强强联合! 礼来(LLY.US)将携手亚马逊(AMZN.US)合作配送“减肥神药”

智通财经03-13

智通财经APP获悉，美国医药巨头礼来(LLY.US)当地时间周三表示，已经与亚马逊(AMZN.US)达成合作，亚马逊旗下药房部门将为其直接面向消费者的线上服务平台LillyDirect Pharmacy Solutions提供处方药配送服务。今年1月，礼来公司推出了这个直接面向消费者的线上服务平台，让患者可以通过线上药店Truepill直接从礼来获得偏头痛、糖尿病治疗药物以及用于减肥的药物，其中...

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礼来(LLY.US)将携手亚马逊(AMZN.US)合作配送“减肥神药”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-13 20:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1086090.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国医药巨头礼来(LLY.US)当地时间周三表示，已经与亚马逊(AMZN.US)达成合作，亚马逊旗下药房部门将为其直接面向消费者的线上服务平台LillyDirect Pharmacy Solutions提供处方药配送服务。今年1月，礼来公司推出了这个直接面向消费者的线上服务平台，让患者可以通过线上药店Truepill直接从礼来获得偏头痛、糖尿病治疗药物以及用于减肥的药物，其中...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1086090.html\">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":"SG9999001176.SGD","symbol_name":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1086090.html","article_id":"2419868525","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2419868525","pubTimestamp":1710333180,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，美国医药巨头礼来当地时间周三表示，已经与亚马逊达成合作，亚马逊旗下药房部门将为其直接面向消费者的线上服务平台LillyDirect Pharmacy Solutions提供处方药配送服务。礼来表示，发送给LillyDirect Pharmacy Solutions的处方现在将由亚马逊药房或者Truepill进行快速配送，具体取决于患者的保险覆盖范围和其他的影响因素。在一年期的标记点，接受Tirzepatide治疗的患者的平均体重减少了15.2%，而Wegovy对照组则为7.9%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4548":"巴美列捷福持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","BK4532":"文艺复兴科技持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0058720904.USD":"联博国际健康护理基金A","BK4007":"制药","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4220":"综合零售","LLY":"礼来","BK4535":"淡马锡持仓","LU0882574055.USD":"富达全球健康医疗A ACC","AMZN":"亚马逊","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4538":"云计算","LU0122379950.USD":"贝莱德世界健康科学A2","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","SG9999001176.USD":"United Global Healthcare Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H"},"translate_title":"Strong alliance! LLY.US will cooperate with Amazon (AMZN.US) to distribute \"weight loss medicine\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1,"LLY":1},"content_text":"智通财经APP获悉，美国医药巨头礼来(LLY.US)当地时间周三表示，已经与亚马逊(AMZN.US)达成合作，亚马逊旗下药房部门将为其直接面向消费者的线上服务平台LillyDirect Pharmacy Solutions提供处方药配送服务。今年1月，礼来公司推出了这个直接面向消费者的线上服务平台，让患者可以通过线上药店Truepill直接从礼来获得偏头痛、糖尿病治疗药物以及用于减肥的药物，其中包括礼来风靡全球的有着“减肥神药”称号的Zepbound。礼来表示，发送给LillyDirect Pharmacy Solutions的处方现在将由亚马逊药房(Amazon Pharmacy)或者Truepill进行快速配送，具体取决于患者的保险覆盖范围和其他的影响因素。礼来负责管理医疗服务的副总裁Frank Cunningham表示，他们计划将订单分配给两家配送平台。他表示，礼来高管们对于通过LillyDirect线上平台的处方数量感到“非常满意”，但拒绝透露具体的数量。礼来的一位发言人在一份电子邮件声明中表示，该线上网站自推出以来引起了全球消费者们极大的兴趣，该制药商“期待在不久的将来继续通过更多的药物、合作伙伴和配送服务提供商来加强礼来的直销体系”。Cunningham还表示，这家总部位于印第安纳波利斯的美国制药商正在考虑与一家美国的线下零售药店合作，为LillyDirect的客户提供提货服务。Walgreens (WBA.US)首席执行官Tim Wentworth在LillyDirect推出后不久曾表示，这家连锁药店(Walgreens)“对于像礼来这样的制药商来说，是一个非常自然的潜在合作伙伴”。去年，消费端对包括礼来Zepbound以及丹麦医药巨头诺和诺德(Novo Nordisk)旗下Wegovy在内的强力减肥药的需求激增，LillyDirect线上平台正是在这种背景下全面推向市场。据机构测算估计，到本十年末，即2030年，全球减肥药的市场规模至少将达到1,000亿美元。华尔街大行摩根士丹利预计，到2024年，Zepbound的销售额将达到22亿美元。该药物于2023年11月获得FDA正式批准。与此同时，美国银行的分析师们在去年11月份的一份报告中预计，Zepbound在2024年的总销售额将达到约27亿美元。受全球消费市场对其分别治疗糖尿病和肥胖症的药物Mounjaro和Zepbound需求的双重提振，该公司股价今年已上涨达30%，周二收于754.95美元。这使得礼来当前的总计市值超过7000亿美元，成为标普500指数中最有价值的10家大型公司之一，市值可谓远超医药板块的同行们。摩根士丹利分析师特伦斯•弗林(Terence Flynn)领导的分析团队将该机构对于礼来的12个月目标股价从805美元上调至950美元。华尔街之所以对Zepbound充满热情，部分原因是它的减肥效果可能比Wegovy更好。减肥疗效方面，医疗数据和分析公司 Truveta Research进行的比较分析显示，在大约1.8万名超重或肥胖患者的样本中，使用Tirzepatide(Zepbound的活性成分)的患者比使用Wegovy的患者更有可能减掉体重的15%。Tirzepatide在三个月期的平均减脂效果为5.9%，而Wegovy为3.6%。在一年期的标记点，接受Tirzepatide治疗的患者的平均体重减少了15.2%，而Wegovy对照组则为7.9%。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"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":"4.22.4","shortVersion":"4.22.4","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/2419868525"}