诺和诺德加仓减重赛道，26亿美元买下恒瑞医药周口服减肥药

第一财经15:58

在2030战略目标未能打动资本市场背景下，诺和诺德转身加码并购减肥药管线。　　9月29日中午，恒瑞医药（600276.SH；01276.HK）宣布已与诺和诺德达成许可协议，将胰高血糖素样肽-1（GLP-1）和抑胃肽（GIP）双受体激动剂HRS-1596海外开发、生产和商业化独家权利授权给诺和诺德。　　HRS-1596旨在通过抑制食欲、促进胰岛素分泌和改善胰岛素敏感性等多重机制，实现减重和改善血糖...

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药物递送平台相关授权。诺和诺德获得PharmaShell技术平台在特定肽类药物中的全球独家使用权，适应证涵盖肥胖症、2型糖尿病及心血管代谢疾病。双方将开发具有不同给药频率特征的长效注射制剂，目标为实现每月一次乃至每季度一次给药。　　当前，诺和诺德七成以上的收入来源于王牌产品司美格鲁肽的销售，但后者在竞品的围堵以及专利到期潜在威胁下，增长已陷入乏力。　　2026年上半年，司美格鲁肽产品组合（包括降糖以及减重适应证在内），合计销售额为1121.93亿丹麦克朗（约175.25亿美元），收入已落后竞品礼来的替尔泊肽约102亿美元。　　当前，全球整个减肥药赛道竞争日趋白热化，行业正从口服小分子、超长效制剂、多靶点激动剂、减脂不减肌等维度，开发新一代减重创新疗法。　　从目前看，诺和诺德也试图在这些方向实现突围。　　诺和诺德的2030战略目标是，到2030年推出超过5款超级重磅产品，并在2035年实现超过1500亿丹麦克朗的管线销售额；在肥胖症和糖尿病领域推进不少于5项3期临床项目；在其他治疗领域推进不少于5项3期临床项目。另外也要扩大产能，使接受GLP-1片剂治疗的肥胖症患者人数达到当前的10倍。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","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 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