口服减肥药Wegovy表现亮眼!诺和诺德股价颓废两年后“逆袭”,今年至今累涨近17%

智通财经
Jan 31

1月31日,在经历连续两年股价下跌后,丹麦制药巨头诺和诺德(NVO.US)在新年伊始迎来强劲反弹,凭借其口服减肥药Wegovy片剂的亮眼处方表现,今年以来股价走势明显跑赢主要竞争对手礼来(LLY.US)。

数据显示,诺和诺德今年迄今股价累计上涨近17%,而礼来股价同期下跌超3%。这一表现逆转主要源于诺和诺德在口服减肥药市场的“先发优势”。美国监管机构FDA于去年12月批准Wegovy片剂上市,使其在本月初正式进入市场,成为首款获批的口服肥胖症药物。

最新处方数据进一步凸显其市场热度。媒体周五援引医疗数据分析机构IQVIA的数据报道称,截至1月23日当周,Wegovy口服药在美国的处方量已达到26,109张。巴克莱分析师认为,这一数字显示该产品上市开局强劲。

此前市场消息称,该每日一次服用的GLP-1类药物在上市首周便获得18,410张处方,而在第二个完整销售周处方量突破1.6万张,增长势头迅速。

过去两年,诺和诺德股价在2024和2025年大幅回落,与礼来因抢占约60%的肥胖症药物市场份额而实现的强劲上涨形成鲜明对比。不过,随着Wegovy口服药快速放量,诺和诺德正在重新夺回投资者信心。

与此同时,礼来仍在等待其口服减肥药orforglipron的FDA审批结果,市场竞争格局或将在未来数月进一步演变。

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