[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio9e9e252f":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio9e9e252f","无惧“MFN”协议定价铁拳！礼来(LLY)誓言推进全球药物上市","\u002Fdoc\u002Fdcio9e9e252f","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，礼来(LLY)表示，尽管特朗普政府提出“最惠国待遇”(MFN)药品定价方案带来不确定性，该公司仍将继续推进全球药物上市计划，以回应市场对于该政策可能阻碍企业在日本等低药价市场推出新药的担忧。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">礼来首席财务官Lucas Montarce在接受采访时表示“我们的目标是继续将创新药物带给全球所有患者。”他指出，由参考定价体系以及类似MFN政策带来的价格压力“对于制药行业来说并不新鲜”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">所谓MFN提案，是指将美国部分药品价格与其他发达市场药价挂钩。礼来已与特朗普政府就MFN药价协议达成一致，主要涉及GLP-1类减肥药和降糖药，自2026年起在TrumpRx自费渠道及Medicare部分执行大幅降价。‌‌该政策预计将在未来十年为美国节省5290亿美元医疗支出。但这一提案也引发市场讨论，即制药企业是否会因此推迟在日本和欧洲等低药价国家推出新药。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">减肥药已成为礼来增长的重要引擎。随着全球对GLP-1类药物需求快速增长，礼来与诺和诺德(NVO)之间的竞争也愈发激烈。Lucas Montarce表示，竞争实际上是在扩大整个减肥治疗市场，而不仅仅是两家公司之间争夺市场份额。他表示“如果只有礼来一家推动这一庞大药物类别的发展，事情会更困难。事实上，我们认为拥有竞争对手有助于动员更多患者接受治疗。”他补充称，过去限制减肥药供应的制造瓶颈问题已基本缓解，这使公司能够为更广泛的国际市场上市做好准备。.\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">礼来此前上调了2026年销售预期，原因是第一季度营收同比增长56%至198亿美元，主要受Mounjaro和Zepbound销量强劲增长推动，尽管实际销售价格下降部分抵消了销量增幅。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">目前，市场关注点正转向礼来的口服减肥药Foundayo。该药于4月获得美国食品药品监督管理局(FDA)批准，有望推动减肥治疗从注射剂扩展至更广泛人群。Lucas Montarce表示“目前我们看到超过80%的收入来自新患者。”他补充称，口服药形式也吸引了更多此前不熟悉GLP-1注射药物的全科医生参与开方。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">礼来还在评估是否将其面向患者的直销平台LillyDirect扩展至美国以外市场。不过，该公司表示，任何推广计划都将取决于各地关于药品销售与分发的监管规定。Lucas Montarce称，公司正在评估各个市场的需求，同时探索开发一个能够全球化应用的平台。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，日本的药品定价体系仍是礼来的一项担忧。礼来的糖尿病药物Mounjaro近期在日本“畅销药重新定价”机制下被下调了约25%的价格。Lucas Montarce表示，这类价格调整“不可预测”，且“缺乏长期稳定性”，从而增加了药企推出新药时的投资决策难度。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">礼来正通过替尔泊肽(tirzepatide)持续扩大其在日本市场的布局，并与Mitsubishi Tanabe Pharma Corporation合作，在日本分销Mounjaro和Zepbound。其中，糖尿病治疗药物于2023年在日本上市，减肥适应症则于一年后获批。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">日本仍是礼来除美国外最大的市场，而该公司表示将继续加大在日本的投资。今年3月，礼来宣布将额外投资200亿日元，用于扩建位于兵库县神户市的Seishin工厂——这是其在日本唯一的自有生产基地。该项目将在2026年至2028年期间新增生产线和仓储设施。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]