作者:甘坛焕、马居东摘要■投资逻辑GLP-1市场规模仍处于快速增长阶段。诺和诺德及礼来占据全球GLP-1领域绝大多数份额,2015年至2024年其GLP-1板块收入从约29亿美元增长至约494亿美元。从增长趋势看,存量药物的整体市场规模仍未达峰,2024年上述四款药物全球合计销售额增长47%。其中替尔泊肽2025年第二季度在减重及2型糖尿病两个适应症分别实现33.81亿/51.99亿美元,同比增长...
Source Link作者:甘坛焕、马居东摘要■投资逻辑GLP-1市场规模仍处于快速增长阶段。诺和诺德及礼来占据全球GLP-1领域绝大多数份额,2015年至2024年其GLP-1板块收入从约29亿美元增长至约494亿美元。从增长趋势看,存量药物的整体市场规模仍未达峰,2024年上述四款药物全球合计销售额增长47%。其中替尔泊肽2025年第二季度在减重及2型糖尿病两个适应症分别实现33.81亿/51.99亿美元,同比增长...
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