摩根大通将诺和诺德的评级从"增持"下调至"中性"，目标价从350丹麦克朗下调至250丹麦克朗。 ...

【国泰海通医药】诺和诺德REDEFINE 4研究（CagriSema头对头Tirzepatide）数据解读电话会要点速递 【国泰海通医药】诺和诺德REDEFINE 4研究（CagriSema头对头Tirzepatide）数据解读电话会要点速递 REDEFINE 4研究设计和结果 两组表现出的耐受性与此前研究中看到的总体一致。 （3） 为什么68周（REDEFINE 1研究 -20.4%ITT/-22.7%PP）延长到84周CagriSema减重效果基本没有提升： REDEFINE 1研究中的经验教训并没有全部纳入REDEFINE 4研究。 但在REDEFINE 11研究中，充分考虑了这些经验教训，CagriSema完整的减重潜力将在该项研究中得到验证。 （1） 试验用药时长为84周，vs REDIFINE 1/2研究的68周 （2） 主要终点是CagriSema 2.4mg/2.4mg与 Tirzepatide 15mg在84周减重效果的非劣性 （3） Open label设计：所有试验参与者知 REDEFINE 4研究设计和结果 若ITT分析，则20.3%vs 23.6%），未达到非劣性目标（公司未披露非劣 ...

Major U.S. indices traded higher Monday, with Dow Jones Futures edging up 0.09% to 48,893, the S&P 500 advancing 0.12% to 6,860.50 and the Nasdaq climbing 0.18% to 24,808.25.These are the top stocks that gained the attention of retail traders and investors through the day.Hims & Hers Health Inc. (NYSE:HIMS)Hims & Hers Health shares fell 0.77% to close at $15.51, with an intraday high of $15.80 and a low of $15.16. The stock’s 52-week range is $15.16 to $70.43. In the after-hours trading, the stock fell 8.45 ...

Market Overview - The U.S. markets experienced a mixed day, with a focus on the U.S. 2-year yield rising by four basis points following a Supreme Court ruling that raised questions about inflation and interest rates [2][6] - Gold prices increased as investors reacted to the risk-off sentiment in the market, while tech stocks, particularly in the software sector, saw declines of approximately 1.5% [2][4] Technology Sector - The software sector is facing significant pressure, with fears that AI tools may replace traditional software suites, leading to a 30% decline in an index of stocks including Salesforce and Adobe since their record highs [4][70] - Companies like IBM have seen substantial stock declines, with IBM down over 13% amid concerns about AI disruption [70][77] Payment and Delivery Services - PayPal's stock rose nearly 5% due to takeover interest, contrasting with the broader tech sector's struggles [3] - Delivery service companies such as DoorDash and Uber are facing challenges as hypothetical scenarios suggest that AI could disrupt their business models, contributing to stock declines [5][71] Tariff and Trade Implications - The Supreme Court ruling on tariffs has created uncertainty, particularly for major importers like Home Depot and TJX, as the market grapples with the implications of potential tariff changes [6][80] - The Attorney General of Nevada indicated that states are considering actions to recover tariffs collected, which could amount to hundreds of billions of dollars [22][23] Economic Indicators - The current economic environment shows signs of growth, with global growth rates around 2.5% and 3% including emerging markets, while inflation is gradually decreasing [10][17] - The bond market is experiencing a steepening yield curve, driven by long-term inflationary concerns and an excess supply of government debt [12][14] Trucking and Transportation Sector - The trucking industry is witnessing structural changes, with a significant reduction in driver availability leading to higher rates and potential long-term impacts on capacity [57][68] - Demand for transportation services is still down year-over-year, but there are positive indicators such as increased trade volumes and a projected recovery in the second half of the year [59][63]

Among the 11 major sectors of the S&P 500, financials were down the most, while consumer staples enjoyed the largest percentage gain. The healthcare index advanced, with a boost from Eli Lilly after rival Novo Nordisk's obesity drug CagriSema underperformed Eli Lilly's drug Zepbound in a head-to-head trial. Among other movers, Domino's Pizza surged after the fast-food chain's fourth-quarter same-store sales beat Wall Street estimates. PayPal jumped following a Bloomberg report that the payments firm is att ...

NO.1和铂医药就新一代CTLA-4抗体达成授权协议及股权合作 2月23日，基石药业公告称，舒格利单抗的新适应证申请已获英国药品和医疗保健用品管理局批准单药 用于治疗肿瘤细胞PD-L1表达≥1%、无表皮生长因子受体敏感突变或ALK、ROS1基因组变异、在含铂 放化疗后未出现疾病进展的、不可切除的III期非小细胞肺癌成人患者。 丨2026年2月24日 星期二丨 2月23日，和铂医药公告称，公司与SOLSTICE ONCOLOGY就HBM4003订立授权协议及股权合作协 议。据此，公司同意向Solstice Oncology授予独家授权，以在大中华区以外地区开发及商业化其临床阶 段组合资产HBM4003。根据该等协议的条款，公司有资格获得价值超过1.05亿美元的前期对价。 点评：本次交易标志着和铂医药的平台技术获得国际认可，股权合作模式深度绑定双方利益，有助于降 低海外开发风险，短期利好现金流补充与估值修复，长期需关注海外临床推进节奏及里程碑兑现情况。 NO.2前沿生物与葛兰素史克签署授权许可协议 2月23日，前沿生物公告称，公司与葛兰素史克（GSK）达成一项独家授权许可协议。据此，葛兰素史 克将获得两款小核酸（ ...

兄弟姐妹们啊，临近A股开盘，今晚美股直接上演大跳水，道指大跌约700点，都不知道是不是故意的！ 一起看看发生了什么事情。 美股大跳水 2月23日晚间，美股三大指数下跌，道指直线大跳水跌超700点，纳斯达克指数、标普500指数均跌约1%。 | 纳斯达克综合指数(NASDAQ:.IXIC) | | | | 加自选 | | | --- | --- | --- | --- | --- | --- | | 22640.99 -245.08 -1.07% | | | 交易中 02-23 10:55:05 美东时间 | 35.45 万球友关注 | | | 最高: 22893.22 52周最高: 24019.99 | 今开: 22840.97 | | 量比: 1.82 | | | | 最低:22640.66 | 昨收:22886.07 | 52周最低: 14784.03 | 振幅: 1.10% | | | | 成交量: 31.23亿股 | | | | | | | 分时 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 | | | | 区间统计 全屏显示 | | | 最新:22640.99-24 ...

Today, Feb. 23, 2026, a pivotal obesity‑drug trial setback forces investors to rethink Novo Nordisk’s strategy.NYSE : NVONovo NordiskToday's Change( -16.43 %) $ -7.79Current Price$ 39.63Key Data PointsMarket Cap$160BDay's Range$ 39.34 - $ 41.0952wk Range$ 39.34 - $ 93.80Volume98MAvg Vol21MGross Margin80.90 %Dividend Yield3.64 %Novo Nordisk (NVO 16.43%), a healthcare giant that develops and markets diabetes and obesity treatments, closed Monday at $39.63, down 16.43%. The stock fell after it announced CagriS ...

U.S. equity markets faced a wave of intense selling pressure on Monday, February 23rd, 2026, as investors grappled with a sudden escalation in global trade tensions and a landmark Supreme Court ruling. The major indexes opened in the red and remained under pressure throughout the session, driven by a "risk-off" sentiment that permeated nearly every sector. The volatility was sparked by a 6-3 Supreme Court decision that curtailed the executive branch's authority to impose certain reciprocal tariffs under the ...

Novo Nordisk (NVO) crashed roughly 20% today after the pharma giant said its candidate obesity drug CagriSema failed to demonstrate non-inferiority to rival Eli Lilly’s (LLY) tirzepatide in the late-stage REDEFINE 4 trial. CagriSema achieved 23% weight loss in about 84 weeks compared to tirzepatide’s 25.5%, missing its primary endpoint and representing a notable competitive setback for NVO in the fast-growing obesity treatment market. Versus its year-to-date high, Novo Nordisk stock is now down nearly 40 ...