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花旗集团恢复了对礼来公司的评级,给予其“买入”评级,目标价为1060美元。花旗看好礼来公司的GLP-1产品线销售额前景,其中包括其畅销的减肥药物Zepbound,该药物的核心成分为替尔泊肽(Tirzepatide)。分析师Peter Verdult的看涨观点基于对替尔泊肽(近期至中期)的预测上调,替尔泊肽分别以Mounjaro和Zepbound命名用于治疗糖尿病和肥胖症。该分析师根据该药物最新的销售报告以及处方趋势和指导得出了结论。此外,他还提到了对orforglipron的期望提高,orforglipron是口服GLP-1激动剂,目前正在进行减肥研究。由于心率升高和恶心发生率较高的风险,分析师认为罗氏的口服GLP-1候选药物CT-996不太可能挑战orforglipron。
近期一项研究发现,使用礼来公司推出兼具减肥与治疗糖尿病药物Mounjaro(核心成分为Tirzepatide,即替尔泊肽)的肥胖症患者群体比使用诺和诺德公司所推出同样兼具减肥与治疗糖尿病药物的Ozempic(核心成分为Semaglutide,即司美格鲁肽)的患者群体减重效果要明显更多。上述的研究对于在减肥药市场形成垄断之势的“诺礼”这两大医药巨头来说可谓意义重大,或将促使更多的肥胖症患者或者试图通过注射剂减重的群体转向礼来,而不是诺德诺德,对于礼来股价也可能具有提振效应。
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Weigh in day with measurements update, plus some questions answered. I discuss what has happened this week to contemplate whether I should increase my dose up to 5mg this week or not. Going on holiday - some good advice here: https://onlinedoctor.asda.com/uk/travel-with-mounjaro.html 0:00 Intro 1:00 Measurements 2.20 Question - Are you working out? 3:09 Nausea 3:57 Question - Vomiting, is this normal? 6:25 Question - Sharps bin disposal? 7:20 Question - Mounjaro on holiday/vacation? 8:58 Question - Does Mounjaro affect any other medication? 10:24 Counting calories 11.48 Bit of constipation 12:25 Do I go up to 5mg doses? 14:09 Weight update
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