不敌司美格鲁肽！礼来口服新药减重效果不及预期股价暴跌15%

GLP1减重宝典08-08

整理 | GLP1减重宝典内容团队礼来周四最新财报表示，其实验性 GLP-1 类口服减重药 orforglipron 在一项晚期临床试验中帮助患者平均减重 12.4%，显著优于安慰剂组的 0.9%，但仍低于竞争对手诺和诺德注射型减重药司美格鲁肽先前试验中的效果。这一结果引发投资者失望，礼来股价当日暴跌近 15%，为 25 年来最大单日跌幅，市值蒸发逾 1000 亿美元，成为当天拖累标普 500 ...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808113540a6da0ee1&s=b><strong>GLP1减重宝典</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>整理 | GLP1减重宝典内容团队礼来周四最新财报表示，其实验性 GLP-1 类口服减重药 orforglipron 在一项晚期临床试验中帮助患者平均减重 12.4%，显著优于安慰剂组的 0.9%，但仍低于竞争对手诺和诺德注射型减重药司美格鲁肽先前试验中的效果。这一结果引发投资者失望，礼来股价当日暴跌近 15%，为 25 年来最大单日跌幅，市值蒸发逾 1000 亿美元，成为当天拖累标普 500 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250808113540a6da0ee1&s=b\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999014914.USD","symbol_name":"UNITED GLOBAL QUALITY GROWTH (USDHDG) 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Eli Lilly's new oral drug weight loss effect falls short of expectations, stock price plummets 15%","themeId":"354707914f8b173c27b2fcf83d65ef5b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LLY":1,"NVO":0.9},"content_text":"整理 | GLP1减重宝典内容团队礼来周四最新财报表示，其实验性 GLP-1 类口服减重药 orforglipron 在一项晚期临床试验中帮助患者平均减重 12.4%，显著优于安慰剂组的 0.9%，但仍低于竞争对手诺和诺德注射型减重药司美格鲁肽先前试验中的效果。这一结果引发投资者失望，礼来股价当日暴跌近 15%，为 25 年来最大单日跌幅，市值蒸发逾 1000 亿美元，成为当天拖累标普 500 指数的最大权重股。尽管如此，礼来依然是全球市值最高的医疗健康企业。Aptus Capital Advisors 投资经理 Dave Wagner 认为，12.4% 的减重幅度“仍属不错”，市场反应可能过度。他对礼来继续扩大减重市场份额依然有信心。但由于结果未达到投资者的高期待，诺和诺德美股上涨逾 6%。礼来 CEO David Ricks 在投资者电话会上表示，公司目标始终是推出强效、便于每日一次服用且易于生产的 GLP-1 药物，“这将有助于应对全球肥胖挑战，我们会尽快向全球提交 orforglipron 的注册申请”。公司高管补充称，上市定价将基于药物价值，综合考虑经济与医疗体系因素，并将提供直面消费者的购药方案，以应对目前肥胖治疗在保险覆盖上的缺口。摩根士丹利预测，该药到 2033 年在肥胖和糖尿病领域的年销售额或可达 400 亿美元。与模仿 GLP-1 激素的多肽注射剂不同，orforglipron 属于小分子口服药，制造和储运更为便利。礼来心脏代谢健康部门总裁 Kenneth Custer 表示，该药有望作为注射剂的替代方案，用于早期干预和长期管理，而研究也显示，不少患者因便利性及对针剂的反感更倾向口服药。点击关注，追踪最新GLP-1资讯这项历时 72 周、涉及逾 3000 名超重或肥胖但无糖尿病成人的试验显示，36 毫克高剂量组平均减重 12.4%，6 毫克低剂量组减重 7.8%，而安慰剂组仅减重 0.9%。巴克莱分析师 Emily Field 指出，早期数据曾让市场预期该药优于司美格鲁肽，“现在结果更差，对市场是冲击”。在高剂量组中，33.7% 的患者出现恶心，24% 呕吐，而安慰剂组分别为 10.4% 和 3.5%。BMO Capital Markets 分析师 Evan Seigerman 认为，尽管副作用尚可控，但恶心和呕吐比例高于市场预期。高剂量组约 10% 患者因不良反应退出试验，但未发现肝脏安全问题。分析师普遍认为，市场原本预期该药能匹配甚至超越司美格鲁肽在 2021 年试验中 68 周减重 14.9% 的成绩，因此此次结果对诺和诺德而言是“最佳情景”。目前，替尔泊肽与司美格鲁肽占据减重药市场主导地位，分析预计该市场到 2030 年代初或达 1500 亿美元。美国 FDA 正在审评高剂量口服版司美格鲁肽，有望在今年获批，诺和诺德称其试验显示患者平均减重 15%。礼来表示，orforglipron 在各剂量组均改善了心脏病风险指标，包括胆固醇、甘油三酯和血压。此前司美格鲁肽已获批降低重大心脏事件风险，而礼来上周也公布了其糖尿病药物 Mounjaro（与 Zepbound 含相同主要成分）的心脏保护数据。若获心血管适应症批准，减重药在保险报销上的可能性将大幅提升。今年早些时候，礼来披露三期研究发现，2 型糖尿病患者使用 orforglipron 40 周平均减重近 8%。为避免注射剂上市初期的供货短缺，礼来已提前开始生产该药以备商业化销售。公司计划下月在欧洲一场重要糖尿病大会上公布完整试验结果。*本文仅供医疗卫生专业人士参考","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","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/2557367514","isCrawlerRequest":true}