东方证券：替尔泊肽加冕新“药王” 未来减重药物商业价值将快速释放

智通财经02-05

智通财经APP获悉，东方证券发布研报称，据礼来(LLY.US)披露2025年业绩显示，替尔泊肽全年销售365.07亿美元(+122%)，该药物加冕2025年全球“药王”，并有望多年蝉联。据Evaluate预测，到2030年全球销售额前十药物中约半数为GLP-1类药物。当前，MNC已将减重视为核心的战略要地，大额BD和并购频现，今年催化密集。减重领域近期BD仍在持续，未来口服小分子、超长效GLP-1...

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href=http://www.zhitongcaijing.com/content/detail/1401960.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，东方证券发布研报称，据礼来(LLY.US)披露2025年业绩显示，替尔泊肽全年销售365.07亿美元(+122%)，该药物加冕2025年全球“药王”，并有望多年蝉联。据Evaluate预测，到2030年全球销售额前十药物中约半数为GLP-1类药物。当前，MNC已将减重视为核心的战略要地，大额BD和并购频现，今年催化密集。减重领域近期BD仍在持续，未来口服小分子、超长效GLP-1...</p>\n\n<a 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