晨星公司：2029年或有多达16种新的GLP-1类减肥药物上市诺和诺德和礼来仍主导市场_老虎社区_美港股上老虎

晨星公司：2029年或有多达16种新的GLP-1类减肥药物上市诺和诺德和礼来仍主导市场

格隆汇2024-09-11

格隆汇9月11日｜根据晨星公司和Pitchbook的一份新报告，到2029年，可能会有多达16种新的GLP-1类减肥药物上市，最终将占据到2031年潜在的2000亿美元市场的近三分之一。晨星公司预计，到2031年，该市场仍将由诺和诺德和礼来主导。这些新药可能会从诺和诺德和礼来手中夺走部分市场份额，但这两家减肥药巨头仍将保留近70%的市场份额。不过，该公司也认为，诺和诺德与礼来的股票“估值过高”。...

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