CVS恢复礼来减肥药Zepbound报销，纳入新药Foundayo，重塑GLP-1市场竞争格局

环球市场播报05-28

美国医疗保健巨头CVS Health（纽约证券交易所代码：CVS）今日宣布，其旗下药房福利管理部门CVS Caremark将更新其商业处方集，恢复对礼来公司（Eli Lilly and Company，纽约证券交易所代码：LLY）明星减肥药物Zepbound的覆盖，并同时纳入礼来的新型每日口服减肥药Foundayo。此举旨在为投保人提供更广泛的GLP-1类药物选择，提升市场竞争性。　　根据CVS...

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Company，纽约证券交易所代码：LLY）明星减肥药物Zepbound的覆盖，并同时纳入礼来的新型每日口服减肥药Foundayo。此举旨在为投保人提供更广泛的GLP-1类药物选择，提升市场竞争性。\n　　根据CVS Health发布的官方声明，自2026年10月1日起，Zepbound将重新作为优选药物被纳入其最常见的商业处方集。此前，CVS Caremark曾于2024年底将Zepbound剔除，转而优先覆盖诺和诺德（Novo Nordisk）的Wegovy，以期获得更有利的定价。与此同时，自2026年6月1日起，CVS Caremark将移除针对礼来新获批的口服减肥药Foundayo的“新药上市封锁”，允许覆盖该药物。\n　　CVS Caremark总裁Ed DeVaney表示，这是通过积极与制药合作伙伴谈判所取得的成果，旨在为客户及其会员解决药物的可负担性和可及性问题。这些举措建立在CVS Caremark过去一年在GLP-1药物领域降低成本的努力之上，预计将为采用其模板处方案的客户带来双位数的节省，同时扩展会员的选择范围。\n　　礼来公司对这一里程碑表示欢迎，称这意味着美国三大PBM（CVS Caremark、Express Scripts和OptumRx）现已全面覆盖其肥胖治疗药物组合。礼来美国总裁Ilya Yuffa指出，并非所有药物对患者的效果都一样，更广泛的覆盖意味着数百万美国人及其医生拥有真正的治疗选择权。对于有商业保险的合格患者，Zepbound和Foundayo的月自付费用可低至25美元。\n　　此次处方调整正值CVS公布强劲的2026年第一季度业绩之后。财报显示，CVS第一季度营收超过1000亿美元，同比增长6.2%，并上调了全年利润指引。市场分析认为，此次恢复Zepbound覆盖并纳入新型口服药物，将加剧礼来与诺和诺德在减肥药市场的竞争，尤其是在口服药物便利性方面，礼来的Foundayo无需进食限制，可能为其赢得关键优势。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; 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