BUZZ-杰富瑞称 FDA 对礼来肥胖症药物的质疑不会引发对诺和诺德 Wegovy 药物的转向

路透中文
Apr 15
BUZZ-<a href="https://laohu8.com/S/JEF">杰富瑞</a>称 FDA 对<a href="https://laohu8.com/S/LLY">礼来</a>肥胖症药物的质疑不会引发对<a href="https://laohu8.com/S/NVO">诺和诺德</a> Wegovy 药物的转向

4月15日 - ** 杰富瑞称,FDA对礼来LLY.N的肥胖症药物Foundayo提出的批准后要求 (link) 并不会改变其对诺和诺德NOVOb.CO的口服药Wegovy的看法。

** 称FDA的要求对GLP-1药物来说是例行公事,并不令人担忧,因为Foundayo仍然获得了全面批准

** “这似乎不构成负担,重要的是,从诺和诺德的角度来看,我们认为这不会影响处方决策,也不太可能引发对口服Wegovy的更多偏好,”该经纪公司补充道。

** 杰富瑞认为,在 5 月 6 日公布第一季度业绩时,诺和诺德的预测可能会向当前区间的上限收窄。

** 目前维持预期不变

** 鉴于上周LLY的Foundayo上市,未来几周Wegovy口服药的上市情况将成为关注焦点

** 截至上次收盘,在美国上市的 NOVO 公司股票年累计下跌 22.7%,而 LLY 下跌 14.2%。

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