welcome in our guest Jared Holes is on set healthcare strategist. Jared um first your reaction to Novo Eli and anything else you want and also it's kind of a little bit in left field but do we know a lot of people we tal I talked to on this on these drugs complain about muscle loss not fat loss and then they regain the weight. What do we know about these medications as of now.Well, great to be here. I think first of all, both trials seem to be pretty good. Like when you when you look at them for what they a ...

临床试验结果 - Mounjaro帮助10至17岁2型糖尿病儿童和青少年更好地控制血糖并减轻体重 [1] 产品表现 - 试验结果在医学会议上公布 [1]

Accessibility StatementSkip Navigation In SURPASS-PEDS, Mounjaro met the primary and all key secondary endpoints at 30 weeks and showed sustained improvement in glycemic control and continued BMI reduction through the study's 52-week extension  The safety and tolerability profile of Mounjaro was generally consistent with previous adult studies INDIANAPOLIS, Sept. 17, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced detailed results from SURPASS-PEDS, the first Phase 3 trial to evaluat ...

投资论坛服务内容 - 论坛专注于寻找优质成长股 特别是生物科技领域 关注风险回报具吸引力的机会 并紧密跟踪投资组合和观察名单中的股票 [1] - 服务包含一个由15-20只股票组成的模型投资组合 定期更新 以及一个最多10只股票的年度首选名单 预计在当前日历年表现良好 [2] - 提供针对短期和中期走势的交易思路 并设有社区聊天功能供讨论和提问 [2]

Key Takeaways LLY plans a $5B Virginia facility for APIs and ADCs, creating 650 manufacturing jobs.This site is part of Lilly's $27B U.S. expansion, with four new plants planned by 2025.Trump's tariff threats prompt pharma giants like J&J, Roche and AstraZeneca to boost U.S. manufacturing.Eli Lilly and Company (LLY) announced plans to spend $5 billion to build a massive new manufacturing facility in Virginia as the Trump administration pushes companies to boost production in the United States.The new site i ...

目标价与评级调整 - 贝伦贝格将礼来目标价从970美元下调至830美元 [1] - 礼来评级从"买入"下调至"持有" [1]

公司市场地位 - 诺和诺德不再被视为行业中的"大象"即主导性存在 [1]

药物研究进展 - 口服减肥药研究表现未达投资者预期 在肥胖患者研究中药物效果不如Nova且未达投资者希望水平[1][2] - 糖尿病研究表现超预期 在糖尿病患者群体中药物表现略好于投资者预期[2] - 总体减肥效果约为11% 低于投资者期望的15%注射剂等效效果[3] 市场反应与预期 - 投资者对口服减肥药抱有高度期待 认为将成为肥胖市场下一个重大突破[1] - 实际研究结果令投资者失望 减肥效果未达到注射剂15%的预期标准[3] - 医生群体仍持积极态度 计划在获批后广泛处方该药物[3] 行业发展趋势 - 口服版本减肥药被视为肥胖治疗市场重要发展方向[1] - 药丸剂型将扩大市场规模 为患者提供新的治疗选择[3] - 肥胖市场持续吸引关注 过去几年一直保持高度热度[1]

礼来与诺和诺德GLP-1口服药三期试验结果对比 - 礼来GLP-1口服药orforglipron在2型糖尿病三期试验中疗效优于诺和诺德口服司美格鲁肽 [1] - 礼来最高剂量组血糖降低2.2% 诺和诺德组降低1.4% [2] - 礼来组体重减轻约9% 诺和诺德组减轻约5% [2] 剂量差异与审批状态 - 礼来试验剂量约为诺和诺德计划用于减肥剂量的一半 [2] - 诺和诺德口服药已获批糖尿病适应症 正寻求更高剂量用于肥胖治疗 [3] - 实际疗效可能因剂量差异与试验结果存在不同 [3] 礼来肥胖试验数据更新 - 礼来肥胖主要试验详细数据于近期披露 [3] - 公司首席科学家表示orforglipron在四项研究中三项超出市场预期 [4] - 公司认为患者更关注实际减重效果而非数据波动性 [4] 市场前景与患者接受度 - 礼来基于现有数据确信多数患者对减重效果满意 [4] - 口服GLP-1药物在糖尿病和肥胖领域持续展现治疗潜力 [1][2][3]

公司交易 - 爱尔兰营养补充剂制造商Glanbia同意将其体重管理品牌SlimFast美国业务出售给Heartland Food Products Group [1] - 交易金额未披露 [1]