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查看最新行情

  诺和诺德(NovoNordisk)取得了一场重大的法律胜利,这在很大程度上限制了配制药店营销或销售该制药商的畅销减肥药司美格鲁肽(Wegovy)和糖尿病治疗药物诺和泰(Ozempic)的更便宜且未经批准的仿制版本。

  当地时间周四晚些时候,得克萨斯州的一名联邦法官驳回了配制药店的一项请求,该请求试图在针对这些药物短缺的法律质疑仍在进行期间,继续生产诺和泰和司美格鲁肽的仿制版药物。这一裁决是对今年2月一个配制药品行业组织针对美国食品药品监督管理局(FDA)的一项认定提起的诉讼的回应,FDA认定这些药物的活性成分司美格鲁肽(semaglutide)在美国已不再短缺。

  在过去两年里,由于需求激增,诺和泰和司美格鲁肽出现供应短缺,或者一些患者没有保险来支付这些昂贵的治疗费用,他们纷纷选择购买更便宜的仿制药。

  在FDA宣布药品短缺期间,药剂师可以合法配制品牌药物的仿制版本。许多远程医疗公司,如希姆斯与赫尔斯公司(Hims&Hers),也提供这些仿制药。但制药商和一些健康专家一直反对这种做法,因为FDA并不批准配制药物,这些药物本质上是医生为满足特定患者需求而开的定制仿制药。

  诺和诺德公司负责法律事务的企业副总裁兼美国总法律顾问史蒂夫·本茨(SteveBenz)在一份声明中表示:“我们很高兴法院驳回了配制商试图破坏FDA基于数据做出的司美格鲁肽短缺已解决这一决定的企图。”

  他还称:“患者安全仍然是诺和诺德的首要任务,我们在全国范围内采取的广泛法律行动,旨在保护美国人免受非法‘司美格鲁肽’药物带来的健康风险,这些行动正在发挥作用。”他提到了该公司针对32个州的配制药店和其他实体提起的100多起诉讼。

  周四,美国地方法院法官马克·皮特曼(MarkPittman)明确驳回了外包设施协会(OutsourcingFacilitiesAssociation)关于初步禁令的请求,该禁令原本旨在阻止FDA对其成员生产司美格鲁肽仿制药的行为采取行动。

  这一决定维持了FDA先前关于美国司美格鲁肽短缺已结束的认定,意味着FDA现在可以立即追究那些根据特定患者的个人处方配制司美格鲁肽仿制版本的所谓503A药店的责任。

  这些药店在很大程度上是由各州监管,而非FDA。

  这些药店根据特定患者的个人处方配制药物,并且在很大程度上是由各州监管,而非FDA。

  这一决定还意味着,FDA可以在5月22日之后开始针对受联邦监管的503B药店采取行动,这些药店无论是否有处方都会批量生产配制药物。该机构的行动可以包括扣押产品和向药店发出警告信。

  在周四的这一裁决之前,诺和诺德还取得了另一场胜利。本周早些时候,得克萨斯州的另一位联邦法官做出了有利于该制药商的裁决,原告是一家503A药店——美迪奥克药店(MediOakPharmacy),法官永久性禁止该企业营销或销售配制的司美格鲁肽。

  在过去两年里,诺和诺德和礼来公司(EliLilly)都大力打击配制药店,因为它们从自家减肥药和糖尿病药物的大受欢迎中获益。

  礼来公司也对其减肥药泽普邦(Zepbound)和糖尿病治疗药物莫恩加罗(Mounjaro)的活性成分替尔泊肽(tirzepatide)经历了类似的法律程序。FDA去年宣布美国替尔泊肽短缺问题已经结束,这促使同一个配制药品行业组织就该药物起诉FDA。

  今年3月,一名联邦法官驳回了该配制药品行业组织关于对FDA针对其成员生产莫恩加罗和泽普邦仿制药采取执法行动的初步禁令请求。该配制药品行业组织已提出上诉。

  要点

  巴克莱银行(Barclays)的一项新调查显示,由于经济不确定性,即使是富有的旅行者也在减少消费。

  自3月以来,客户购买私人飞机的兴趣骤降了49%。

  不过,私人飞机制造商或许能从国会获得助力。

  随着消费者信心下降,对商业航空旅行的需求也在减少。巴克莱银行对公务机经纪交易商和融资机构的最新调查显示,就连腰缠万贯的旅行者也在缩减开支。

  这项于4月9日至15日进行、有65名受访者参与的调查显示,自3月以来,客户购买公务机的兴趣下降了49%。

  巴克莱银行上周发布的公务机指标调查使用了包括12个月前景预测和定价等在内的五个指标来评估市场状况。从3月中旬到4月中旬,除了一个指标(库存水平)外,其他指标均有所下降。因此,综合得分从52降至40。

  最近这次调查中记录的23%的降幅,是自新冠疫情以来巴克莱银行所记录的最大降幅。巴克莱银行分析师大卫・施特劳斯(DavidStrauss)告诉美国消费者新闻与商业频道(CNBC),他原本预计市场情绪会走弱,但没想到降幅会如此之大。

  巴克莱银行称,综合得分在40出头的低位表明市场正在放缓。

  该指标与飞机制造商的订单出货比相关,这是衡量其财务健康状况的关键指标。施特劳斯说,得分为40意味着制造商新订单的美元价值比当前正在履行的订单落后约10%。

  接受巴克莱银行调查的受访者表示,客户因担心关税不仅会对飞机市场,还会对他们的主营业务造成影响,而搁置了购买计划。

  近一半(46%)的参与者表示,自3月以来,客户购买公务机的兴趣已经下降。44%的人表示客户的兴趣保持不变,只有10%的人表示兴趣有所提升。

  当被具体问及关税对新飞机需求的影响时,93%的受访者表示这将对需求产生负面影响,其中大多数人预计这种影响会很显著。只有7%的人认为不会产生影响。

  至于二手飞机,67%的受访者仍然持悲观态度,预计这将对需求产生重大或轻微的负面影响。略低于三分之一(27%)的人预计二手飞机的需求会在一定程度上增加。

  不过,待定的立法可能会给公务机制造商带来转机。

  美国参议院和众议院都通过了一项预算决议,旨在延长《减税与就业法案》(TaxCutsandJobsAct)。《减税与就业法案》的一项关键条款允许企业立即扣除符合条件的设备采购费用的100%,而不是将扣除额分摊到不同时间段。自2023年以来,这一扣除比例每年下降20%,并原定于2027年逐步取消。

  共和党议员现在有办法将这一比例恢复到100%,并允许追溯扣除,唐纳德・特朗普总统在3月呼吁了这一点。如果他们成功恢复100%的额外折旧扣除,从税收角度来看,私人飞机将变得更具吸引力。

  美国总统特朗普签署了一项全面的行政命令,以启动有争议的深海采矿做法,试图抵消外国在关键矿产供应链中的主导地位。

  政府正在寻求加快从美国和国际水域的海底开采具有战略重要性的矿物,如镍、铜和稀土元素等。

  特朗普周四在行政命令中表示:“保持深海科学和技术以及海底矿产资源的领导地位,符合美国的核心国家安全和经济利益。

  这一单边行动旨在“对抗外国对海底矿产资源日益增长的影响力”,加强与盟友的伙伴关系,并确保美国公司“处于有利地位”,为那些对负责任地开发海底矿产感兴趣的人提供支持。

  批评人士称,该命令将推动特朗普政府根据1980年的《深海海底硬矿物法》加快采矿许可证,这与全球积极推动相关监管的努力相矛盾。

  它还寻求建立在美国外大陆架发放许可证的程序,并特别呼吁加快审查“国家管辖范围以外的区域”的海底采矿许可证。

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