“减肥药”砸盘“呼吸机”

华尔街见闻06-25

日前，礼来公司公布临床试验结果显示，旗下减肥药替尔泊肽（Tirzepatide）对阻塞性睡眠呼吸中止（OSA）有显著的改善作用。这项医学“突破”给美股呼吸机公司带来不小震动。隔夜，礼来美股盘中一度上涨2%，而呼吸机公司瑞思迈的股价暴跌15%，截至收盘跌超13%。同时花旗分析师将瑞思迈的评级从“买入”下调至“中性”。呼吸机制造商Inspire Medical Systems和AdaptHealth...

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