Key Takeaways CVS posted 8.4% revenue growth, raised its outlook, and is investing to stabilize Oak Street and Aetna.EVH cut 2025 revenue outlook but expects $250M from Aetna oncology deals by early 2026.CVS trades at a lower P/S than EVH, with stronger earnings momentum and year-to-date share price gains.The U.S. value-based care (VBC) service market is evolving rapidly, attracting investors for the prospect of long-term stability and compelling returns. Unlike traditional fee-for-service care, the VBC mod ...

Key Takeaways NVO reported positive data from a sub-analysis of its phase III REDEFINE 1 study on cagrilintide in obesity.Patients on cagrilintide lost 11.8% body weight compared to 2.3% with placebo after 68 weeks.Novo Nordisk plans to launch a dedicated phase III RENEW obesity program for cagrilintide in Q4 2025.Novo Nordisk (NVO) announced positive data from a sub-analysis of its phase III REDEFINE 1 study assessing the efficacy and safety of once-weekly cagrilintide 2.4 mg as a monotherapy, alongside li ...

盘前市场动向 1. 9月17日(周三)美股盘前，美股三大股指期货涨跌不一。截至发稿，道指期货涨0.07%，标普500指数期货跌0.04%，纳指期货 跌0.07%。 | = US 30 | 45,792.50 | 45,816.00 | 45,718.00 | +34.20 | +0.07% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,604.10 | 6.614.40 | 6,593.60 | -2.70 | -0.04% | | 트 US Tech 100 | 24,256.90 | 24,303.80 | 24,207.80 | -17.30 | -0.07% | 2. 截至发稿，德国DAX指数涨0.04%，英国富时100指数涨0.23%，法国CAC40指数跌0.24%，欧洲斯托克50指数跌0.10%。 | 德国DAX30 | 23,333.91 | 23,476.41 | 23,285.33 | +9.44 | +0.04% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 9,216 ...

These dividend payers cranked up their payouts over the past decade, and they could do it again.Are you more interested in overall gains or generating a large stream of passive income? If you're not sure, I've got great news. It doesn't matter. Filling your portfolio with dividend payers is one of the most effective ways to outperform the overall stock market, according to over 50 years of historical data.Between 1973 and 2024, dividend-paying stocks in the benchmark S&P 500 index delivered a 9.2% average a ...

智通财经APP获悉，生产原料药(Active Pharmaceutical Ingredients, 简称APIs)的印度企业正积极筹备计划 供应用于生产诺和诺德(NVO.US)减重药物仿制药关键原料的相关问题。这些减重药物将于明年在多个 主要市场失去专利保护。 从印度本土医药巨头雷迪博士实验室有限公司(Dr Reddy's Laboratories Ltd.)，到麦克劳德制药有限公司 (Macleods Pharmaceuticals Ltd.)等印度供应商均在着手生产原料药，以用于制造司美格鲁肽(semaglutide) 仿制药。诺和诺德公司旗下以司美格鲁肽为主要成分的药物分别以"Wegovy"和"Ozempic"为商品名销 售。而原料药，又称活性药物成分，是生产供患者使用的成品药剂的核心基础原料。 但提前布局或许是成功的关键，尤其是考虑到司美格鲁肽属于结构复杂的生物分子，其仿制难度相对较 大。 野村证券由赛昂·穆克吉(Saion Mukherjee)牵头的分析师团队在7月15日的一份报告中指出，雷迪博士实 验室已投资建设了一座年产550公斤(合1212.5磅)肽类药物的生产设施。总部位于海德拉巴的Gra ...

整理 | GLP1减重宝典内容团队 诺和诺德宣布，欧洲药品管理局（EMA）人用药品委员会（CHMP）已批准更新Rybelsus（口服司美格鲁肽）的说明书，以反映SOUL试验所 证明的心血管获益。 SOUL是一项三期b研究，评估 口服司美格鲁肽 对患有2型糖尿病并伴有动脉粥样硬化性心血管疾病（ASCVD）和/或慢性肾病（CKD）患者的 心血管结局影响。 在美国，预计今年晚些时候将对 口服司美格鲁肽 的标签扩展（纳入心血管获益）作出决定。诺和诺德还已在美国提交了每日一次25毫克口服 司美格鲁肽（注射剂型商品名为Wegovy）的申请，适用于患有肥胖或超重并伴心血管疾病的成年人。预计将在今年年底前有结果。如获批准， Wegovy将成为首个用于长期体重管理的口服GLP-1 RA。 口服司美格鲁肽自2019年上市以来，一直是唯一获批用于2型糖尿病治疗的口服GLP-1 RA。临床及真实世界证据均显示，与多种对照药物相 比，它在降低血糖和体重方面表现突出，并在2型糖尿病人群中展现出稳定的安全性。 口服司美格鲁肽现已成为欧盟首个在2型糖尿病治疗中获得心血管获益证实的口服胰高糖素样肽1受体激动剂（GLP-1 RA）。GLP-1 ...

华威大学临床副教授斯蒂芬.劳伦斯审阅数据后认为，超过10%的减重已足够产生显著临床效果，且研 究纳入多元化患者群体，反映了真实世界的用药场景。他强调："关键不在于减重多少，而在于这种形 式更易获得，口服制剂的易用性同样重要。" 在欧洲糖尿病研究协会会议上，医生们披露了礼来公司(LLY.US)减肥药Orforglipron片剂的大型临床试验 成果——该药物在肥胖成年患者中实现11.2%的显著减重效果，且副作用与当前注射剂类产品相当。礼 来计划在会议期间公布该药片主要肥胖试验的全部数据，并同步发表于《新英格兰医学杂志》。 尽管在另一项研究中，Orforglipron的减重效果略逊于礼来自家的注射药Zepbound及诺和诺德(NVO.US) 的Wegovy，但医生强调其口服形式将极大扩展治疗可及性——相比注射剂，片剂更易生产、使用更便 捷，最终可能更具价格优势。 研究主要作者之一、多伦多沃顿医疗诊所医学主任肖恩.沃顿指出："这彻底改变了肥胖症治疗方式，我 们终于能为更多急需帮助的患者提供服务。" 两公司在药物特性上存在关键差异：诺和诺德的药物与注射剂中的司美格鲁肽成分相同，生产更复杂、 使用限制更多(如饮食时间要求 ...

Topline The Food and Drug Administration sent warning letters to dozens of drug companies— including popular telehealth firm Hims & Hers and pharmaceutical giants Eli Lilly and Novo Nordisk— demanding they correct “false or misleading claims” about some of their popular weight-loss products after President Donald Trump signed an order designed to clamp down on drug advertising.The letters were issued a week ago. (Photo by Sarah Silbiger/Getty Images)Getty ImagesKey FactsThe warning letters were sent to over ...

For the first time, federal health officials are taking aim at telehealth companies promoting unofficial versions of prescription drugs — including popular weight loss medications — as part of the Trump administration’s crackdown on pharmaceutical advertising.The Food and Drug Administration on Tuesday posted more than 100 letters to various drugmakers and online prescribing companies, including Hims & Hers, which has built a multibillion-dollar business centered around lower-cost versions of blockbuster ob ...

Key Takeaways Amgen is advancing MariTide in late-stage obesity studies with promising monthly dosing potential.Viking's VK2735 showed weight loss benefits but faced high dropout rates in its oral study.AMGN stock posts gains with rising estimates, while VKTX stock sinks with widening projected losses.Though Amgen (AMGN) and Viking Therapeutics (VKTX) do not currently market any obesity drugs, they are among the few biotechs that have shown immense potential in this space.Amgen boasts a strong presence in o ...