04/03/2025, 08:05 AM UTC
诺和诺德:不像许多人那么乐观Novo Nordisk: Not As Bullish As Many
1. 诺和诺德自2024年6月以来,由于临床试验结果不佳和其他负面催化剂,股价下跌约50%。2. 尽管市场份额强劲,Amycretin的早期结果也很有希望,但来自礼来公司的竞争和监管风险构成了重大挑战。3. 与更多多元化的竞争对手相比,诺和诺德的产品管线单一,以及包括通货膨胀减少法案在内的政治风险加剧了担忧。1. Novo Nordisk shares have dropped ~50% since June 2024 due to poor trial results and other negative catalysts. 2. Despite strong market share and promising early results for Amycretin, competition from Eli Lilly and regulatory risks pose significant challenges. 3. NVO's undiversified product pipeline and political risks, including the Inflation Reduction Act, amplify concerns compared to more diversified competitors.---
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