诺和诺德 GLP-1 折戟阿尔茨海默病,渤健 Leqembi 迎来竞争利好

抗体圈
Nov 25, 2025

摘要:2025 年 11 月,诺和诺德旗下司美格鲁肽(semaglutide)两项阿尔茨海默病 III 期临床试验宣告失败,未能延缓疾病进展。这一结果消除了市场对渤健(Biogen)抗淀粉样蛋白抗体药物 Leqembi 的潜在竞争压力,推动渤健股价开盘上涨 2.6%,也让抗淀粉样蛋白抗体类药物成为当前阿尔茨海默病领域唯一具备疾病修饰潜力的疗法。诺和诺德 GLP-1 失利,渤健压力解除阿尔茨海默病被...

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