金吾财讯 | 丹麦制药巨头诺和诺德(NVO)盘前股价走低，暂跌1.94%，报77.26美元。消息面上，市场担忧其核心产品线面临竞争压力。美国礼来公司周四在印度市场正式发售糖尿病与减重双效药物Mounjaro，该药自2022年在美国获批上市后，全球累计销售额已突破200亿美元大关。诺和诺德随即宣布加速布局印度市场，计划于2026年前向当地引进旗下现象级减重药Wegovy。值得注意的是，Wegovy的主要活性成分司美格鲁肽（semaglutide）在印度的专利保护将于2026年届满，这可能导致后续市场竞争加剧。
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