力。据了解，AFSCME代表约160万公共部门员工，SEIU拥有约200万在医疗保健、公共部门和房地产服务领域工作的成员。当地时间周四下午，十个消费者团体签署了这封信。代表这些组织并起草了这封信的反垄断律师David Balto表示：“对竞争的担忧远远超出了现有药物的范畴。我们认为，委员会应该研究对包括基因治疗在内的未来疗法的影响。”信中提到了Catalent与Sarepta Therapeutics(SRPT.US)的基因疗法Elevidys的生产合同，以及与诺华制药(NVS.US)签订的生产其基因疗法Zolgensma的合同。不过，所涉及的Catalent工厂与Novo Holdings计划出售给诺和诺德的三家工厂并不相关。Sarepta发言人Tracy Sorrentino周四表示，Sarepta预计Catalent的收购交易不会产生任何影响。Sarepta与Catalent的合同将持续到2028年。诺华制药发言人周四表示，该公司已不再在任何一家Catalent工厂生产Zolgensma。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"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":"4.29.2","shortVersion":"4.29.2","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/2476375401"}