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The strongest competitor's data is not good, will the 'weight-loss duo' continue to dominate?
Analysts believe that if Amgen's weight loss drug could achieve a 20% weight loss effect a few years ago, it would have been the best among similar products, but now Eli Lilly and Co and Novo-Nordisk A/S pipeline drugs may achieve or exceed a 25% weight loss effect. Currently, dozens of pharmaceutical companies are actively entering the weight loss drug market, but none have shown the potential to truly challenge the 'weight loss giants'.
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How to adjust the new national medical insurance catalog? Here is the explanation.
1. The success rate is 76%, with an average decline of 63%. This year, the success rate and decline of negotiating/bidding pharmaceuticals are basically equivalent to previous years; 2. This year, the fund calculation will pay more attention to the impact on fund expenditure, while also enhancing the comprehensiveness and scientific nature of the calculation work; 3. This year's catalog adjustment places more emphasis on the actual clinical needs and patients' actual medication, highlighting support for true innovation.
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Amgen weight loss drugs have a remarkable effect of reducing 20% body weight, but with relatively high side effects, leading to a temporary large drop of over 12% during trading hours.
Although the weight loss effect of amgen's MariTide drug met expectations, the high side effects, lower than eli lilly and co's Zepbound, and the trial results falling below Wall Street's high expectations, led to amgen's stock price plunging over 12.3% on Tuesday, far behind eli lilly and co and novo-nordisk a/s, which benefited from the Biden policy rise at the same time. In a one-year trial, MariTide helped non-diabetic patients lose up to 20% of their weight, comparable to the maximum dose effect of eli lilly's Zepbound. However, the side effects are significant, with about 11% of patients dropping out of the trial due to side effects, higher than eli lilly's 7%.
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