{"id":494209,"date":"2024-04-16T00:55:29","date_gmt":"2024-04-16T07:55:29","guid":{"rendered":"https:\/\/nai500.com\/?p=494209"},"modified":"2024-04-16T00:55:29","modified_gmt":"2024-04-16T07:55:29","slug":"2024%e5%b9%b4%e7%b2%be%e9%80%897%e5%8f%aa%e7%be%8e%e8%82%a1%e7%b3%96%e5%b0%bf%e7%97%85%e5%92%8c%e5%87%8f%e8%82%a5%e8%8d%af%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/04\/2024%e5%b9%b4%e7%b2%be%e9%80%897%e5%8f%aa%e7%be%8e%e8%82%a1%e7%b3%96%e5%b0%bf%e7%97%85%e5%92%8c%e5%87%8f%e8%82%a5%e8%8d%af%e8%82%a1%e7%a5%a8\/","title":{"rendered":"2024\u5e74\u7cbe\u90097\u53ea\u7f8e\u80a1\u7cd6\u5c3f\u75c5\u548c\u51cf\u80a5\u836f\u80a1\u7968"},"content":{"rendered":"<p>\u7cd6\u5c3f\u75c5\u548c\u51cf\u80a5\u5904\u65b9\u836f\u5e02\u573a\u5e76\u672a\u663e\u73b0\u51fa\u51cf\u901f\u7684\u8ff9\u8c61\u3002Iqvia Institute\u76842024\u5e74\u5168\u7403\u7528\u836f\u62a5\u544a\u663e\u793a\uff0c\u5168\u7403\u80a5\u80d6\u75c7\u652f\u51fa\u57282023\u5e74\u8fbe\u5230\u4e86240\u4ebf\u7f8e\u5143\uff0c\u662f2021\u5e74\u76847\u500d\u3002\u6b64\u5916\uff0c2024-2028\u5e74\u671f\u95f4\uff0c\u8fd9\u4e2a\u5e02\u573a\u7684\u5e74\u590d\u5408\u589e\u957f\u7387\uff08CAGR\uff09\u5c06\u572824%\u81f327%\u4e4b\u95f4\uff0c\u5e02\u573a\u89c4\u6a21\u9884\u8ba1\u52302028\u5e74\u5c06\u8fbe\u52301310\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u7c7b\u4f3cWegovy\u7b49GLP-1\u53d7\u4f53\u6fc0\u52a8\u5242\u7684\u51cf\u80a5\u6548\u679c\u9ad8\u8fbe10%\u81f315%\uff0c\u65b0\u578b\u51cf\u80a5\u836f\u7684\u5d1b\u8d77\u6fc0\u53d1\u4e86\u8fd9\u4e2a\u9886\u57df\u7684\u7814\u53d1\u70ed\u60c5\uff0c\u8bfa\u548c\u8bfa\u5fb7\u548c\u793c\u6765\u90fd\u5df2\u6295\u5165\u4e86\u6570\u5341\u4ebf\u7f8e\u56fd\u7684\u7814\u53d1\u8d39\u7528\u3002\u4e0d\u8fc7\uff0c\u60f3\u8981\u9884\u6d4b\u672a\u6765\u51e0\u5e74\u8c01\u5c06\u7814\u53d1\u51fa\u6700\u6709\u6548\u4e14\u6700\u5b89\u5168\u7684\u51cf\u80a5\u836f\uff0c\u8fd9\u662f\u51e0\u4e4e\u4e0d\u53ef\u80fd\u5b8c\u6210\u7684\u4efb\u52a1\uff0c\u8fd9\u4e5f\u52a0\u5927\u4e86\u6295\u8d44\u8005\u7684\u9009\u80a1\u96be\u5ea6\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f2024\u5e74\u76847\u53ea\u7cbe\u9009\u7f8e\u80a1\u7cd6\u5c3f\u75c5\u548c\u51cf\u80a5\u836f\u80a1\u7968\uff1a<\/p>\n<table width=\"561\">\n<tbody>\n<tr>\n<td><strong>\u80a1\u7968<\/strong><\/td>\n<td><strong>\u4eca\u5e74\u8fc4\u4eca\u6536\u76ca\u7387<\/strong><\/td>\n<td><strong>\u9690\u542b\u80a1\u4ef7\u4e0a\u6da8\u6f5c\u529b<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Novo Nordisk A\/S (ticker:\u00a0NVO)<\/td>\n<td>21.6%<\/td>\n<td>2.5%<\/td>\n<\/tr>\n<tr>\n<td>Eli Lilly &amp; Co. (LLY)<\/td>\n<td>30.1%<\/td>\n<td>12.2%<\/td>\n<\/tr>\n<tr>\n<td>Amgen Inc. (AMGN)<\/td>\n<td>-5.4%<\/td>\n<td>18.4%<\/td>\n<\/tr>\n<tr>\n<td>Pfizer Inc. (PFE)<\/td>\n<td>-5.6%<\/td>\n<td>17.4%<\/td>\n<\/tr>\n<tr>\n<td>Viking Therapeutics Inc. (VKTX)<\/td>\n<td>291.3%<\/td>\n<td>55.8%<\/td>\n<\/tr>\n<tr>\n<td>Structure Therapeutics Inc. (GPCR)<\/td>\n<td>2.6%<\/td>\n<td>96.7%<\/td>\n<\/tr>\n<tr>\n<td>Roche Holding AG (OTC: RHHBY)<\/td>\n<td>-11.8%<\/td>\n<td>23.9%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>\u8bfa\u548c\u8bfa\u5fb7<\/h2>\n<p>\u4e39\u9ea6\u5236\u836f\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=NVO\">\u8bfa\u548c\u8bfa\u5fb7Novo Nordisk\uff08NYSE:NVO\uff09<\/a>\u662f\u51cf\u80a5\u836f\u5e02\u573a\u7684\u9738\u4e3b\uff0c\u5e02\u573a\u4efd\u989d\u9ad8\u8fbe60%\u30022023\u5e74\uff0c\u8be5\u516c\u53f8\u7684\u80a5\u80d6\u75c7\u548c\u7cd6\u5c3f\u75c5\u836f\u7269\u6536\u5165\uff08\u5305\u62ecOzempic\u548cWegovy\uff09\u603b\u8ba1312\u4ebf\u7f8e\u5143\uff0c\u5360\u5176\u603b\u6536\u5165\u7684\u5927\u7ea690%\u30024\u6708\u521d\uff0c\u8bfa\u548c\u8bfa\u5fb7\u53d1\u5e03\u6709\u5173\u51cf\u91cd\u836f\u7269Wegovy\uff08\u53f8\u7f8e\u683c\u9c81\u80bd\u7684\u5546\u54c1\u540d\uff09\u7684\u91cd\u8981\u6d88\u606f\u3002\u6700\u65b0\u7814\u7a76\u663e\u793a\uff0c\u8be5\u836f\u7269\u589e\u5f3a\u4e86\u8ddf\u80a5\u80d6\u75c7\u76f8\u5173\u7684\u5fc3\u529b\u8870\u7aed\u548c\u4e8c\u578b\u7cd6\u5c3f\u75c5\u60a3\u8005\u7684\u7684\u51cf\u91cd\u6548\u679c\uff0c\u51cf\u8f7b\u4e86\u75c7\u72b6\u5e76\u4e14\u653e\u5bbd\u4e86\u8eab\u4f53\u9650\u5236\u3002<\/p>\n<h2>\u793c\u6765<\/h2>\n<p>\u603b\u90e8\u4f4d\u4e8e\u7f8e\u56fd\u5370\u7b2c\u5b89\u7eb3\u6ce2\u5229\u65af\u7684\u793c\u6765Eli Lilly and Co\uff08NYSE:LLY\uff09\u8ddfViking Therapeutics\u540c\u5904GLP-1\uff08\u80f0\u9ad8\u8840\u7cd6\u7d20\u6837\u80bd-1\uff09\u8d5b\u9053\uff0c\u516c\u53f8\u65d7\u4e0b\u6709\u4e24\u6b3e\u7545\u9500\u4ea7\u54c1\uff0c\u5b83\u4eec\u5206\u522b\u4e3a\u51cf\u80a5\u836fZepbound\u4ee5\u53ca\u964d\u7cd6\u836fMounjaro\u3002Zepbound\u73b0\u5728\u88ab\u62a2\u8d2d\u4e00\u7a7a\uff0c\u800cMounjaro\u9884\u8ba1\u5c06\u52a9\u529b\u516c\u53f8\u6536\u5165\u4ece2023\u5e74\u7684341\u4ebf\u7f8e\u5143\u589e\u81f32024\u5e74\u7684404-416\u4ebf\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u793c\u67652023\u5e74\u4ee5\u6765\u5df2\u7ecf\u5c06\u80a1\u606f\u7ffb\u500d\uff0c\u76ee\u524d\u7684\u8fdc\u671f\u80a1\u606f\u7387\u4e3a0.7%\u3002<\/p>\n<h2>\u5b89\u8fdb<\/h2>\n<p>\u76f8\u6bd4\u793c\u6765\u548c\u8bfa\u548c\u8bfa\u5fb7\uff0c\u5b89\u8fdbAmgen\uff08NASDAQ:AMGN\uff09\u662f\u51cf\u80a5\u836f\u5e02\u573a\u4e0a\u7684\u540e\u6765\u8005\uff0c\u516c\u53f8\u6ce8\u5c04\u578b\u80a5\u80d6\u75c7\u836f\u7269MariTide\u8ddd\u79bb\u4e0a\u5e02\u4e5f\u8fd8\u6709\u5f88\u957f\u7684\u8ddd\u79bb\u3002MariTide\u7684\u4e00\u671f\u8bd5\u9a8c\u7ed3\u679c\u663e\u793a\uff0c\u53d7\u8bd5\u8005\u7528\u836f3\u4e2a\u6708\u4e4b\u540e\u5e73\u5747\u51cf\u91cd14.5%\uff0c\u800c\u4e14\u66f4\u4e3a\u91cd\u8981\u7684\u662f\uff0c\u6700\u540e\u4e00\u6b21\u7ed9\u836f\u540e\u7684\u7b2c150\u5929\u51cf\u91cd\u4f9d\u7136\u7ef4\u6301\u572811.2%\u3002\u4e8c\u671f\u8bd5\u9a8c\u5df2\u7ecf\u5728\u8fdb\u884c\u4e2d\uff0c\u7ed3\u679c\u5c06\u5728\u4eca\u5e74\u665a\u4e9b\u65f6\u5019\u516c\u5e03\u3002\u6700\u540e\uff0c\u5b89\u8fdb\u80a1\u7968\u7684\u80a1\u606f\u7387\u9ad8\u8fbe3.3%\u3002<\/p>\n<h2>\u8f89\u745e\u5236\u836f<\/h2>\n<p>\u603b\u90e8\u4f4d\u4e8e\u7ebd\u7ea6\u7684\u8f89\u745e\u5236\u836fPfizer\uff08NYSE:PFE\uff09\u643adanuglipron\u8fdb\u519b\u51cf\u80a5\u836f\u5e02\u573a\uff0c\u4f46\u7ed3\u679c\u5e76\u4e0d\u7406\u60f3\uff0c\u539f\u56e0\u662f\u8fd9\u6b3e\u53e3\u670dGLP-1R\u6fc0\u52a8\u5242\u5728\u8bd5\u9a8c\u4e2d\u4f1a\u5f15\u53d1\u6076\u5fc3\u53ca\u5176\u4ed6\u80c3\u90e8\u95ee\u9898\u3002\u4e0d\u8fc7\uff0c\u8be5\u5236\u836f\u5de8\u5934\u7684\u7814\u53d1\u548c\u4ea7\u54c1\u7ba1\u7ebf\u975e\u5e38\u4e30\u5bcc\u4e14\u591a\u5143\u5316\uff0c\u8fd9\u4e3a\u516c\u53f8\u91cd\u65b0\u8ba1\u5212\u51cf\u80a5\u836f\u9879\u76ee\u63d0\u4f9b\u4e86\u65f6\u95f4\u548c\u8d22\u52a1\u4e0a\u7684\u652f\u6301\u3002\u6700\u540e\uff0c\u8be5\u80a1\u80a1\u606f\u7387\u9ad8\u8fbe6.3%\u3002<\/p>\n<h2>Viking Therapeutics<\/h2>\n<p>\u603b\u90e8\u4f4d\u4e8e\u52a0\u5229\u798f\u5c3c\u4e9a\u5dde\u5723\u5730\u4e9a\u54e5\u7684Viking Therapeutics Inc\uff08NASDAQ:VKTX\uff09\u5f00\u53d1\u7684\u662fGLP-1\u548cGIP\uff08\u8461\u8404\u7cd6\u4f9d\u8d56\u6027\u4fc3\u80f0\u5c9b\u7d20\u91ca\u653e\u591a\u80bd\uff09\u836f\u7269\uff0c\u5e76\u4e14\u5230\u76ee\u524d\u4e3a\u6b62\u8bd5\u9a8c\u7ed3\u679c\u90fd\u8fd8\u4e0d\u9519\u3002\u6700\u8fd1\uff0cViking\u62a5\u544a\u4e86\u53e3\u670d\u51cf\u80a5\u836fVK2735\u4e00\u671f\u8bd5\u9a8c\u7684\u79ef\u6781\u6570\u636e\uff0c40\u6beb\u514b\u5242\u91cf\u7ec4\u60a3\u800528\u5929\u7684\u5b89\u6170\u5242\u8c03\u6574\u5e73\u5747\u51cf\u91cd3.3%\uff0c\u6ca1\u6709\u62a5\u544a\u526f\u4f5c\u7528\u3002\u6b64\u5916\uff0cVK2735\u6ce8\u5c04\u5242\u7684\u60a3\u8005\u5728\u7528\u836f13\u5468\u540e\u5e73\u5747\u51cf\u91cd13.1\u78c5\u3002<\/p>\n<h2>Structure Therapeutics<\/h2>\n<p>\u603b\u90e8\u4f4d\u4e8e\u65e7\u91d1\u5c71\u7684Structure Therapeutics Inc.\uff08NYSE: GPCR\uff09\u5f00\u53d1\u7684\u53e3\u670d\u51cf\u80a5\u836fGSBR-1290\u4e5f\u662f\u9776\u5411GLP-1\u53d7\u4f53\u300212\u6708\u7684\u62a5\u544a\u663e\u793a\uff0cGSBR-1290\u7684\u8bd5\u9a8c\u7ed3\u679c\u867d\u7136\u4e0d\u53ca\u5e02\u573a\u9884\u671f\uff0c\u4f468\u5468\u540e\u7684\u5b89\u6170\u5242\u8c03\u6574\u540e\u5e73\u5747\u51cf\u91cd4.7%\u3002\u51cf\u91cd\u548c\u7cd6\u5c3f\u75c5\u7684\u4e8c\u671f\u8bd5\u9a8c\u5c06\u4e8e\u4eca\u5e74\u665a\u4e9b\u65f6\u5019\u542f\u52a8\u3002<\/p>\n<h2>\u7f57\u6c0f\u63a7\u80a1<\/h2>\n<p>\u603b\u90e8\u4f4d\u4e8e\u745e\u58eb\u5df4\u585e\u5c14\u7684\u7f57\u6c0f\u63a7\u80a1Roche Holding\uff08NASDAQOTH:RHHBY\uff09\u6700\u8fd1\u6536\u8d2d\u79c1\u4eba\u751f\u547d\u79d1\u5b66\u516c\u53f8Carmot Therapeutics\u3002Carmot\u6b63\u5728\u5f00\u53d13\u6b3e\u4e34\u5e8a\u9636\u6bb5\u7684\u57fa\u4e8e\u80a0\u4fc3\u80f0\u5c9b\u7d20\u7684\u80a5\u80d6\u75c7\u548c\u7cd6\u5c3f\u75c5\u7597\u6cd5\uff0c\u5176\u4e2d2\u6b3e\u7684\u4e8c\u671f\u8bd5\u9a8c\u7ed3\u679c\u79ef\u6781\u3002\u6b64\u5916\uff0c\u8be5\u80a1\u76ee\u524d\u80a1\u606f\u73874.5%\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7cd6\u5c3f\u75c5\u548c\u51cf\u80a5\u5904\u65b9\u836f\u5e02\u573a\u5e76\u672a\u663e\u73b0\u51fa\u51cf\u901f\u7684\u8ff9\u8c61\u3002Iqvia Institute\u76842024\u5e74\u5168\u7403\u7528\u836f\u62a5\u544a\u663e\u793a\uff0c\u5168\u7403\u80a5 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":494210,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[455,2155,925,1997],"class_list":["post-494209","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-455","tag-2155","tag-925","tag-1997","sectors-life-science-zh-hans","locations-europe-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/494209","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=494209"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/494209\/revisions"}],"predecessor-version":[{"id":494217,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/494209\/revisions\/494217"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/494210"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=494209"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=494209"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=494209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}