“劲敌”接踵而至礼来市值蒸发逾1200亿美元 “诺礼双雄”终被打破？

智通财经07-26

智通财经APP获悉，由于至少有两家竞争对手在治疗减肥方面取得了令人鼓舞的进展，礼来(LLY.US)作为减肥药热潮领军企业的地位正受到威胁，过去八天市值蒸发逾1200亿美元。周四，该公司股价收跌4.50%，创下5月以来的最低水平。在过去的八个交易日里，礼来股价累计下跌14%，这是该股自2020年以来表现最糟糕的八个交易日。与此同时，另一家减肥药巨头诺和诺德(NVO.US)也遭受重挫，虽然跌幅少于礼来...

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href=http://www.zhitongcaijing.com/content/detail/1155956.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，由于至少有两家竞争对手在治疗减肥方面取得了令人鼓舞的进展，礼来(LLY.US)作为减肥药热潮领军企业的地位正受到威胁，过去八天市值蒸发逾1200亿美元。周四，该公司股价收跌4.50%，创下5月以来的最低水平。在过去的八个交易日里，礼来股价累计下跌14%，这是该股自2020年以来表现最糟糕的八个交易日。与此同时，另一家减肥药巨头诺和诺德(NVO.US)也遭受重挫，虽然跌幅少于礼来...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1155956.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0820561818.USD","symbol_name":"安联收益及增长平衡基金Cl AM 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broken?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ac479c9a9d7c5dc1b9056f1fe59e5549","symbols_score_info":{"LLY":1,"VKTX":0.7,"NVO":0.7},"content_text":"智通财经APP获悉，由于至少有两家竞争对手在治疗减肥方面取得了令人鼓舞的进展，礼来(LLY.US)作为减肥药热潮领军企业的地位正受到威胁，过去八天市值蒸发逾1200亿美元。周四，该公司股价收跌4.50%，创下5月以来的最低水平。在过去的八个交易日里，礼来股价累计下跌14%，这是该股自2020年以来表现最糟糕的八个交易日。与此同时，另一家减肥药巨头诺和诺德(NVO.US)也遭受重挫，虽然跌幅少于礼来，但周四也下跌了2.84%，过去八个交易日的跌幅接近10%，市值蒸发逾400亿美元。过去一周，Viking Therapeutics(VKTX.US)和罗氏(RHHBY.US)都公布了各自的减肥药试验积极进展，这引发了礼来和诺和诺德股票的抛售。此次暴跌表明，随着竞争对手正在逐步推出可行的竞争性药物，投资者认为礼来和诺和诺德在减肥药市场——到2030年，该市场有望达到1300亿美元——的主导地位可能会终结。瑞穗的医疗保健专家Jared Holz表示：“我们的假设是，这不会永远是双寡头垄断。我预计，这种由于竞争性试验导致的剧烈市场反应，最终会随着时间的推移而减弱。”据了解，Viking周三表示，该公司正在将其减肥针剂VK2735推进到后期试验阶段，并正在探索按月服用的剂量。该公司还表示，从第四季度开始，该药物的口服版本将进入中期试验阶段。受此提振，Viking股价周四盘中一度飙涨39%，创下今年2月以来的最佳表现。Maxim Group分析师Naz Rahman在一份报告中表示：“虽然我们发现VK2735可能是同类注射药物中最好的，但按月服用的配方可能才是Viking的一个重要竞争优势。众所周知，患者(不适应)每周接受治疗，因此将给药负担减少到每月一次可能是一个非常有吸引力的提议。”Leerink Partners分析师Thomas Smith表示：“总的来说，我们预计Viking的股价将在最新消息的支持下走强，VK2735试验的潜在加速和VK2735口服片剂的持续剂量增加，继续显示出差异化的安全性/耐受性和同类最佳的潜力。”与此同时，罗氏表示，继上周试验性减肥药取得令人鼓舞的成果后，该公司正计划加速其减肥药的开发。Gabelli Funds投资组合经理Jeff Jonas表示，礼来可能“可能还有两年的良好增长期，但我认为他们迟早会碰壁”。瑞穗的Holz还认为，当前的市场轮动——交易员正在撤出表现优异的大型股——是礼来股价暴跌的另一个重要驱动因素。礼来的市值现已跌破了8000亿美元，不过今年迄今仍上涨了约41%。他补充道，如果股价保持在这一较低水平附近，该股可能会在定于8月8日发布的第二季度收益报告后反弹。Holz表示：“如果所有迹象都显示基本面非常强劲，那么我认为该股将会回升。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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“劲敌”接踵而至 礼来市值蒸发逾1200亿美元 “诺礼双雄”终被打破？

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“劲敌”接踵而至礼来市值蒸发逾1200亿美元 “诺礼双雄”终被打破？