减肥药进入"以价换量"新阶段:消费化趋势加速,低价将刺激巨大需求释放

华尔街见闻
Dec 09

全球减肥药市场正迎来一场深刻变革,以价换量和消费化趋势将重塑市场格局。 据追风交易台消息,高盛12月8日发布的报告显示,礼来和诺和诺德近期与特朗普政府达成的定价协议是这一转变的主要催化剂。这些协议将从2026年开始大幅降低Zepbound和Wegovy等关键GLP-1药物的价格,其中最引人注目的进展是为庞大的美国联邦医疗保险(Medicare)计划覆盖这些药物打开了大门。 与此同时,直接面向消费者...

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