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Amongst Novo Nordisk's comprehensive business update to investors, attention latched onto early data for an oral obesity therapy that outperformed the company’s big-selling GLP-1 agonist Wegovy in a clinical trial.
在诺和诺德向投资者提供的全面商业更新中,人们关注的是一种口服肥胖疗法的早期数据,该疗法在临床试验中的表现优于该公司的畅销GLP-1激动剂Wegovy。
The drug, called amycretin and codenamed NN9487, is a dual agonist that targets both GLP-1 and amylin and is being developed in both oral and subcutaneous injection formulations.
该药物名为amycretin,代号为NN9487,是一种双重激动剂,靶向GLP-1和胰淀素,正在口服和皮下注射制剂中开发。
The oral form has completed a phase 1 study, and Novo Nordisk reported results from the first 16 patients out of a total planned enrolment of 144. After 12 weeks, weight loss with the drug was 13% of body weight, compared to 1% with placebo, which the company said was around twice the level achieved with Wegovy (semaglutide) at that time point..
口头形式已经完成了第一阶段的研究,诺和诺德报告了144名计划登记的前16名患者的结果。12周后,该药物的体重减轻率为体重的13%,而安慰剂组为1%,该公司表示,当时的体重减轻率约为Wegovy(semaglutide)的两倍。。
Head of development Martin Lange Holst told the meeting that the promising results justify further research and a larger phase 2 trial is planned for the second half of this year, with results expected in around 2026.
开发负责人马丁·兰格·霍尔斯特(MartinLangeHolst)在会议上表示,这些有希望的结果证明了进一步研究的合理性,并且计划在今年下半年进行更大规模的2期试验,预计在2026年左右取得结果。
Novo Nordisk’s already buoyant share price rose even further on the update, which showed that the company has new therapies coming through that could extend and sustain the obesity franchise as new competitors like Eli Lilly, Pfizer, MSD, and Boehringer Ingelheim/Zealand Pharma start to eye a market that has been estimated to be worth $100 billion within a decade..
诺和诺德已经上涨的股价在更新后进一步上涨,这表明该公司有新的治疗方法,可以延长和维持肥胖特许经营权,因为新的竞争对手如礼来、辉瑞、MSD和勃林格殷格翰/新西兰制药开始关注十年内估计价值1000亿美元的市场。。
Data on the subcutaneous version of amycretin is due next year, and Novo Nordisk also presented early data on another oral therapy, CBR1 inverse agonist monlunabant (INV-202), which showed a 3% weight reduction at day 28 compared to 0.5% with placebo.
关于皮下注射的amycretin的数据将于明年公布,诺和诺德还提供了另一种口服疗法CBR1反向激动剂monlunabant(INV-202)的早期数据,该疗法在第28天显示体重减轻3%,而安慰剂组为0.5%。
While less impressive than the amycretin results, it shows proof-of-concept and Novo Nordisk is advancing a next-generation CBR1 drug (INV-347) into clinical testing.
虽然不如amycretin的结果令人印象深刻,但它显示了概念验证,诺和诺德正在将下一代CBR1药物(INV-347)推进临床测试。
There are obesity therapies ahead of the queue in Novo Nordisk’s pipeline, including an oral formulation of semaglutide due to report phase 3 results later this year and CagriSema, a once-weekly injectable combination of semaglutide and amylin analogue cagrilintide that should have late-stage data early next year.
诺和诺德公司(Novo Nordisk)的治疗方案中有肥胖治疗方案,其中包括将于今年晚些时候报告第三阶段结果的塞马鲁肽口服制剂,以及每周一次的塞马鲁肽和胰淀素类似物cagrilinte的可注射组合CagriSema,该组合应于明年年初获得晚期数据。
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The early-stage data shows that company has compounds that could become a new generation of therapies as Wegovy comes to the end of its patent life in the early 2030s.
早期数据显示,随着Wegovy在20世纪30年代初专利寿命的结束,该公司拥有的化合物可能成为新一代疗法。
Novo Nordisk said that the launch of Wegovy had “unlocked” the obesity market, despite well-documented supply constraints, but that it is now expanding its focus beyond weight loss to improving overall health for people with overweight or obesity.
诺和诺德表示,尽管有据可查的供应限制,Wegovy的推出已经“解锁”了肥胖市场,但它现在正在将重点从减肥扩展到改善超重或肥胖人群的整体健康。
Semaglutide has already shown its value in reducing complications of being overweight, such as cardiovascular and kidney disease, and Novo Nordisk revealed new data pointing to a “clinically meaningful” improvement in osteoarthritis patients’ pain and physical function in the STEP 9 trial.
Semaglutide已经显示出其在减少超重并发症(如心血管疾病和肾脏疾病)方面的价值,诺和诺德(Novo Nordisk)在STEP 9试验中揭示了新的数据,指出骨关节炎患者的疼痛和身体机能有“临床意义”的改善。