GLP‑1战场转至口服药：诺和诺德和礼来同时披露新的全球投资计划

Minhua笔记02-13

过去几年，诺和诺德（Novo Nordisk）和礼来（Eli Lilly）一直在GLP-1注射剂领域展开竞争，如今，两家公司正将战场转向口服药。尽管诺和诺德在口服减重药的上市节奏上略占先机，但两家公司2月12日均披露了新的投资计划，以加速各自产品的全球推广。诺和诺德的口服 Wegovy（司美格鲁肽）今年 1 月在美国上市后迅速放量，上市首月销量便十分可观。根据最新调查，许多患者因害怕注射而更倾向于...

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Lilly）一直在GLP-1注射剂领域展开竞争，如今，两家公司正将战场转向口服药。尽管诺和诺德在口服减重药的上市节奏上略占先机，但两家公司2月12日均披露了新的投资计划，以加速各自产品的全球推广。诺和诺德的口服 Wegovy（司美格鲁肽）今年 1 月在美国上市后迅速放量，上市首月销量便十分可观。根据最新调查，许多患者因害怕注射而更倾向于选择口服药物。尽管 Wegovy 口服剂型抢得先机，但瑞银分析师 Michael Yee 预计其 2026 年销售额仅为 8 亿美元，并预测其即将上市的竞争产品——礼来的 orforglipron——预计将在第二季度上市后实现 20 亿美元销售额。诺和诺德：依托爱尔兰产能推动全球扩张在美国面临定价压力及配制药竞争加剧的背景下，诺和诺德似乎正将重心转向国际市场。据彭博社报道，CEO Mike Doustdar 表示，诺和诺德正在扩建位于爱尔兰 Athlone 的工厂，以生产面向美国以外市场的 Wegovy 口服剂型。这一消息发布前一周，诺和诺德刚公布其减重药业务令人失望的销售指引，预计 2026 年总收入将下降 5%–13%，原因是来自礼来的竞争日益激烈。Doustdar 对彭博社表示：“如果我们准备放弃，就不会继续投资爱尔兰工厂。”诺和诺德于 2024 年以 9250 万美元从 Alkermes 收购 Athlone 工厂，以扩大注射用司美格鲁肽（Wegovy、Ozempic）的产能。去年，公司宣布将从该工厂裁撤约 75 个岗位，作为全球裁员 9000 人计划的一部分。礼来：提前囤货，为全球同步上市做准备礼来在2月12日提交的证券文件中披露，公司已投入 15 亿美元提前储备 orforglipron，以迎接该药物预计于 4 月获得 FDA 批准。根据礼来此前的表态，公司预计将拥有足够库存，使该口服减重药能在多个国家几乎同步上市。在今年 1 月的JPM医疗大会上，CEO Dave Ricks 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