中新网北京2月7日电(记者 赵方园)司美格鲁肽的"药王体验卡"正式到期。2025年，礼来的替尔泊肽凭借 强劲的增长势头，正式反超诺和诺德的司美格鲁肽，问鼎全球"药王"宝座。 2月4日，美国礼来公司发布2025年第四季度财报以及2025年全年财报。全年总营收达651.79亿美元，按 固定汇率CER计算同比增长44%，净利润206.4亿美元，同比增长95%。 其中，最大贡献者仍然是GLP-1/GIP药物替尔泊肽。具体来看，降糖版替尔泊肽全年销售额达到229.65 亿美元，同比增长99%；减重版替尔泊肽全年收入达到135.42亿美元，同比增长175%。按此计算，替尔 泊肽为礼来贡献超365亿美元收入。 此前一天，诺和诺德也发布了2025年财报，公司2025年实现营收3090.64亿丹麦克朗，约合489.5亿美 元，同比增长6%。司美格鲁肽贡献了73.9%的营收，达2282.88亿丹麦克朗，约合361亿美元。 2023年，K药以250.11亿美元销售额取代蝉联11年榜首的艾伯维"修美乐"，登上销冠之位。而修美乐在 2012年取代的，是辉瑞的立普妥——后者在2006年以138.3亿美元的销售额成为全球首个年销售额突破 ...

来源：智通财经网 美国食品药品监督管理局(FDA)表示，将打击类似Hims & Hers Health(HIMS.US)所销售的仿制减肥药。 就在此前一天，这家远程医疗公司开始提供一种价格大幅打折的仿制药品。 远程医疗公司通过调整剂量或添加成分来规避规则，使他们的产品被认为与品牌版本有所区别。 在一项更明确的行动中，美国卫生与公众服务部(HHS)总法律顾问迈克·斯图尔特周五在 X 上发帖称， 该机构已根据《联邦食品、药品和化妆品法案》中的犯罪及刑事诉讼条款，将 Hims 移交给司法部进行 调查。 诺和诺德发言人利兹·斯克尔布科娃在声明中表示："我们欢迎 HHS 和 FDA 今天采取的行动，以保护患 者免受未经批准的仿制药侵害，这些药物是由外国不真实的活性药物成分制成的，可能对患者安全构成 重大风险。" Hims 的代表表示，公司一直按照适用法律运营，并"期待继续与 FDA 接触，以确保人们能够安全地获 得负担得起的医疗服务"。 礼来在声明中对这一举措表示赞赏，称公司期待 FDA、其他监管机构和执法部门采取行动。 诺和诺德与 Hims 之间有一段波折的历史。去年，两家公司曾合作提供诺和诺德注射减肥药的折扣版 本 ...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks rebounded Friday, with the Dow surging more than 950 points or nearly 2%. Jim Cramer feels "pretty good" about what he called the "mighty Dow rally." Club holdings and Dow components Nvidia , Cisco , Boeing , Honeywell , Procter & Gamble , and Nike , were all higher. Amazon , also a Dow stock and portfolio name, was the exception — down 7.5% after Thu ...

Within a single day, the two biggest makers of modern weight-loss drugs signaled different paths for the booming market. Novo Nordisk and Eli Lilly offered contrasting views on where business is headed, sharpening investor focus on demand, supply, and pricing.The divergence came within 19 hours, hinting at uncertainty in a market that has reshaped diabetes and obesity care. The companies dominate sales of GLP-1 medicines used for weight loss and diabetes. Their comments suggest different assumptions about h ...

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Key Takeaways Hims & Hers launched a compounded oral semaglutide weight-loss pill as a needle-free option for patients.Novo Nordisk shares slid after HIMS priced its pill at $49, challenging high-priced branded GLP-1 injectables.HIMS stock reversed gains after FDA warned against mass-marketing illegal copycat drugs. Hims & Hers Health, Inc. (HIMS) , a leading health and wellness platform, is moving further into the fast-growing weight-loss market with the announcement of a new compounded semaglutide pill th ...

Hims & Hers Health（Hims）周五早盘下跌6.2%。该公司开始提供起价为49美元的复方司美格鲁肽药 片，这对诺和诺德和礼来构成压力，诺和诺德誓言将对大规模复方药行为采取法律行动。 责任编辑：张俊 SF065 Hims & Hers Health（Hims）周五早盘下跌6.2%。该公司开始提供起价为49美元的复方司美格鲁肽药 片，这对诺和诺德和礼来构成压力，诺和诺德誓言将对大规模复方药行为采取法律行动。 责任编辑：张俊 SF065 ...

长期以来，脑科学一直被视为医药研发中回报最不确定的领域之一。无论是阿尔茨海默病，还是精神分裂症等 精神疾病，复杂的病理机制使其成为研发失败的集中地。 当技术与市场确定性叠加，MNC也开始密集出手、并购与合作动作频出，投资者信心重启。 脑科学可能迎来一轮新的"淘金热"。 赛道逐步升温 关于升温最直观的信号，是研发和交易数量的同步上升。 以阿尔兹海默病（AD）为例，临床试验变得格外多。最新《2025年阿尔茨海默病药物研发管线》文章中统 计，目前有138种新药正在182项临床试验中进行评估，比2024年增长了9%，其中70%是针对全新机制的潜在疗 法。 而根据此前塔夫茨药物研究中心的数据，中枢神经系统药物的研发时间比非中枢神经系统药物长20%，审批时 间长38%。高风险、失败率也一度让资本和药企对这个赛道望而却步。 但近两年正在发生一个明显变化：脑科学赛道正在升温。原因在于，个别市场正迎来拐点。 一方面，以AD疾病为例的治疗药物开始兑现商业回报，销售额实现成倍增长。 另一方面，小分子、RNAi、细胞治疗、AI等前沿技术不断突破，让市场看到了新的可能。 此外，精神分裂症、抑郁症、双相障碍等精神疾病领域也在升温。IQV ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Industry Overview - Wall Street is investing hundreds of billions into AI technologies, but there is a critical question regarding the energy supply needed to sustain this growth [2] - AI technologies, particularly large language models, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The demand for electricity is rising, and power grids are under strain, leading to increased electricity prices and a need for utilities to expand capacity [2] Company Insights - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the upcoming energy demands of AI [3][7] - This company is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially valuable investment opportunity [3][8] - The company is debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, which provides financial stability and growth potential [8][10] Strategic Positioning - The company plays a crucial role in U.S. LNG exportation, which is expected to grow under the current administration's energy policies [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewable fuels [7] - The company also holds a substantial equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector [9] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a potentially attractive entry point for investors looking for value in the AI and energy markets [10]

智通财经APP获悉，总部位于丹麦的全球制药巨头诺和诺德(Novo Nordisk)股价在周五欧股早盘时段大 幅上涨超5%，在美国食品药品监督管理局(FDA)承诺将处理未经批准减肥药片剂药物的大规模营销行为 后，该股收复了此前两个交易日大幅下跌的部分跌幅。在美股盘前交易中，诺和诺德美股 ADR(NVO.US)交易价格一度大涨超8%；礼来(LLY.US)也在昨日跌近8%后，涨近4%。 商品名为Wegovy Pill的全球首款口服大分子药物——口服司美格鲁肽减肥药片，于年初刚刚在美国上 市。1月5日一经上市，便迅速成为当地肥胖症市场的明星产品，处方量从首四天的3,071个跃升至截至1 月16日当周的逾18,000个，并于截至1月23日当周进一步达到26,109个，展现强劲上市势头。 对针头的抗拒和对口服药的信赖，是包括肥胖症和糖尿病在内的大多数慢性疾病患者共有的心理倾向， 而治疗依从性正是疗效实现的重要基础。 据了解，FDA局长马蒂·马卡里(Marty Makary)在社交媒体平台X上表示："FDA将对那些大规模营销非法 仿制减肥药的公司迅速采取行动，这些公司声称其产品与FDA批准的减肥药产品类似。"他未点名任何 ...