美国制药巨头礼来（Eli Lilly）周四盘中股价暴跌14.63%，主要原因是其备受期待的口服减肥药orforglipron在晚期临床试验中的效果未能达到市场预期。
礼来公布的三期临床试验结果显示，服用最高剂量orforglipron的患者在72周内平均减重12.4%。虽然这一数据达到了临床意义，但低于分析师此前预期的13%-15%的减重效果，也不及竞争对手诺和诺德（Novo Nordisk）注射型减肥药Wegovy在类似试验中实现的14.9%的减重。
尽管礼来同日公布的第二季度财报亮眼，营收和利润均超出市场预期，并上调了全年业绩指引，但orforglipron的试验结果仍令投资者大失所望。市场原本寄望这款口服药物能够在快速增长的减肥药市场中与诺和诺德展开有力竞争。
分析人士指出，虽然orforglipron的效果不及预期，但其作为口服药物的便利性仍可能吸引部分患者。然而，这一结果可能影响礼来在GLP-1减肥药市场的竞争地位，并可能导致市场重新评估该药物的销售潜力。相比之下，诺和诺德股价在当日上涨，反映出投资者对礼来构成的竞争威胁减弱的看法。
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