减肥药市场蓬勃发展,但各家分得的红利并不均等。
礼来公司股价周三盘前上涨超过8%。
此前,得益于减肥药Zepbound和Mounjaro的销售额飙升,该公司公布的季度销售额和利润均好于预期。
礼来公司预计,2026年全年销售额将较上年增长约25%,同样超出预期。
相比之下,诺和诺德股价在欧洲交易时段下跌18%,此前该公司周二警告称,由于其药物Wegovy和诺和泰(Ozempic)在美国面临定价压力,2026年的销售额降幅将比预期更大。
虽然诺和诺德是肥胖症药物市场的开拓者,但礼来公司已在多个方面超越了它,包括药物疗效、制造产能和直接面向消费者的销售策略。
今年,两家公司减肥药片的销售情况将成为关注焦点。诺和诺德已于今年早些时候推出了其药片,而礼来公司仍在等待美国食品药品管理局(FDA)的批准。
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