美股詳情

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默沙東

94.65

+0.65000.69%

盤前：94.780.1300+0.14%07:50 EDT

成交量：2,410.09萬

成交額：22.98億

市值：2,390.89億

市盈率：14.04

高：97.37

開：94.26

低：93.85

收：94.00

資料載入中...

總覽公司新聞公告

藥明生物向默沙東出售愛爾蘭疫苗設施資產總交易價格5億美元

中国网财经

金十數據整理：每日港股市場要聞速遞（1月7日週二）

默沙東漲0.89% 股價突破100美元大關

今日優惠-合併與收購

藥明生物擬以5億美元將愛爾蘭疫苗工廠出售給默沙東原因為何

更新版 1-中國藥明康德將以 5 億美元的價格向默克出售愛爾蘭疫苗工廠

5億美元！默沙東收購藥明生物愛爾蘭疫苗資產

藥明海德就其愛爾蘭疫苗工廠與默沙東達成協議

智飛生物：默沙東男性HPV疫苗審批進展以官方信息為準

默沙東漲0.46% 股價突破100美元大關

股市衝刺後，防守成為新策略：2025年的投資佈局

估值窪地之下，2025年這些生物科技股股價有望突破

老虎资讯综合

默沙東漲0.13% 股價突破100美元大關

道指潛力股：2025年值得關注的6大可能贏家

老虎资讯综合

【藥企積極佈局新賽道聚焦三大研發方向】近期，國內藥企在GLP-1領域進展消息不斷。仿製藥方面，12月24日，翰宇藥業宣佈，公司利拉魯肽注射液正式登陸美國市場。創新藥方面，12月18日，翰森製藥宣佈，公司授予默沙東口服GLP-1受體激動劑HS-10535全球獨家許可權。此外，華東醫藥、甘李藥業、恆瑞醫藥、通化東寶等多家上市公司亦於12月披露GLP-1領域研發進展。業內人士表示，在火熱的GLP-1賽道，海外巨頭業績持續超預期，國內研發進展加速，長效化、多靶點和口服藥物研發是目前GLP-1賽道主要研發方向。從GLP-1產業鏈看，產業鏈中游和上游有望直接受益於全球多肽藥物需求增長，下游的製劑廠商將分享最大的產業鏈價值。創新藥方面，GLP-1市場仍處在藍海階段，療效和上市進度是關鍵。

多年心血付諸東流後，默沙東押寶下一個競爭焦點

CPHI制药在线

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股價突破100美元大關","url":"https://stock-news.laohu8.com/highlight/detail?id=2501655372","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2501655372?lang=zh_tw&edition=fundamental","pubTime":"2025-01-07 01:40","pubTimestamp":1736185220,"startTime":"0","endTime":"0","summary":"北京时间2025年01月07日01时40分，默沙东股票出现异动，股价急速上涨0.89%。截至发稿，该股报100.02美元/股，成交量320.01万股，换手率0.13%，振幅1.58%。默沙东股票所在的制药行业中，整体跌幅为0.50%。此外，默沙东还销售与动物健康相关的药物。消息层面，截至01时40分，《药明生物拟以5亿美元将爱尔兰疫苗工厂出售给默沙东 原因为何》资讯为影响默沙东的重要信息。本次交易对爱尔兰的生物药工厂和苏州疫苗工厂均无任何影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250107014020a217beeb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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23:55","pubTimestamp":1736178912,"startTime":"0","endTime":"0","summary":"    路透1月6日 - 截至格林尼治标准时间周一14:30，报导了以下竞标、兼并、收购和处置情况： ** 中国药明生物  称，将以约5亿美元的价格向默克  出售其在爱尔兰的疫苗工厂。** 华特迪士尼公司  和体育流媒体服务提供商FuboTV  表示，两家公司已同意合并其在线直播电视业务。** 一份股票文件显示，由马来西亚主权财富基金Khazanah和贝莱德旗下全球基础设施合作伙伴组成的财团对马来西亚机场控股  的收购要约已从1月8日延长至1月17日。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DIS","02269","IE00BSNM7G36.USD","LU1242518857.USD","LU1894683348.USD","SG9999014559.SGD","SGXZ57979304.SGD","IE00BJT1NW94.SGD","LU0006306889.USD","SG9999015358.SGD","GB00BDT5M118.USD","LU0417516738.SGD","LU1989772923.USD","LU1894683264.USD","SG9999002463.SGD","LU0516422440.USD","IE00BN8TJ469.HKD","LU1917777945.USD","LU0053671581.USD","LU1974910355.USD","LU0106261372.USD","LU1066053197.SGD","LU0070302665.USD","LU1720050803.USD","LU1116320901.HKD","LU0011850046.USD","SG9999014542.SGD","LU0265550359.USD","LU1794554557.SGD","SG9999015986.USD","IE00B0JY6N72.USD","BK4507","LU0856984785.SGD","LU1571399168.USD","LU0965509010.AUD","LU0061475181.USD","LU0572944931.SGD","MRK","LU0588546209.SGD","RVNC","LU0359202008.SGD","IFL.AU","LU0417516902.SGD","LU1066051811.HKD","LU2089984988.USD","BK4077","LU0640476718.USD","BK4532","FUBO","BK4551"],"gpt_icon":0},{"id":"2501259290","title":"藥明生物擬以5億美元將愛爾蘭疫苗工廠出售給默沙東 原因為何","url":"https://stock-news.laohu8.com/highlight/detail?id=2501259290","media":"第一财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2501259290?lang=zh_tw&edition=fundamental","pubTime":"2025-01-06 23:45","pubTimestamp":1736178300,"startTime":"0","endTime":"0","summary":"2025年1月6日晚间，药明生物发布公告称，旗下全资子公司药明海德拟将在爱尔兰的疫苗工厂出售给默沙东，总交易金额约为5亿美元。这一工厂原本是药明海德在爱尔兰为默沙东投资建设的专属疫苗工厂。本次交易对爱尔兰的生物药工厂和苏州疫苗工厂均无任何影响。不过，药明生物方面尚未透露爱尔兰疫苗工厂具体生产的疫苗产品。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025010623465795fa813f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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1-中國藥明康德將以 5 億美元的價格向默克出售愛爾蘭疫苗工廠","url":"https://stock-news.laohu8.com/highlight/detail?id=2501023528","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2501023528?lang=zh_tw&edition=fundamental","pubTime":"2025-01-06 20:37","pubTimestamp":1736167054,"startTime":"0","endTime":"0","summary":"     路透1月6日 - 中国药明康德  周一表示，将以约5亿美元的价格向默克  出售其在爱尔兰的疫苗工厂。药明康德此前曾表示，该公司计划出售 ，因为出于国家安全考虑，该公司和其他中国公司一直是美国新法律的中心，这些法律旨在限制 。药明康德   曾在12月表示，其子公司已与美国私募股权公司Altaris LLC签署了一项 ，出售其细胞和基因治疗生产部门药明康德先进疗法公司，具体金额未披露。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0266013472.USD","BK4007","LU0417516738.SGD","LU0456846285.SGD","SG9999014559.SGD","LU0327786744.USD","LU1699723380.USD","02269","LU0823426480.USD","IE00B2B36J28.USD","LU0122379950.USD","LU0516423174.USD","SG9999002562.SGD","BK1610","MRK","LU1571399168.USD","SG9999013999.USD","LU0058720904.USD","LU1242518857.USD","LU2324357040.USD","LU1941712348.USD","IE00B4R5TH58.HKD","LU0307460666.USD","LU1934455194.USD","LU0039217434.USD","LU0326950275.SGD","BK4588","LU0516422952.EUR","LU0043850808.USD","BK4516","BK4559","603259","BK1141","LU0965508806.USD","LU2023250504.SGD","LU0819121731.USD","LU0516423091.SGD","LU0208291251.USD","LU0456842615.SGD","LU2039709279.SGD","IE00BLSP4239.USD","LU0070302665.USD","IE00BN8TJ469.HKD","LU1989772840.SGD","LU1066051225.USD","LU0211331839.USD","LU0265550946.USD","LU1037948897.HKD","BK4550","LU1093756325.SGD"],"gpt_icon":0},{"id":"2501423459","title":"5億美元！默沙東收購藥明生物愛爾蘭疫苗資產","url":"https://stock-news.laohu8.com/highlight/detail?id=2501423459","media":"Medaverse","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2501423459?lang=zh_tw&edition=fundamental","pubTime":"2025-01-06 20:32","pubTimestamp":1736166764,"startTime":"0","endTime":"0","summary":"爱尔兰疫苗设施是药明生物为默沙东生产商业疫苗产品，以满足默沙东的业务需求而设计及建造的专用设施。药明生物相信鉴于爱尔兰疫苗设施是为默沙东生产商业疫苗产品，以满足默沙东的业务需求而设计及建造的专用设施，资产交易不仅让公司可变现其于资产的投资并提升其资产效率及利润，使公司专注通过其位于中国苏州的疫苗基地为客户提供疫苗CDMO服务，亦赋能买方更好地整合疫苗生产至其全球生产网络，造福全球患者。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250106205856aba072c6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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20:24","pubTimestamp":1736166298,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，1月6日，药明海德宣布就其爱尔兰疫苗工厂与默沙东达成协议。2019年，药明海德宣布在爱尔兰为默沙东投资建设专属疫苗工厂，包括原液生产，制剂生产，生产科技实验室以及质量控制实验室。通过本次交易，默沙东能够将疫苗生产更好地融入其全球生产网络。本次交易对爱尔兰的生物药工厂和苏州疫苗工厂均无任何影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1234015.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0417516738.SGD","LU0265550946.USD","LU1057294990.SGD","LU2468319806.SGD","LU0320765489.SGD","LU1023059063.AUD","LU1880383366.USD","LU2361045086.USD","SG9999014542.SGD","LU0516423091.SGD","SG9999014559.SGD","LU0181495838.USD","IE00B2B36J28.USD","LU1941712264.USD","IE00BN8TJ469.HKD","LU1116320737.USD","LU2461242641.AUD","LU0326950275.SGD","LU0070302665.USD","LU0203347892.USD","MRK","LU0588546209.SGD","LU1116320901.HKD","LU2039709279.SGD","BK4550","BK4588","LU0289739699.SGD","LU1934455863.HKD","LU1430594728.SGD","LU1989772840.SGD","159646","IE0002141913.USD","BK4559","IE00BLSP4452.SGD","LU0572944931.SGD","LU0979878070.USD","LU1934455277.USD","LU0348825331.USD","SG9999001176.USD","BK4534","LU1061106388.HKD","IE00BFTCPJ56.SGD","BK1576","LU1720050803.USD","LU2361044949.HKD","LU1242518857.USD","LU0819121731.USD","LU2089984988.USD","02269","LU0140636845.USD"],"gpt_icon":0},{"id":"2500167166","title":"智飛生物：默沙東男性HPV疫苗審批進展以官方信息為準","url":"https://stock-news.laohu8.com/highlight/detail?id=2500167166","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2500167166?lang=zh_tw&edition=fundamental","pubTime":"2025-01-03 17:17","pubTimestamp":1735895836,"startTime":"0","endTime":"0","summary":"金融界1月3日消息，有投资者在互动平台向智飞生物提问：你好，董秘，请问贵公司代理的默沙东男性HPV九价疫苗什么时候可以在中国上市？可以给个大概确切的时间表吗？公司回答表示：根据公开信息显示，默沙东正在积极开展其HPV疫苗男性适应症的相关工作，以期让产品惠及更多民众。具体进展请以审评审批部门发布的信息为准。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250103172621ab9d041c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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股價突破100美元大關","url":"https://stock-news.laohu8.com/highlight/detail?id=2500922522","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2500922522?lang=zh_tw&edition=fundamental","pubTime":"2025-01-02 22:32","pubTimestamp":1735828366,"startTime":"0","endTime":"0","summary":"北京时间2025年01月02日22时32分，默沙东股票出现异动，股价大幅上涨0.46%。截至发稿，该股报99.94美元/股，成交量21.1542万股，换手率0.01%，振幅0.68%。默沙东股票所在的制药行业中，整体涨幅为0.84%。默沙东公司简介：默沙东有限公司生产的药品用于治疗多个领域的多种疾病，包括心脏代谢疾病、癌症和感染。此外，默沙东还销售与动物健康相关的药物。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250102223246a2130139&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:17","pubTimestamp":1735805866,"startTime":"0","endTime":"0","summary":"两年飙升之后，是时候放慢脚步，拥抱防守型股票！医疗保健和消费必需品，成为投资者的新宠。","market":"hk","thumbnail":"https://img.jin10.com/news/24/12/8M4TV7H7wY_2HySswSjdT.png/lite","type":0,"news_type":0,"thumbnails":["https://img.jin10.com/news/24/12/8M4TV7H7wY_2HySswSjdT.png/lite"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://xnews.jin10.com/webapp/details.html?id=157648&type=news&data_type=0","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"xnew_highlight","symbols":["IE00B19Z9Z06.USD","SSO","LU1854104046.USD","LU1778281490.HKD","LLY","OEX","SGXZ99366536.SGD","SPY","BK4007","IVV","LU0128525689.USD","LU1267930227.SGD","LU0345770993.USD","TGT","REGN","LU1868837300.USD","MRNA","WMT","LU0048584097.USD","UPRO","LU0353189763.USD",".SPX","MRK","LU0203345920.USD","LU1323610961.USD","LU0787776722.HKD","LU1244550494.USD","FDN","BIIB","SH","SPXU","UNH","LU1674673428.USD","ESmain","IE00B4JS1V06.HKD","SDS","BK4504","KO","SG9999014898.SGD","IE00BK4W5L77.USD","LU0823411888.USD","OEF","LU1670710661.SGD","COST","MDLZ","LU0265550359.USD","PEP","JNJ","LU1153585028.USD","LU0256863902.USD"],"gpt_icon":1},{"id":"1131960883","title":"估值窪地之下，2025年這些生物科技股股價有望突破","url":"https://stock-news.laohu8.com/highlight/detail?id=1131960883","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131960883?lang=zh_tw&edition=fundamental","pubTime":"2024-12-30 11:23","pubTimestamp":1735529035,"startTime":"0","endTime":"0","summary":"经过数年不佳表现后，2025年生物科技股的趋势可能开始好转，但仍需谨慎挑选一些最具创新力的公司进行投资。“专利悬崖今年开始显现，但将在2025和2026年加剧，”他说。“总之，2025年下半年可能将Insmed转型为一家拥有多种商业化产品并在两个大型适应症中启动关键研究的公司。”摩根士丹利预计，2025年底Rocket的RP-A501基因疗法在二期试验中将取得关键数据，为其股价带来催化剂。","market":"us","thumbnail":"https://community-static.tradeup.com/news/2b99d2790d61544d0e8cfc36cd09b3ab","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/2b99d2790d61544d0e8cfc36cd09b3ab"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"估值洼地之下，2025年这些生物科技股股价有望突破","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ABBV","JAZZ","JNJ","RCKT","BIIB","MRK","LEGN","RHHBY","XBI"],"gpt_icon":1},{"id":"2494860493","title":"默沙東漲0.13% 股價突破100美元大關","url":"https://stock-news.laohu8.com/highlight/detail?id=2494860493","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2494860493?lang=zh_tw&edition=fundamental","pubTime":"2024-12-27 22:36","pubTimestamp":1735310207,"startTime":"0","endTime":"0","summary":"北京时间2024年12月27日22时36分，默沙东股票出现异动，股价快速拉升0.13%。截至发稿，该股报100.00美元/股，成交量14.3461万股，换手率0.01%，振幅0.69%。最近的财报数据显示，该股实现营业收入167.15亿美元，净利润31.57亿美元，每股收益1.25美元，毛利122.74亿美元，市盈率20.91倍。默沙东股票所在的制药行业中，整体跌幅为0.24%。此外，默沙东还销售与动物健康相关的药物。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202412272236479851d43e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:01","pubTimestamp":1735268470,"startTime":"0","endTime":"0","summary":"分析师预计强生和安进的股价可能分别上涨超过21.5%，联合健康集团的股价可能上涨约28.9%。2024年，强生下跌了7%，安进下跌超过8%，联合健康集团下跌超过3%。默沙东、强生和安进预计也将在明年跻身道指股息收益率最高的前10名。英伟达是今年人工智能领域的明星股，也是华尔街看好2025年的另一只热门股票，其预期涨幅接近28%。该股在2024年飙升超过180%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/8d6d5143c1ab739fc940815d88c334a5","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/8d6d5143c1ab739fc940815d88c334a5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDA","AMGN","JNJ","MRK","UNH","CVX"],"gpt_icon":1},{"id":"2494289796","title":"【藥企積極佈局新賽道 聚焦三大研發方向】近期，國內藥企在GLP-1領域進展消息不斷。仿製藥方面，12月24日，翰宇藥業宣佈，公司利拉魯肽注射液正式登陸美國市場。創新藥方面，12月18日，翰森製藥宣佈，公司授予默沙東口服GLP-1受體激動劑HS-10535全球獨家許可權。此外，華東醫藥、甘李藥業、恆瑞醫藥、通化東寶等多家上市公司亦於12月披露GLP-1領域研發進展。業內人士表示，在火熱的GLP-1賽道，海外巨頭業績持續超預期，國內研發進展加速，長效化、多靶點和口服藥物研發是目前GLP-1賽道主要研發方向。從GLP-1產業鏈看，產業鏈中游和上游有望直接受益於全球多肽藥物需求增長，下游的製劑廠商將分享最大的產業鏈價值。創新藥方面，GLP-1市場仍處在藍海階段，療效和上市進度是關鍵。","url":"https://stock-news.laohu8.com/highlight/detail?id=2494289796","media":"金融界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2494289796?lang=zh_tw&edition=fundamental","pubTime":"2024-12-27 04:44","pubTimestamp":1735245849,"startTime":"0","endTime":"0","summary":"仿制药方面，12月24日，翰宇药业宣布，公司利拉鲁肽注射液正式登陆美国市场。业内人士表示，在火热的GLP-1赛道，海外巨头业绩持续超预期，国内研发进展加速，长效化、多靶点和口服药物研发是目前GLP-1赛道主要研发方向。从GLP-1产业链看，产业链中游和上游有望直接受益于全球多肽药物需求增长，下游的制剂厂商将分享最大的产业链价值。创新药方面，GLP-1市场仍处在蓝海阶段，疗效和上市进度是关键。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2024/12/27044446869434.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["300199","SG9999002232.USD","LU1037948897.HKD","600867","LU1064130708.USD","LU1066051811.HKD","LU1699723380.USD","LU0861579265.USD","06978","SG9999014559.SGD","IE00BBT3K403.USD","IE00BN8TJ469.HKD","LU1917777945.USD","GLP","LU2461242641.AUD","MRK","000963","LU1064131003.USD","LU1116320901.HKD","BK4516","603087","SG9999015341.SGD","LU1934455863.HKD","LU0211331839.USD","SG9999014567.USD","BK1583","LU1989772840.SGD","BK1589","SG9999015358.SGD","LU1934455194.USD","IE00BJT1NW94.SGD","IE00B1BXHZ80.USD","LU0122379950.USD","LU1328615791.USD","03692","159992","IE00BLSP4452.SGD","LU1585245621.USD","LU1934455277.USD","600276","BK4533","LU0405327494.USD","LU1974910355.USD","IE00BFTCPJ56.SGD","SG9999001176.SGD","BK0187","LU0238689110.USD","BK0239","LU0965509101.SGD","LU1066051498.USD"],"gpt_icon":0},{"id":"2494854984","title":"多年心血付諸東流後，默沙東押寶下一個競爭焦點","url":"https://stock-news.laohu8.com/highlight/detail?id=2494854984","media":"CPHI制药在线","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2494854984?lang=zh_tw&edition=fundamental","pubTime":"2024-12-26 19:21","pubTimestamp":1735212101,"startTime":"0","endTime":"0","summary":"关注并星标CPHI制药在线12月16日，默沙东在其官网宣布，正式终止其抗TIGIT抗体Vibostolimab和抗LAG-3抗体Favezelimab的开发，这一调整标志着默沙东在免疫检查点抑制剂领域的多年心血付诸东流。两天后，默沙东宣布押注的下一个目标。而默沙东要押注的下一个竞争焦点，也为创新药企带来启发。目前，距离K药专利到期只剩下三年左右的时间，默沙东在为寻找下一个重磅炸弹焦虑，不过并未取得理想成绩。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241226200237a20a6dc9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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