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诺和诺德(NVO.US)今年早些时候向美国FDA提交了一份申请,寻求批准其重磅GLP-1减肥药Wegovy(司美格鲁肽)的口服版本。公司发言人向媒体证实这一消息。

诺和诺德在2023年5月公布了新型口服司美格鲁肽的3期积极数据。该研究显示,50毫克剂量可以减轻15%的体重。

报道称,尽管口服司美格鲁肽的3期试验数据在2023年就已公布,但诺和诺德直到最近才提交审批,因为该公司关注其他可能比注射司美格鲁肽效果更好的药物。注射司美格鲁肽以Ozempic(治疗2型糖尿病)和Wegovy(用于体重管理)的品牌名称销售。

竞争对手礼来(LLY.US)早些时候公布,其口服减肥药Orforglipron在三期临床试验中表现出色。试验结果显示,礼来的Orforglipron在减肥效果上可以媲美甚至超越注射型GLP-1药物。服用Orforglipron的患者平均减轻16磅,相当于体重的7.9%。

截至周一美股收盘,诺和诺德涨0.43%,礼来跌2.6%。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  映恩生物-B(09606)早盘涨超16%,高见234港元,创上市新高。午后上涨15.20%,现报230.80港元,成交额1.97亿港元。

  公开资料显示,映恩生物是全球抗体偶联药物(ADC)领域的关键领跑者,致力于为癌症和自身免疫性疾病等患者研发ADC创新药物。公司拥有自主研发的两款核心产品,此外,公司有五项处于临床阶段的资产已获得美国食品药品管理局及中国国家药品监督管理局的研究用新药批准。

  国泰海通发布研报称,公司聚焦ADC新药研发,产品达成多项License-out对外授权。该行指出,DB-1303对标Enhertu更优,全球领先跟进;DB-1311治疗潜力初现,有望引领SCLC与CRPC用药突破;公司管线梯队丰富,ADC布局持续扩容。该行预计2025-2027年收入16.00/19.76/22.07亿元,综合绝对估值法及相对估值法,给予目标价300.70港元/股。首次覆盖,给予“增持”评级。

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