投资者对肥胖交易失去兴趣

阿尔法工场研究院
24 Jan

在短短几年间,针对肥胖症的突破性药物激起了极大的兴奋,令诺和诺德(Novo Nordisk)成为欧洲最具价值的公司,艾克利(Eli Lilly)则成为全球最大的制药集团。然而,这股兴奋之情却迅速消退,投资者开始失去对这一领域的兴趣。上个月,诺和诺德的一款新药在临床试验中表现不佳,而艾克利则连续两个季度的销售业绩低于预期,这导致两家公司股价从历史最高点回落。一些投资者也开始怀疑,分析师预测到本十年末...

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