安进核心业务强劲增长，抵消减肥药上市延迟影响——市场快评

投资观察02-05

尽管安进公司的新型减肥药物尚需进一步测试，但其核心产品正持续推动业绩增长。威廉·布莱尔分析师指出，虽然投资者目光聚焦于减肥疗法MariTide，但该药关键的第三阶段试验结果预计要到2027年才能揭晓。在此期间，降胆固醇药物瑞百安与哮喘治疗药Tezspire等核心产品正为短期增长提供动力。

值得注意的是，安进发布的2026年初步营收指引超出市场预期，彰显出现有产品组合的强劲实力。尽管肥胖治疗领域竞争激烈，威廉·布莱尔仍维持"跑赢大盘"评级，认为该股未来仍存重要临床催化剂。当前安进股价涨幅达8.5%。

（本文根据市场公开信息整理，不构成投资建议）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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