BUZZ-沃尔夫研究公司因 GLP-1 风险将瑞思迈公司评级下调至 "表现不佳",导致该公司股价下跌

Reuters
Sep 18, 2024

((自动化翻译由路透提供,请见免责声明 ))

9月18日 - ** 医疗设备制造商瑞思迈 股价下跌 6.1%,至 235.65 美元

** 券商Wolfe Research将瑞思迈的评级从 "同行表现 "下调至 "表现不佳",目标价180美元。

* 由于美国食品药品管理局可能在第四季度批准礼来公司 用于睡眠呼吸暂停的减肥药Zepbound (link),预计明年患者需求将面临重大中断风险 - Wolfe

** 瑞思迈生产持续气道正压机(CPAP) 机--一种有助于控制睡眠呼吸暂停的呼吸机

** 这种疾病导致睡眠时呼吸反复停止或变浅

** 券商援引调查称,由于 Zepbound 等 GLP-1 药物的推出,50% 的医生预计将减少开 CPAP 机治疗睡眠呼吸暂停的处方。

** 该公司股票今年以来的涨幅约为 36%,而标准普尔 500 指数 的涨幅约为 18

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