[新聞] Hims最便宜GLP-1口服藥震驚諾和與禮來

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原文標題： Hims offers cheapest GLP-1 weight-loss pill in US in a shock to Novo, Lilly 原文連結：https://tinyurl.com/2j9xw2ta 發布時間：February 5, 2026 9:33 PM GMT+8 記者署名：By Amina Niasse 原文內容： NEW YORK, Feb 5 (Reuters) - Online telehealth company Hims and Hers Health ( HIMS.N) on Thursday began offering a much cheaper $49 compounded version of Novo Nordisk's (NOVOb.CO) new Wegovy weight-loss pill in a move that expands sales to many Americans but could undercut Novo's and Eli Lilly's (LLY.N) plans for the consumer market. （路透社紐約 5 日電）在線遠程醫療公司 Hims and Hers Health 週四開始提供一種價格僅為 49 美元的諾和諾德（Novo Nordisk）新減重藥 Wegovy 的廉價配製版本（compounded version）。此舉擴大了對許多美國人的銷售，但也可能削弱諾和諾德與禮來（Eli Lilly）在消費市場的計畫。 The news touched off a swift reaction on Wall Street as investors sold off Novo and Lilly shares, and the Danish drugmaker promised a legal challenge to the move by Hims. Novo shares fell 8.6%, while Lilly was off 6%. 此消息引起華爾街迅速反應，投資者拋售諾和諾德與禮來的股票，這家丹麥藥商承諾對 Hims 的舉動提出法律挑戰。諾和諾德股價下跌 8.6%，禮來下跌 6%。 Hims' pricing, $49 for the first month and $99 afterwards for those who purchase a five-month plan, makes their GLP-1 drug as affordable as monthly internet or streaming services in the U.S. It can offer access to treatment for many more of the estimated 200 million Americans who are overweight or obese. Hims 的定價為首月 49 美元，之後購買五個月方案者每月 99 美元，這使得他們的 GLP-1 藥物與美國每月的網路或串流媒體服務一樣實惠。這可以為估計 2 億名超重或肥胖的美國人中的更多人提供治療機會。 It is $100 less than Novo, which launched its pill in January at $149 for first-time users and $199 after that. Lilly is expected to launch its pill in April and has promised the Trump Administration affordable pricing including on its new TrumpRx site. 這比諾和諾德便宜了 100 美元。諾和諾德在 1 月推出了口服藥，首用者價格為 149 美元，之後為 199 美元。禮來預計在 4 月推出口服藥，並向川普政府承諾提供實惠的價格，包括在其新的 TrumpRx 網站上。 Hims' move came after Novo warned on Wednesday that pricing pressure was unprecedented for its weight-loss medicines and dropped its full-year forecast . Novo shares on Thursday hit their lowest level since July 2021. Hims 的舉動發生在諾和諾德週三發出警告之後，該公司稱其減重藥物面臨前所未有的定價壓力，並下調了全年預測。諾和諾德股價週四創下 2021 年 7 月以來的最低水平。 NOVO SAYS ITS PILL IS UNIQUE 諾和諾德稱其口服藥具有獨特性 Novo CEO Mike Doustdar in a meeting with investors on Thursday said people spending $49 on a Hims' pill would be wasting their money and that Novo's pill uses unique technology that aids in the absorption of the medicine. 諾和諾德執行長 Mike Doustdar 週四在與投資者的會議上表示，花 49 美元買 Hims 口服藥的人是在浪費錢，並強調諾和諾德的口服藥採用了有助於藥物吸收的獨特技術。 Novo spokeswoman Ambre James-Brown described Hims' mass compounding as illegal . "Novo Nordisk will take legal and regulatory action to protect patients, our intellectual property and the integrity of the U.S. gold-standard drug approval framework," she said. 諾和諾德發言人 Ambre James-Brown 將 Hims 的大規模配製行為描述為非法。她說：「諾和諾德將採取法律和監管行動，以保護患者、我們的知識產權以及美國金標準藥物審批框架的完整性。」 A Hims spokesperson said it has not compromised on safety or efficacy and that the company uses a technology based on liposomes that is intended to support absorption. Hims 發言人表示，公司在安全性和有效性上並未妥協，並稱公司使用了一種基於脂質體（liposomes）的技術，旨在支持藥物吸收。 Analysts questioned if customers would get similar results on the cheaper pill but said it could drive a price war if compounders can provide an oral drug in large quantities. 分析師質疑客戶使用廉價口服藥是否能獲得類似效果，但表示如果配製商能大量提供口服藥，這可能會引發價格戰。 Hims has been tussling with Novo since it was allowed in 2023 by the U.S. Food and Drug Administration to sell versions of Novo's GLP-1 injectible drugs while the branded medicines were in short supply. Since then, it has made " personalized" copies of the branded drugs at different doses or regimens than those available from Novo and other drug companies. 自 2023 年美國食品藥物管理局（FDA）允許在原廠藥短缺期間銷售諾和諾德 GLP-1 注射藥物的版本以來，Hims 一直與諾和諾德糾纏不清。自那以後，它一直以與諾和諾德及其他藥商不同的劑量或療程，製作原廠藥的「個性化」副本。 These drugs are not FDA approved and are subject to limited agency oversight. They also do not go through clinical trials to prove efficacy. Novo's Wegovy pill showed weight loss of more than 16% in trials. 這些藥物未經 FDA 批准，且受到的監管有限。它們也沒有經過臨床試驗來證明有效性。諾和諾德的 Wegovy 口服藥在試驗中顯示減重幅度超過 16%。 "The status quo for months now has been a compounder can create a copycat version of a branded drug, so long as they make some kind of minor tweak that they believe or they argue benefits specific patient groups," said TD Cowen analyst Michael Nedelcovych. TD Cowen 分析師 Michael Nedelcovych 表示：「幾個月來的現狀是，配製商可以創建原廠藥的仿製版本，只要他們進行某種細微調整，並認為或辯稱這有利於特定的患者群體。」 HIMS MAKES CASE FOR MORE CHOICE HIMS 提出更多選擇的理由 Hims said the treatment can be tailored for patients aiming to mitigate side effects or who prefer a pill over the injectable option. Semaglutide is the main ingredient in the new Wegovy pill as well as injectable Wegovy and Ozempic. Hims 表示，治療方案可以為旨在減輕副作用或比起注射更偏好口服藥的患者量身定制。司美格魯肽（Semaglutide）是新 Wegovy 口服藥以及注射型 Wegovy 和 Ozempic 的主要成分。 "We're excited to find ways to continue bringing branded treatments to the platform across specialties. More choice on the platform is the best thing for customers everywhere," said Hims CEO Andrew Dudum in a statement. Hims 執行長 Andrew Dudum 在聲明中表示：「我們很高興能找到方法，繼續將各專業領域的原廠治療方案帶到平台上。平台上更多的選擇對各地的客戶來說都是最好的事情。」 Novo and Hims had a partnership in 2025 allowing the telehealth company to offer injectable Wegovy, but the two companies walked away with Novo saying Hims had wrongfully marketed versions of its medicine. Dudum accused Novo of attempting to control how clinicians at Hims make decisions. 諾和諾德與 Hims 在 2025 年曾有過合作，允許這家遠程醫療公司提供注射型 Wegovy ，但兩家公司後來分道揚鑣，諾和諾德稱 Hims 錯誤地銷售其藥物版本。Dudum 則指責諾和諾德試圖控制 Hims 臨床醫生的決策。 By tailoring its offering for patients with side effects or an aversion to needles, Gaston Kroub, a patent lawyer in New York, said Hims is positioning the oral product as another personalized option, widening the scope of personalization under the FDA’s framework. 紐約專利律師 Gaston Kroub 表示，透過為有副作用或畏懼針頭的患者定制產品， Hims 將口服產品定位為另一種個性化選擇，擴展了 FDA 框架下個性化的範疇。 "HIMS has shown a willingness to go as close to the line as possible,” he said. “It’s a strategy of saying, ‘All right, if we pop our head over the barbed wire fence, is anybody going to take a shot?’” 他說：「Hims 展現了盡可能接近底線的意願。這是一種策略，就像在說：『好吧，如果我們把頭探出鐵絲網，會有人開槍嗎？』」 Novo launched the drug in the beginning of January and has seen strong demand in the U.S., where it is available on its cash-pay direct-to-consumer website. 諾和諾德在 1 月初推出了該藥物，並在美國看到了強勁需求，該藥物可在其現金支付的直接面向消費者（DTC）網站上購買。 Novo Chief Financial Officer Karsten Munk Knudsen told Reuters on Wednesday that the drugmaker is frustrated by continued mass marketing of compounded drugs, and said it was up to the U.S. regulator and politicians to address this. 諾和諾德財務長 Karsten Munk Knudsen 週三告訴路透社，藥商對配製藥的持續大規模營銷感到沮喪，並表示這取決於美國監管機構和政治家來解決。 The FDA in September issued a warning to Hims regarding its marketing of compounded semaglutide, stating claims like "same active ingredient as Ozempic and Wegovy" are misleading, as compounded drugs are not FDA-approved. FDA 在 9 月曾就配製司美格魯肽的營銷向 Hims 發出警告，稱「與 Ozempic 和 Wegovy 具有相同活性成分」等說法具有誤導性，因為配製藥未經 FDA 批准。 LILLY PILL IS NEXT UP 禮來口服藥即將登場 In addition to U.S. pricing pressure, Novo is girding for competition from Eli Lilly on the oral weight-loss front as the Indianapolis-based drugmaker expects to launch its own pill in the second quarter. 除了美國的定價壓力外，諾和諾德還準備在口服減重領域迎接來自禮來的競爭，這家總部位於印第安納波利斯的藥商預計將在第二季度推出自己的口服藥。 Some analysts said Lilly's pill, an experimental GLP-1, could be a next target for compounded copies. Compounding, in which pharmacies mix ingredients for specialized medicines or to copy a drug but at different dosages, has flourished as Americans chase cheaper prices for drugs. 一些分析師表示，禮來的口服藥（一種實驗性 GLP-1）可能是配製仿製藥的下一個目標。配製（藥劑師混合成分以製作專門藥物或模仿藥物但劑量不同）在美國人追求更廉價藥價的背景下蓬勃發展。 Hims declined to comment on the drug. Lilly did not have an immediate comment. Hims 拒絕就該藥物發表評論。禮來沒有立即置評。 In 2025, Hims doubled the size of its facility in New Albany, Ohio. The company said on Thursday the expansion allows Hims to provide treatments at a lower price. 2025 年，Hims 將其在俄亥俄州新奧爾巴尼（New Albany）的設施規模擴大了一倍。該公司週四表示，擴建讓 Hims 能以更低的價格提供治療。心得/評論： https://trumprx.gov/ 川普藥局壓藥價加上Hims競爭以及專利到期問題 2026年開始中國、加拿大、巴西、印度等國 Novo Nordisk諾和諾德的Semaglutide司美格魯肽專利將會到期這些國家的藥廠的學名藥已經做好在等了諾和諾德的Semaglutide司美格魯肽的專利大約在2006年就已經在全球範圍內陸續申請 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 180.177.12.128 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1770352664.A.B3C.html

[新聞] Hims最便宜GLP-1口服藥 震驚諾和與禮來

[新聞] Hims最便宜GLP-1口服藥震驚諾和與禮來