BUZZ-汇丰下调评级后礼来股价下跌3月17日 - ** 制药商礼来LLY.N股价下跌5.15%至938.27美元
** 券商汇丰银行将礼来的评级从 "持有 "下调至 "减持",将目标价从1,070美元下调至850美元
** 汇丰银行表示,肥胖症市场的总潜在规模1,500亿美元被高估了,到2032年可能在800亿至1,200亿美元之间,且价格竞争将非常激烈。
** 汇丰银行称,LLY的预测意味着它可以继续逆地心引力实现销量增长,即需求的价格弹性很大,这与同业诺和诺德NOVOb.CO的展望不同。
** 补充说,虽然口服药物的推出可能会扩大抗肥胖药物的使用范围,但这些药物的依从性和持久性可能会令人失望
** 汇丰银行称:"虽然口服药物的推出势头可能是积极的,但我们认为对礼来口服药的推出预期过高。"
** 该行补充道,目前市场对礼来 2026 年推出 orforglipron 的 10 亿至 13 亿美元的预期似乎过于乐观。
** LLY 股价年累计下跌 12.6%
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