Semaglutide (Novo Nordisk)

作者 | 颜色  编辑 | 郑瑶 年营收接连位居前列的华东医药，今年已成立三家新公司。 01 跻身A股上市药企营收前十 华东医药又成立一家新公司 2025年，华东医药以营收（436.12亿元）跻身A股上市医药企业营收TOP10行列，位居第9名，远超第12名的百济神州（382.25亿元）与第十六名的恒瑞医药（316.30亿元）。 这并非华东医药首次在营收上实现超越，2024年华东医药营收达419.06亿元，位居A股上市医药企业营收第八名，同样领先彼时排名第十六名的恒瑞医药以及第十八名的百济神州。 不同于恒瑞医药、百济神州基本以医药工业、创新药为核心的业务结构，华东医药业务布局更为多元。2025年华东医药超六成营收来自医药商业板块，医药工业营收占比仅为33.90%。 如果仅从医药工业及创新药收入来看，华东医药目前体量仍与恒瑞医药、百济神州存在明显差距。 但医药企业的创新比拼从不只局限于医药工业单一赛道，依托营收规模稳居行业前十的经营底盘，华东医药正加速扩张，近期接连成立多家新公司。 5月6日，由杭州中美华东制药有限公司（华东医药全资子公司）100%控股华东医药新药研发中心（北京）有限公司正式成立，注册资本5000万元，经营范围包括技术服务、技术开发以及药品生产、药品委托生产等。 图片来源：天眼查 除了研发端的布局，华东医药在商业端也同步发力。4月29日，由华东医药控股100%的华东医药电商（浙江）有限公司成立，注册资本2000万元，以批发业为主。 这两家新公司的落地，是华东医药继3月在温州设立华东医药药材（温州）有限公司之后，在业务布局上的又一重要动作。 天眼查数据显示，截至5月7日，华东医药对外投资且处于存续/在业状态的企业共有37家，其中19家为批发、零售企业；对外间接投资且处于存续/在业状态的企业共有83家，其中8家为批发、零售企业；42家为科学研究和技术服务业。 可以看出，华东医药聚焦商业主业、加大研发投入的布局思路。 02 加速创新板块投入 新赛道竞争即将开始 2025年，华东医药创新产品实现营收23.4亿元，同比增长64.2%，创新收入占总营收比重提升至5.37%。同年，迈瑞东®、MediBeacon®TGFR等6款创新产品顺利获批上市，创新管线逐步进入收获期。 但横向对比不难发现，无论是创新药营收体量，还是重磅产品商业化能力，华东医药和国内一线创新药企的差距依然客观存在。 2025年恒瑞医药创新药销售收入达163.42亿元，同比增长26.09%；百济神州抗肿瘤类药物营收高达377.7亿元，同比增长39.92%，两者的创新优势更为突出。 从接连成立的三家新公司来看，华东医药似乎已有自己的战略考量。 华东医药药材（温州）有限公司的成立可能是华东医药进一步完善中药材、中药饮片及医药商业配送产业链的配套措施；浙江电商公司贴合医药电商的发展趋势，拓展线上批发渠道，进一步扩大商业板块的市场覆盖范围；华东医药新药研发中心（北京）有限公司落子昌平生命谷，有机会依托当地高端人才、科研院所区位优势，重点发力新药技术开发、临床试验、医疗器械产业化等领域。 华东医药抢占市场的动作也与当前国内医药企业的竞争格局变化契合。医药企业的竞争不再局限于营收和规模，研发管线比拼早已悄然开始。 恒瑞医药2025年的营收覆盖肿瘤、代谢和心血管、免疫和呼吸系统、神经科学、造影剂等领域；百济神州聚焦肿瘤赛道，同步在全球研发以及商业化上发力，两者均稳居创新药第一梯队，头部药企的竞争开始多面化。 进一步拆解华东医药的营收，2025年，占其总营收67.53%的商业，毛利率仅为7.33%；占总营收36.34%的制造业（含工业、医美业务等），毛利率达到76.97%。 但制造业板块医美业务出现营收下滑，同比减少21.5%，华东医药将医美板块业绩下滑归结于受国内外市场周期调整与竞争加剧等因素影响，经营阶段性承压。具体来看，负责海外医美业务的全资子公司Sinclair销售收入约9.58亿元，同比下降0.95%；医美产品欣可丽中国全年营收7.80亿元，同比下降31.50%。 除了巩固现有板块、补齐短板，华东医药也在积极拓展新赛道，抢占减肥药市场先机。 4月14日，华东医药全资子公司杭州中美华东制药江东申报的司美格鲁肽注射液上市许可申请获得受理。 诺和诺德司美格鲁肽在我国的核心化合物于2026年3月20日专利到期，2025年其全球销售额约361亿美元。专利到期后，国内多家药企将抢占这一市场。 华东医药通过多领域布局稳固营收基本盘、补强创新短板，后续能否在减肥赛道实现突破、缩小与一线创新药企的差距，仍待观察。 END

Eligible Medicare patients living with obesity will have access to Wegovy ® (semaglutide) injection and pill for a $50 monthly copay Wegovy ® offers adults living with obesity significant weight loss, along with diet and exercise, and is FDA-approved to lower the risk of major CV events such as death, heart attack, or stroke in adults living with obesity with known heart disease, a claim only Wegovy ® can make Novo Nordisk's participation in the Medicare GLP-1 Bridge expands patient access to authentic, FDA-approved Wegovy ® PLAINSBORO, N.J., May 7, 2026 /PRNewswire/ -- The Medicare GLP-1 Bridge will provide eligible Medicare beneficiaries living with obesity access to Wegovy® (semaglutide) injection and tablets for a $50 monthly copay †, beginning July 1, 2026, per yesterday's announcement from the Centers for Medicare & Medicaid Services (CMS). The program represents a meaningful milestone in making FDA-approved Wegovy® accessible for millions of America's Medicare patients living with obesity, who can now work with their healthcare professional to start and stay on proven, FDA-approved treatment. Continue Reading Wegovy® pill (1.5 mg, 4mg, 9mg, 25mg) Wegovy® injection (0.25mg, 0.5mg, 1.0mg, 1.7mg, 2.4mg, 7.2mg) "Obesity is a serious, common chronic disease facing older Americans, and Wegovy® is the only weight management medicine proven to reduce the risk of heart attack, stroke, or cardiovascular death in patients who also have known heart disease. That distinction matters for seniors age 65 and older, who have a high burden of both conditions," said Jamey Millar, executive vice president, US Operations of Novo Nordisk. "We welcome the Medicare GLP-1 Bridge as an important step in getting Wegovy® to more patients and will continue to work with CMS, healthcare professionals, pharmacists, and patient advocates to support implementation and help eligible seniors access the care they need and deserve." The Medicare GLP-1 Bridge provides eligible patients access to Wegovy® for weight management. The Medicare GLP-1 Bridge will be available nationwide across all states and territories, providing eligible patients access to all doses and formulations of Wegovy® injection and Wegovy® pill, and will run through the end of 2027. It is important to note that Wegovy® will be available for eligible Medicare beneficiaries for the other FDA-approved indications through their normal Part D benefits, including to reduce the risk of major adverse cardiovascular events in adults with established CV disease with either obesity or overweight. Novo Nordisk is actively working with CMS, healthcare professionals, pharmacists, and patient advocacy organizations to streamline implementation, raise awareness among eligible beneficiaries, and help ensure patients can access the medicines they need. Additional program details are available at CMS.gov. Expanding affordable access to medicines is a priority for Novo Nordisk, and the Medicare GLP-1 Bridge builds on a sustained effort to ensure patients can access authentic, FDA-approved Wegovy®. Patients seeking information on affordability options, with or without insurance, are encouraged to visit NovoCare.com. †Terms apply. For eligible Medicare patients prescribed Wegovy® for a covered FDA-approved indication. Eligibility criteria will be determined by CMS. This information is not a guarantee of coverage. Month defined as 1 box of 4 pens of Wegovy® and 1 bottle of 30 tablets of Wegovy®. About obesity Obesity is a serious, chronic, progressive, and complex disease that requires long-term management.1-3 One key misunderstanding is that this is a disease of just lack of willpower, when in fact there is underlying biology that may impede people living with obesity from losing weight and keeping it off.1,3 Obesity is influenced by a variety of factors, including genetics, social determinants of health, and the environment.4,5 About Novo Nordisk Novo Nordisk is a leading global healthcare company that's been making innovative medicines to help people with diabetes lead longer, healthier lives for more than 100 years. This heritage has given us experience and capabilities that also enable us to drive change to help people defeat other serious chronic diseases such as obesity, rare blood and endocrine disorders. We remain steadfast in our conviction that the formula for lasting success is to stay focused, think long-term, and do business in a financially, socially, and environmentally responsible way. With a US presence spanning 40 years, Novo Nordisk US is headquartered in New Jersey and employs approximately 10,000 people throughout the country across more than 10 manufacturing, R&D and corporate locations in seven states plus Washington DC. For more information, visit novonordisk-us.com, Facebook, Instagram, and X. What is Wegovy®? Wegovy® (semaglutide) injection is a prescription medicine used with a reduced-calorie diet and increased physical activity to: reduce the risk of major cardiovascular events such as death, heart attack, or stroke in adults with known heart disease and with either obesity or overweight. help adults and children aged 12 years and older with obesity, or some adults with excess weight (overweight) who also have weight-related medical problems to lose weight and keep the weight off. Wegovy® (semaglutide) tablets are a prescription medicine used with a reduced-calorie diet and increased physical activity to: reduce the risk of major cardiovascular events such as death, heart attack, or stroke in adults with known heart disease and with either obesity or overweight. help adults with obesity, or some adults with excess weight (overweight) who also have weight related medical problems to lose weight and keep the weight off. Wegovy® contains semaglutide and should not be used with other semaglutide-containing products or other GLP-1 receptor agonist medicines. It is not known if Wegovy® injection is safe and effective: to reduce the risk of major cardiovascular events (death, heart attack, or stroke) in people under 18 years to help children under 12 years of age lose weight and keep the weight off. It is not known if Wegovy® tablets are safe and effective for use in people under 18 years of age. Important Safety Information What is the most important information I should know about Wegovy®? Wegovy ® may cause serious side effects, including: Possible thyroid tumors, including cancer. Tell your healthcare provider if you get a lump or swelling in your neck, hoarseness, trouble swallowing, or shortness of breath. These may be symptoms of thyroid cancer. In studies with rodents, Wegovy® and other medicines that work like Wegovy® caused thyroid tumors, including thyroid cancer. It is not known if Wegovy® will cause thyroid tumors or a type of thyroid cancer called medullary thyroid carcinoma (MTC) in people Do not use Wegovy® if you or any of your family have ever had a type of thyroid cancer called medullary thyroid carcinoma (MTC) or if you have an endocrine system condition called Multiple Endocrine Neoplasia syndrome type 2 (MEN 2) Do not use Wegovy® if: you or any of your family have ever had a type of thyroid cancer called medullary thyroid carcinoma (MTC) or if you have an endocrine system condition called Multiple Endocrine Neoplasia syndrome type 2 (MEN 2) you have had a serious allergic reaction to semaglutide or any of the ingredients in Wegovy® injection or Wegovy® tablets. See symptoms of serious allergic reaction in "What are the possible side effects of Wegovy®?" Before using Wegovy®, tell your healthcare provider if you have any other medical conditions, including if you: have or have had problems with your pancreas or kidneys have type 2 diabetes and a history of diabetic retinopathy are scheduled to have surgery or other procedures that use anesthesia or deep sleepiness (deep sedation) are pregnant or plan to become pregnant. Wegovy® may harm your unborn baby. You should stop using Wegovy® 2 months before you plan to become pregnant are breastfeeding or plan to breastfeed. Breastfeeding is not recommended during treatment with Wegovy® tablets. It is not known if Wegovy® when received through an injection passes into your breast milk Tell your healthcare provider about all the medicines you take, including prescription and over-the-counter medicines, vitamins, and herbal supplements. Wegovy® may affect the way some medicines work and some medicines may affect the way Wegovy® works. Tell your healthcare provider if you are taking other medicines to treat diabetes, including sulfonylureas or insulin. Wegovy® slows stomach emptying and can affect medicines that need to pass through the stomach quickly. What are the possible side effects of Wegovy®? Wegovy® may cause serious side effects, including: inflammation of your pancreas (pancreatitis). Stop using Wegovy® and call your healthcare provider right away if you have severe pain in your stomach area (abdomen) that will not go away, with or without nausea or vomiting. Sometimes you may feel the pain from your abdomen to your back gallbladder problems. Wegovy® may cause gallbladder problems, including gallstones. Some gallstones may need surgery. Call your healthcare provider if you have symptoms, such as pain in your upper stomach (abdomen), fever, yellowing of the skin or eyes (jaundice), or clay-colored stools increased risk of low blood sugar (hypoglycemia), especially those who also take medicines for diabetes such as insulin or sulfonylureas. This can be a serious side effect. Talk to your healthcare provider about how to recognize and treat low blood sugar and check your blood sugar before you start and while you take Wegovy®. Signs and symptoms of low blood sugar may include dizziness or light-headedness, blurred vision, anxiety, irritability or mood changes, sweating, slurred speech, hunger, confusion or drowsiness, shakiness, weakness, headache, fast heartbeat, or feeling jittery dehydration leading to kidney problems. Diarrhea, nausea, and vomiting may cause a loss of fluids (dehydration), which may cause kidney problems. It is important for you to drink fluids to help reduce your chance of dehydration. Tell your healthcare provider right away if you have nausea, vomiting, or diarrhea that does not go away severe stomach problems. Stomach problems, sometimes severe, have been reported in people who use Wegovy®. Tell your healthcare provider if you have stomach problems that are severe or will not go away serious allergic reactions. Stop using Wegovy® and get medical help right away if you have any symptoms of a serious allergic reaction, including swelling of your face, lips, tongue, or throat; problems breathing or swallowing; severe rash or itching; fainting or feeling dizzy; or very rapid heartbeat change in vision in people with type 2 diabetes. Tell your healthcare provider if you have changes in vision during treatment with Wegovy® increased heart rate. Wegovy® can increase your heart rate while you are at rest. Tell your healthcare provider if you feel your heart racing or pounding in your chest and it lasts for several minutes food or liquid getting into the lungs during surgery or other procedures that use anesthesia or deep sleepiness (deep sedation). Wegovy® may increase the chance of food getting into your lungs during surgery or other procedures. Tell all your healthcare providers that you are taking Wegovy® before you are scheduled to have surgery or other procedures The most common side effects of Wegovy® may include: nausea, diarrhea, vomiting, constipation, stomach (abdomen) pain, changes in skin sensations, headache, tiredness (fatigue), upset stomach, dizziness, feeling bloated, belching, low blood sugar in people with type 2 diabetes, gas, stomach flu, heartburn, and hair loss. Please click here for Prescribing Information including Boxed Warning and Medication Guide for Wegovy ® . Contacts for further information References: Kaplan LM, Golden A, Jinnett K, et al. Perceptions of barriers to effective obesity care: results from the national action study. Obesity. 2018;26(1):61–69. Bray GA, Kim KK, Wilding JPH; World Obesity Federation. Obesity: a chronic relapsing progressive disease process. A position statement of the World Obesity Federation. Obes Rev. 2017;18(7):715–723. Garvey WT, Mechanick JI, Brett EM, et al. American association of clinical endocrinologists and American College of Endocrinology comprehensive clinical practice guidelines for medical care of patients with obesity. Endocr Pract. 2016;22 (Suppl 3):1–203. Wharton S, Lingvay I, Bogdanski P, et al. Oral semaglutide 25 mg in adults with overweight or obesity. N Engl J Med. 2025; 393:1077-1087. DOI: 10.1056/NEJMoa2500969. Centers for Disease Control and Prevention. Risk Factors for Obesity. Last accessed: December 2025. Available at: SOURCE Novo Nordisk 21% more press release views with Request a Demo