周二，礼来(LLY.US)股价盘前走低，截至发稿，该股跌超1.5%，报1042.5美元。消息面上，礼来主要竞 争对手诺和诺德(NVO.US)宣布，将下调旗下多款GLP-1类药物在美国的官方标价。 诺和诺德表示，自2027年1月1日起，公司将下调Wegovy、Ozempic和Rybelsus在美国市场的批发采购 价。调整后，Wegovy和Ozempic的标价将较当前水平下调约35%至50%，相关调整同时适用于注射剂型 和口服剂型。 具体来看，此次定价改革将把Wegovy注射剂和口服版本，以及Ozempic注射剂和Rybelsus口服药的月度 标价统一降至675美元。目前，在利润丰厚的抗肥胖药物市场中，诺和诺德的市场表现仍落后于礼来。 公司还指出，价格下调预计将尤其利好自付费用与官方标价挂钩的患者。不过，诺和诺德强调，此次调 整不会影响其直面消费者的自费定价体系。 诺和诺德在声明中表示，此次降价适用于上述药物的所有剂量，体现了公司在美国医疗体系不断演变的 背景下，提升患者以及公共和私人支付方用药可负担性的承诺。 ...

（原标题：美股异动 | 礼来(LLY.US)盘前跌超1.5% 竞争对手诺和诺德(NVO.US)宣布下调GLP-1药物标 价） 智通财经APP获悉，周二，礼来(LLY.US)股价盘前走低，截至发稿，该股跌超1.5%，报1042.5美元。消 息面上，礼来主要竞争对手诺和诺德(NVO.US)宣布，将下调旗下多款GLP-1类药物在美国的官方标 价。 具体来看，此次定价改革将把Wegovy注射剂和口服版本，以及Ozempic注射剂和Rybelsus口服药的月度 标价统一降至675美元。目前，在利润丰厚的抗肥胖药物市场中，诺和诺德的市场表现仍落后于礼来。 诺和诺德在声明中表示，此次降价适用于上述药物的所有剂量，体现了公司在美国医疗体系不断演变的 背景下，提升患者以及公共和私人支付方用药可负担性的承诺。 公司还指出，价格下调预计将尤其利好自付费用与官方标价挂钩的患者。不过，诺和诺德强调，此次调 整不会影响其直面消费者的自费定价体系。 诺和诺德表示，自2027年1月1日起，公司将下调Wegovy、Ozempic和Rybelsus在美国市场的批发采购 价。调整后，Wegovy和Ozempic的标价将较当前水平下调约35%至50 ...

Novo Nordisk on Tuesday said it plans to slash the monthly list prices of its popular obesity and diabetes drugs in the U.S. by up to 50% starting in 2027, in a bid to make the treatments more accessible to patients with insurance coverage. The obesity injection Wegovy, its new pill counterpart, the diabetes shot Ozempic and the oral diabetes drug Rybelsus will have a new lower list price of $675 per month starting on Jan. 1, 2027. The Wegovy medicines both currently have list prices of around $1,350 per mo ...

这家丹麦药企将司美格鲁肽全系列药物月均统一定价为675美元，降幅高达50%。其美国竞争对手礼来 (LLY.US)的同类减肥药物Zepbound，目前官方定价为1086.37美元/月。 智通财经APP获悉，诺和诺德(NVO.US)计划于明年大幅下调旗下两款重磅药物Wegovy和Ozempic的美 国官方定价，以在肥胖症治疗市场争夺更大份额。 目前，诺和诺德正在价格方面多措并举，以提升在肥胖症领域的竞争力。Millar曾任职于联合健康 (UNH.US)旗下药品福利管理机构Optum Rx，是美国定价策略方面的专家。 新价格将于明年1月1日生效。Millar表示，公司需要现在宣布降价，以便让付款方有时间应对明年的变 化。 他指出，此次调整对高免赔额保险人群影响尤为明显——这类保单的自付费用与官方定价高度挂钩;按 药品定价比例付费的共付保险患者，同样将受益。 据KFF的雇主健康福利调查，去年约三分之一参保职工选择了高免赔额医保搭配个人健康储蓄账户方 案;调查同时显示，不到一半的大型企业为Wegovy这类GLP-1减重药物提供医保报销。 此次降价针对的是批发采购成本，这一公开标价并不反映美国市场复杂的返利体系。在商业保 ...

来源：环球市场播报 礼来股价在盘前交易中一度迅速下跌4.1%，此前据《华尔街曰报》报道，竞争对手诺和诺德计划将 Ozempic和Wegovy在美国市场的定价下调至多50%。 《华尔街曰报》报道，上述糖尿病及减肥治疗药物自2027年1月1日起，每月定价均将调整为675美元 ...

Group 1 - Shares of Novo Nordisk and Eli Lilly experienced a decline on Tuesday due to a report indicating that price cuts are forthcoming for their popular weight-loss drugs [1]

Core Viewpoint - Barclays has significantly reduced its peak sales forecast for Novo Nordisk's obesity drug CagriSema from $12 billion to $2 billion due to disappointing trial results [1][2]. Group 1: Sales Forecast and Market Impact - The reduction in sales forecast indicates a substantial setback for Novo Nordisk in its competition against U.S. rival Eli Lilly in the obesity market [2]. - Novo's late-stage trial data revealed that CagriSema underperformed compared to Eli Lilly's Zepbound, which launched in late 2023, with Zepbound showing better weight loss results than previously reported by Lilly [3]. - Following the announcement, Novo's shares fell by 16%, erasing gains from its successful weight-loss drug Wegovy, while Eli Lilly's shares increased by 5% [3]. Group 2: Future Prospects and Analyst Sentiment - Novo plans to launch CagriSema next year, anticipating U.S. FDA approval by the end of this year; however, analysts from Barclays, Jefferies, and others express doubts about the drug's commercial viability based on the recent data [4].

Market Analysis by covering: Eli Lilly and Company, NVIDIA Corporation, Exxon Mobil Corp. Read 's Market Analysis on Investing.com ...

2026.02.24 诺和诺德股价自2024年达到峰值以来，目前市值已缩水超过4700亿美元，抹去了2021年司美格鲁肽减重 药上市带来的全部涨幅。该公司在2024年甚至一度成为欧洲市值最高的上市制药公司。 当天，礼来公司股价受诺和诺德疲弱临床数据的提振大涨，市值重新逼近1万亿美元。礼来预计，2026 年替尔泊肽减重药需求仍将实现快速增长。该公司还预计将在今年第二季度推出口服减重药 orforglipron。届时该药物与已经获批的诺和诺德口服司美格鲁肽减重药的竞争将进一步加剧。 本文字数：947，阅读时长大约2分钟 作者 |第一财经 钱童心 当地时间2月23日，减重药司美格鲁肽厂商诺和诺德称，该公司的新一代减重药CagriSema头对头比较礼 来减重药替尔泊肽的三期临床试验结果显示，在84周内CagriSema实现减重23%。这一疗效不及礼来替 尔泊肽25.5%的减重疗效。 2026年对于诺和诺德而言是关键之年。该公司的司美格鲁肽市场份额正面临以礼来为首的多家竞争对手 的挤压。今年在中国市场，司美格鲁肽的核心分子专利也将面临到期，这意味着将有大量廉价的仿制药 可以上市。 诺和诺德曾将CagriSema定位成司 ...

Core Insights - Novo Nordisk's recent trial data for its obesity drug CagriSema has underperformed compared to Eli Lilly's Zepbound, raising concerns about Novo's competitiveness in the weight-loss drug market [1] - Following the trial results, Novo's shares dropped by 16%, while Lilly's shares increased by 5%, indicating a shift in market sentiment towards Lilly's products [1] - Analysts express skepticism about Novo's ability to regain market share, citing repeated disappointments with CagriSema and the strong positioning of Lilly's portfolio [1] Novo Nordisk's Performance - CagriSema achieved a 23% reduction in body weight over 84 weeks, compared to a 25.5% reduction for Lilly's tirzepatide [1] - The trial results align with previous data for CagriSema but are seen as inferior to Lilly's offerings, which could solidify Lilly's dominance in the obesity market [1] - Novo's management attempted to downplay the trial results, but analysts and investors remain unconvinced, questioning the drug's value proposition [1] Market Dynamics - The obesity drug market is increasingly favoring Lilly, which has a stronger product range and is expected to receive U.S. approval for its weight-loss pill in April [1] - Novo's historical lead in the obesity drug market, particularly with the launch of Wegovy in 2021, has diminished as Lilly's valuation has surged to a trillion dollars [1] - Analysts suggest that Novo may struggle to compete effectively against Lilly's Zepbound, which is already well-established in the market [1]