全球药企市值洗牌,新“三驾马车”重塑行业逻辑

药事纵横
Aug 27

近日,美股收盘钟声,敲响了医药行业价值重估的历史性时刻。曾经凭借GLP-1减肥药横扫资本市场的诺和诺德,单日市值蒸发千亿美元,一年内从“欧洲股王”神坛跌落;而凭借免疫药物逆袭的艾伯维,悄然跻身全球前三甲。这场市值洗牌远非简单的业绩波动——礼来以替尔泊肽完成技术代际反超,中国药企以1/3价格发起GLP-1围剿,医保谈判刀锋直指千亿利润池。当“神药依赖症”遭遇政策定价权与技术迭代的双重绞杀,医药巨头的...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10