格隆汇12月20日|4600亿美元市值巨头诺和诺德(NVO.US)盘前一度暴跌近30%,市值蒸发千亿美元;其减肥药竞争对手礼来(LLY.US)盘前大涨超12%。
诺和诺德周五表示,其实验性下一代减肥药CagriSema在后期试验中帮助超重患者减重22.7%,低于预期的25%。这一低于预期的数据对诺和诺德来说是一个打击,该公司原本希望CagriSema能成为比礼来的减肥药Zepbound更强大的产品,以接替其上一代减肥药Wegovy。
投资者和分析师一直热切期待这些数据,以检验诺和诺德在激烈的抗肥胖市场竞争中是否拥有一个强大的后续产品来接替Wegovy。(格隆汇)
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