美国最大PBM“站队”诺和诺德,礼来大跌10%,GLP-1“双姝”价格战开打!

华尔街见闻
08 May

当诺和诺德交出Q1答卷,司美格鲁肽以约80亿美元的单季销售额超越默沙东K药夺冠之时,其与礼来替尔泊肽的价格争霸赛也已在全球打响。 作为竞争的主要阵地,诺和诺德和礼来的“价格战”在美国市场正进入到白热化阶段:礼来于近日高调宣称替尔泊肽减重版在处方量上实现对竞品的超越,而同期美国最大PBM公司CVS则官宣“站队”诺和诺德。 而伴随Q1财报的披露,中国市场之于药王的重要性彰显。一季度,中国成为全球增速...

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