Orforglipron is the first small molecule GLP-1 to successfully complete a Phase 3 trial, lowering A1C by an average of 1.3% to 1.6% across dosesThe investigational once-daily oral pill reduced weight by an average 16.0 lbs (7.9%) at the highest dose in a key secondary endpointThe overall safety and tolerability profile of orforglipron in ACHIEVE-1 was consistent with injectable GLP-1 therapies  INDIANAPOLIS, April 17, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced positive topline Ph ...

GLP-1 comparable efficacy: Opaganib's positive results, newly published in the journal Diabetes, Metabolic Syndrome and Obesity, demonstrated weight loss and improved metabolic markers on par with semaglutide in preclinical models--Novel mechanism of action, formulation and administration: Opaganib is a differentiated oral, non-peptide therapeutic that targets sphingosine kinase-2 (SPHK2), potentially avoiding common Glucagon-like peptide-1 (GLP-1) inhibitor side effects and administration burdens --Market ...

 Registered Phase-1b 12-week study investigating safety, diabetes control, and weight loss  Kelowna, British Columbia – April 3, 2025 – TheNewswire - Lexaria Bioscience Corp. (NASDAQ:LEXX) (the “Company” or “Lexaria”), a global innovator in drug delivery platforms, is pleased to provide this progress update on its Phase 1b, 12-week chronic study GLP-1-H24-4 (the “Study”) underway in Australia.  Enrollment of patients for all 5 Study arms has now been completed on schedule. Participation interest in the Stu ...

New REVEAL-1 study results show early signs of weight maintenance after GLP-1 discontinuation REMAIN-1 pivotal study now more than 50% enrolled; midpoint data analysis anticipated in Q3 2025 BURLINGTON, Mass., April 01, 2025 (GLOBE NEWSWIRE) -- Fractyl Health, Inc. (Nasdaq: GUTS) ("the Company"), a metabolic therapeutics company focused on pattern breaking approaches that treat root causes of obesity and type 2 diabetes (T2D), today announced positive early data from the open-label REVEAL-1 cohort of its on ...

The dietitian formulated, doctor-approved GLP-1 Support from Whole Health Rx™ by The Vitamin Shoppe® range of supplements delivers comprehensive nutritional solutions for individuals on GLP-1 weight- loss medications SECAUCUS, N.J., March 31, 2025 /PRNewswire/ -- The Vitamin Shoppe®, a leading omni-channel specialty retailer of nutritional products, today announced the launch of GLP-1 Support from Whole Health Rx™ by The Vitamin Shoppe®, an innovative line of dietary supplements designed to address the uniq ...

文章核心观点 - 礼来公司不仅有GLP - 1药物带来增长，Kisunla在阿尔茨海默病治疗领域有潜在机会，当前股价估值压缩是投资契机 [1][3][13] 礼来公司业务情况 - Mounjaro是公司最大收入来源，Zepbound是增长最快业务，2024年首个完整日历年销售额近50亿美元 [4] - 公司还有治疗癌症、斑块银屑病、湿疹等疾病的市场领先药物，Kisunla获FDA批准进入阿尔茨海默病治疗领域 [5] 阿尔茨海默病行业情况 - 全球阿尔茨海默病市场规模约80亿美元，预计到2033年将增长近四倍至310亿美元，且市场较分散 [6] 竞品情况 - 目前较流行的阿尔茨海默病治疗药物Leqembi由Biogen和Eisai开发，2023年7月获FDA批准，12月正式推出 [7] - 2024年4 - 12月Leqembi销售额为296亿日元（1.98亿美元），Eisai将其2024年全年预测从565亿日元下调至425亿日元 [8] 投资分析 - 礼来当前远期市盈率为36，较一年前低约40%，估值压缩或因未获FDA批准的仿制药GLP - 1兴起 [10][12] - 公司通过加强自身制造能力和直接价格竞争应对仿制药，投资者2025年应关注Kisunla推出及公司在阿尔茨海默病治疗方面的发展 [12][13]

If you like what you have just read and want to receive at least 4 exclusive stock tips every week focused on Pharma, Biotech and Healthcare, then join me at my marketplace channel, Haggerston BioHealth . Invest alongside the model portfolio or simply access the investment bank-grade financial models and research. I hope to see you there.When I last covered Structure Therapeutics (NASDAQ: GPCR ) in a note for Seeking Alpha back in August last year, I gave the South San Francisco-based biotech's stock a "Buy ...

文章核心观点 GLP - 1疗法在临床减肥治疗领域引发热潮，诺和诺德和礼来在该行业形成寡头垄断，但维京治疗公司的VK2735药物凭借其快速减肥效果和可能的每月一次注射优势，有望打破现有格局，且GLP - 1药物市场预计将大幅增长 [1][3][9] 行业现状 - GLP - 1疗法从名人及网红的非适应症使用开始，随着治疗2型糖尿病药物Ozempic开启潮流而走红，诺和诺德2021年6月推出针对肥胖的司美格鲁肽治疗药物Wegovy，礼来2023年12月推出针对肥胖的GLP - 1/GIP双重激动剂治疗药物Zepbound [1][2] - 分析师预计到2030年GLP - 1药物市场将从900亿美元增长到1500亿美元，诺和诺德和礼来的GLP - 1药物在其营收中占比大，2024年诺和诺德GLP - 1药物营收208.8亿美元，占总营收51.4%，礼来GLP - 1药物营收164亿美元，占总营收37% [9] 维京治疗公司VK2735药物情况 - VK2735是双重GLP - 1/GIP受体激动剂，正在开发注射和口服两种治疗方式，要成为“重磅炸弹”药物需满足疗效、耐受性和独特性等条件 [4][5] - 在减肥效果上，VK2735在第2阶段VENTURE研究中，15mg每周注射13周时平均体重减轻14.7%，安慰剂调整后体重减轻13.1%，减重速度是Zepbound的两倍、Wegovy的五倍 [6][7] - VK2735半衰期为171天，可能推出每月一次的注射方式，这对患者和健康保险公司有吸引力，分析师在其未获FDA批准前就给出较高价格目标，公司将于2025年第二季度进行第3阶段注射试验 [8] - 长期来看，VK2735有可能超过Zepbound在72周时20.1%的安慰剂调整后体重减轻效果，公司已与CordenPharma签订长期合同开发VK2735注射和口服药物配方 [10] 股票评级与预测 - 基于13位分析师评级，维京治疗公司股票当前价格29.83美元，12个月股票价格预测平均为97.67美元，最高预测138.00美元，最低预测38.00美元，评级为买入 [7]

Novo Nordisk A/S NYSE: NVO has declared that its GLP-1 drugs for chronic obesity, under the brands Ozempic and Wegovy, are no longer in short supply. This caused the United States Food and Drug Administration (FDA) to take semaglutide, the active ingredient in both, off the drug shortage list on February 21, 2025. This announcement sent shockwaves through shares of Hims & Hers Health Inc. NYSE: HIMS, triggering an immediate 25% sell-off on the news from $59.60 to $49.28 and continued to sink another 33% to ...

PURCHASE, NY, March 06, 2025 (GLOBE NEWSWIRE) -- Teladoc Health (NYSE: TDOC) today announced a pharmacy integration agreement with Eli Lilly’s LillyDirect pharmacy partner, Gifthealth, which will help streamline access to FDA-approved Zepbound® (tirzepatide) for Teladoc Health members enrolled in its Comprehensive Weight Care Program. This option will help members without insurance coverage for GLP-1s for obesity have more seamless access to affordable, safe, and effective medicine. LillyDirect is Eli Lilly ...