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winbull
winbull
·
04-18
说说你对这篇新闻的看法...
“减肥神药”进入口服时代，礼来登顶“减肥药王”？
数据显示，服用Orforglipron的参与者在40周后平均减轻了16磅，约占体重的7.9%，这一表现超过了礼来之前预计的4%至7%减重范围。华尔街分析师普遍认为，GLP-1减肥药领域正在从注射剂型向便捷的口服形式转变，而礼来已经取得了早期领先优势。登顶减肥药之王？报道称，辉瑞的退出进一步巩固了礼来在这一领域的领先地位。根据临床试验数据库，礼来公司的主要肥胖症试验最早将于7月完成。
“减肥神药”进入口服时代，礼来登顶“减肥药王”？
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winbull
winbull
·
2021-09-22
$Cassava Sciences Inc(SAVA)$
Sava今天公布了12-month数据，增强了我的信心。尽管今天又大跌，但一点都不担心。估计很快就会公布phase-3启动的消息，预计两周内就会公布。
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winbull
winbull
·
2021-09-18
$Cassava Sciences Inc(SAVA)$
9月21日 阿尔茨海默症日期待phase 3启动等利好消息！
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winbull
winbull
·
2021-09-10
$Cassava Sciences Inc(SAVA)$
如果今天能站上50关键支撑位，就有止跌企稳迹象。下周若有利好消息就能向上突破。
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winbull
winbull
·
2021-09-04
$Cassava Sciences Inc(SAVA)$
Sava今天没有什么利空消息啊，为什么跌这么狠？
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6
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winbull
winbull
·
2021-09-02
$Cassava Sciences Inc(SAVA)$
Sava的CEO Remi加仓了象征性的加仓了2801股，至少是一个积极的信号，表明内部对数据真实性还是很有信心的
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winbull
winbull
·
2021-08-30
$Cassava Sciences Inc(SAVA)$
Sava基本筑底横盘，等待消息面来决定向上或向下？
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winbull
winbull
·
2021-08-30
$Cassava Sciences Inc(SAVA)$
截止8/27/21，SAVA股票的做空比率已经达到惊人的40.48%？接下来的一周是关键。希望SAVA能给出有力的证据回击造假的指控。
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09:36","market":"us","language":"zh","title":"“减肥神药”进入口服时代，礼来登顶“减肥药王”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1170316139","media":"华尔街见闻","summary":"数据显示，服用Orforglipron的参与者在40周后平均减轻了16磅，约占体重的7.9%，这一表现超过了礼来之前预计的4%至7%减重范围。华尔街分析师普遍认为，GLP-1减肥药领域正在从注射剂型向便捷的口服形式转变，而礼来已经取得了早期领先优势。登顶减肥药之王？报道称，辉瑞的退出进一步巩固了礼来在这一领域的领先地位。根据临床试验数据库，礼来公司的主要肥胖症试验最早将于7月完成。","content":"<html><head></head><body><blockquote><p>华尔街分析师普遍认为，GLP-1减肥药领域正在从注射剂型向便捷的口服形式转变，而<a href=\"https://laohu8.com/S/LLY\">礼来</a>已经取得了早期领先优势。这场激烈的多年竞争已经有了明显的赢家，至少目前看来，礼来已被市场加冕为GLP-1药物领域的新王者。</p></blockquote><p style=\"text-align: justify;\">礼来公司的口服减肥药Orforglipron在三期临床试验中表现出色，可以媲美甚至超越注射型GLP-1药物。</p><p style=\"text-align: justify;\">市场对礼来的突破性进展反应强烈。4月17日，礼来股价收涨超14%，盘中暴涨16%，创下自2023年8月以来的最大单日涨幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe90ecd263678e278cba37dd80d837f5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">与此同时，长期占据GLP-1市场主导地位的<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>股价则大幅收跌近8%。</p><p style=\"text-align: justify;\">根据礼来公布发布的新闻稿，其口服GLP-1药物orforglipron在3期临床试验中“展示了统计学上显著的疗效结果，且安全性与注射型GLP-1药物一致”。</p><p style=\"text-align: justify;\">数据显示，服用Orforglipron的参与者在40周后平均减轻了16磅，约占体重的7.9%，这一表现超过了礼来之前预计的4%至7%减重范围。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3719b80ed8bbed049f77705d8b2b4a75\" title=\"\" tg-width=\"873\" tg-height=\"530\"/></p><p style=\"text-align: justify;\">相比之下，诺和诺德的明星产品Ozempic在最高剂量下糖尿病患者仅减轻约6%的体重。</p><p style=\"text-align: justify;\">"这些数据代表了一款一上市就能成为重磅产品的最佳情况，"Jefferies分析师Akash Tewari表示。</p><p style=\"text-align: justify;\">瑞穗证券医疗保健专家Jared Holz表示，礼来将在相当长一段时间内保持该类别中的卓越地位，因为基于这些数据，其领先于制药和生物技术领域竞争对手的优势正在扩大。</p><p style=\"text-align: justify;\"><strong>华尔街分析师普遍认为，GLP-1减肥药领域正在从注射剂型向便捷的口服形式转变，而礼来已经取得了早期领先优势。这场激烈的多年竞争已经有了明显的赢家，至少目前看来，礼来已被市场加冕为GLP-1药物领域的新王者。</strong></p><p style=\"text-align: justify;\">礼来公司董事长兼CEO David Ricks在一份声明中写道：</p><blockquote><p style=\"text-align: justify;\">"作为一种方便的每日一次口服药丸，Orforglipron可能提供了一个新选择，如获批准，可迅速大规模生产和推出，供全球人使用。"</p></blockquote><h2 id=\"id_1383858797\">口服药物：便利性与制造优势的双重胜利</h2><p style=\"text-align: justify;\">Orforglipron是一种更便捷的口服替代GLP-1注射剂的治疗方案，这给礼来带来了超越诺和诺德等竞争对手的潜在优势。</p><p style=\"text-align: justify;\">礼来的Orforglipron不仅在疗效上具有竞争力，其口服给药方式还提供了显著的便利性优势。</p><p style=\"text-align: justify;\">据报道，虽然目前市场上已有GLP-1类药物如Wegovy获得巨大成功，但这些药物必须以每周注射的方式给药，这限制了它们的使用范围。</p><blockquote><p style=\"text-align: justify;\">如果Orforglipron能以简单的口服形式提供类似的效果，它有潜力接触到更多患者并成为重大的市场颠覆者。</p></blockquote><p style=\"text-align: justify;\">除了便利性外，礼来还在积极准备大规模生产Orforglipron。该公司最近披露了价值近5.5亿美元的库存，"主要与Orforglipron相关"。这表明礼来正在建立产品库存，避免诺和诺德和自身注射型GLP-1药物曾面临的供应短缺问题。</p><p style=\"text-align: justify;\">Leerink Partners分析师David Risinger表示：礼来将成为唯一一家拥有易于生产的口服GLP-1药物的公司，领先新竞争对手近三年。这一优势将使礼来能够在更长时间内保持更高定价能力。</p><h2 id=\"id_999662048\">登顶减肥药之王？</h2><p style=\"text-align: justify;\">此前提及，在礼来公布这一振奋人心的消息的同一周，其竞争对手<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>宣布停止开发其口服减肥药Danuglipron，原因是临床试验中一名患者出现潜在与药物相关的肝损伤。报道称，辉瑞的退出进一步巩固了礼来在这一领域的领先地位。</p><p style=\"text-align: justify;\">与此同时，诺和诺德自去年6月以来持续遭遇一连串利空，包括减重药Wegovy和Ozempic需求不及预期、口服减重药monlunabant的中期试验结果令人失望，以及另一款在研注射药物CagriSema的数据表现不佳，导致其本月痛失欧股市值老大的位置。</p><p style=\"text-align: justify;\">GLP-1减肥药市场预计将从目前的280亿美元迅速增长至2030年的约950亿美元。根据<a href=\"https://laohu8.com/S/GS\">高盛</a>分析师的预测，Orforglipron的风险调整后峰值销售额(包括肥胖和糖尿病)将在2035年达到235亿美元，远高于市场共识的168亿美元。</p><p style=\"text-align: justify;\">为避免类似注射型GLP-1药物的供应短缺问题，礼来已经开始积极备货Orforglipron，最近披露的价值近5.5亿美元的库存"主要与Orforglipron相关"。有报道称，公司计划在5年内实现Orforglipron在美国的全部供应本地化生产。</p><p style=\"text-align: justify;\">根据临床试验数据库，礼来公司的主要肥胖症试验最早将于7月完成。该公司计划今年晚些时候寻求减重适应症的监管批准，明年初则将申请糖尿病适应症。如果一切顺利，分析师预计该药物最早可能在2026年上半年获得FDA批准上市。</p></body></html>","source":"wallstreetcn_api","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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href=https://wallstreetcn.com/articles/3745456><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街分析师普遍认为，GLP-1减肥药领域正在从注射剂型向便捷的口服形式转变，而礼来已经取得了早期领先优势。这场激烈的多年竞争已经有了明显的赢家，至少目前看来，礼来已被市场加冕为GLP-1药物领域的新王者。礼来公司的口服减肥药Orforglipron在三期临床试验中表现出色，可以媲美甚至超越注射型GLP-1药物。市场对礼来的突破性进展反应强烈。4月17日，礼来股价收涨超14%，盘中暴涨16%，创下...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745456\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0823416689.USD":"BNP PARIBAS HEALTH CARE INNOVATORS \"C\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4581":"高盛持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0385154629.USD":"贝莱德营养科学基金A2","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","BK4516":"特朗普概念","LLY":"礼来","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3745456","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170316139","content_text":"华尔街分析师普遍认为，GLP-1减肥药领域正在从注射剂型向便捷的口服形式转变，而礼来已经取得了早期领先优势。这场激烈的多年竞争已经有了明显的赢家，至少目前看来，礼来已被市场加冕为GLP-1药物领域的新王者。礼来公司的口服减肥药Orforglipron在三期临床试验中表现出色，可以媲美甚至超越注射型GLP-1药物。市场对礼来的突破性进展反应强烈。4月17日，礼来股价收涨超14%，盘中暴涨16%，创下自2023年8月以来的最大单日涨幅。与此同时，长期占据GLP-1市场主导地位的诺和诺德股价则大幅收跌近8%。根据礼来公布发布的新闻稿，其口服GLP-1药物orforglipron在3期临床试验中“展示了统计学上显著的疗效结果，且安全性与注射型GLP-1药物一致”。数据显示，服用Orforglipron的参与者在40周后平均减轻了16磅，约占体重的7.9%，这一表现超过了礼来之前预计的4%至7%减重范围。相比之下，诺和诺德的明星产品Ozempic在最高剂量下糖尿病患者仅减轻约6%的体重。\"这些数据代表了一款一上市就能成为重磅产品的最佳情况，\"Jefferies分析师Akash Tewari表示。瑞穗证券医疗保健专家Jared Holz表示，礼来将在相当长一段时间内保持该类别中的卓越地位，因为基于这些数据，其领先于制药和生物技术领域竞争对手的优势正在扩大。华尔街分析师普遍认为，GLP-1减肥药领域正在从注射剂型向便捷的口服形式转变，而礼来已经取得了早期领先优势。这场激烈的多年竞争已经有了明显的赢家，至少目前看来，礼来已被市场加冕为GLP-1药物领域的新王者。礼来公司董事长兼CEO David Ricks在一份声明中写道：\"作为一种方便的每日一次口服药丸，Orforglipron可能提供了一个新选择，如获批准，可迅速大规模生产和推出，供全球人使用。\"口服药物：便利性与制造优势的双重胜利Orforglipron是一种更便捷的口服替代GLP-1注射剂的治疗方案，这给礼来带来了超越诺和诺德等竞争对手的潜在优势。礼来的Orforglipron不仅在疗效上具有竞争力，其口服给药方式还提供了显著的便利性优势。据报道，虽然目前市场上已有GLP-1类药物如Wegovy获得巨大成功，但这些药物必须以每周注射的方式给药，这限制了它们的使用范围。如果Orforglipron能以简单的口服形式提供类似的效果，它有潜力接触到更多患者并成为重大的市场颠覆者。除了便利性外，礼来还在积极准备大规模生产Orforglipron。该公司最近披露了价值近5.5亿美元的库存，\"主要与Orforglipron相关\"。这表明礼来正在建立产品库存，避免诺和诺德和自身注射型GLP-1药物曾面临的供应短缺问题。Leerink Partners分析师David Risinger表示：礼来将成为唯一一家拥有易于生产的口服GLP-1药物的公司，领先新竞争对手近三年。这一优势将使礼来能够在更长时间内保持更高定价能力。登顶减肥药之王？此前提及，在礼来公布这一振奋人心的消息的同一周，其竞争对手辉瑞宣布停止开发其口服减肥药Danuglipron，原因是临床试验中一名患者出现潜在与药物相关的肝损伤。报道称，辉瑞的退出进一步巩固了礼来在这一领域的领先地位。与此同时，诺和诺德自去年6月以来持续遭遇一连串利空，包括减重药Wegovy和Ozempic需求不及预期、口服减重药monlunabant的中期试验结果令人失望，以及另一款在研注射药物CagriSema的数据表现不佳，导致其本月痛失欧股市值老大的位置。GLP-1减肥药市场预计将从目前的280亿美元迅速增长至2030年的约950亿美元。根据高盛分析师的预测，Orforglipron的风险调整后峰值销售额(包括肥胖和糖尿病)将在2035年达到235亿美元，远高于市场共识的168亿美元。为避免类似注射型GLP-1药物的供应短缺问题，礼来已经开始积极备货Orforglipron，最近披露的价值近5.5亿美元的库存\"主要与Orforglipron相关\"。有报道称，公司计划在5年内实现Orforglipron在美国的全部供应本地化生产。根据临床试验数据库，礼来公司的主要肥胖症试验最早将于7月完成。该公司计划今年晚些时候寻求减重适应症的监管批准，明年初则将申请糖尿病适应症。如果一切顺利，分析师预计该药物最早可能在2026年上半年获得FDA批准上市。","news_type":1,"symbols_score_info":{"LLY":1}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869726883,"gmtCreate":1632323199642,"gmtModify":1632330364141,"author":{"id":"3561484276442419","authorId":"3561484276442419","name":"winbull","avatar":"https://static.tigerbbs.com/2721b4659074c648208dd967729ddb25","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561484276442419","authorIdStr":"3561484276442419"},"themes":[],"htmlText":"<a 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Inc(SAVA)$Sava今天没有什么利空消息啊，为什么跌这么狠？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/815519041","isVote":1,"tweetType":1,"viewCount":6679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812168249,"gmtCreate":1630565108881,"gmtModify":1630565108881,"author":{"id":"3561484276442419","authorId":"3561484276442419","name":"winbull","avatar":"https://static.tigerbbs.com/2721b4659074c648208dd967729ddb25","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561484276442419","authorIdStr":"3561484276442419"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>Sava的CEO Remi加仓了象征性的加仓了2801股，至少是一个积极的信号，表明内部对数据真实性还是很有信心的","listText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>Sava的CEO Remi加仓了象征性的加仓了2801股，至少是一个积极的信号，表明内部对数据真实性还是很有信心的","text":"$Cassava Sciences Inc(SAVA)$Sava的CEO 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