减肥药战局生变:“双寡头”分出高下,全球价格血战中的国产谋突围丨行业风向标

钛媒体APP
Feb 11

2月的第一个交易周,全球减肥药市场接连上演戏剧性反转。一边是诺和诺德为捍卫司美格鲁肽市场,对仿制药商Hims&Hers Health(下称Hims)提起专利诉讼,却同时遭遇FDA虚假宣传警告;另一边是礼来替尔泊肽以365亿美元销售额登顶全球“药王”,在前三季度略逊一筹的情况下,于四季度实现强势反超。曾一度“一支难求”的进口GLP-1减肥药,2026年开年便陷入全域价格战;而A股市场上,减肥药概念...

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