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散静
散静
·
2024-10-06
这篇文章不错,转发给大家看看
非常抱歉,此主贴已删除
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散静
散静
·
2024-09-27
$DiDi Global Inc.(DIDIY)$
这一波中概上涨,估什会到6
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2
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散静
散静
·
2024-06-06
$DiDi Global Inc.(DIDIY)$
反弹开始……
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散静
散静
·
2024-05-10
$DiDi Global Inc.(DIDIY)$
一季度财报一出来,就会大涨一波。吃肉要有耐心
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散静
散静
·
2024-04-12
$DiDi Global Inc.(DIDIY)$
个人认为今天要开始跌了。5是压力位,4到5之间会波动一段时间,可以反复做T了
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散静
散静
·
2023-12-18
美联储暗示加息已止,明年降息超预期
查看详情:
美联储暗示加息已止,明年降息超预期
美联储降息预期加速升温,对市场有何影响? 此帖仅开放于中国大陆用户
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美联储暗示加息已止,明年降息超预期
散静
散静
·
2023-10-13
$DiDi Global Inc.(DIDIY)$
去港上市不重要,重要的是港股通,只要港股通现实,滴滴的价值重估。不信的话,咱们拭目以待
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3
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散静
散静
·
2023-08-02
这篇文章不错,转发给大家看看
非常抱歉,此主贴已删除
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散静
散静
·
2023-04-20
$DiDi Global Inc.(DIDIY)$
吃错药了?
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散静
散静
·
2023-03-18
不错
需求“错位”降糖药司美格鲁肽在欧供不应求 本土药企抢滩百亿元级市场
需求“错位”降糖药变减肥药诺和泰为总部位于丹麦的跨国药企诺和诺德原研的注射处方药。本土药企抢滩百亿元级市场在国内,诺和诺德原研的两款GLP-1受体激动剂司美格鲁肽注射液和利拉鲁肽注射液已获批上市,适应症为糖尿病,并无治疗肥胖症的适应症获批。截至目前,尚未有国产利拉鲁肽相关药物获批上市。而司美格鲁肽注射液的专利正常于2026年失效,但因此前国家知识产权局判定该专利无效,诺和诺德就此提起上诉,故该药专利仍悬而未决。
需求“错位”降糖药司美格鲁肽在欧供不应求 本土药企抢滩百亿元级市场
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一季度财报一出来,就会大涨一波。吃肉要有耐心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/304393369903104","isVote":1,"tweetType":1,"viewCount":3976,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496878752673515","authorId":"3496878752673515","name":"112222春天","avatar":"https://static.tigerbbs.com/56a84b430a4e361e1734d12cd1072a7e","crmLevel":5,"crmLevelSwitch":0,"idStr":"3496878752673515","authorIdStr":"3496878752673515"},"content":"我都拿它快3年了,逢低补仓,陪它10年,倔强到底","text":"我都拿它快3年了,逢低补仓,陪它10年,倔强到底","html":"我都拿它快3年了,逢低补仓,陪它10年,倔强到底"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294504727781536,"gmtCreate":1712913655900,"gmtModify":1712913657539,"author":{"id":"3495708665602292","authorId":"3495708665602292","name":"散静","avatar":"https://static.tigerbbs.com/59db6d31c51fa552a0765b3e7ec8136a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495708665602292","authorIdStr":"3495708665602292"},"themes":[],"htmlText":"<a 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去港上市不重要,重要的是港股通,只要港股通现实,滴滴的价值重估。不信的话,咱们拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/230169331228976","isVote":1,"tweetType":1,"viewCount":4022,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":4,"crmLevelSwitch":0,"idStr":"134415299988000","authorIdStr":"134415299988000"},"content":"港股通的话,大陆投资者就可以买didi了","text":"港股通的话,大陆投资者就可以买didi了","html":"港股通的话,大陆投资者就可以买didi了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204539665678616,"gmtCreate":1690967872038,"gmtModify":1690967873239,"author":{"id":"3495708665602292","authorId":"3495708665602292","name":"散静","avatar":"https://static.tigerbbs.com/59db6d31c51fa552a0765b3e7ec8136a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495708665602292","authorIdStr":"3495708665602292"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204539665678616","repostId":"2355620059","repostType":2,"isVote":1,"tweetType":1,"viewCount":2142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651431557,"gmtCreate":1682000005579,"gmtModify":1682000006671,"author":{"id":"3495708665602292","authorId":"3495708665602292","name":"散静","avatar":"https://static.tigerbbs.com/59db6d31c51fa552a0765b3e7ec8136a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495708665602292","authorIdStr":"3495708665602292"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>吃错药了?","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>吃错药了?","text":"$DiDi Global Inc.(DIDIY)$ 吃错药了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651431557","isVote":1,"tweetType":1,"viewCount":2255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650638244,"gmtCreate":1679104870788,"gmtModify":1679104872089,"author":{"id":"3495708665602292","authorId":"3495708665602292","name":"散静","avatar":"https://static.tigerbbs.com/59db6d31c51fa552a0765b3e7ec8136a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495708665602292","authorIdStr":"3495708665602292"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650638244","repostId":"2319863238","repostType":2,"repost":{"id":"2319863238","kind":"news","pubTimestamp":1678848983,"share":"https://ttm.financial/m/news/2319863238?lang=&edition=full","pubTime":"2023-03-15 10:56","market":"us","language":"zh","title":"需求“错位”降糖药司美格鲁肽在欧供不应求 本土药企抢滩百亿元级市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2319863238","media":"证券日报","summary":"需求“错位”降糖药变减肥药诺和泰为总部位于丹麦的跨国药企诺和诺德原研的注射处方药。本土药企抢滩百亿元级市场在国内,诺和诺德原研的两款GLP-1受体激动剂司美格鲁肽注射液和利拉鲁肽注射液已获批上市,适应症为糖尿病,并无治疗肥胖症的适应症获批。截至目前,尚未有国产利拉鲁肽相关药物获批上市。而司美格鲁肽注射液的专利正常于2026年失效,但因此前国家知识产权局判定该专利无效,诺和诺德就此提起上诉,故该药专利仍悬而未决。","content":"<html><body><article><p>本报记者 张敏 见习记者 熊悦</p><p>当地时间周一(3月13日),欧洲药品管理局(EMA)发布官方声明表示,<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>(NovoNordisk)生产的糖尿病药物诺和泰(Ozempic)将面临较长时间的短缺,预计这种短缺将持续整个2023年。</p><p>EMA补充称,虽然这一药品的供应仍将继续增加,但不确定何时才能到满足市场需求的地步。并且,诺和泰还被视为减肥药物Wegovy的替代品,糖尿病患者的用药短缺因此加剧。所以,该机构要求医生优先为糖尿病患者注射诺和泰,而不是将其作为减肥药物出售。</p><p><strong>需求“错位”降糖药变减肥药</strong></p><p>诺和泰为总部位于丹麦的跨国药企诺和诺德原研的注射处方药。官方用药说明书显示,诺和泰用于改善成人2型糖尿病患者的血糖,降低已知有心脏病的2型糖尿病成人患者发生主要心血管事件的风险。目前这款药物有0.5mg、1mg、2mg三种规格,患者每周注射一次,单次用量逐步递增。</p><p>据悉,这款药与诺和诺德旗下的一款减肥药物Wegovy属于剂量不同的同一种药物——司美格鲁肽。司美格鲁肽注射液为GLP-1(胰高血糖素样肽-1)类代表药物。而GLP-1类药物是近年来各大药企开发糖尿病用药的明星靶点,其可以通过增加胰岛素分泌、抑制胰高血糖素释放来降低血糖浓度,被外界认为有望取代胰岛素,成为2型糖尿病患者的一线治疗药物。</p><p>Wegovy于2021年6月获美国食品药品管理局批准用于治疗肥胖症,主要在美国销售。在“网红”人物埃隆·马斯克及一些好莱坞演员的“带货”刺激下,这款药物在美国供应偏紧。在这种情况下,诺和泰被视为Wegovy的替代品,市场需求由此大增,并且相关糖尿病患者的用药短缺也因此加剧。</p><p>EMA表示,“对Ozempic的需求增加导致了短缺,预计这种短缺将持续到2023年。”“Ozempic只适用于治疗控制不足的成人2型糖尿病。”任何其他用途都可能危及这些患者的健康。</p><p>尽管这款药物仍处于供不应求的状态,但原研药企诺和诺德已经从中尝到了甜头。公司2022年财报显示,司美格鲁肽产品的总销售额达109亿美元,同比大增78%,其中降糖药皮下注射剂Ozempic销售额约为84.65亿美元,口服制剂Rybelsus(索马鲁肽)销售额约为16亿美元;减肥药Wegovy销售额约为8.77亿美元。</p><p><strong>本土药企抢滩百亿元级市场</strong></p><p>在国内,诺和诺德原研的两款GLP-1受体激动剂司美格鲁肽注射液和利拉鲁肽注射液已获批上市,适应症为糖尿病,并无治疗肥胖症的适应症获批。即便如此,仍有许多人将司美格鲁肽注射液用于减肥。</p><p>有药品代购人士告诉记者,“前来购买司美格鲁肽注射液的有很多是想减肥的女孩,为了管住嘴、少吃高热量食物,因为这款药能抑制食欲。”</p><p>某三甲医院内分泌科主治医师告诉记者,司美格鲁肽注射液在国内属于处方药,目前国内获批适应症为成人2型糖尿病。“这款药可用于减重,但属于超说明书用药。类似的药物还有度拉糖肽、利拉鲁肽。”上述主治医师表示,部分减肥人士使用司美格鲁肽注射液后会出现过敏、胃肠道反应较大等副作用。</p><p>根据弗若斯特沙利文数据,中国GLP-1受体激动剂市场规模预计于2025年达到156亿元,随后将以CAGR=26.2%的增速,在2030年达到501亿元。德邦证券报告预测,2022年,中国成年人的超重及肥胖患病率达34.3%和16.4%,GLP-1类药物的减肥适应症的销售峰值有望达到400亿元。</p><p>百亿元级的市场规模吸引了诸多国内药企抢滩仿制药。目前,诺和诺德的利拉鲁肽化合物专利在中国市场已到期,已有正大天晴药业、深圳<a href=\"https://laohu8.com/S/300199\">翰宇药业</a>、杭州中美华东制药、<a href=\"https://laohu8.com/S/600867\">通化东宝</a>药业等药企提交了利拉鲁肽注射液生物类似药和化药仿制药的上市申请,适应症大多为糖尿病。截至目前,尚未有国产利拉鲁肽相关药物获批上市。</p><p>而司美格鲁肽注射液的专利正常于2026年失效,但因此前国家知识产权局判定该专利无效,诺和诺德就此提起上诉,故该药专利仍悬而未决。即便如此,各大药企也已蓄势待发。</p><p>国家药品监督管理局药品审评中心数据显示,已有杭州九源基因工程、<a href=\"https://laohu8.com/S/000513\">丽珠集团</a>新北江制药、重庆宸安生物制药、联邦生物科技、<a href=\"https://laohu8.com/S/01093\">石药集团</a>等药企的司美格鲁肽注射液生物类似药或化学仿制药的上市申请获受理。</p><p>某化学制药公司相关人士告诉《证券日报》记者,“目前GLP-1类药品用于糖尿病、减重适应症上,国内乃至国际的关注度都比较高。公司相关产品开发的适应症还是针对2型糖尿病患者,目前正处于三期临床阶段,不排除后续会开发减重适应症。”</p><p>有业内人士认为,基于GLP-1类药在糖尿病和减重适应症上的效果,未来市场需求巨大,拿下首仿的药企将具有先发优势。</p><p>(编辑 上官梦露)</p></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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需求“错位”降糖药司美格鲁肽在欧供不应求 本土药企抢滩百亿元级市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 10:56 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303151059018419b101&s=b><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报记者 张敏 见习记者 熊悦当地时间周一(3月13日),欧洲药品管理局(EMA)发布官方声明表示,诺和诺德(NovoNordisk)生产的糖尿病药物诺和泰(Ozempic)将面临较长时间的短缺,预计这种短缺将持续整个2023年。EMA补充称,虽然这一药品的供应仍将继续增加,但不确定何时才能到满足市场需求的地步。并且,诺和泰还被视为减肥药物Wegovy的替代品,糖尿病患者的用药短缺因此加剧。所以,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303151059018419b101&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","NVO":"诺和诺德","BK4585":"ETF&股票定投概念","BK4532":"文艺复兴科技持仓","BK4007":"制药"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303151059018419b101&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2319863238","content_text":"本报记者 张敏 见习记者 熊悦当地时间周一(3月13日),欧洲药品管理局(EMA)发布官方声明表示,诺和诺德(NovoNordisk)生产的糖尿病药物诺和泰(Ozempic)将面临较长时间的短缺,预计这种短缺将持续整个2023年。EMA补充称,虽然这一药品的供应仍将继续增加,但不确定何时才能到满足市场需求的地步。并且,诺和泰还被视为减肥药物Wegovy的替代品,糖尿病患者的用药短缺因此加剧。所以,该机构要求医生优先为糖尿病患者注射诺和泰,而不是将其作为减肥药物出售。需求“错位”降糖药变减肥药诺和泰为总部位于丹麦的跨国药企诺和诺德原研的注射处方药。官方用药说明书显示,诺和泰用于改善成人2型糖尿病患者的血糖,降低已知有心脏病的2型糖尿病成人患者发生主要心血管事件的风险。目前这款药物有0.5mg、1mg、2mg三种规格,患者每周注射一次,单次用量逐步递增。据悉,这款药与诺和诺德旗下的一款减肥药物Wegovy属于剂量不同的同一种药物——司美格鲁肽。司美格鲁肽注射液为GLP-1(胰高血糖素样肽-1)类代表药物。而GLP-1类药物是近年来各大药企开发糖尿病用药的明星靶点,其可以通过增加胰岛素分泌、抑制胰高血糖素释放来降低血糖浓度,被外界认为有望取代胰岛素,成为2型糖尿病患者的一线治疗药物。Wegovy于2021年6月获美国食品药品管理局批准用于治疗肥胖症,主要在美国销售。在“网红”人物埃隆·马斯克及一些好莱坞演员的“带货”刺激下,这款药物在美国供应偏紧。在这种情况下,诺和泰被视为Wegovy的替代品,市场需求由此大增,并且相关糖尿病患者的用药短缺也因此加剧。EMA表示,“对Ozempic的需求增加导致了短缺,预计这种短缺将持续到2023年。”“Ozempic只适用于治疗控制不足的成人2型糖尿病。”任何其他用途都可能危及这些患者的健康。尽管这款药物仍处于供不应求的状态,但原研药企诺和诺德已经从中尝到了甜头。公司2022年财报显示,司美格鲁肽产品的总销售额达109亿美元,同比大增78%,其中降糖药皮下注射剂Ozempic销售额约为84.65亿美元,口服制剂Rybelsus(索马鲁肽)销售额约为16亿美元;减肥药Wegovy销售额约为8.77亿美元。本土药企抢滩百亿元级市场在国内,诺和诺德原研的两款GLP-1受体激动剂司美格鲁肽注射液和利拉鲁肽注射液已获批上市,适应症为糖尿病,并无治疗肥胖症的适应症获批。即便如此,仍有许多人将司美格鲁肽注射液用于减肥。有药品代购人士告诉记者,“前来购买司美格鲁肽注射液的有很多是想减肥的女孩,为了管住嘴、少吃高热量食物,因为这款药能抑制食欲。”某三甲医院内分泌科主治医师告诉记者,司美格鲁肽注射液在国内属于处方药,目前国内获批适应症为成人2型糖尿病。“这款药可用于减重,但属于超说明书用药。类似的药物还有度拉糖肽、利拉鲁肽。”上述主治医师表示,部分减肥人士使用司美格鲁肽注射液后会出现过敏、胃肠道反应较大等副作用。根据弗若斯特沙利文数据,中国GLP-1受体激动剂市场规模预计于2025年达到156亿元,随后将以CAGR=26.2%的增速,在2030年达到501亿元。德邦证券报告预测,2022年,中国成年人的超重及肥胖患病率达34.3%和16.4%,GLP-1类药物的减肥适应症的销售峰值有望达到400亿元。百亿元级的市场规模吸引了诸多国内药企抢滩仿制药。目前,诺和诺德的利拉鲁肽化合物专利在中国市场已到期,已有正大天晴药业、深圳翰宇药业、杭州中美华东制药、通化东宝药业等药企提交了利拉鲁肽注射液生物类似药和化药仿制药的上市申请,适应症大多为糖尿病。截至目前,尚未有国产利拉鲁肽相关药物获批上市。而司美格鲁肽注射液的专利正常于2026年失效,但因此前国家知识产权局判定该专利无效,诺和诺德就此提起上诉,故该药专利仍悬而未决。即便如此,各大药企也已蓄势待发。国家药品监督管理局药品审评中心数据显示,已有杭州九源基因工程、丽珠集团新北江制药、重庆宸安生物制药、联邦生物科技、石药集团等药企的司美格鲁肽注射液生物类似药或化学仿制药的上市申请获受理。某化学制药公司相关人士告诉《证券日报》记者,“目前GLP-1类药品用于糖尿病、减重适应症上,国内乃至国际的关注度都比较高。公司相关产品开发的适应症还是针对2型糖尿病患者,目前正处于三期临床阶段,不排除后续会开发减重适应症。”有业内人士认为,基于GLP-1类药在糖尿病和减重适应症上的效果,未来市场需求巨大,拿下首仿的药企将具有先发优势。(编辑 上官梦露)","news_type":1,"symbols_score_info":{"NVO":0.9}},"isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}