减重效果高达23%！礼来(LLY.US)新减肥药“炸场”：患者因效果太好停药股价盘前应声走高

智通财经2025-12-11

智通财经APP获悉，礼来(LLY.US)研发的一款新一代肥胖症治疗注射剂在试验中帮助患者减重近四分之一，有望成为迄今为止减重效果最强的减肥疗法。这项后期临床试验旨在评估药物的减重效果，以及对与肥胖密切相关的并发症——膝骨关节炎疼痛症状的改善作用。礼来于周四发布声明称，接受最高剂量瑞他鲁肽(retatrutide)治疗的患者，在68周内体重降幅超过23%。根据患者自填问卷结果，研究参与者的膝关节疼痛...

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Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC"},"translate_title":"The weight loss effect is up to 23%! Eli Lilly's (LLY.US) new weight loss drug \"exploded\": patients stopped the drug because the effect was too good, and the stock price rose before the market opened","themeId":"f2acf3f55fe1a998ab5e77df3c1b5360","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LLY":1.98},"content_text":"智通财经APP获悉，礼来(LLY.US)研发的一款新一代肥胖症治疗注射剂在试验中帮助患者减重近四分之一，有望成为迄今为止减重效果最强的减肥疗法。这项后期临床试验旨在评估药物的减重效果，以及对与肥胖密切相关的并发症——膝骨关节炎疼痛症状的改善作用。礼来于周四发布声明称，接受最高剂量瑞他鲁肽(retatrutide)治疗的患者，在68周内体重降幅超过23%。根据患者自填问卷结果，研究参与者的膝关节疼痛程度缓解幅度超62%。此前华尔街曾预测，该试验的减重数据区间约为20%至23%，膝关节疼痛缓解幅度至少达到50%。礼来方面表示，本次试验结果超出市场预期，部分患者因减重效果过于显著而选择退出临床试验。受此消息提振，礼来股价在周四美股盘前一度上涨近4%。礼来心脏代谢健康事业部总裁Kenneth Custer在声明中表示：“我们认为，瑞他鲁肽有望成为存在显著减重需求、并伴有膝骨关节炎等特定并发症患者的重要治疗选择。”最新临床数据有望进一步巩固礼来在肥胖症治疗市场的主导地位。据行业预测，到2030年全球肥胖症治疗市场规模将突破1000亿美元。目前，礼来旗下减肥注射剂Zepbound(替尔泊肽)已成为全球最畅销的减重药物，但公司仍在加速研发新一代药物，以期实现疗效提升、给药便捷性增强及副作用减少等多重优势。临床试验核心数据解读本次试验是礼来围绕瑞他鲁肽开展的系列研究之一，后续公司还将针对肥胖症及心血管疾病、慢性肾病等相关并发症启动更多临床试验，并计划于明年起陆续公布各项研究数据。瑞他鲁肽的作用机制在于整合GLP-1、GIP及胰高血糖素三种肠道激素，相较于礼来的替尔泊肽等现有疗法具备独特优势。礼来在多靶点肠道激素复方分子领域的研发实力处于行业领先地位，而此类药物已被证实可实现更优的减重效果。该临床试验周期为68周，入组患者均为肥胖症伴有膝骨关节炎人群。膝骨关节炎的病理特征为膝关节软骨磨损退化，临床表现为关节疼痛、僵硬及肿胀，其发病与年龄增长、肥胖等因素密切相关。试验设置了9毫克和12毫克两个给药剂量组。结果显示，两个剂量均能有效降低心脏病风险标志物水平及患者血压，部分患者在试验结束时膝关节疼痛症状完全消失。不过，药物相关不良反应仍有发生：接受最高剂量治疗的患者中，约18%因不良反应退出试验，最常见的症状包括恶心、腹泻及便秘。值得注意的是，超五分之一的高剂量组患者出现感觉异常——一种令人不适的神经异常感觉，礼来方面表示，该症状总体程度轻微，极少导致患者终止治疗。礼来指出，体重指数(BMI)低于35的患者退出试验的概率更高，部分患者因减重幅度过大而选择停药。礼来首席科学官Daniel Skovronsky在10月的投资者电话会议中表示：“并非所有患者都需要如此强效的减重疗法，我们认为瑞他鲁肽更适用于体重指数显著偏高，或伴有需通过大幅减重才能改善的肥胖相关并发症的患者群体。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2590612516","isCrawlerRequest":true}

减重效果高达23%！礼来(LLY.US)新减肥药“炸场”：患者因效果太好停药 股价盘前应声走高

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减重效果高达23%！礼来(LLY.US)新减肥药“炸场”：患者因效果太好停药股价盘前应声走高