The global obesity epidemic has spurred pharmaceutical companies to invest heavily in developing effective weight management solutions, leading to a surge in clinical trials for anti-obesity medications. Amid growing demand for such treatments, significant advancements in drug development are increasingly focused on long-term sustainability and safety to meet the needs of individuals struggling with weight maintenance.Eli Lilly and Co (NYSE:LLY) on Thursday shared topline results from the ATTAIN-MAINTAIN Ph ...

Key Takeaways NVO is pursuing approval for Wegovy 7.2 mg to counter slowing sales amid rising GLP-1 competition.STEP UP showed Wegovy 7.2 mg delivered 20.7% average weight loss vs 17.5% with the 2.4 mg dose.NVO has filed for the approval of Wegovy 7.2 mg in the U.S. and EU, with decisions expected in 2026.Novo Nordisk (NVO) is a leading player in the obesity market, driven by its blockbuster GLP-1 therapy Wegovy (semaglutide). However, despite being a core growth driver, Wegovy’s sales momentum has slowed i ...

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on owning a concentrated portfolio of U.S. large-cap stocks. For the third quarter of 2025, the fund reported a net return of 7.46% outperforming its benchmark, the Russell 1000 Value Index, which returned 5.33% for the same period. During the quarter, the portfolio reduced its weight in the IT sector to increase ho ...

Wegovy maker Novo Nordisk filed for U.S. FDA approval of CagriSema, a once-weekly shot that combines two compounds to treat obesity. ...

抢占诺和诺德存量市场 礼来公司旗下在研口服减肥药orforglipron在最新后期临床试验中取得关键进展，证明其能够有效帮助从 针剂转药的患者维持减重效果。鉴于该药物所展现的临床潜力，礼来周四宣布已向美国食品药品监督管 理局（FDA）提交了该每日一次GLP-1口服药的上市申请，旨在为肥胖症患者提供无需注射的长期体重 管理方案。 最新的临床数据显示，患者在从礼来的Zepbound或诺和诺德的Wegovy注射剂切换至orforglipron口服药 后，能够维持绝大部分减重成果。这一结果解决了肥胖治疗领域的一个核心痛点，即患者在停止每周一 次的针剂注射后往往会出现体重明显反弹。 受此便利性优势驱动，口服减重药物被视为该领域下一个突破点。FDA已在11月向礼来授予了优先审评 凭证，这意味着该药的审核周期可能缩短至数月内。尽管礼来的口服药在总体减重幅度上可能略逊于现 有的针剂，但其作为"无针化"维持治疗方案的潜力，正成为市场关注的焦点。 目前，全球减重药市场正演变为礼来与诺和诺德的两强争霸。虽然诺和诺德的口服版Wegovy预计将率 先上市并抢占先机，但礼来通过orforglipron展示了从竞争对手手中夺取维持期患者市 ...

In this article, we will look at the 10 Best Non-US Stocks to Buy According to Hedge Funds.On December 9, Michelle Gibley, Director of International Equity Research and Strategy at the Schwab Center for Financial Research, released her 2026 Outlook for International Stocks and Economy. She sees international markets as well-positioned for another strong year, driven by robust earnings, economic growth, and attractive valuations compared to the S&P 500. Gibley notes 2026 to be the year of broadening out and ...

礼来公司周四表示，在一项后期临床试验中，其备受关注的减肥药片帮助患者在直接从该公司注射剂 Zepbound或诺和诺德（Novo Nordisk）竞品注射剂Wegovy转换用药后，维持了大部分减重成果。 该公司还表示，已向美国食品药品监督管理局（FDA）提交了每日一次的GLP-1类减肥药片orforglipron 的上市申请。FDA在11月表示，已授予该药片优先审评券，可能将其审评时间缩短至数月。 积极的试验数据表明，对于希望保持减重效果但不愿长期接受每周注射的患者而言，该药片可能是一种 有效的过渡治疗选择。许多停止注射的人会重新增加大部分最初减掉的体重。 尽管礼来公司的药片整体减重效果似乎不如现有注射剂，但周四的结果凸显了其作为无针维持疗法在重 磅GLP-1市场中的潜力。然而，诺和诺德的口服减肥药可能会率先上市，使这家丹麦制药商在该领域占 据先机。 这项三期试验追踪了300多名肥胖患者，他们此前在另一项后期研究中接受了72周的Wegovy或Zepbound 治疗。随后，这些患者被随机分配继续服用礼来的药片或安慰剂，为期52周。在那些此前使用注射剂时 减重效果进入平台期的患者中，该口服药物达到了试验主要目标，即 ...

Key Points Novo Nordisk's new indications for semaglutide and its attractive pipeline could allow it to bounce back. Intuitive Surgical should remain the leader in its niche despite increased competition. Both stocks could be long-term winners, and the choice today might depend on risk tolerance. 10 stocks we like better than Novo Nordisk › Novo Nordisk (NYSE: NVO) and Intuitive Surgical (NASDAQ: ISRG) are both healthcare leaders, but they operate in different corners of this vast sector. The for ...

核心观点 - 礼来公司公布其口服减肥药orforglipron的三期临床试验积极数据 显示患者从注射疗法（Zepbound或Wegovy）直接换用该药后 能有效维持大部分减重效果 公司已向FDA提交该药物的上市申请 并获得优先审评资格 该口服药有望成为GLP-1市场中无需注射的维持治疗选择 [1][2][3] 临床试验结果 - 三期试验（ATTAIN-MAINTAIN）追踪了超过300名此前接受Wegovy或Zepbound注射治疗72周的肥胖患者 随后将他们随机分组 分别接受礼来口服药或安慰剂治疗52周 [4] - 试验达到主要终点 与安慰剂相比 口服药在先前注射治疗进入平台期的患者中 显示出显著优越的体重维持效果 [4] - 具体数据：从诺和诺德Wegovy换用口服药的患者 试验结束时平均仅反弹约2磅初始减掉的体重 从礼来Zepbound换用口服药的患者 平均反弹约11磅初始减掉的体重 [5] - 安全性：口服药的整体安全性和耐受性与既往晚期研究一致 最常见副作用为胃肠道相关 严重程度多为轻至中度 未观察到肝脏安全问题 [8][10] - 因副作用停药率：从Wegovy换用口服药的患者为4.8% 从Zepbound换用口服药的患者为7.2% 而换用安慰剂的对应组别停药率分别为7.6%和6.3% [9] 药物特性与市场定位 - 作用机制：与Wegovy、Ozempic和诺和诺德口服药Rybelsus类似 靶向GLP-1肠道激素以抑制食欲和调节血糖 [11] - 关键差异：该药并非肽类药物 意味着其更易被人体吸收 且不像Rybelsus或口服版Wegovy那样需要饮食限制 [12] - 市场定位：试验数据支持该药可作为有效的维持治疗方案 为希望保持减重效果但不愿长期每周注射的患者提供便利的替代选择 [3][6] 竞争格局与市场前景 - 主要竞争对手诺和诺德也在寻求其口服版Wegovy（用于肥胖症）的批准 可能于年底前获批 [11] - 分析师观点：积极试验结果可能使礼来获得独特机会 从诺和诺德司美格鲁肽（Wegovy和Ozempic的活性成分）的长期治疗中夺取收入份额 [7] - 市场预测：高盛分析师预计 到2030年 口服药物将占据全球减肥药市场（预计总规模950亿美元）24%的份额 约合220亿美元 [12] - 细分份额预测：高盛预计礼来口服药将在2030年每日口服细分市场中占据60%份额 约合136亿美元 诺和诺德口服司美格鲁肽预计占据21%份额 约合40亿美元 [13]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...