礼来(LLY)今日盘中股价大跌5.90%，引起了市场的广泛关注。
消息面上，在线远程医疗公司Hims & Hers Health宣布将开始提供诺和诺德减肥药Wegovy的复方制剂，优惠价格为每月49美元，比品牌药物便宜约100美元。该复方制剂与Wegovy采用相同的活性成分——司美格鲁肽。这一举措加剧了GLP-1药物市场的价格竞争，对礼来及其主要竞争对手诺和诺德均造成了压力，导致股价大幅下挫。
市场分析认为，如果更多仿制药企业以低价策略进入市场，可能会侵蚀礼来旗下减肥药物Zepbound的市场份额及定价能力，从而影响其未来收入增长预期。
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