诺和诺德口服减肥药片获FDA批准，与礼来“减肥药之战”进入新回合

智通财经2025-12-23

智通财经APP注意到，周二盘前，诺和诺德(NVO.US)股价上涨 7.5%，此前美国食品药品监督管理局(FDA)批准了其减肥药片。这使该公司在快速演变的肥胖治疗市场中获得了竞争优势。此次获批使诺和诺德在研发强效口服减肥药的竞赛中处于领先地位，目前该公司正致力于夺回被礼来(LLY.US)抢占的市场份额。诺和诺德在 2021 年推出其注射药物 Wegovy 时曾面临巨大的供应链挑战，但公司表示这次已...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2593249419?lang=zh_CN&edition=full","thumbnail":"https://community-static.tradeup.com/news/e6d86fcd8831d3b323537bcea0bd75ad","is_english":false,"pubTime":"2025-12-23 19:30","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2593249419","market":"us","top_or_hot":-1,"title":"诺和诺德口服减肥药片获FDA批准，与礼来“减肥药之战”进入新回合","media":"智通财经","content":"<div>\n<p>智通财经APP注意到，周二盘前，诺和诺德(NVO.US)股价上涨 7.5%，此前美国食品药品监督管理局(FDA)批准了其减肥药片。这使该公司在快速演变的肥胖治疗市场中获得了竞争优势。此次获批使诺和诺德在研发强效口服减肥药的竞赛中处于领先地位，目前该公司正致力于夺回被礼来(LLY.US)抢占的市场份额。诺和诺德在 2021 年推出其注射药物 Wegovy 时曾面临巨大的供应链挑战，但公司表示这次已...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n","source":"live_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>诺和诺德口服减肥药片获FDA批准，与礼来“减肥药之战”进入新回合</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n诺和诺德口服减肥药片获FDA批准，与礼来“减肥药之战”进入新回合\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-23 19:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><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注意到，周二盘前，诺和诺德(NVO.US)股价上涨 7.5%，此前美国食品药品监督管理局(FDA)批准了其减肥药片。这使该公司在快速演变的肥胖治疗市场中获得了竞争优势。此次获批使诺和诺德在研发强效口服减肥药的竞赛中处于领先地位，目前该公司正致力于夺回被礼来(LLY.US)抢占的市场份额。诺和诺德在 2021 年推出其注射药物 Wegovy 时曾面临巨大的供应链挑战，但公司表示这次已...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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":"NVO","symbol_name":"诺和诺德","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2593249419","we_media_id":null,"thumbnails":["https://community-static.tradeup.com/news/e6d86fcd8831d3b323537bcea0bd75ad"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2593249419","pubTimestamp":1766489438,"columns":[],"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP注意到，周二盘前，诺和诺德(NVO.US)股价上涨 7.5%，此前美国食品药品监督管理局(FDA)批准了其减肥药片。这使该公司在快速演变的肥胖治疗市场中获得了竞争优势。此次获批使诺和诺德","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVO":"诺和诺德","LLY":"礼来"},"translate_title":"Novo Nordisk's oral weight loss pills were approved by the FDA, and the \"weight loss pills war\" with Eli Lilly entered a new round","themeId":"a03a1a5280ce2755e027807f614a9d28","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0d164b1d918e4dc1de8793af8511be67","symbols_score_info":{"NVO":2,"LLY":2},"content_text":"智通财经APP注意到，周二盘前，诺和诺德(NVO.US)股价上涨 7.5%，此前美国食品药品监督管理局(FDA)批准了其减肥药片。这使该公司在快速演变的肥胖治疗市场中获得了竞争优势。此次获批使诺和诺德在研发强效口服减肥药的竞赛中处于领先地位，目前该公司正致力于夺回被礼来(LLY.US)抢占的市场份额。诺和诺德在 2021 年推出其注射药物 Wegovy 时曾面临巨大的供应链挑战，但公司表示这次已准备得更加充分。首席执行官麦克·杜斯塔在 11 月曾表示，公司这次拥有“绰绰有余的药片”，并将“全力以赴”投入产品上市。BMO 资本分析师埃文·塞格曼在报告中指出，由于市场份额流失给复合制药商和礼来公司，诺和诺德的股价此前一直处于下跌态势。塞格曼表示，诺和诺德现在将受益于先发优势，并能吸引那些更青睐口服药物便捷性与舒适性的患者；不过，随着礼来的口服药物 orforglipron 预计将于 2026 年获批，这种优势可能是短暂的。诺和诺德在注射类减肥药市场曾拥有首发优势，但最初难以满足爆炸性的需求。礼来趁虚而入，凭借竞争产品 Zepbound 后来居上，目前 Zepbound 在美国每周处方量上处于领先地位。Bellevue 资产管理公司的投资组合经理保罗·梅杰表示，口服减肥药可能会扩大市场，而不是蚕食注射剂的市场份额，并补充说“10% 或更多的成年人对自我注射感到犹豫”。然而，他也质疑这些药片的变革潜力，因为药片的疗效不如注射剂。Sydbank 分析师索伦·朗托夫·汉森预测 Wegovy 药片的需求将十分强劲，估计全球年销售峰值约为 240 亿丹麦克朗(约合 37.9 亿美元)。他强调了此次发布对于抵消 2026 年预期逆风的重要性，其中包括 GLP-1 药物定价可能下降的风险。今年以来股价已下跌超过 50% 的诺和诺德，周二成为欧洲股市涨幅最大的个股。礼来盘前则下跌了1%。","kind":"live","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"movement","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"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":"4.43.1","shortVersion":"4.43.1","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/2593249419","isCrawlerRequest":true}