华泰证券:全球GLP-1产品空缺较大,并购潮有望持续

美港电讯
25 Feb

【华泰证券:全球GLP-1产品空缺较大,并购潮有望持续】金十数据2月25日讯,华泰证券认为,GLP-1已展现较大的市场潜力,而目前海外MNC仅诺和诺德和礼来两巨头销售领先,但尚未形成完整产品矩阵,其他MNC产品仍处于临床阶段,竞争格局尚未定型,产品空缺较大。而23年至今国产GLP-1出海交易频现,我们认为国产GLP-1产品竞争力不输海外,其中GLP-1口服小分子、GLP-1/GIP、GLP-1/GIP/GCGR、GLP-1/GCGR/FGF21、ActRII等靶点不乏临床进展领先的优质资产,未来有望借助BD进军全球市场。

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