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速递|替尔泊肽参与2025国家医保谈判!减肥药能否成功入医保?
GLP1减重宝典· 2025-09-06 11:53
整理 | GLP1减重宝典内容团队 近日,礼来贸易有限公司旗下药物"替尔泊肽注射液"正式申报纳入2025年国家医保目录调整,引发业内高度关注。 替尔泊肽是一种同时作用于GIP和GLP-1受体的双重激动剂,于2024年5月在中国大陆获批,用于治疗成人2型糖尿病(T2DM)及伴肥胖的中 重度阻塞性睡眠呼吸暂停(OSA)。目前,已有7种GLP-1受体激动剂进入国家医保目录,包括艾塞那肽、利拉鲁肽、贝那鲁肽、度拉糖肽、 利司那肽、洛塞那肽及司美格鲁肽。根据相关规定,替尔泊肽符合"2020年1月1日至2025年6月30日期间新获批上市的通用名药品"这一准入条 在提交的资料中,礼来提供了多项临床试验与荟萃分析结果,显示替尔泊肽在降糖和减重方面优于目前医保内的GLP-1受体激动剂,如司美格 鲁肽。例如:一项针对东亚人群的网络Meta分析显示,替尔泊肽5mg在降低HbA1c方面比司美格鲁肽1mg多出1.25%。 件。 另一项随机对照试验结果表明,治疗40周后,替尔泊肽5mg组患者体重平均下降5kg,而司美格鲁肽1mg组降幅相对较小。在OSA适应症的III 期研究中,替尔泊肽显著降低呼吸暂停低通气指数(AHI),并有51.5% ...
美股三大指数集体收跌,博通涨超9%,中概指数涨1.16%
格隆汇APP· 2025-09-06 06:24
格隆汇9月6日|美股三大指数集体收跌,道琼斯指数跌0.48%,标普500指数跌0.32%,纳斯达克综合指 数跌0.03%。周线上看,道指本周累跌0.32%,标普累涨0.33%,纳斯达克综合指数累涨1.14%。芯片股 多数上涨,博通涨超9%,美光科技涨超5%。英伟达跌2.70%,微软跌2.55%,亚马逊跌1.42%,苹果跌 0.04%,Meta Platforms则收涨0.51%,谷歌A涨1.16%连续数日创收盘历史新高,特斯拉涨3.64%。AMD 跌6.58%,礼来制药跌2.11%,伯克希尔哈撒韦B类股跌1.41%,台积电ADR涨3.49%。 纳斯达克中国金龙指数收涨1.16%,报7942.23点,本周累计上涨0.38%。房多多涨32%,百度、阿里巴 巴、台积电涨超3%,京东涨1.5%,网易、拼多多、百胜中国等至多涨0.8%,新东方则跌0.1%,理想跌 1.3%,蔚来跌3%。 ...
Novo Nordisk Vs Eli Lilly: Novo A Clear Winner
Seeking Alpha· 2025-09-06 01:10
服务内容 - 涵盖全球宏观、国际股票、大宗商品、科技和加密货币领域投资分析 [1] - 提供投资组合构建、每周市场更新通讯、可操作交易建议和技术分析服务 [1] - 设有专属聊天室功能并面向各级别投资者提供指导 [1] 团队背景 - 首席经济学家James Foord拥有十年全球市场分析经验 [1] - 专注于构建能够持续保值和增值的稳健多元化投资组合 [1]
Eli Lilly And Company (LLY) Presents At 2025 Wells Fargo Healthcare Conference (Transcript)
Seeking Alpha· 2025-09-06 00:11
PresentationSo I'll give the floor to you if you have any opening remarks, and we can just get going.Good morning. Thank you very much for being here on a Friday. My name is Mohit Bansal, I'm one of the biotech and pharma analysts here at Wells Fargo. I'm joined by my colleague, [ Surina Chan ], and we are both very happy to have Lilly management team. So we have Patrik Jonsson from the -- who is the President of Lilly International; and we have Mike Czapar, Head of IR, with us.Patrik JonssonExecutive VP & ...
Lilly(LLY) - 2025 FY - Earnings Call Transcript
2025-09-05 22:32
Eli Lilly (LLY) FY 2025 Conference September 05, 2025 09:30 AM ET Company ParticipantsPatrik Jonsson - EVP & President - Lilly InternationalCerena Chen - VP - Biotech & Pharma Equity ResearchMike Czapar - SVP - IRMohit Bansal - MD & Co-Head - Therapeutics ResearchMohit BansalMorning. Thank you very much for being here on a Friday. My name is Mohit Bansal. I'm one of the biotech and pharma analysts here at Wells Fargo. I'm joined by my colleague, Surina Chen, and we are both very happy to have the Lilly mana ...
Lilly(LLY) - 2025 FY - Earnings Call Transcript
2025-09-05 22:30
Eli Lilly (LLY) FY 2025 Conference September 05, 2025 09:30 AM ET Speaker3Morning. Thank you very much for being here on a Friday. My name is Mohit Bansal. I'm one of the biotech and pharma analysts here at Wells Fargo. I'm joined by my colleague, Surina Chen, and we are both very happy to have the Lilly management team. We have Patrick Johnson, who is the President of Lilly International, and we have Mike Czapar, Head of HR, with us. I'll give the floor to you if you have any opening remarks, and we can ju ...
2 S&P 500 Dividend Stocks That Could Climb More Than 20% According to Wall Street Analysts
The Motley Fool· 2025-09-05 16:29
Consensus price targets set by experts who follow these businesses are way above their recent prices.While many dividend stocks are viewed as slow-growing investments, this isn't always the case. Right now, investment bank analysts up and down Wall Street are bullish for a pair of dividend-paying stocks they think could deliver a return above 20% over the next 12 months.Shares of Eli Lilly (LLY 0.69%) and ConocoPhillips (COP 1.10%) don't offer the highest yields at the moment, but that doesn't mean they can ...
速递|礼来口服GLP-1 orforglipron,国内新增六项临床获受理
GLP1减重宝典· 2025-09-05 11:34
整理 | GLP1减重宝典内容团队 尽管礼来公司早些时候公布的orforglipron数据曾令投资者失望,但在2型糖尿病患者中的最新Ⅲ期临床结果重新点燃了市场信心。这 一口服GLP-1受体激动剂正加速进入监管环节。 新的结果来自Ⅲ期ATTAIN-2试验(NCT05872620),研究对象为患有肥胖或超重并伴随2型糖尿病的成年人。三个剂量组均达到了主 要和次要研究终点。 药审中心信息显示,9月5日,礼来的新型减重候选药 Orforglipron片 的六项临床试验申请获受理。 | | | | | | | Eli Lilly and Company;Lilly | | | --- | --- | --- | --- | --- | --- | --- | --- | | 15 | JXHL2500262 | Orforglipron片 | 化药 | 进口 | 1 | Suzhou Pharmaceutical Co., | 2025-09-05 | | | | | | | | Ltd .; | | | 16 | JXHL2500261 | Orforglipron片 | 化药 | 进口 | 1 | Eli Lill ...
Lila Biologics Announces Collaboration with Lilly For Radioligand Therapy Discovery and Development
GlobeNewswire News Room· 2025-09-04 21:00
Seattle, WA, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Lila Biologics (“Lila”), an AI/ML-driven protein therapeutics biotech company, today announced a global licensing and multi-target research collaboration with Eli Lilly and Company (“Lilly”) focused on the discovery, development, and commercialization of novel radioligand therapies (RLTs) for imaging and treatment of solid tumors. Lila also announced the launch of its two protein therapeutic platforms, driven by artificial intelligence (AI) and machine learnin ...
礼来公司下跌是一个机会
美股研究社· 2025-09-04 19:11
礼来公司 ( NYSE: LLY ) 是一家市值超过6000亿美元的全球制药巨头,于1876年在美国印第安纳波利斯成立。公司业务遍及90多个国家,拥有 47000名员工,在慢性和复杂疾病的创新疗法方面占据突出地位。 礼来公司颇为有趣的是,它是分析师看好的今年唯一一只表现不佳的股票。 | Symbol * | | 24M Beta Name | | Change % Quant Rating | Cost | Today's % Gain | Total % Change | Weight | Days Held | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | AMZN | | 1.39 Amazon.com, Inc. | -1.12% =1.39% | 3.48 | 219.39 | -1.12% | 4.38% | 9.12% | 245 days | | GOOGL | | 1.07 Alphabet Inc. | 0.60% -1.36% | 3.49 | 189.30 | 0.60% | 12.47% | 9.83% ...