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12月31日 - ** 尽管治疗睡眠障碍的GLP-1药物的威胁迫在眉睫,但睡眠呼吸暂停器械制造商的股票在2024年底的表现仍将喜忧参半
** 瑞思迈 和Inspire Medical 生产用于治疗睡眠呼吸暂停的医疗设备。
** 礼来 的减肥药Zepbound本月获得批准,成为FDA批准的首个治疗睡眠障碍的药物。
** 设备生产商此前对市场担忧避而不谈,但一些分析师表示,明年的需求可能会出现中断。
** RMD股价上涨了33.54%,这是该公司股价在连续两年下跌后首次上涨,部分原因是业绩强劲,而且飞利浦 同意 (link),在未来几年内不再在美国销售治疗睡眠呼吸暂停的新设备,因为该公司正在努力遵守与FDA达成的和解协议。
** INSP 下跌 6.9%,连续第二年亏损
** 同样拥有治疗睡眠呼吸暂停产品的 LivaNova 股价在 2024 年下跌了 10.8%,这是该公司第三年亏损。
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