西氏医药服务公司（West Pharmaceutical Services Inc，股票代码：WST）今日盘中股价大跌5.02%，引起了市场关注。
消息面上，公司虽然预测2026年调整后每股利润将高于华尔街预期，但其高管在电话会议中指出，用于糖尿病和肥胖症治疗的GLP-1类药物需求在2026年的增长节奏将比2025年“放缓”。此外，公司高管表示，若要实现10%的同比增速，GLP-1药物的市场渗透率需要在2030年超过30%，这一水平被描述为比公司当前的预期“更激进”。
这些评论引发了投资者对于公司未来增长动能的担忧。尽管公司第四季度业绩及年度利润指引均超出预期，但市场焦点似乎转向了对主力产品需求增速可能见顶以及长期增长门槛较高的疑虑上。同时，新闻中也提及投资者一直担心诺和诺德减肥药Wegovy的强势上市可能会影响注射剂市场，并对西氏医药的增长造成影响。
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