7
1
JAMOS
評論了
已翻譯
4
1
JAMOS
評論了
$諾和諾德 (NVO.US)$ Zepbound目前售價約爲$1100，有了TrumpRx，他們將不得不降低價格，賣到大約$250。雖然較低的價格可能會增加銷量，但由於 $禮來 (LLY.US)$ 並不是第一個推出口服GLP-1藥物的
他們將不得不努力迎頭趕上
他們將不得不努力迎頭趕上
已翻譯
4
JAMOS
讚了
$諾和諾德 (NVO.US)$
NVO 故意降低了他們的預期，因爲下一季度將迎來爆發...
如果 LLY 的藥價也是149美元，那麼 LLY 也不得不調低預期，而 NVO 將享受先發優勢；如果 LLY 定價在250-300美元，那麼 NVO 不僅更便宜，還佔了先發優勢。NVO 是一個雙贏的局面。我認爲 NVO 下幾個季度的表現將會非常強勁。這次回調是爲了讓那些信心不足的投資者離場，我們今年輕鬆能達到100美元。
NVO 故意降低了他們的預期，因爲下一季度將迎來爆發...
如果 LLY 的藥價也是149美元，那麼 LLY 也不得不調低預期，而 NVO 將享受先發優勢；如果 LLY 定價在250-300美元，那麼 NVO 不僅更便宜，還佔了先發優勢。NVO 是一個雙贏的局面。我認爲 NVO 下幾個季度的表現將會非常強勁。這次回調是爲了讓那些信心不足的投資者離場，我們今年輕鬆能達到100美元。
已翻譯
2
4
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