West Pharma高管:GLP-1需求预计2026年继续增长,但增速将低于2025年

美股速递
Feb 12

在最新电话会议中,West Pharmaceutical Services Inc高管指出,尽管GLP-1类药物需求在2025年呈现强劲增势,但预计2026年增长节奏将有所放缓。该预测反映了市场对这类代谢疾病治疗药物长期需求曲线的专业判断,同时暗示行业可能进入阶段性调整期。值得注意的是,增速回落并非需求萎缩,而是市场基数扩大后的自然演化,全球糖尿病与肥胖症治疗领域的底层需求依然坚实。

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