{"id":598689,"date":"2025-10-17T06:59:18","date_gmt":"2025-10-17T13:59:18","guid":{"rendered":"https:\/\/nai500.com\/?p=598689"},"modified":"2025-10-17T06:59:18","modified_gmt":"2025-10-17T13:59:18","slug":"trump-nvo-lly-vktx-amgn-alt","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/10\/trump-nvo-lly-vktx-amgn-alt\/","title":{"rendered":"Trump \u7684\u4e00\u53e5\u8a71\u91cd\u5275 NVO\u3001LLY\u3001VKTX\u3001AMGN\u3001ALT"},"content":{"rendered":"

\u6e1b\u91cd\u85e5\u4ea4\u6613\u5f9e\u52d5\u80fd\u5bf5\u5152\u5728\u4e00\u5247\u982d\u689d\u4e2d\u8b8a\u6210\u653f\u6cbb\u6c99\u5305\u3002\u7e3d\u7d71 Trump \u8cea\u7591\u80a5\u80d6\u85e5\u7684\u7642\u6548\u4e26\u627f\u8afe\u5176\u50f9\u683c\u300c\u6703\u4f4e\u5f97\u591a\u300d\uff0c\u7576\u83ef\u76db\u9813\u8ac7\u8ad6\u5229\u6f64\u6642\uff0c\u5e02\u5834\u6703\u7167\u6163\u4f8b\u5148\u8ce3\u5f8c\u554f\u3002\u5728\u904e\u53bb\u516b\u5c0f\u6642\u5167\uff0cGLP-1 \u9818\u5c0e\u8005\u80a1\u50f9\u66b4\u8dcc\uff0c\u6bcf\u4e00\u500b\u5728\u80a5\u80d6\u9818\u57df\u7684\u8ddf\u98a8\u6a19\u7684\u4e5f\u56e0\u5171\u611f\u800c\u8ce3\u51fa\u3002<\/p>\n

\u5728\u653f\u6cbb\u706b\u529b\u4e0b\u7684\u6e1b\u91cd\u85e5\u80a1<\/h3>\n

1) Novo Nordisk (NVO) \u2014 GLP-1 \u4e4b\u738b\u5728\u7f8e\u570b\u5229\u6f64\u98a8\u96aa\u4e0b\u88ab\u91cd\u65b0\u5b9a\u50f9<\/h3>\n

\u4eca\u5929\u53d7\u5230\u95dc\u6ce8\u7684\u539f\u56e0\uff1aTrump \u7684\u5b9a\u50f9\u627f\u8afe\u6253\u4e2d\u4e86\u5728\u7f8e\u570b\u64c1\u6709\u6700\u9ad8\u80a5\u80d6\u5229\u6f64\u7684\u516c\u53f8\u3002Novo Nordisk \u662f\u8a72\u9818\u57df\u7684\u98a8\u5411\u6a19\uff0c\u56e0\u6b64\u7576\u5b9a\u50f9\u80fd\u529b\u88ab\u8cea\u7591\u6642\uff0c\u5b83\u5c31\u662f\u6392\u5728\u6700\u524d\u9762\u3002\u904e\u53bb\u516b\u5c0f\u6642\u5176 ADR \u4e0b\u8dcc\u4e86 11.11%\uff0c\u6295\u8cc7\u4eba\u628a\u66f4\u7dca\u7684\u6de8\u50f9\u683c\u8207\u66f4\u6162\u7684\u8986\u84cb\u64f4\u5f35\u7d0d\u5165\u6a21\u578b\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u6975\u9ad8\u6d41\u52d5\u6027\u7684 ADR\u3001\u671f\u6b0a\u6d3b\u8e8d\uff0c\u662f\u52d5\u80fd\u57fa\u91d1\u8207\u53ea\u6703\u6309\u4e00\u9846\u6309\u9215\u7684\u5b8f\u89c0\u77ed\u671f\u5ba2\u7684\u78c1\u77f3\uff0c\u7576 D.C. \u5a01\u8105\u9ad8\u5229\u6f64\u85e5\u7269\u6642\u4fbf\u6e67\u5165\u6216\u9003\u51fa\u3002\u95dc\u9375\u8981\u9ede\uff1aWegovy \u8207 Ozempic \u4ecd\u638c\u63e1\u9700\u6c42\u66f2\u7dda\uff0c\u4f46\u5e02\u5834\u5728\u63d0\u9192\u4f60\uff0c2032 \u5e74\u9054\u5230 4,000 \u5104\u7f8e\u5143\u7684\u80a5\u80d6\u7e3d\u53ef\u53ca\u5e02\u5834\uff08TAM\uff09\u4e26\u4e0d\u7b49\u540c\u65bc 4,000 \u5104\u7f8e\u5143\u7684\u5b9a\u50f9\u5098\u3002\u7f8e\u570b\u6de8\u50f9\u4fb5\u8755\u662f\u7a7a\u982d\u8ad6\u9ede\uff0c\u73fe\u5728\u7372\u5f97\u4e86\u653f\u6cbb\u4e0a\u7684\u52a9\u529b\u3002<\/p>\n

2) Eli Lilly (LLY) \u2014 Zepbound \u7684\u706b\u7bad\u9047\u4e0a\u540d\u70ba\u653f\u7b56\u7684\u91cd\u529b<\/h3>\n

\u4eca\u5929\u53d7\u5230\u95dc\u6ce8\u7684\u539f\u56e0\uff1aLilly \u7684\u80a5\u80d6\u696d\u52d9\u662f\u7f8e\u570b\u7d14\u7cb9\u62bc\u6ce8\u65bc\u9ad8\u50f9\u8207\u898f\u6a21\u7684\u4ee3\u8868\uff0c\u6b63\u662f\u83ef\u76db\u9813\u559c\u6b61\u64e0\u58d3\u7684\u76ee\u6a19\u3002\u904e\u53bb\u516b\u5c0f\u6642\u5167\u8a72\u80a1\u4e0b\u8dcc\u4e86 8.93%\uff0c\u4ea4\u6613\u8005\u5728\u8a0e\u8ad6 Zepbound \u7684\u7372\u5229\u6709\u591a\u5c11\u53d6\u6c7a\u65bc\u85e5\u54c1\u8868\u50f9\u8207\u6de8\u50f9\u5dee\u4ee5\u53ca\u7d66\u4ed8\u52d5\u80fd\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u5de8\u578b\u5e02\u503c\u3001\u6307\u6578\u6b0a\u91cd\u9ad8\u3001\u591a\u982d\u64c1\u64e0\u3001\u4f30\u503c\u5047\u5b9a\u591a\u5e74\u7a69\u5065\u57f7\u884c\u8207\u6700\u5c0f\u653f\u7b56\u6469\u64e6\uff1b\u7576\u982d\u689d\u98a8\u96aa\u5347\u6eab\uff0c\u671f\u6b0a\u53f0\u5e2d\u898b\u5230\u8cb7\u6b0a\u589e\u52a0\u3002\u95dc\u9375\u8981\u9ede\uff1a\u6210\u9577\u6545\u4e8b\u4ecd\u5728\uff0c\u4f46\u7576\u653f\u6cbb\u4eba\u7269\u8ac7\u8ad6\u524a\u6e1b\u6210\u672c\u6642\uff0c\u4f30\u503c\u500d\u6578\u662f\u9996\u7576\u5176\u885d\u53d7\u50b7\u7684\u5730\u65b9\u3002\u5982\u679c\u6bcf\u4f4d\u75c5\u60a3\u7684\u50f9\u683c\u4e0b\u964d\uff0c\u6d41\u91cf\u5fc5\u9808\u8d85\u984d\u4ea4\u4ed8\uff0c\u5426\u5247\u91cd\u4f30\u6703\u7e7c\u7e8c\u3002<\/p>\n

3) Viking Therapeutics (VKTX) \u2014 \u9ad8\u8c9d\u5854\u7684 GLP-1 \u8ddf\u96a8\u8005\u611f\u53d7\u5230\u6c23\u6d41\u8b8a\u52d5<\/h3>\n

\u4eca\u5929\u53d7\u5230\u95dc\u6ce8\u7684\u539f\u56e0\uff1a\u9019\u88e1\u6c92\u6709\u76f4\u63a5\u7684\u653f\u7b56\u76ee\u6a19\uff0c\u4f46\u5171\u611f\u6027\u7684\u4e0b\u632b\u5f88\u660e\u986f\u3002Viking \u7684\u53ef\u6ce8\u5c04\u8207\u53e3\u670d GLP-1 \u5019\u9078\u85e5\u8b93\u5b83\u6210\u70ba\u300cGLP-1 \u9078\u64c7\u6b0a\u6027\u300d\u7684\u5c0f\u578b\u80a1\u8868\u73fe\uff0c\u7576\u9818\u5c0e\u8005\u6416\u64fa\uff0c\u9078\u64c7\u6b0a\u5c31\u88ab\u91cd\u65b0\u5b9a\u50f9\u3002\u7576\u4ea4\u6613\u8005\u91cd\u65b0\u8a55\u4f30\u5982\u679c\u73fe\u6709\u5927\u5ee0\u5931\u53bb\u90e8\u5206\u5b9a\u50f9\u80fd\u529b\uff0c\u672a\u4f86\u5925\u4f34\u5354\u8b70\u3001\u5b9a\u50f9\u5047\u8a2d\u8207\u5546\u696d\u5316\u6578\u5b78\u662f\u5426\u4ecd\u53ef\u6210\u7acb\u6642\uff0c\u80a1\u50f9\u5927\u5e45\u6ce2\u52d5\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u9ad8\u8c9d\u5854\u3001\u53d7\u96f6\u552e\u8207\u91cf\u5316\u7b56\u7565\u559c\u611b\u3001\u671f\u6b0a\u96b1\u542b\u6ce2\u52d5\u7387\u5347\u9ad8\uff0c\u4e14\u7a7a\u982d\u6bd4\u91cd\u5bb9\u6613\u5728\u5b8f\u89c0\u982d\u689d\u4e0b\u5f15\u767c\u64e0\u58d3\u6216\u62cb\u552e\u3002\u95dc\u9375\u8981\u9ede\uff1a\u7522\u54c1\u7dda\u6578\u64da\u6703\u6c7a\u5b9a Viking \u7684\u547d\u904b\uff0c\u4f46\u5176\u8cc7\u672c\u6210\u672c\u8207\u4ea4\u6613\u689d\u6b3e\u53d6\u6c7a\u65bc Lilly \u8207 Novo \u80fd\u6536\u53d6\u591a\u5c11\u50f9\u683c\u3002\u5982\u679c\u5927\u5ee0\u9762\u81e8\u5b9a\u50f9\u4e0b\u884c\uff0c\u5c0f\u578b\u5ee0\u7684\u4f30\u503c\u6703\u76f8\u61c9\u8d70\u4f4e\u3002<\/p>\n

4) Amgen (AMGN) \u2014 \u5177\u6709\u80a5\u80d6\u4e0a\u884c\u60c5\u7684\u591a\u5143\u5316\u91cd\u91cf\u7d1a\u516c\u53f8\u88ab\u6ce2\u53ca<\/h3>\n

\u4eca\u5929\u53d7\u5230\u95dc\u6ce8\u7684\u539f\u56e0\uff1aAmgen \u7684 MariTide \u8a08\u756b\u5728\u80a5\u80d6\u8cfd\u9053\u4e2d\u662f\u53ef\u4fe1\u7684\u5f8c\u4f86\u8005\uff0c\u5e02\u5834\u4e00\u76f4\u5728\u4f30\u503c\u5b83\u5728\u672c\u4e16\u7d00\u5f8c\u6bb5\u5e36\u4f86\u5be6\u969b\u71df\u6536\u7684\u53ef\u80fd\u6027\u3002Trump \u7684\u8a00\u8ad6\u4fc3\u4f7f\u6295\u8cc7\u4eba\u524a\u6e1b Amgen \u80a1\u50f9\u4e2d\u4f86\u81ea\u80a5\u80d6\u90e8\u5206\u7684\u4f30\u503c\u4efd\u984d\uff0c\u5373\u4fbf\u5176\u57fa\u790e\u696d\u52d9\u5177\u6709\u9632\u79a6\u6027\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u6bd4\u7d14\u7cb9\u8ced\u6ce8\u8c9d\u5854\u4f4e\u3001\u6d41\u52d5\u6027\u5145\u8db3\u3001\u88ab\u559c\u6b61\u80a1\u606f\u7684\u4e00\u822c\u6295\u8cc7\u4eba\u4ee5\u53ca\u628a\u80a5\u80d6\u9078\u9805\u6027\u7d0d\u5165\u9060\u671f\u6a21\u578b\u7684\u5c08\u5bb6\u6301\u6709\uff1b\u96a8\u8457\u907f\u96aa\u57fa\u91d1\u8cb7\u5165\u4fdd\u8b77\uff0c\u671f\u6b0a\u8208\u8da3\u589e\u52a0\u3002\u95dc\u9375\u8981\u9ede\uff1a\u6bd4 Novo \u8207 Lilly \u654f\u611f\u5ea6\u4f4e\uff0c\u4f46\u4e26\u975e\u514d\u75ab\u3002\u5c0d\u65bc\u4e00\u5bb6\u591a\u5143\u5316\u751f\u6280\u516c\u53f8\uff0c\u9019\u6b21\u4e0b\u8dcc\u95dc\u4e4e\u6a21\u578b\u4e2d\u66f4\u4f4e\u7684\u5cf0\u503c\u6de8\u5b9a\u50f9\u8207\u8f03\u6162\u7684\u4ed8\u8cbb\u8005\u63a1\u7528\uff0c\u800c\u975e\u4e8b\u696d\u5b58\u7e8c\u6027\u3002\u5982\u679c\u4f60\u60f3\u8981\u5e36\u6709\u58d3\u8259\u7269\u7684\u80a5\u80d6\u66dd\u96aa\uff0c\u7576\u653f\u7b56\u6050\u614c\u6642\u8cb7\u5165\u9019\u985e\u80a1\uff0c\u7136\u5f8c\u7b49\u5f85\u6578\u64da\u3002<\/p>\n

5) Altimmune (ALT) \u2014 \u4ecb\u65bc\u5e0c\u671b\u8207\u6578\u5b78\u4e4b\u9593\u7684\u5c0f\u578b\u80a5\u80d6\u6311\u6230\u8005\u88ab\u593e\u64ca<\/h3>\n

\u4eca\u5929\u53d7\u5230\u95dc\u6ce8\u7684\u539f\u56e0\uff1aAltimmune \u7684\u4ea4\u6613\u908f\u8f2f\u5f88\u7c21\u55ae\uff1a\u7522\u696d\u982d\u689d\u3001\u8a66\u9a57\u66f4\u65b0\u8207\u4f75\u8cfc\u50b3\u805e\u3002\u4eca\u5929\u662f\u982d\u689d\u5728\u767c\u63ee\u4f5c\u7528\u3002\u7531\u65bc pemvidutide \u4ecd\u5728\u5c0b\u627e\u5728 GLP-1 \u4e16\u754c\u4e2d\u7684\u5b9a\u4f4d\uff0c\u5e02\u5834\u9ad8\u7aef\u51fa\u73fe\u7684\u50f9\u683c\u58d3\u7e2e\u6c23\u606f\u8feb\u4f7f\u6295\u8cc7\u4eba\u91cd\u65b0\u601d\u8003\u9000\u51fa\u60c5\u5883\u8207\u4efb\u4f55\u6f5b\u5728\u6311\u6230\u8005\u7684\u6de8\u71df\u6536\u7d50\u69cb\u3002\u4ea4\u6613\u7279\u5fb5\uff1a\u76f8\u8f03\u65bc\u9818\u5c0e\u8005\u6d41\u52d5\u6027\u8f03\u8584\uff0c\u76e4\u9762\u6ce2\u52d5\u5927\uff0c\u7576\u7b97\u6cd5\u8207\u6563\u6236\u6e67\u5165\u6216\u64a4\u51fa\u6642\u5bb9\u6613\u51fa\u73fe\u8df3\u7a7a\uff1b\u6bcf\u500b\u65b0\u805e\u9031\u671f\u671f\u6b0a\u96b1\u542b\u6ce2\u52d5\u7387\u90fd\u6703\u98c6\u5347\u3002\u95dc\u9375\u8981\u9ede\uff1a\u5728\u4ed8\u8cbb\u8005\u50be\u5411\u58d3\u4f4e\u50f9\u683c\u7684\u4e16\u754c\u4e2d\uff0c\u8f03\u4fbf\u5b9c\u7684\u66ff\u4ee3\u65b9\u6848\u7406\u8ad6\u4e0a\u53ef\u80fd\u627e\u5230\u751f\u5b58\u7a7a\u9593\u3002\u4f46\u9ad8\u6210\u672c\u7684\u7b2c\u4e09\u671f\u8a66\u9a57\u66f4\u96e3\u52df\u8cc7\u3001\u5925\u4f34\u66f4\u541d\u55c7\u3001\u4f75\u8cfc\u4f30\u503c\u4e5f\u8b8a\u5f97\u73fe\u5be6\u8207\u4fdd\u5b88\u3002\u9019\u6709\u96d9\u9762\u5f71\u97ff\uff1a\u7d66\u4f4e\u6210\u672c\u6311\u6230\u8005\u66f4\u591a\u7a7a\u9593\uff0c\u537b\u964d\u4f4e\u8cc7\u672c\u5e02\u5834\u7684\u6177\u6168\u5ea6\u3002<\/p>\n

\u66f4\u5927\u7684\u5716\u666f\u662f\u9019\u6a23\u3002\u53cd\u80a5\u80d6\u4ea4\u6613\u4e00\u76f4\u662f\u4e00\u500b\u4e7e\u6de8\u7684\u6545\u4e8b\uff1a\u9769\u547d\u6027\u7642\u6548\u3001\u5de8\u5927\u7684\u672a\u88ab\u6eff\u8db3\u9700\u6c42\u3001\u4ee5\u53ca\u7522\u80fd\u64f4\u589e\u628a\u7a00\u7f3a\u8f49\u70ba\u73fe\u91d1\u6d41\u3002\u9810\u6e2c\u5230 2032 \u5e74 4,000 \u5104\u7f8e\u5143\u5e02\u5834\u7684\u5206\u6790\u5e2b\u4e26\u975e\u5728\u5e7b\u60f3\u9700\u6c42\u3002\u4f46\u7f8e\u570b\u85e5\u50f9\u4e26\u975e\u81ea\u7136\u4fdd\u8b77\u5340\u3002Medicare \u4ecd\u5927\u81f4\u4e0d\u6db5\u84cb\u6e1b\u91cd\u85e5\uff0c\u5546\u696d\u4fdd\u55ae\u4e5f\u6703\u6642\u6709\u8986\u84cb\u8207\u53d6\u6d88\uff0c\u6bcf\u500b\u9078\u8209\u5b63\u90fd\u6703\u628a\u85e5\u5ee0\u5229\u6f64\u6210\u70ba\u653b\u64ca\u76ee\u6a19\u3002\u83ef\u76db\u9813\u5f9e\u4e0d\u932f\u904e\u4efb\u4f55\u4e00\u4ef6\u9ad8\u5229\u6f64\u5546\u54c1\u4f86\u505a\u300c\u624b\u6bb5\u6e2c\u8a66\u300d\u3002<\/p>\n

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