{"schema_version":"1.0","type":"article","title":"減重藥丸諾和贏4倍，禮來新病人拿下三到四成","url":"https://drugnews.com.tw/articles/2026-11-10-novo-wegovy-pill-lilly-foundayo-oral-obesity-race.html","markdown_url":"https://drugnews.com.tw/articles/2026-11-10-novo-wegovy-pill-lilly-foundayo-oral-obesity-race.md","lang":"zh-Hant","date":"2026-11-10","publish_at":"2026-11-10T08:00:00+08:00","updated_at":"2026-11-10","category":"商業分析系列","topic":"商業分析系列","tags":["減重藥","Wegovy","Foundayo","諾和諾德","禮來"],"summary":"諾和諾德 2026 年第三季 Wegovy 減重藥丸營收 53.9 億丹麥克朗（約 8.13 億美元），是禮來 Foundayo 同季 1.84 億美元的 4.4 倍。拆開後，諾和國際營收約等於 Foundayo 全部，美國對美國是 3.4 倍，換算處方禮來約占 23%；禮來新病人占比 32% 到 40%，落差主要來自 Wegovy 藥丸 1 月上市、Foundayo 4 月才核准的三個月獨占期。","key_points":["諾和諾德 2026 年 11 月 4 日公布第三季 Wegovy 藥丸營收 53.9 億丹麥克朗（約 8.13 億美元），美國約 360 萬張處方；禮來 Foundayo 同季營收 1.84 億美元，低於分析師估計的 2.17 億美元。","Wegovy 藥丸國際營收 12.2 億丹麥克朗約 1.84 億美元，與 Foundayo 全季相同；只比美國，諾和是禮來的 3.4 倍，以諾和每張處方約 175 美元換算，禮來約占兩家處方的 23%。","禮來稱 Foundayo 拿下 40% 新病人，依諾和執行長所稱 IQVIA 涵蓋率修正約 32%；新病人占比高於處方占比，主因是 Wegovy 藥丸 2026 年 1 月上市、Foundayo 4 月 1 日核准的三個月時間差。"],"facts":[{"claim":"諾和諾德第三季財報公布日","value":"2026-11-04","unit":"date","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸 2026 年第三季營收","value":5390,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸 2026 年第三季營收（美元）","value":813,"unit":"百萬美元","as_of":"2026-11-04","source":"pharmaphorum 2026-11-04"},{"claim":"Wegovy 藥丸第三季美國營收","value":4180,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸第三季國際營收","value":1220,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸第三季分析師預期營收","value":4620,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸第三季營收較第二季成長","value":53,"unit":"%","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸第三季美國處方數","value":3.6,"unit":"百萬張","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸上市以來累計處方","value":8,"unit":"百萬張","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"Foundayo 2026 年第三季營收","value":184,"unit":"百萬美元","as_of":"2026-10-29","source":"Reuters 2026-10-29"},{"claim":"Foundayo 第三季分析師預期營收","value":216.86,"unit":"百萬美元","as_of":"2026-10-29","source":"Reuters 2026-10-29"},{"claim":"禮來 2026 年第三季營收成長","value":39,"unit":"%","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"禮來稱 Foundayo 上市以來新病人占比","value":40,"unit":"%","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"諾和稱 IQVIA 涵蓋諾和處方比例","value":65,"unit":"%","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"諾和稱 IQVIA 涵蓋禮來處方比例","value":"90-95","unit":"%","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"Wegovy 藥丸用藥者首次使用減重藥比例（諾和執行長）","value":80,"unit":"%","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"Wegovy 針劑第三季營收","value":20400,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"pharmaphorum 2026-11-04"},{"claim":"Ozempic 第三季營收","value":29700,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"pharmaphorum 2026-11-04"},{"claim":"諾和第三季調整後營收","value":79200,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Foundayo 美國 FDA 核准日","value":"2026-04-01","unit":"date","as_of":"2026-04-01","source":"BioPharma Dive 2026-04-01"},{"claim":"Wegovy 藥丸 25 毫克 OASIS 4 試驗平均減重（64 週，所有受試者分析）","value":13.6,"unit":"%","as_of":"2025-09-17","source":"Novo Nordisk 2025-09-17"},{"claim":"Foundayo 17.2 毫克 ATTAIN-1 試驗平均減重（72 週）","value":11.2,"unit":"%","as_of":"2026-11-05","source":"Lilly Medical 2026-11-05"},{"claim":"兩藥美國自費起始劑量月費","value":149,"unit":"美元","as_of":"2026-08-04","source":"Mira（引述美國仿單）2026-08-04"},{"claim":"Wegovy 針劑維持劑量","value":2.4,"unit":"毫克/週","as_of":"2021-06-04","source":"U.S. FDA 2021-06-04"}],"sections":["01｜8.13 億對 1.84 億，諾和靠藥丸止住打針的失血","02｜同一個受體，一顆要空腹、一顆不用","03｜禮來搶到的新病人，比營收看起來多","04｜反方說法：諾和的領先，先上市只占一部分","05｜明年年中，看禮來營收能不能追到三成","參考資料"],"references":[{"title":"Novo Nordisk lifts 2026 outlook as Wegovy pill surges","source":"Reuters（TimesLIVE 轉載","date":"2026-11-04","url":"https://www.timeslive.co.za/news/world/2026-11-04-novo-nordisk-lifts-2026-outlook-as-wegovy-pill-surges/"},{"title":"Oral Wegovy bolsters Novo in Q3","source":"pharmaphorum","date":"2026-11-04","url":"https://pharmaphorum.com/news/oral-wegovy-bolsters-novo-q3"},{"title":"Novo, Lilly battle for oral GLP-1 dominance with data tit for tat","source":"BioSpace","date":"2026-11-04","url":"https://www.biospace.com/business/novo-lilly-battle-for-oral-glp-1-dominance-with-data-tit-for-tat"},{"title":"Eli Lilly lifts revenue outlook as weight-loss shots offset Foundayo sales miss, shares jump","source":"Reuters（Devdiscourse 轉載","date":"2026-10-29","url":"https://www.devdiscourse.com/article/international/3999015-eli-lilly-lifts-revenue-outlook-as-weight-loss-shots-offset-foundayo-sales-miss-shares-jump"},{"title":"Novo Nordisk reports adjusted operating profit of DKK 33,389 million for Q2 2026 and raises full-year outlook","source":"Novo Nordisk","date":"2026-08-04","url":"https://www.biospace.com/press-releases/novo-nordisk-reports-adjusted-operating-profit-of-dkk-33-389-million-for-q2-2026-and-raises-full-year-outlook"},{"title":"FDA approves Lilly obesity pill, triggering battle with Novo Nordisk","source":"BioPharma Dive","date":"2026-04-01","url":"https://www.biopharmadive.com/news/fda-approves-lilly-obesity-pill-orforglipron-foundayo-novo/816359/"},{"title":"Novo Nordisk’s oral semaglutide 25 mg delivered 16.6% weight loss in a newly published study","source":"Novo Nordisk（BioSpace 轉載","date":"2025-09-17","url":"https://www.biospace.com/press-releases/novo-nordisks-oral-semaglutide-25-mg-wegovy-in-a-pill-delivered-16-6-weight-loss-in-people-with-obesity-in-a-newly-published-study"},{"title":"What effect did Foundayo (orforglipron) have on body weight in Phase 3 studies?","source":"Lilly Medical","date":"2026-11-05","url":"https://medical.lilly.com/us/products/answers/what-effect-did-foundayo-orforglipron-have-on-body-weight-in-phase-3-studies-for-weight-management-366872"},{"title":"Foundayo vs Wegovy Pill: Cost Without Insurance（引述兩藥美國仿單","source":"Mira","date":"2026-08-04","url":"https://www.talktomira.com/post/foundayo-vs-wegovy-pill-cost-without-insurance"},{"title":"FDA Approves New Drug Treatment for Chronic Weight Management, First Since 2014","source":"U.S. FDA","date":"2021-06-04","url":"https://www.fda.gov/news-events/press-announcements/fda-approves-new-drug-treatment-chronic-weight-management-first-2014"}],"images":[{"alt":"圖1｜第三季減重藥丸營收：諾和 Wegovy 藥丸 8.13 億美元，禮來 Foundayo 1.84 億美元","url":"https://drugnews.com.tw/assets/articles/novo-wegovy-pill-lilly-foundayo-oral-obesity-race/figure-01.png"},{"alt":"圖2｜Wegovy 藥丸是胜肽，一週要吞 175 毫克、早上空腹；Foundayo 是小分子，飯前飯後都能吃","url":"https://drugnews.com.tw/assets/articles/novo-wegovy-pill-lilly-foundayo-oral-obesity-race/figure-02.png"},{"alt":"圖3｜時間差：諾和獨占三個月，禮來新病人占三到四成，累積處方約占兩成三","url":"https://drugnews.com.tw/assets/articles/novo-wegovy-pill-lilly-foundayo-oral-obesity-race/figure-03.png"},{"alt":"圖4｜諾和領先有兩層：先上市累積的病人會隨停藥消失，新病人多拿一倍才是長期差距","url":"https://drugnews.com.tw/assets/articles/novo-wegovy-pill-lilly-foundayo-oral-obesity-race/figure-04.png"}],"cover_image":"https://drugnews.com.tw/assets/articles/novo-wegovy-pill-lilly-foundayo-oral-obesity-race/cover.png","publisher":{"name":"Drugnews｜藥時事","url":"https://drugnews.com.tw/","profile":"https://drugnews.com.tw/brand-profile.json"},"citation":"Drugnews｜藥時事（2026-11-10）。減重藥丸諾和贏4倍，禮來新病人拿下三到四成。https://drugnews.com.tw/articles/2026-11-10-novo-wegovy-pill-lilly-foundayo-oral-obesity-race.html","disclaimer":"本文僅供產業研究與知識分享，不構成投資、醫療、募資或個股建議。","translations":{},"relationship":"independent_editorial","disclosure_url":"https://drugnews.com.tw/policy/","faq":[{"q":"「諾和諾德 2026 年 11 月 4 日公布第三季 Wegovy 藥丸營收 53.9 億丹麥克朗（約 8.13 億美元），美國約 360 萬張處方」有哪些關鍵變化？","a":"諾和諾德 2026 年 11 月 4 日公布第三季 Wegovy 藥丸營收 53.9 億丹麥克朗（約 8.13 億美元），美國約 360 萬張處方；禮來 Foundayo 同季營收 1.84 億美元，低於分析師估計的 2.17 億美元。"},{"q":"「Wegovy 藥丸國際營收 12.2 億丹麥克朗約 1.84 億美元，與 Foundayo 全季相同」有哪些關鍵變化？","a":"Wegovy 藥丸國際營收 12.2 億丹麥克朗約 1.84 億美元，與 Foundayo 全季相同；只比美國，諾和是禮來的 3.4 倍，以諾和每張處方約 175 美元換算，禮來約占兩家處方的 23%。"},{"q":"「禮來稱 Foundayo 拿下 40% 新病人，依諾和執行長所稱 IQVIA 涵蓋率修正約 32%」有哪些關鍵變化？","a":"禮來稱 Foundayo 拿下 40% 新病人，依諾和執行長所稱 IQVIA 涵蓋率修正約 32%；新病人占比高於處方占比，主因是 Wegovy 藥丸 2026 年 1 月上市、Foundayo 4 月 1 日核准的三個月時間差。"}]}