礼来(LLY)减肥药物处方量落后竞品 股价盘前承压

金吾财讯
Apr 24

金吾财讯 | 礼来公司(LLY)两款减肥疗法的每周处方量不及诺和诺德(NVO)竞品Wegovy,受此影响,礼来股价在盘前交易中跌1.82%。

分析师指出,截至4月17日当周,礼来Zepbound的总处方量较前一周下降约2%,而同期诺和诺德Wegovy注射剂处方量环比上升7%。当前糖尿病和肥胖症注射剂领域整体处方增长放缓,但Wegovy注射剂仍保持显著增长。

礼来新推出的口服减肥药物Foundayo,上市首周处方总量为3707份。相比之下,诺和诺德口服版Wegovy上市首周处方量约为18410份,Foundayo首周处方量仅为前者的20%。

分析师表示,不应仅凭单周上市数据评判Foundayo的市场表现,但投资者会密切关注这一处方量差距,这种落差大概率导致礼来当日股价表现疲软。

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