A sign with the company logo sits outside of the headquarters of Eli Lilly in Indianapolis, Indiana, on March 17, 2024.Eli Lilly on Wednesday said its experimental pill outperformed Novo Nordisk's own oral drug in the first head-to-head study comparing the two medicines in patients with Type 2 diabetes. The late-stage study comes as Eli Lilly's pill inches closer to becoming another needle-free alternative in the blockbuster market for GLP-1s, without dietary restrictions. But it may be too soon to establis ...

For the primary endpoint, orforglipron lowered A1C by 2.2% vs. 1.4% with oral semaglutide at the highest doses Participants taking the highest dose of orforglipron lost an average of 19.7 lbs (9.2%) vs. ...

Accessibility StatementSkip Navigation The investigational once-daily oral pill led to an average weight loss of 27.3 lbs (12.4%) at the highest dose at week 72 in the Phase 3 study  Orforglipron demonstrated significant improvements across key cardiometabolic risk factors, supporting its potential as a treatment option for millions living with obesity INDIANAPOLIS, Sept. 16, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced detailed results from the Phase 3 ATTAIN-1 trial, evaluating ...

核心观点 - 礼来公司实验性口服减肥药orforglipron可能通过FDA新快速审查程序（1-2个月）加速获批 分析师认为其符合优先审查条件 若提前一季上市可能为公司带来10亿美元额外收入[2][4][8] 药品研发与审查 - FDA新推"局长国家优先凭证"计划 符合条件药物可在1-2个月内获批 标准审查需10个月 2025年将发放5个不可转让凭证[5][9] - 资格条件包括：应对美国公共卫生危机 提供创新方案 解决未满足医疗需求 本土化研发制造 提高可负担性[9] - 礼来计划今年提交口服GLP-1药物审查申请 预计明年全球推出[11] 市场竞争格局 - 诺和诺德口服版GLP-1肥胖药物正处于FDA审查中 预计第四季度出结果[3] - GLP-1类药物全球年销售额预计到2030年达1500亿美元[10] - 礼来orforglipron在研究中显示患者体重减轻12.4% 完整结果将在欧洲糖尿病研究协会会议公布[11] 定价与成本分析 - 礼来注射式减肥药年净价约8000美元 美国40%成人肥胖导致成本负担不可持续[7] - 高盛预计新型GLP-1肥胖药每月净价约400美元 竞争将导致价格侵蚀[12] - 临床与经济评论研究所估计礼来tirzepatide当前美国月净价约664美元 无保险者直接购买价499美元[13] - 分析师指出orforglipron作为合成药比诺和诺德肽类口服药更易生产 可能带来更大定价灵活性[13] 产业影响 - 新审查程序符合特朗普政府降低药价目标 通过竞争促使价格下降[6] - 分析师认为该药符合全球统一定价策略 而非美国溢价模式[8] - 礼来正在扩大美国制造产能 符合政府优先事项[3]

The weight loss drug market may reach $95 billion within five years.The new generation of effective weight loss drugs has generated billions of dollars for industry leaders Eli Lilly (LLY -0.96%) and Novo Nordisk (NVO 1.39%), and opened the door for companies such as Viking Therapeutics and Amgen that are working on rival new candidates.The growth of this healthcare niche looks to be far from over: While the weight loss drug segment is expected to be worth $28 billion this year, Goldman Sachs Research predi ...

Key Takeaways Lilly stock moved above its 50-day SMA after a rebound from post-Q2 declines.ATTAIN-2 study success for oral obesity drug eased earlier investor concerns.Mounjaro and Zepbound now drive about half of Lilly's revenues on rising demand.Eli Lilly and Company’s (LLY) stock moved past the 50-day Simple Moving Average (SMA) last week after trading below the same since the end of July. When a stock's price moves above its 50-day SMA, it signals a potential bullish trend. Image Source: Zacks Investmen ...

新官上任三把火。在履新诺和诺德（NVO.US）CEO一个月后，马齐亚尔·迈克·杜斯特达（Maziar Mike Doustdar，下称"杜麦克"）将第一把火对准了内部 组织架构。 9月10日，诺和诺德宣布将进行大规模重组，计划在全球裁员约9000人。这一改革旨在精简组织架构，提高决策速度，并将资源重新配置，以促进公司在 糖尿病和肥胖症领域的增长。 杜麦克对外表示，"我们的市场正在发生变化，尤其是在肥胖领域，其竞争更加激烈，消费者驱动力也更强。我们的公司也必须随之发展。这意味着我们 要培养一种更加以绩效为导向的文化，更有效地部署我们的资源，并将投资优先分配到最具影响力的地方——我们的领先治疗领域。" 诺和诺德指出，节省下来的资金将用于糖尿病和肥胖症领域的增长机会，包括商业执行计划和研发项目。 诺和诺德刀刃向内，是GLP-1领域竞争加剧的必然结果。2025年以来，GLP-1市场格局加速演变，从临床疗效到剂型创新，再到适应症拓展，诺和诺德和 礼来制药（LLY.US）的交锋已然进入"全方位对抗"阶段。其中，新药临床疗效的比拼，仍是双方缠斗的核心焦点。 9月1日，诺和诺德在2025年欧洲心脏病学会（ESC）年会上公布了 ...

Their prospects look intact despite some recent roadblocks.Apple (AAPL 1.82%) and Eli Lilly (LLY -0.20%) share several similarities. Both are long-standing leaders in their respective industries, having produced market-beating returns over the past 10 years, but have lagged behind the market in 2025.However, despite their poor performances this year, Apple and Eli Lilly still appear to be attractive stocks. In fact, they have qualities that make them likely to deliver excellent returns over the long run, ma ...

核心观点 - 礼来和诺和诺德计划在2025年推出口服减肥药 双方将通过头对头临床试验直接比较药物效果[3][5] - 口服减肥药预计将占据2030年GLP-1肥胖药物800亿美元市场的20%份额[10] - 礼来口服药orforglipron减重效果12% 诺和诺德口服semaglutide减重17% 均低于礼来注射剂Zepbound的20%减重效果[7][8] 产品比较 - 礼来orforglipron为小分子药物 生产更方便且无饮食限制[12] - 诺和诺德口服药需服药后等待30分钟才能进食饮水[12] - 礼来首席科学官认为患者更关注供应便利性而非减重幅度[11] 市场预期 - 分析师将orforglipron的2032年销售额预测从190亿美元下调至145.6亿美元[13] - BMO资本市场分析师将部分市场份额预测从礼来转向诺和诺德[13] - 诺和诺德新CEO被预期将积极推动口服药上市[13] 临床试验 - 礼来将发布头对头临床试验结果 主要测量降血糖效果 次要测量减重效果[5] - 礼来强调不会开展试验除非对orforglipron有充分信心[6] - 公司提醒不宜跨试验比较数据 因诺和诺德药物在单独试验中显示更佳效果[6]

The positives for this big drugmaker appear to outweigh the negatives.For a while, it seemed that nothing could go wrong for Eli Lilly (LLY 0.23%). Surging sales for Lilly's type 2 diabetes drug Mounjaro and great expectations for its obesity drug Zepbound fueled massive gains for the pharma stock.Along the way, Lilly became the largest healthcare company on the planet based on market cap. However, the story hasn't been so great for the drugmaker since last summer. Its share price remains more than 20% belo ...