市场“错杀”了礼来?

华尔街见闻
Aug 08

昨日礼来公布Q2财报后,其股价暴跌15%。然而美银认为,这是市场恐慌性抛售,礼来的基本面依然坚如磐石。 据追风交易台消息,美银在7日公布的财报中表示,礼来在潜力巨大的减肥药市场仍处于 “无可争议的地位”,其增长前景远超同行,而当前估值在股价下跌后更具吸引力。 在财报电话会议上,分析师们将焦点几乎全部集中于口服减肥药Orforglipron的竞争前景、潜在的定价压力,以及来自仿制药的威胁等核心问题。...

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