整理 | GLP1减重宝典内容团队面对口服减肥药需求的快速放量,诺和诺德正在重新划分全球供给的主战场。诺和诺德把口服Wegovy的海外供给押在爱尔兰Athlone,本质是一次把产能、关税与市场节奏同时“拆分管理”的供应链重排:美国市场继续用本土产能硬扛需求,非美国市场则交给欧洲制造网络去兜底,避免单一市场波动把全球供给链条拖进被动。Athlone这张牌来自一笔“买现成工厂、快速改造”的交易。...
Source Link整理 | GLP1减重宝典内容团队面对口服减肥药需求的快速放量,诺和诺德正在重新划分全球供给的主战场。诺和诺德把口服Wegovy的海外供给押在爱尔兰Athlone,本质是一次把产能、关税与市场节奏同时“拆分管理”的供应链重排:美国市场继续用本土产能硬扛需求,非美国市场则交给欧洲制造网络去兜底,避免单一市场波动把全球供给链条拖进被动。Athlone这张牌来自一笔“买现成工厂、快速改造”的交易。...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.