礼来(LLY.US)CEO：医保覆盖减肥药将“改变游戏规则” 口服新药上市迎关键助力

智通财经01-31

智通财经APP获悉，礼来(LLY.US)首席执行官Dave Ricks周五表示，美国医保体系即将把减肥药物纳入报销范围，这将成为公司备受市场关注的实验性减肥口服药orforglipron上市的重要推动因素。Ricks在接受美国采访时称，礼来预计，这款口服药一经上市，医保便会同步将其纳入联邦医疗保险(Medicare)报销体系，而这“也会在一定程度上改变市场游戏规则”。他解释道，当前众多患者仍需自费...

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Ricks周五表示，美国医保体系即将把减肥药物纳入报销范围，这将成为公司备受市场关注的实验性减肥口服药orforglipron上市的重要推动因素。Ricks在接受美国采访时称，礼来预计，这款口服药一经上市，医保便会同步将其纳入联邦医疗保险(Medicare)报销体系，而这“也会在一定程度上改变市场游戏规则”。他解释道，当前众多患者仍需自费购买诺和诺德(NVO.US)旗下的GLP-1类口服减肥药。该药于本月初上市，尽管医保报销覆盖尚未完善，但市场反响强劲。Ricks还提到，他注意到诺和诺德的口服减肥药Wegovy的早期使用者中，几乎都是首次尝试GLP-1类药物治疗的患者，而非此前使用过该类注射剂的人群，这意味着“该药物的市场覆盖范围正在扩大，触达了更多患者，这是一个积极的信号”。他补充道，礼来对自家口服药的市场竞争力充满信心，并正筹备于今年第二季度实现该药的全面上市。此次上市时间将与美国医保的新政策落地形成衔接——根据礼来与诺和诺德去年11月同美国总统特朗普达成的药品定价协议，美国医保体系将于今年晚些时候首次将减肥药纳入报销范围。Ricks表示，今年下半年，医保的报销覆盖将进一步拉低这类口服药的价格。符合条件的医保参保患者，在使用所有获批的GLP-1类注射及口服药物时(包括用于糖尿病和肥胖症的治疗)，每月仅需自付50美元。“这一政策将极大打开市场空间，后续的市场潜力值得期待，”Ricks称。医保将肥减肥药纳入报销范围，是行业期盼已久的举措。多位医疗健康领域专家认为，这不仅会扩大该类药物的市场规模，还将推动更多商业保险公司跟进将其纳入报销体系。Ricks估算，美国医保体系中有2000万至3000万患有肥胖症及相关并发症的参保者，可能符合GLP-1疗法的使用条件，因此医保报销的落地，将大幅扩充该类药物的潜在适用人群基数。Ricks也坦言，根据此次达成的药品定价协议，今年初礼来旗下相关药物将迎来一轮降价。该协议要求药企主动下调药品价格，其中包括以海外最低售价向医疗补助计划(Medicaid)的参保患者提供现有药物，同时承诺对新款药物执行所谓的“最惠国定价”原则。但Ricks表示，礼来药物的销量增长“将在下半年加速”。“我们认为这一定价与销量的平衡对公司而言是积极的，不过最终效果仍需时间验证，”他补充道，药物销量的增长将取决于医保参保患者对该类药物的接受度，以及礼来在这一市场中的份额占比。Ricks透露，礼来将在下周发布2025年第四季度财报及2026年业绩指引时，披露该定价协议对公司财务层面的具体影响。此次达成的药品定价协议还包含一项承诺：药企将在特朗普推出的直连消费者购药平台TrumpRx上，以折扣价推出相关药物的自费购买渠道。该平台原计划于今年1月上线，目前尚未正式运营。Ricks表示，礼来是首家通过自有平台LillyDirect向患者直售减肥药的药企，而TrumpRx平台则是将这一直销模式进一步拓展至医药行业的其他品类药物。“我们对此表示全力支持，”他表示。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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 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