Novo and Viking are old hands in the GLP-1/T2DM space.

来源: Francine 于 2024-03-10 15:16:03 [档案] [博客] [旧帖] [给我悄悄话] 阅读数 : (766 bytes)

本帖于 2024-03-10 18:25:24 时间, 由普通用户 Francine 编辑

回答: 哈哈哈你太幽默了！我本人在去年就想到过减肥药这个热点，但是没有布局建仓。最近还看到两个这方面的消息：由 HenryLi 于 2024-03-10 14:32:01

以前这个biological target主要是用来攻克糖尿病，顺便搞减肥是这几年的事。除了这几家可以关注，还有一家叫Innovent Biologics. 他们是Lilly的中国partner for a biologic anti-obesity drug called mazdutide. Innovent ran the ph3 trial in China and just submitted the NDA in China based on the favorable phase 3 results. I am not sure about Lilly's plans for mazdutide for the rest of the world. But it is not inconceivable that Lilly may not want to market mazdutide in the US and cannibalize its own Zepbound market in the US. Innovent's stock is dirty cheap now.

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• 哇塞，你这方面相当有研究啊！谢谢你的信息。 -HenryLi- ♂ (0 bytes) () 03/10/2024 postreply 15:30:54

• Cheers. The power of the internet. -Francine- ♀ (0 bytes) () 03/10/2024 postreply 15:54:51

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