最近行业没啥大事，写点碎碎念。-01-前日，辉瑞官宣将以最高73亿美元收购Metsera，这次业内人士却是忧多喜少。忧在减重这个赛道仍旧不断有着“大事”发生，热度没减，减重现在仍旧是火在“临床阶段”，这意味着三年后，商业层面的一些兑现将大面积出炉，而如今临床层面的“高度”决定了未来整个赛道的市场。而忧在，国内近期biotech赖以为生的BD，如今在一个减重这个大品类里，又失去了一个重要客户。所以...
Source Link最近行业没啥大事，写点碎碎念。-01-前日，辉瑞官宣将以最高73亿美元收购Metsera，这次业内人士却是忧多喜少。忧在减重这个赛道仍旧不断有着“大事”发生，热度没减，减重现在仍旧是火在“临床阶段”，这意味着三年后，商业层面的一些兑现将大面积出炉，而如今临床层面的“高度”决定了未来整个赛道的市场。而忧在，国内近期biotech赖以为生的BD，如今在一个减重这个大品类里，又失去了一个重要客户。所以...
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