小分子大爆品,即将达成巨额收购?

瞪羚社
Feb 09

最近HIMS和诺和诺德关于口服司美格鲁肽的纠纷,给口服GLP-1添上了一把柴火,这折射出口服GLP-1未来巨大的市场,我们过去两周已经对诺和诺德、礼来供应商进行分析,供应链条同样折射出巨大价值(口服GLP-1大爆,国产卖水人赢麻了、新药王,引爆国产弹性CXO)。全球生物科技市场,有新口服GLP-1将被收购传闻四起,另外也有大佬持续加码相关资产。近日Axios Pro报道硕迪生物(GPCR)凭借其...

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