6月23日,诺和诺德(Novo Nordisk)股价在盘前交易中大跌5.08%,报70.87美元。这一跌幅主要源于公司新型减肥药物CagriSema的临床试验数据未能完全达到市场预期。
诺和诺德在美国糖尿病协会年会上公布了CagriSema两项Ⅲ期临床试验的完整数据。结果显示,接受CagriSema治疗的超重或肥胖非糖尿病患者平均减重约23%,2型糖尿病合并超重患者减重15.8%。虽然这一效果优于公司现有产品,但未能显著超越竞争对手礼来公司的同类药物Tirzepatide,后者在72周试验中实现了22%的减重幅度。
安全性方面,79.6%的CagriSema使用者出现胃肠道不良反应,高于安慰剂组的39.9%。虽然大多数副作用为轻中度且为暂时性,但仍有6%的受试者因不良事件提前终止治疗。这些数据引发了投资者对药物市场竞争力的担忧,导致股价下跌。尽管如此,诺和诺德仍计划于2026年初向FDA提交CagriSema的上市申请,预计最快可在2027年初上市。这款新药能否帮助诺和诺德在激烈的减肥药市场中保持领先地位,仍有待进一步观察。
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