这款中国创新药管线,诺和诺德最应该BD

药渡
Aug 02

作为全球代谢领域的巨头药企,诺和诺德的股价,在仅仅3个交易日内,从70美元/股,一路暴跌到50美元/股。如果把时间线拉长,在最近一年多的时间内,诺和诺德的股价距离最高点已经跌去了三分之二,4000多亿美元的市值直接蒸发。这家凭借司美格鲁肽而大获成功的代谢赛道巨头,正走到一个青黄不接的瓶颈期。一方面,司美格鲁肽正在遭遇仿制药和替尔泊肽的双重夹击,增长趋势开始显著放缓。另一方面,诺和诺德的GIP/...

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