分析师称礼来公司股票遭抛售是 “过度反应”

环球市场播报2025-05-02

尽管制药巨头礼来公司（LLY）周四公布的收益超出预期，但其股价却下跌了近 12%，市值在一天内蒸发了超过 900 亿美元。　　一些分析师表示，市场的这一反应是对胰高血糖素样肽 - 1（GLP-1）类药物的竞争对手诺和诺德公司（NVO）与西维斯健康公司（CVS）达成优先列名协议这一消息的过度反应。根据协议，西维斯健康公司的处方药目录中列入了诺和诺德公司的减肥药 Wegovy，而礼来公司的减肥药 ...

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1（GLP-1）类药物的竞争对手诺和诺德公司（NVO）与西维斯健康公司（CVS）达成优先列名协议这一消息的过度反应。根据协议，西维斯健康公司的处方药目录中列入了诺和诺德公司的减肥药 Wegovy，而礼来公司的减肥药 Zepbound 则未被列入。\n　　利恩克合伙公司（Leerink Partners）的分析师大卫・赖辛格周五在给客户的一份报告中写道：“我们认为市场的反应过度了，因此我们重申对礼来公司股票的‘跑赢大盘’评级。”\n　　鉴于上述处方药目录的消息，赖辛格还将礼来公司的目标股价从 989 美元下调至 944 美元，并在周四的一份报告中称这是一个负面因素。\n　　与西维斯健康公司的这笔交易是本周诺和诺德公司为扩大 Wegovy 的销售渠道所采取的最新举措。在每周的处方配药数量上，Wegovy 已被礼来公司的 Zepbound 超越。诺和诺德公司还与 Hims & Hers（HIMS）等远程医疗平台达成了合作协议。这也是诺和诺德公司股价在过去两个月下跌超过 25% 的一个关键原因。\n　　杰富瑞（Jefferies）的分析师阿卡什・特瓦里周四在给客户的一份报告中写道：“礼来公司在新的品牌减肥药处方市场中占据了约 75% 的份额。” 他对诺和诺德公司的这一举措是否正确表示质疑。\n　　这也引发了人们的担忧，即诺和诺德公司的举措可能会阻碍礼来公司的发展势头，并引发一场价格战，这在周四给礼来公司的股价带来了压力。周五，礼来公司的股价似乎在交易中略有回升，开盘时上涨了超过 4%。\n　　美国银行证券（BofA Securities）的分析师蒂姆・安德森周四在给客户的一份报告中写道：“今天的股价走势让我们想起了我们常说的话：要预料到股价的波动，利用股价下跌的时机，只要公司的基本面没有出现新的重大问题 —— 在我们看来，今天并没有出现这样的问题。”\n　　市场份额被侵蚀还是价格战？\n　　人们对西维斯健康公司与诺和诺德公司达成的这笔交易的主要担忧在于，这是否会引发这两家 GLP-1 市场领先企业之间的价格战，导致价格不断下降。\n　　美国银行的安德森表示，周四的股价走势表明，市场认为西维斯健康公司的这一举措会在诺和诺德公司 “孤注一掷” 的推动下，拉低 GLP-1 市场上两家公司的产品价格，进而影响它们的利润。\n　　礼来公司首席执行官大卫・里克斯表示，他对这样的价格战不感兴趣，而是专注于凭借下一代 GLP-1 类药物以及备受期待的 orforglipron（一种有望在明年年中上市的减肥药）取得近期的成功。\n　　里克斯告诉雅虎财经：“我们对独家协议不感兴趣。我们认为创新和选择非常重要。我们已经深入到产品更新换代的周期中，而且还有更多的产品即将推出。”\n　　一些分析师在周四晚些时候发布的报告中也表达了类似的观点。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2532826623","isCrawlerRequest":true}