周二，礼来(LLY.US)开盘走低，截至发稿，下跌超2%，市值约1.13万亿美元，年内至今该股涨幅超11%。
肥胖治疗药物正式纳入联邦医疗保险报销范围，从本周三开始，符合资格的参保人使用GLP‑1类药物治疗肥胖，每月只需自付50美元。这项政策将为诺和诺德与礼来开辟庞大的新增患者群体，让大量65岁及以上老年人能够用上过去负担不起的减重药。诺和诺德与礼来预估，全美范围内约有1500万至2000万联邦医疗保险参保老年人符合减重药物使用资质，潜在患者市场规模广阔。但政策初期落地过程大概率不会一帆风顺，且该临时项目将于2027年底到期，减肥药的长期报销政策目前尚不明确。
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