BUZZ-Evercore 在口服Wegovy处方数据强劲之际发现 West Pharma 的买入机会

路透中文

02/03

BUZZ-<a href="https://laohu8.com/S/EVR">Evercore</a> 在口服Wegovy处方数据强劲之际发现 West Pharma 的买入机会

2月3日 - ** 券商Evercore ISI称，自诺和诺德1月5日推出口服Wegovy以来，West PharmaWST.N的股价下跌了约15%，因为投资者担心口服GLP-1药片会减少对注射GLP-1药物的需求，而注射GLP-1药物对WST的增长至关重要。

** Evercore 认为，最近的抛售创造了一个良好的长期买入机会，主要是因为 WST 在 GLP-1 以外的核心业务正在改善。

** WST最著名的客户包括制药巨头礼来LLY.N和诺和诺德NOVOb.CO，它们将West的成分纳入其重磅注射疗法，尤其是减肥和糖尿病疗法中

** 经纪公司认为，早期处方药的强劲势头可能是由于 "大量惧怕打针的人 "专门在等待一种药片选择。

** 制药公司对注射 GLP 类药物的投资仍然很高......就在上周，礼来LLY.N宣布计划投资 >$3.5 Bn 新建一家注射剂工厂"--Evercore ISI

** 2025 年 WST 股价下跌 16%

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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</span>** 券商Evercore ISI称，自<span> <a href=\"https://laohu8.com/S/NVO\">诺和诺德</a></span>1月5日推出口服Wegovy以来，West Pharma<span>WST.N</span>的股价下跌了约<span>15%</span>，因为投资者担心口服GLP-1药片会减少对注射GLP-1药物的需求，而注射GLP-1药物对WST的增长至关重要。</p><p>** Evercore 认为，最近的抛售创造了一个良好的长期买入机会，主要是因为 WST 在 GLP-1 以外的核心业务正在改善。</p><p>** WST最著名的客户包括制药巨头<a href=\"https://laohu8.com/S/LLY\">礼来</a><span>LLY.N</span>和诺和诺德<span>NOVOb.CO</span>，它们将West的成分纳入其重磅注射疗法，尤其是减肥和糖尿病疗法中</p><p>** 经纪公司认为，早期处方药的强劲势头可能是由于 \"大量惧怕打针的人 \"专门在等待一种药片选择。</p><p>** 制药公司对注射 GLP 类药物的投资仍然很高......就在上周，礼来<span>LLY.N</span>宣布计划投资 &gt;$3.5 Bn 新建一家注射剂工厂\"--Evercore ISI</p><p>** 2025 年 WST 股价下跌 16%</p><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-Evercore 在口服Wegovy处方数据强劲之际发现 West Pharma 的买入机会</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-Evercore 在口服Wegovy处方数据强劲之际发现 West Pharma 的买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time\">2026-02-03 19:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-<a href=\"https://laohu8.com/S/EVR\">Evercore</a> 在口服Wegovy处方数据强劲之际发现 West Pharma 的买入机会</title></head><body><p><span>2月3日</span><span> - </span>** 券商Evercore ISI称，自<span> <a href=\"https://laohu8.com/S/NVO\">诺和诺德</a></span>1月5日推出口服Wegovy以来，West Pharma<span>WST.N</span>的股价下跌了约<span>15%</span>，因为投资者担心口服GLP-1药片会减少对注射GLP-1药物的需求，而注射GLP-1药物对WST的增长至关重要。</p><p>** Evercore 认为，最近的抛售创造了一个良好的长期买入机会，主要是因为 WST 在 GLP-1 以外的核心业务正在改善。</p><p>** WST最著名的客户包括制药巨头<a href=\"https://laohu8.com/S/LLY\">礼来</a><span>LLY.N</span>和诺和诺德<span>NOVOb.CO</span>，它们将West的成分纳入其重磅注射疗法，尤其是减肥和糖尿病疗法中</p><p>** 经纪公司认为，早期处方药的强劲势头可能是由于 \"大量惧怕打针的人 \"专门在等待一种药片选择。</p><p>** 制药公司对注射 GLP 类药物的投资仍然很高......就在上周，礼来<span>LLY.N</span>宣布计划投资 &gt;$3.5 Bn 新建一家注射剂工厂\"--Evercore ISI</p><p>** 2025 年 WST 股价下跌 16%</p><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260203:nL4S3YZ11A:1","article_id":"2608785828","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608785828","pubTimestamp":1770118749,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Evercore 在口服Wegovy处方数据强劲之际发现 West Pharma 的买入机会2月3日 - 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