诺和诺德跌倒，礼来独霸减肥药？

华尔街见闻12-21 15:50

诺和诺德（Novo Nordisk）最新研发的减肥药CagriSema在临床试验中表现不及预期，导致公司市值蒸发高达1000亿美元。 CagriSema平均帮助患者减重22.7%，低于公司预期的25%。此外，仅57%的患者能够接受最高剂量，表明该药可能存在较难忍受的副作用。这一打击紧随诺和诺德9月份宣布其实验性减肥药片monlunabant未能达到市场预期之后。诺和诺德股价周五暴跌超20%，较...

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/2493287728?lang=zh_CN&edition=full","thumbnail":"https://wpimg-wscn.awtmt.com/ff1a2d1c-4c9d-41bb-8234-e3815bd88554.png","is_english":false,"pubTime":"2024-12-21 15:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2493287728","market":"hk","top_or_hot":-1,"title":"诺和诺德跌倒，礼来独霸减肥药？","media":"华尔街见闻","content":"<div>\n<p>诺和诺德（Novo Nordisk）最新研发的减肥药CagriSema在临床试验中表现不及预期，导致公司市值蒸发高达1000亿美元。\nCagriSema平均帮助患者减重22.7%，低于公司预期的25%。此外，仅57%的患者能够接受最高剂量，表明该药可能存在较难忍受的副作用。\n这一打击紧随诺和诺德9月份宣布其实验性减肥药片monlunabant未能达到市场预期之后。诺和诺德股价周五暴跌超20%，较...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3737516\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","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>诺和诺德跌倒，礼来独霸减肥药？</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\">\n诺和诺德跌倒，礼来独霸减肥药？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-21 15:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3737516><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>诺和诺德（Novo Nordisk）最新研发的减肥药CagriSema在临床试验中表现不及预期，导致公司市值蒸发高达1000亿美元。\nCagriSema平均帮助患者减重22.7%，低于公司预期的25%。此外，仅57%的患者能够接受最高剂量，表明该药可能存在较难忍受的副作用。\n这一打击紧随诺和诺德9月份宣布其实验性减肥药片monlunabant未能达到市场预期之后。诺和诺德股价周五暴跌超20%，较...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3737516\">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":"LU0106261372.USD","symbol_name":"SCHRODER ISF US LARGE CAP \"A\" ACC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3737516","article_id":"2493287728","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/ff1a2d1c-4c9d-41bb-8234-e3815bd88554.png"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3737516","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2493287728","pubTimestamp":1734767401,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"诺和诺德遭遇\"滑铁卢\"，新药效果不及预期引发股价暴跌。减肥药市场格局悄然生变，礼来会成为单寡头么。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4516":"特朗普概念","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1983299246.USD":"SCHRODER ISF HEALTHCARE INNOVATION \"A\" (USD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LLY":"礼来","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0238689110.USD":"贝莱德环球动力股票基金","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4585":"ETF&股票定投概念","LU2360106947.USD":"BGF NUTRITION \"A4\" (USD) INC","NVO":"诺和诺德","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0882574055.USD":"富达全球健康医疗A ACC"},"translate_title":"Novo Nordisk falls, Lilly dominates weight loss pills?","themeId":"d0a97241abcd465706360c8d5bde719d","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVO":1,"LLY":1},"content_text":"诺和诺德（Novo Nordisk）最新研发的减肥药CagriSema在临床试验中表现不及预期，导致公司市值蒸发高达1000亿美元。\nCagriSema平均帮助患者减重22.7%，低于公司预期的25%。此外，仅57%的患者能够接受最高剂量，表明该药可能存在较难忍受的副作用。\n这一打击紧随诺和诺德9月份宣布其实验性减肥药片monlunabant未能达到市场预期之后。诺和诺德股价周五暴跌超20%，较峰值已下跌40%以上。\n\n礼来公司成为新的\"减肥之王\"\n\n诺和诺德的挫折无疑让竞争对手礼来公司受益。礼来的减肥药Zepbound似乎比诺和诺德的Wegovy更有效，目前也没有短期内的强劲竞争者。礼来股价周五上涨4.7%。\n目前诺和诺德2025年远期市盈率为 21 倍，而礼来为 35 倍。\n然而，礼来也面临自身的挑战。Bahl & Gaynor投资组合经理Kevin Gade指出，礼来将在明年面临两个关键时刻：\n一是2月份的第一季度财报，投资者将关注公司能否扭转去年10月糖尿病和减肥药销售不及预期的局面；\n二是今年晚些时候发布口服减肥药orforglipron的临床数据，这可能为礼来开启一个巨大的市场机会。\n\n减肥药市场前景与挑战\n\n过去几年，诺和诺德和礼来在减肥药领域的双寡头格局为投资者创造了超过1万亿美元的市值增长。然而，未来想要超越当前的治疗效果并非易事。\n商业化推广也面临诸多障碍。早期需求爆炸性增长导致供应瓶颈，而要将市场拓展到更广泛的人群，保险覆盖问题仍待解决：雇主是否会普遍接受这些药物？医疗保险是否会全面覆盖？没有更广泛的保险覆盖，市场规模可能难以达到华尔街的雄心勃勃的预测。\nKevin Gade表示：\"容易赚的钱已经赚到了。实现500亿美元的年销售额是可行的，但要达到一些分析师预测的1500亿美元，需要一些'体操动作'才能让数字成立。\"风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0},"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":"4.29.3","shortVersion":"4.29.3","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/2493287728"}