诺和诺德公司(NVO)的王牌药物司美格鲁肽产品在全球市场销售表现强劲,去年市场销售额近300亿美元,创纪录新高,其中在减肥适应症的销售同比高增长86%,成为未来业内备受关注的"黑马"药物。
但是在中国市场,诺和诺德的这一核心产品在未来将遭遇严峻挑战。消息称诺和诺德在中国地区的司美格鲁肽已陆续面临专利到期的重压,国产生物类似药的加速研发将给诺和诺德制造不小的竞争阻力。尤其是在2型糖尿病适应症上,已有四家公司的仿制药物申报了上市,群狼环伺。在减肥适应症方面,也已有一家公司进入了三期临床阶段。
不难看出,诺和诺德在未来一段时间内在中国市场的主导地位可能将遭受动摇。业内分析人士认为,中国市场专利到期带来的压力,或将影响诺和诺德未来股价表现。在此背景下,诺和诺德在夜盘时段出现大跌行情,股价下跌5.35%,引发市场广泛关注。
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