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星元未来

星元未来

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2024-03-02

$Faraday Future(FFIE)$ 过两个月再三合一，再打到0.10就变成一分一股了最后清零退市

2024-06-01

5毛多赶快跑。

贾跃亭：说“法拉第未来永远无法盈利”是造谣

2024-03-19

说说你对这篇新闻的看法...

抱歉，原内容已删除

2024-03-06

说说你对这篇新闻的看法...

【券商聚焦】招银国际微削知乎(ZH)目标价至2美元料会员业务增速放缓

2024-03-02

，

“减肥新药”卖爆，销售额同比增363%！小摩：2030年销售额将超千亿美元

2024-02-07

$Faraday Future(FFIE)$

2022-12-23

说说你对这篇新闻的看法...

抱歉，原内容已删除

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12:28","market":"hk","language":"zh","title":"“减肥新药”卖爆，销售额同比增363%！小摩：2030年销售额将超千亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2366366393","media":"格隆汇","summary":"国内药企争相布局","content":"<html><body><p><span>减肥药概念股</span>今日表现强劲<span>，</span><span><a href=\"https://laohu8.com/S/300255\">常山药业</a>20cm涨停，<a href=\"https://laohu8.com/S/301509\">金凯生科</a>涨超11%，<a href=\"https://laohu8.com/S/688117\">圣诺生物</a>、<a href=\"https://laohu8.com/S/301393\">昊帆生物</a>、<a href=\"https://laohu8.com/S/688076\">诺泰生物</a>等纷纷冲高。</span></p><p><img src=\"https://img3.gelonghui.com/38fc3-2e63da02-9795-4c8f-9280-98ef2739f0c8.png\"/></p><p>近日司美格鲁肽（商品名：Wegovy）等减肥新药热卖引市场关注，丹麦制药巨头<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>（novo nordisk）超越奢侈品巨头LVMH，成为欧洲市值最高的公司。<span><a href=\"https://laohu8.com/S/LLY\">礼来</a>股价也连番大涨，目前市值已超5500亿美元，是<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>的两倍多。</span></p><p>此外，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>提高了对减肥药的销售额预测，预计到2030年这种GLP-1激动剂类药物的年销售额将超过1000亿美元，诺和诺德、礼来总市值不断刷创新高。<span><a href=\"https://laohu8.com/S/600030\">中信证券</a>测算，2030年中国减肥用GLP-1受体激动剂的市场规模将达到383亿元。</span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">“减肥新药”卖爆</font></h3><h3><font color=\"#3daad6\">2023H1销售额同比增长363%</font></h3><div><font color=\"#3daad6\"><br/></font></div><p>2023年8月3日，<em>Science</em>杂志在线发表一篇题为“Turning the tide on obesity”的社论性文章，文中指出：<strong>全球现下有超过十亿人患有肥胖症，超重的比例甚至更多。</strong>随着新型高效减重药物的出现，科学家们正翘首以盼这类药物能否让“肥胖时代”的流行画上历史性的句号。</p><p>世界肥胖联盟在2023年3月公布了最新版《世界肥胖地图》报告，“预计2035年，全球将有超过40亿人超重/肥胖，占全球总人口的一半以上”。</p><p><span>另外一份数据显示，</span><span>帕博利珠单抗全球销售额超120亿美元，首次问鼎“药王”宝座；</span><b>降糖“新宠”司美格鲁肽销售额暴涨363%，一举迈入榜单前三。</b></p><p><img src=\"https://img3.gelonghui.com/0eafd-88f72ae4-2309-40ab-a2bb-571a3f48800f.png\"/></p><p>2023上半年全球畅销药品TOP10</p><p>资料显示，司美格鲁肽由诺和诺德研发，是一款同时获批肥胖和2型糖尿病双适应症的GLP-1激动剂。该药自2017年全球首次上市后，不到6年时间便跻身2023H1全球畅销药TOP3行列。</p><p>目前司美格鲁肽共有3款产品获批在售，分别为Ozempic（注射用降糖药）、Rybelsus（口服降糖药）、Wegovy（注射用减重药），得益于Wegovy销售额的突飞猛进，2023H1同比增长363%，2023上半年已突破90亿美元。<span></span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">国内多家药企公布GLP-1类药品研发进展</font></h3><div><font color=\"#3daad6\"><br/></font></div><p>6月3日，丹麦药企诺和诺德生产的司<b>美格鲁肽注射液</b>，对肥胖患者的适应症扩容正式获得国家药监局受理。在接下来一年内，该药物可能在国内获批上市。</p><p>据粗略统计，目前国内最少有25家企业，选择以减重为管线进行着GLP-1类药物的研发。</p><p><span>目前，我国唯一获批的GLP-1类减肥药，只有<a href=\"https://laohu8.com/S/000963\">华东医药</a>于今年7月份获批的</span><b>利拉鲁肽注射液。</b><span>司美格鲁肽国内进入3期的有齐鲁，华东，联邦，<a href=\"https://laohu8.com/S/01513\">丽珠医药</a>。</span><span><a href=\"https://laohu8.com/S/01801\">信达生物</a>IBI362（GLP-1R/GCGR 双靶点）目前处于临床3期阶段，恒瑞医药HRS953（GLP-1R/GIPR）临床2期中。</span></p><p><img src=\"https://img3.gelonghui.com/660ea-204a3144-a0bc-43e6-b2c3-5a07d1093e0d.png\"/></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">小摩预测2030年年销售额将超1000亿美元</font></h3><div><font color=\"#3daad6\"><br/></font></div><p>摩根大通分析师Chris Schott表示，他不排除GLP-1在肥胖和糖尿病领域的销售额进一步上升的可能性，在社交媒体的大肆宣传下，这类药物的使用量正在迅速上升。<span></span></p><p>该行预计到2030年这种GLP-1激动剂类药物的年销售额将超过1000亿美元，诺和诺德和礼来形成双寡头垄断。<span></span></p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>在报告中指出，肥胖每年给美国的医疗系统带来1700亿美元的成本，而到2035年，这种慢性疾病的影响将使全球GDP减少4万亿美元，相当于全球第四大经济体德国2022年的GDP，而以GLP-1类疗法为主的减肥药有望给这一趋势带来革命新的改变。</p><div></div><p>该行表示，减肥药物市场将从今年的刚刚超过50亿美元扩大到2030年的440亿美元，翻了近9倍，而这种增长将使诺和诺德和礼来的减肥药大幅受益。</p><p>高盛投资组合经理Jenny Chang表示，减肥药物市场“历史上一直受限”，而随着监管给更更多此类新药“亮绿灯”，使得这批有前景的新药完全可以进入市场。</p><p><a href=\"https://laohu8.com/S/601108\">财通证券</a>指出，相比于传统降糖、减重药物，GLP-1类药物兼具有效性高、安全性佳的优点，近年来利拉鲁肽、司美格鲁肽、替尔泊肽等品种相继上市，可以预计随着推动市场教育进一步加快，将促进GLP-1类药物在降糖、减重人群中渗透率不断提升。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2023-09-11 12:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/643731><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>减肥药概念股今日表现强劲，常山药业20cm涨停，金凯生科涨超11%，圣诺生物、昊帆生物、诺泰生物等纷纷冲高。近日司美格鲁肽（商品名：Wegovy）等减肥新药热卖引市场关注，丹麦制药巨头诺和诺德（novo nordisk）超越奢侈品巨头LVMH，成为欧洲市值最高的公司。礼来股价也连番大涨，目前市值已超5500亿美元，是辉瑞的两倍多。此外，摩根大通提高了对减肥药的销售额预测，预计到2030年这种GLP...</p>\n\n<a href=\"https://www.gelonghui.com/p/643731\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/23bd7-b1ea8c62-e16c-47da-8c4f-414c06832007.jpg","relate_stocks":{"300255":"常山药业","301393":"昊帆生物","301509":"金凯生科","688076":"ST诺泰","688117":"圣诺生物","000963":"华东医药","NVO":"诺和诺德","SG9999002232.USD":"Allianz Global High Payout USD","BK4585":"ETF&股票定投概念","BK0196":"行业龙头","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0971096721.USD":"富达环球金融服务 A","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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SGD"},"source_url":"https://www.gelonghui.com/p/643731","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2366366393","content_text":"减肥药概念股今日表现强劲，常山药业20cm涨停，金凯生科涨超11%，圣诺生物、昊帆生物、诺泰生物等纷纷冲高。近日司美格鲁肽（商品名：Wegovy）等减肥新药热卖引市场关注，丹麦制药巨头诺和诺德（novo nordisk）超越奢侈品巨头LVMH，成为欧洲市值最高的公司。礼来股价也连番大涨，目前市值已超5500亿美元，是辉瑞的两倍多。此外，摩根大通提高了对减肥药的销售额预测，预计到2030年这种GLP-1激动剂类药物的年销售额将超过1000亿美元，诺和诺德、礼来总市值不断刷创新高。中信证券测算，2030年中国减肥用GLP-1受体激动剂的市场规模将达到383亿元。“减肥新药”卖爆2023H1销售额同比增长363%2023年8月3日，Science杂志在线发表一篇题为“Turning the tide on 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://usstock.jrj.com.cn/2024/05/31141740845737.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2439932194","content_text":"5月31日，贾跃亭发布关于2023财报“风险提示披露”造成误解和谣言的澄清视频，称“贾跃亭和FF承认公司永远无法盈利”是造谣，坚信FF可能成为更早实现盈利的公司之一。贾跃亭称：“贾跃亭和FF承认公司永远无法盈利”完全不属实，这是对我们财报风险披露部分中一句话‘It may never achieve or sustain profitability’的断章取义甚至造谣，其实这些风险描述中的大多数都可以追溯到公司上市前向SEC提交的注册文件当中，从那以后那些风险描述就沿用到每一份的披露文件当中，在所有与过往的披露文件中都可以查到，这些都是年报风险提示的通常做法。只是公司主动选择了最严格的合规标准，对潜在风险做出了最极端的描述，而这不是已经发生的事实，更不存在所谓的承认。","news_type":1,"symbols_score_info":{"FFIE":1}},"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285845362696264,"gmtCreate":1710804866314,"gmtModify":1710804868053,"author":{"id":"4097226743085970","authorId":"4097226743085970","name":"星元未来","avatar":"https://static.tigerbbs.com/3a8e915d7f808030bbf9731d84347a96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097226743085970","authorIdStr":"4097226743085970"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285845362696264","repostId":"2419901249","repostType":2,"isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281170214961272,"gmtCreate":1709675695111,"gmtModify":1709675696781,"author":{"id":"4097226743085970","authorId":"4097226743085970","name":"星元未来","avatar":"https://static.tigerbbs.com/3a8e915d7f808030bbf9731d84347a96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097226743085970","authorIdStr":"4097226743085970"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281170214961272","repostId":"2387141327","repostType":2,"repost":{"id":"2387141327","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1701330532,"share":"https://www.laohu8.com/m/news/2387141327?lang=&edition=full","pubTime":"2023-11-30 15:48","market":"us","language":"zh","title":"【券商聚焦】招银国际微削知乎(ZH)目标价至2美元 料会员业务增速放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=2387141327","media":"凤凰网港股","summary":"金吾财讯 | 招银国际发研报指，知乎 3Q23业绩符合预期，收入同比增长12%，经调整净亏损收窄至2.25亿元人民币。经调整净亏损持续收窄，主要得益于毛利率的提升。展望4Q23，该行预计收入同比下降6%，经调整净亏损为2亿元人民币。职业教育和广告将因季节性和“双11”大促实现环比增长，而会员业务增速或因高基数而放缓。该行认为，知乎凭借在丰富的IP和内容库方面的优势，能够捕捉短剧和IP内容变现带来的机会。","content":"<html><body><p>金吾财讯 | 招银国际发研报指，<a href=\"https://laohu8.com/S/ZH\">知乎</a>(ZH)3Q23业绩符合预期，收入同比增长12%，经调整净亏损收窄至2.25亿元人民币。稳健的收入增速主要由强劲的会员业务（同比+39%）和职业教育（同比+86%）所拉动，但部分被疲软的广告业务（同比-17%）拖累。经调整净亏损持续收窄，主要得益于毛利率的提升。展望4Q23，该行预计收入同比下降6%，经调整净亏损为2亿元人民币。职业教育和广告将因季节性和“双11”大促实现环比增长，而会员业务增速或因高基数而放缓（预计同比增长11%）。该行认为，知乎凭借在丰富的IP和内容库方面的优势，能够捕捉短剧和IP内容变现带来的机会。此外，知乎在AI应用方面也取得了不错的进展，志海图AI的应用提高了内容生产力和用户体验。为了反映会员业务的放缓，该行将2023-25年收入下调4%-7%，目标价由2.1美元下调至2.0美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-11-30 15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 招银国际发研报指，<a href=\"https://laohu8.com/S/ZH\">知乎</a>(ZH)3Q23业绩符合预期，收入同比增长12%，经调整净亏损收窄至2.25亿元人民币。稳健的收入增速主要由强劲的会员业务（同比+39%）和职业教育（同比+86%）所拉动，但部分被疲软的广告业务（同比-17%）拖累。经调整净亏损持续收窄，主要得益于毛利率的提升。展望4Q23，该行预计收入同比下降6%，经调整净亏损为2亿元人民币。职业教育和广告将因季节性和“双11”大促实现环比增长，而会员业务增速或因高基数而放缓（预计同比增长11%）。该行认为，知乎凭借在丰富的IP和内容库方面的优势，能够捕捉短剧和IP内容变现带来的机会。此外，知乎在AI应用方面也取得了不错的进展，志海图AI的应用提高了内容生产力和用户体验。为了反映会员业务的放缓，该行将2023-25年收入下调4%-7%，目标价由2.1美元下调至2.0美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02390":"知乎-W","ZH":"知乎"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=b62e680f0db4db4467b35b8dce01c3f5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387141327","content_text":"金吾财讯 | 招银国际发研报指，知乎(ZH)3Q23业绩符合预期，收入同比增长12%，经调整净亏损收窄至2.25亿元人民币。稳健的收入增速主要由强劲的会员业务（同比+39%）和职业教育（同比+86%）所拉动，但部分被疲软的广告业务（同比-17%）拖累。经调整净亏损持续收窄，主要得益于毛利率的提升。展望4Q23，该行预计收入同比下降6%，经调整净亏损为2亿元人民币。职业教育和广告将因季节性和“双11”大促实现环比增长，而会员业务增速或因高基数而放缓（预计同比增长11%）。该行认为，知乎凭借在丰富的IP和内容库方面的优势，能够捕捉短剧和IP内容变现带来的机会。此外，知乎在AI应用方面也取得了不错的进展，志海图AI的应用提高了内容生产力和用户体验。为了反映会员业务的放缓，该行将2023-25年收入下调4%-7%，目标价由2.1美元下调至2.0美元。","news_type":1,"symbols_score_info":{"02390":1,"ZH":1}},"isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279796308074616,"gmtCreate":1709331062713,"gmtModify":1709334215160,"author":{"id":"4097226743085970","authorId":"4097226743085970","name":"星元未来","avatar":"https://static.tigerbbs.com/3a8e915d7f808030bbf9731d84347a96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097226743085970","authorIdStr":"4097226743085970"},"themes":[],"htmlText":"，","listText":"，","text":"，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279796308074616","repostId":"2366366393","repostType":2,"repost":{"id":"2366366393","kind":"highlight","pubTimestamp":1694406491,"share":"https://www.laohu8.com/m/news/2366366393?lang=&edition=full","pubTime":"2023-09-11 12:28","market":"hk","language":"zh","title":"“减肥新药”卖爆，销售额同比增363%！小摩：2030年销售额将超千亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2366366393","media":"格隆汇","summary":"国内药企争相布局","content":"<html><body><p><span>减肥药概念股</span>今日表现强劲<span>，</span><span><a href=\"https://laohu8.com/S/300255\">常山药业</a>20cm涨停，<a href=\"https://laohu8.com/S/301509\">金凯生科</a>涨超11%，<a href=\"https://laohu8.com/S/688117\">圣诺生物</a>、<a href=\"https://laohu8.com/S/301393\">昊帆生物</a>、<a href=\"https://laohu8.com/S/688076\">诺泰生物</a>等纷纷冲高。</span></p><p><img src=\"https://img3.gelonghui.com/38fc3-2e63da02-9795-4c8f-9280-98ef2739f0c8.png\"/></p><p>近日司美格鲁肽（商品名：Wegovy）等减肥新药热卖引市场关注，丹麦制药巨头<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>（novo nordisk）超越奢侈品巨头LVMH，成为欧洲市值最高的公司。<span><a href=\"https://laohu8.com/S/LLY\">礼来</a>股价也连番大涨，目前市值已超5500亿美元，是<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>的两倍多。</span></p><p>此外，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>提高了对减肥药的销售额预测，预计到2030年这种GLP-1激动剂类药物的年销售额将超过1000亿美元，诺和诺德、礼来总市值不断刷创新高。<span><a href=\"https://laohu8.com/S/600030\">中信证券</a>测算，2030年中国减肥用GLP-1受体激动剂的市场规模将达到383亿元。</span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">“减肥新药”卖爆</font></h3><h3><font color=\"#3daad6\">2023H1销售额同比增长363%</font></h3><div><font color=\"#3daad6\"><br/></font></div><p>2023年8月3日，<em>Science</em>杂志在线发表一篇题为“Turning the tide on obesity”的社论性文章，文中指出：<strong>全球现下有超过十亿人患有肥胖症，超重的比例甚至更多。</strong>随着新型高效减重药物的出现，科学家们正翘首以盼这类药物能否让“肥胖时代”的流行画上历史性的句号。</p><p>世界肥胖联盟在2023年3月公布了最新版《世界肥胖地图》报告，“预计2035年，全球将有超过40亿人超重/肥胖，占全球总人口的一半以上”。</p><p><span>另外一份数据显示，</span><span>帕博利珠单抗全球销售额超120亿美元，首次问鼎“药王”宝座；</span><b>降糖“新宠”司美格鲁肽销售额暴涨363%，一举迈入榜单前三。</b></p><p><img src=\"https://img3.gelonghui.com/0eafd-88f72ae4-2309-40ab-a2bb-571a3f48800f.png\"/></p><p>2023上半年全球畅销药品TOP10</p><p>资料显示，司美格鲁肽由诺和诺德研发，是一款同时获批肥胖和2型糖尿病双适应症的GLP-1激动剂。该药自2017年全球首次上市后，不到6年时间便跻身2023H1全球畅销药TOP3行列。</p><p>目前司美格鲁肽共有3款产品获批在售，分别为Ozempic（注射用降糖药）、Rybelsus（口服降糖药）、Wegovy（注射用减重药），得益于Wegovy销售额的突飞猛进，2023H1同比增长363%，2023上半年已突破90亿美元。<span></span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">国内多家药企公布GLP-1类药品研发进展</font></h3><div><font color=\"#3daad6\"><br/></font></div><p>6月3日，丹麦药企诺和诺德生产的司<b>美格鲁肽注射液</b>，对肥胖患者的适应症扩容正式获得国家药监局受理。在接下来一年内，该药物可能在国内获批上市。</p><p>据粗略统计，目前国内最少有25家企业，选择以减重为管线进行着GLP-1类药物的研发。</p><p><span>目前，我国唯一获批的GLP-1类减肥药，只有<a href=\"https://laohu8.com/S/000963\">华东医药</a>于今年7月份获批的</span><b>利拉鲁肽注射液。</b><span>司美格鲁肽国内进入3期的有齐鲁，华东，联邦，<a href=\"https://laohu8.com/S/01513\">丽珠医药</a>。</span><span><a href=\"https://laohu8.com/S/01801\">信达生物</a>IBI362（GLP-1R/GCGR 双靶点）目前处于临床3期阶段，恒瑞医药HRS953（GLP-1R/GIPR）临床2期中。</span></p><p><img src=\"https://img3.gelonghui.com/660ea-204a3144-a0bc-43e6-b2c3-5a07d1093e0d.png\"/></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">小摩预测2030年年销售额将超1000亿美元</font></h3><div><font color=\"#3daad6\"><br/></font></div><p>摩根大通分析师Chris Schott表示，他不排除GLP-1在肥胖和糖尿病领域的销售额进一步上升的可能性，在社交媒体的大肆宣传下，这类药物的使用量正在迅速上升。<span></span></p><p>该行预计到2030年这种GLP-1激动剂类药物的年销售额将超过1000亿美元，诺和诺德和礼来形成双寡头垄断。<span></span></p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>在报告中指出，肥胖每年给美国的医疗系统带来1700亿美元的成本，而到2035年，这种慢性疾病的影响将使全球GDP减少4万亿美元，相当于全球第四大经济体德国2022年的GDP，而以GLP-1类疗法为主的减肥药有望给这一趋势带来革命新的改变。</p><div></div><p>该行表示，减肥药物市场将从今年的刚刚超过50亿美元扩大到2030年的440亿美元，翻了近9倍，而这种增长将使诺和诺德和礼来的减肥药大幅受益。</p><p>高盛投资组合经理Jenny Chang表示，减肥药物市场“历史上一直受限”，而随着监管给更更多此类新药“亮绿灯”，使得这批有前景的新药完全可以进入市场。</p><p><a href=\"https://laohu8.com/S/601108\">财通证券</a>指出，相比于传统降糖、减重药物，GLP-1类药物兼具有效性高、安全性佳的优点，近年来利拉鲁肽、司美格鲁肽、替尔泊肽等品种相继上市，可以预计随着推动市场教育进一步加快，将促进GLP-1类药物在降糖、减重人群中渗透率不断提升。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2023-09-11 12:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/643731><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>减肥药概念股今日表现强劲，常山药业20cm涨停，金凯生科涨超11%，圣诺生物、昊帆生物、诺泰生物等纷纷冲高。近日司美格鲁肽（商品名：Wegovy）等减肥新药热卖引市场关注，丹麦制药巨头诺和诺德（novo nordisk）超越奢侈品巨头LVMH，成为欧洲市值最高的公司。礼来股价也连番大涨，目前市值已超5500亿美元，是辉瑞的两倍多。此外，摩根大通提高了对减肥药的销售额预测，预计到2030年这种GLP...</p>\n\n<a href=\"https://www.gelonghui.com/p/643731\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/23bd7-b1ea8c62-e16c-47da-8c4f-414c06832007.jpg","relate_stocks":{"300255":"常山药业","301393":"昊帆生物","301509":"金凯生科","688076":"ST诺泰","688117":"圣诺生物","000963":"华东医药","NVO":"诺和诺德","SG9999002232.USD":"Allianz Global High Payout USD","BK4585":"ETF&股票定投概念","BK0196":"行业龙头","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0971096721.USD":"富达环球金融服务 A","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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SGD"},"source_url":"https://www.gelonghui.com/p/643731","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2366366393","content_text":"减肥药概念股今日表现强劲，常山药业20cm涨停，金凯生科涨超11%，圣诺生物、昊帆生物、诺泰生物等纷纷冲高。近日司美格鲁肽（商品名：Wegovy）等减肥新药热卖引市场关注，丹麦制药巨头诺和诺德（novo nordisk）超越奢侈品巨头LVMH，成为欧洲市值最高的公司。礼来股价也连番大涨，目前市值已超5500亿美元，是辉瑞的两倍多。此外，摩根大通提高了对减肥药的销售额预测，预计到2030年这种GLP-1激动剂类药物的年销售额将超过1000亿美元，诺和诺德、礼来总市值不断刷创新高。中信证券测算，2030年中国减肥用GLP-1受体激动剂的市场规模将达到383亿元。“减肥新药”卖爆2023H1销售额同比增长363%2023年8月3日，Science杂志在线发表一篇题为“Turning the tide on obesity”的社论性文章，文中指出：全球现下有超过十亿人患有肥胖症，超重的比例甚至更多。随着新型高效减重药物的出现，科学家们正翘首以盼这类药物能否让“肥胖时代”的流行画上历史性的句号。世界肥胖联盟在2023年3月公布了最新版《世界肥胖地图》报告，“预计2035年，全球将有超过40亿人超重/肥胖，占全球总人口的一半以上”。另外一份数据显示，帕博利珠单抗全球销售额超120亿美元，首次问鼎“药王”宝座；降糖“新宠”司美格鲁肽销售额暴涨363%，一举迈入榜单前三。2023上半年全球畅销药品TOP10资料显示，司美格鲁肽由诺和诺德研发，是一款同时获批肥胖和2型糖尿病双适应症的GLP-1激动剂。该药自2017年全球首次上市后，不到6年时间便跻身2023H1全球畅销药TOP3行列。目前司美格鲁肽共有3款产品获批在售，分别为Ozempic（注射用降糖药）、Rybelsus（口服降糖药）、Wegovy（注射用减重药），得益于Wegovy销售额的突飞猛进，2023H1同比增长363%，2023上半年已突破90亿美元。国内多家药企公布GLP-1类药品研发进展6月3日，丹麦药企诺和诺德生产的司美格鲁肽注射液，对肥胖患者的适应症扩容正式获得国家药监局受理。在接下来一年内，该药物可能在国内获批上市。据粗略统计，目前国内最少有25家企业，选择以减重为管线进行着GLP-1类药物的研发。目前，我国唯一获批的GLP-1类减肥药，只有华东医药于今年7月份获批的利拉鲁肽注射液。司美格鲁肽国内进入3期的有齐鲁，华东，联邦，丽珠医药。信达生物IBI362（GLP-1R/GCGR 双靶点）目前处于临床3期阶段，恒瑞医药HRS953（GLP-1R/GIPR）临床2期中。小摩预测2030年年销售额将超1000亿美元摩根大通分析师Chris Schott表示，他不排除GLP-1在肥胖和糖尿病领域的销售额进一步上升的可能性，在社交媒体的大肆宣传下，这类药物的使用量正在迅速上升。该行预计到2030年这种GLP-1激动剂类药物的年销售额将超过1000亿美元，诺和诺德和礼来形成双寡头垄断。高盛在报告中指出，肥胖每年给美国的医疗系统带来1700亿美元的成本，而到2035年，这种慢性疾病的影响将使全球GDP减少4万亿美元，相当于全球第四大经济体德国2022年的GDP，而以GLP-1类疗法为主的减肥药有望给这一趋势带来革命新的改变。该行表示，减肥药物市场将从今年的刚刚超过50亿美元扩大到2030年的440亿美元，翻了近9倍，而这种增长将使诺和诺德和礼来的减肥药大幅受益。高盛投资组合经理Jenny 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