药不能停？礼来减肥药停止服用后，减掉的体重缓慢反弹

华尔街见闻2023-12-12

一份研究显示，停止使用礼来（Eli Lilly）减肥药Zepbound一年之后，此前服药八个月的受试病患体重缓慢地反弹，减少的体重重新增加了一半，研究者认为需持续服药才能达到最佳减肥效果。礼来股价美股周一盘中下跌近4%，分析师表示，今年表现抢眼的礼来和诺和诺德，明年很可能表现不佳。一份研究显示，停止使用礼来（Eli Lilly）减肥药Zepbound一年之后，此前服药八个月的受试病患体重缓慢地反弹...

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Lilly）减肥药Zepbound一年之后，此前服药八个月的受试病患体重缓慢地反弹，减少的体重重新增加了一半，研究者认为需持续服药才能达到最佳减肥效果。礼来股价美股周一盘中下跌近4%，分析师表示，今年表现抢眼的礼来和诺和诺德，明年很可能表现不佳。一份研究显示，停止使用礼来（Eli Lilly）减肥药Zepbound一年之后，此前服药八个月的受试病患体重缓慢地反弹...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3703984\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2468319806.SGD","symbol_name":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) 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After Lilly diet pills stopped taking, the weight lost slowly rebounded","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4a11fd5a3982332416b657019fc0c235","symbols_score_info":{"LLY":1,"NVO":0.9},"content_text":"一份研究显示，停止使用礼来（Eli Lilly）减肥药Zepbound一年之后，此前服药八个月的受试病患体重缓慢地反弹，减少的体重重新增加了一半，研究者认为需持续服药才能达到最佳减肥效果。礼来股价美股周一盘中下跌近4%，分析师表示，今年表现抢眼的礼来和诺和诺德，明年很可能表现不佳。一份研究显示，停止使用礼来（Eli Lilly）减肥药Zepbound一年之后，此前服药八个月的受试病患体重缓慢地反弹，之前减少的体重重新增加了一半。礼来制药（LLY）周一美股开盘即跳水，日内整体跌约3.8%，刷新日低至574.91美元，诺和诺德（Novo Nordisk，NVO）股价一同下滑。分析师表示，这两家今年大涨的股票，明年很可能表现不佳。不过，即便停药八个月之后，受试病患的体重仍然显著低于使用该药之前。根据周一发表在美国医学会杂志（Journal of the American Medical Association）的实验结果，使用Zepbound 36周之后，可减重20.9%。在实验88周之后，用药八个月后暂停的实验组患者，体重仍比用药前要少9.9%，其他持续服药的患者，则平均减重23.5%。此前就有研究显示，如果停用礼来和诺和诺德使用的GLP-1减肥药，有体重反弹的风险。不过，周一公布的研究显示出用一整年后部分药效仍在，该研究的作者、同时担任礼来和诺和诺德顾问的Louis Aronne表示，“我对这次实验的结果感到惊喜。”在实验中，肥胖或超重的参与患者在头36周服用Zephond；此后，研究者随机挑选出其中一半患者继续服药，另一半则服用安慰剂。结果显示，使用满88周的患者，在用药64周时达到减肥瓶颈。Aronne表示，研究清楚显示出，如果要达到最佳效果，就需要持续用药。礼来产品研发高级副总裁Jeff Emmick在一份声明中表示，“患者、医疗机构和公众并不总是理解，肥胖是一种慢性疾病，经常需要持续治疗。”由于减肥药今年以来大热，礼来和竞争对手诺和诺德股价今年迄今均大涨40%以上，其中礼来涨近60%，成为第一个市值达到5000亿美元的大型制药公司，超过强生（Johnson & Johnson）和联合健康（United Healthcare）成为全球市值最高的制药与医疗保健公司。虽然礼来市值超诺和诺德930亿美元左右，但诺和诺德此前也成为欧洲市值最高的公司。两家公司的大涨也让今年的美股健康板块颇为抢手。不过，分析师表示，虽然礼来和诺和诺德今年表现抢眼，但明年走势可能不如大盘。根据媒体对518位分析师进行的问卷调查，其中34%的受访者认为，这两家作为今年美股赢家的药厂，明年可能变为输家。这一数字高于分析师对龙头科技股的看衰程度，31%的分析师认为明年科技巨头七姐妹（Magnificent Seven，指苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta）将表现不佳。上周，Jefferies分析师将诺和诺德选为2024年将表现不佳的四只欧股之一。分析师表示，未来12个月内，能够刺激诺和诺德上涨的关键因素不多，早期研发项目的后续完善很可能已经被定价。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2390660243"}