减肥药的市场很大,且正处于爆发式增长阶段,资金知道这里会出现很大的机会,但市场的竞争格局却在动态变化,市场非常动荡。诺和诺德公布二季度业绩后,股价大跌,市盈率接近12。实际上,诺和诺德自去年6月份以来,股价已经从最高点跌去了近2/3。市场追捧诺和诺德的时候,讲的故事是这家公司100多年以来,一直专注于糖尿病;现在市场讲的是,诺和诺德的产品还是太单一,公司管线不够丰富。礼来的减肥药比诺和诺德更好,...
Source Link减肥药的市场很大,且正处于爆发式增长阶段,资金知道这里会出现很大的机会,但市场的竞争格局却在动态变化,市场非常动荡。诺和诺德公布二季度业绩后,股价大跌,市盈率接近12。实际上,诺和诺德自去年6月份以来,股价已经从最高点跌去了近2/3。市场追捧诺和诺德的时候,讲的故事是这家公司100多年以来,一直专注于糖尿病;现在市场讲的是,诺和诺德的产品还是太单一,公司管线不够丰富。礼来的减肥药比诺和诺德更好,...
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