01引言:当两大“减肥药龙头”走出不同的股价曲线如果只看产品线,2025年的礼来和诺和诺德,几乎站在同一条起跑线上:同样押注GLP-1赛道,同样拥有现象级爆款,同样处在全球减肥药需求爆发的风口之上。但如果把视角从产品拉回资本市场,会发现一个耐人寻味的变化正在发生——两家公司的股价曲线,开始明显分化。一边是礼来,在替尔泊肽(Mounjaro/Zepbound)销售持续超预期、市场份额不断抬升的推动下...
Source Link01引言:当两大“减肥药龙头”走出不同的股价曲线如果只看产品线,2025年的礼来和诺和诺德,几乎站在同一条起跑线上:同样押注GLP-1赛道,同样拥有现象级爆款,同样处在全球减肥药需求爆发的风口之上。但如果把视角从产品拉回资本市场,会发现一个耐人寻味的变化正在发生——两家公司的股价曲线,开始明显分化。一边是礼来,在替尔泊肽(Mounjaro/Zepbound)销售持续超预期、市场份额不断抬升的推动下...
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