礼来CFO：“减肥药”产能2025年也没法跟上需求_老虎社区_美港股上老虎

礼来CFO：“减肥药”产能2025年也没法跟上需求

华尔街见闻2024-03-07

美国药企礼来正面临一个不小的挑战：尽管他们正在全力扩大其新型糖尿病及减肥药物替尔泊肽（药品名为Zepbound）的生产能力，但市场的旺盛需求仍可能难以满足。面对即将到来的供需挑战，礼来的首席财务官Anat Ashkenazi透露，尽管公司正在进行有史以来最大规模的扩张，但至少到2025年，供应还是有可能跟不上市场的旺盛需求。替尔泊肽凭借其在糖尿病和减肥双重效用上的独特地位，自去年11月在美获批上市...

网页链接

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。

唯一_4921
·2024-03-08
饥饿和不吃脂肪蛋白质就是最好的减肥方式。参加荒野求生一天体重降一斤或者打仗了缺少食物瘦得快的很。欧美人就是吃得太好了所以肥胖特别多
回复
点赞
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2417027936?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/7eafabe3a2a722b280ae51ea41b5bb12","is_english":false,"pubTime":"2024-03-07 09:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2417027936","market":"hk","top_or_hot":-1,"title":"礼来CFO：“减肥药”产能2025年也没法跟上需求","media":"华尔街见闻","content":"<div>\n<p>美国药企礼来正面临一个不小的挑战：尽管他们正在全力扩大其新型糖尿病及减肥药物替尔泊肽（药品名为Zepbound）的生产能力，但市场的旺盛需求仍可能难以满足。面对即将到来的供需挑战，礼来的首席财务官Anat Ashkenazi透露，尽管公司正在进行有史以来最大规模的扩张，但至少到2025年，供应还是有可能跟不上市场的旺盛需求。替尔泊肽凭借其在糖尿病和减肥双重效用上的独特地位，自去年11月在美获批上市...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709851\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>礼来CFO：“减肥药”产能2025年也没法跟上需求</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n礼来CFO：“减肥药”产能2025年也没法跟上需求\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-07 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3709851><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国药企礼来正面临一个不小的挑战：尽管他们正在全力扩大其新型糖尿病及减肥药物替尔泊肽（药品名为Zepbound）的生产能力，但市场的旺盛需求仍可能难以满足。面对即将到来的供需挑战，礼来的首席财务官Anat Ashkenazi透露，尽管公司正在进行有史以来最大规模的扩张，但至少到2025年，供应还是有可能跟不上市场的旺盛需求。替尔泊肽凭借其在糖尿病和减肥双重效用上的独特地位，自去年11月在美获批上市...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709851\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2491050071.SGD","symbol_name":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3709851","article_id":"2417027936","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/7eafabe3a2a722b280ae51ea41b5bb12"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3709851","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2417027936","pubTimestamp":1709775939,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"面对即将到来的供需挑战，礼来的首席财务官Anat Ashkenazi透露，尽管公司正在进行有史以来最大规模的扩张，但至少到2025年，供应还是有可能跟不上市场的旺盛需求。礼来高管表示，今年礼来将“紧迫”地扩大产量，下半年将出现最显著的产量增长，届时其可销售剂量的GLP-1药物产量将比2023年下半年至少增加1.5倍。受市场需求的强劲带动，礼来和诺和诺德股价自2021年以来，均实现了成倍的增长。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0882574055.USD":"富达全球健康医疗A ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LLY":"礼来","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","LU0122379950.USD":"贝莱德世界健康科学A2","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","BK4588":"碎股","LU0058720904.USD":"联博国际健康护理基金A","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","BK4007":"制药","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","SG9999001176.USD":"United Global Healthcare Acc USD","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4581":"高盛持仓","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC"},"translate_title":"Lilly CFO: The production capacity of \"diet pills\" will not keep up with demand in 2025","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2d4d7d82014d212a1d5d51efef874a52","symbols_score_info":{"LLY":1},"content_text":"美国药企礼来正面临一个不小的挑战：尽管他们正在全力扩大其新型糖尿病及减肥药物替尔泊肽（药品名为Zepbound）的生产能力，但市场的旺盛需求仍可能难以满足。面对即将到来的供需挑战，礼来的首席财务官Anat Ashkenazi透露，尽管公司正在进行有史以来最大规模的扩张，但至少到2025年，供应还是有可能跟不上市场的旺盛需求。替尔泊肽凭借其在糖尿病和减肥双重效用上的独特地位，自去年11月在美获批上市以来，便成为业界瞩目的焦点。这款药物不仅证明了其在医疗上的价值，而且引发了广泛的社会和经济影响，包括促使公司加快扩张步伐，签约海外制造商以增强产能。上个月，礼来高管在第四季度财报电话会议上称，公司实现了到2023年底将旗下GLP-1药物（礼来旗下糖尿病药Mounjaro和减肥药Zepbound均为GLP-1药物）产能翻一番的目标。礼来高管表示，今年礼来将“紧迫”地扩大产量，下半年将出现最显著的产量增长，届时其可销售剂量的GLP-1药物产量将比2023年下半年至少增加1.5倍。上个月，诺和诺德首席执行官Lars Fruergaard Jørgensen也曾警告：“市场需求的增长将超过我们乃至于我们竞争对手的生产能力。”受市场需求的强劲带动，礼来和诺和诺德股价自2021年以来，均实现了成倍的增长。在股价飙升的背后，投资者对GLP-1类药物的极大热情反映了市场对于创新医疗解决方案的高度期待。然而，这股药物开发和供应的潮流同时也引发了更为广泛的社会论议：在追求快速解决方法的同时，是否也应该更加注重对不健康生活方式的根本性改变，包括改善饮食和增加锻炼。此外，这也向食品工业提出了更高要求，倡导其停止推广不健康的食品，从而在更深层次上应对健康危机。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":281804062757136,"gmtCreate":1709828208590,"gmtModify":1709828210602,"author":{"id":"3527591396211296","authorId":"3527591396211296","name":"唯一_4921","avatar":"https://static.tigerbbs.com/db967dd08ec48fca1ffd6349589f90d8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3527591396211296","authorIdStr":"3527591396211296"},"htmlText":"饥饿和不吃脂肪蛋白质就是最好的减肥方式。参加荒野求生一天体重降一斤或者打仗了缺少食物瘦得快的很。欧美人就是吃得太好了所以肥胖特别多","listText":"饥饿和不吃脂肪蛋白质就是最好的减肥方式。参加荒野求生一天体重降一斤或者打仗了缺少食物瘦得快的很。欧美人就是吃得太好了所以肥胖特别多","text":"饥饿和不吃脂肪蛋白质就是最好的减肥方式。参加荒野求生一天体重降一斤或者打仗了缺少食物瘦得快的很。欧美人就是吃得太好了所以肥胖特别多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281804062757136","repostId":2417027936,"repostType":2,"repost":{"id":"2417027936","kind":"news","pubTimestamp":1709775939,"share":"https://www.laohu8.com/m/news/2417027936?lang=zh_CN&edition=full","pubTime":"2024-03-07 09:45","market":"hk","language":"zh","title":"礼来CFO：“减肥药”产能2025年也没法跟上需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2417027936","media":"华尔街见闻","summary":"面对即将到来的供需挑战，礼来的首席财务官Anat Ashkenazi透露，尽管公司正在进行有史以来最大规模的扩张，但至少到2025年，供应还是有可能跟不上市场的旺盛需求。礼来高管表示，今年礼来将“紧迫”地扩大产量，下半年将出现最显著的产量增长，届时其可销售剂量的GLP-1药物产量将比2023年下半年至少增加1.5倍。受市场需求的强劲带动，礼来和诺和诺德股价自2021年以来，均实现了成倍的增长。","content":"<html><head></head><body><p>美国药企<a href=\"https://laohu8.com/S/LLY\">礼来</a>正面临一个不小的挑战：尽管他们正在全力扩大其新型糖尿病及减肥药物替尔泊肽（药品名为Zepbound）的生产能力，但市场的旺盛需求仍可能难以满足。</p><p>面对即将到来的供需挑战，<strong>礼来的首席财务官Anat Ashkenazi透露，尽管公司正在进行有史以来最大规模的扩张，但至少到2025年，供应还是有可能跟不上市场的旺盛需求。</strong></p><p>替尔泊肽凭借其在糖尿病和减肥双重效用上的独特地位，自去年11月在美获批上市以来，便成为业界瞩目的焦点。这款药物不仅证明了其在医疗上的价值，而且引发了广泛的社会和经济影响，包括促使公司加快扩张步伐，签约海外制造商以增强产能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8acbb87832c0fb9a564323713080c40\" tg-width=\"500\" tg-height=\"494\"/></p><p>上个月，礼来高管在第四季度财报电话会议上称，公司实现了到2023年底将旗下GLP-1药物（礼来旗下糖尿病药Mounjaro和减肥药Zepbound均为GLP-1药物）产能翻一番的目标。</p><p>礼来高管表示，<strong>今年礼来将“紧迫”地扩大产量，下半年将出现最显著的产量增长，届时其可销售剂量的GLP-1药物产量将比2023年下半年至少增加1.5倍。</strong></p><p><strong>上个月，<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>首席执行官Lars Fruergaard Jørgensen也曾警告：“市场需求的增长将超过我们乃至于我们竞争对手的生产能力。”</strong></p><p>受市场需求的强劲带动，礼来和诺和诺德股价自2021年以来，均实现了成倍的增长。在股价飙升的背后，投资者对GLP-1类药物的极大热情反映了市场对于<a href=\"https://laohu8.com/S/002173\">创新医疗</a>解决方案的高度期待。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86814ae4452cf4144a79d6f70a959616\" tg-width=\"500\" tg-height=\"274\"/></p><p>然而，这股药物开发和供应的潮流同时也引发了更为广泛的社会论议：在追求快速解决方法的同时，是否也应该更加注重对不健康生活方式的根本性改变，包括改善饮食和增加锻炼。此外，这也向食品工业提出了更高要求，倡导其停止推广不健康的食品，从而在更深层次上应对健康危机。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>礼来CFO：“减肥药”产能2025年也没法跟上需求</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n礼来CFO：“减肥药”产能2025年也没法跟上需求\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-07 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3709851><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国药企礼来正面临一个不小的挑战：尽管他们正在全力扩大其新型糖尿病及减肥药物替尔泊肽（药品名为Zepbound）的生产能力，但市场的旺盛需求仍可能难以满足。面对即将到来的供需挑战，礼来的首席财务官Anat Ashkenazi透露，尽管公司正在进行有史以来最大规模的扩张，但至少到2025年，供应还是有可能跟不上市场的旺盛需求。替尔泊肽凭借其在糖尿病和减肥双重效用上的独特地位，自去年11月在美获批上市...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709851\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7eafabe3a2a722b280ae51ea41b5bb12","relate_stocks":{"LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0882574055.USD":"富达全球健康医疗A ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LLY":"礼来","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","LU0122379950.USD":"贝莱德世界健康科学A2","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","BK4588":"碎股","LU0058720904.USD":"联博国际健康护理基金A","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","BK4007":"制药","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","SG9999001176.USD":"United Global Healthcare Acc USD","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4581":"高盛持仓","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3709851","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417027936","content_text":"美国药企礼来正面临一个不小的挑战：尽管他们正在全力扩大其新型糖尿病及减肥药物替尔泊肽（药品名为Zepbound）的生产能力，但市场的旺盛需求仍可能难以满足。面对即将到来的供需挑战，礼来的首席财务官Anat Ashkenazi透露，尽管公司正在进行有史以来最大规模的扩张，但至少到2025年，供应还是有可能跟不上市场的旺盛需求。替尔泊肽凭借其在糖尿病和减肥双重效用上的独特地位，自去年11月在美获批上市以来，便成为业界瞩目的焦点。这款药物不仅证明了其在医疗上的价值，而且引发了广泛的社会和经济影响，包括促使公司加快扩张步伐，签约海外制造商以增强产能。上个月，礼来高管在第四季度财报电话会议上称，公司实现了到2023年底将旗下GLP-1药物（礼来旗下糖尿病药Mounjaro和减肥药Zepbound均为GLP-1药物）产能翻一番的目标。礼来高管表示，今年礼来将“紧迫”地扩大产量，下半年将出现最显著的产量增长，届时其可销售剂量的GLP-1药物产量将比2023年下半年至少增加1.5倍。上个月，诺和诺德首席执行官Lars Fruergaard Jørgensen也曾警告：“市场需求的增长将超过我们乃至于我们竞争对手的生产能力。”受市场需求的强劲带动，礼来和诺和诺德股价自2021年以来，均实现了成倍的增长。在股价飙升的背后，投资者对GLP-1类药物的极大热情反映了市场对于创新医疗解决方案的高度期待。然而，这股药物开发和供应的潮流同时也引发了更为广泛的社会论议：在追求快速解决方法的同时，是否也应该更加注重对不健康生活方式的根本性改变，包括改善饮食和增加锻炼。此外，这也向食品工业提出了更高要求，倡导其停止推广不健康的食品，从而在更深层次上应对健康危机。","news_type":1,"symbols_score_info":{"LLY":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}