BUZZ-Evercore 在口服Wegovy處方數據強勁之際發現 West Pharma 的買入機會

路透中文

02/03

BUZZ-<a href="https://laohu8.com/S/EVR">Evercore</a> 在口服Wegovy處方數據強勁之際發現 West Pharma 的買入機會

2月3日 - ** 券商Evercore ISI稱，自諾和諾德1月5日推出口服Wegovy以來，West PharmaWST.N的股價下跌了約15%，因為投資者擔心口服GLP-1藥片會減少對注射GLP-1藥物的需求，而注射GLP-1藥物對WST的增長至關重要。

** Evercore 認為，最近的拋售創造了一個良好的長期買入機會，主要是因為 WST 在 GLP-1 以外的核心業務正在改善。

** WST最著名的客戶包括製藥巨頭禮來LLY.N和諾和諾德NOVOb.CO，它們將West的成分納入其重磅注射療法，尤其是減肥和糖尿病療法中

** 經紀公司認為，早期處方藥的強勁勢頭可能是由於 "大量懼怕打針的人 "專門在等待一種藥片選擇。

** 製藥公司對注射 GLP 類藥物的投資仍然很高......就在上周，禮來LLY.N宣佈計劃投資 >$3.5 Bn 新建一家注射劑工廠"--Evercore ISI

** 2025 年 WST 股價下跌 16%

(為便利非英文母語者，路透將其報導自動化翻譯為數種其他語言。由於自動化翻譯可能有誤，或未能包含所需語境，路透不保證自動化翻譯文本的準確性，僅是為了便利讀者而提供自動化翻譯。對於因為使用自動化翻譯功能而造成的任何損害或損失，路透不承擔任何責任。)

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</span>** 券商Evercore ISI稱，自<span> <a href=\"https://laohu8.com/S/NVO\">諾和諾德</a></span>1月5日推出口服Wegovy以來，West Pharma<span>WST.N</span>的股價下跌了約<span>15%</span>，因為投資者擔心口服GLP-1藥片會減少對注射GLP-1藥物的需求，而注射GLP-1藥物對WST的增長至關重要。</p><p>** Evercore 認為，最近的拋售創造了一個良好的長期買入機會，主要是因為 WST 在 GLP-1 以外的核心業務正在改善。</p><p>** WST最著名的客戶包括製藥巨頭<a href=\"https://laohu8.com/S/LLY\">禮來</a><span>LLY.N</span>和諾和諾德<span>NOVOb.CO</span>，它們將West的成分納入其重磅注射療法，尤其是減肥和糖尿病療法中</p><p>** 經紀公司認為，早期處方藥的強勁勢頭可能是由於 \"大量懼怕打針的人 \"專門在等待一種藥片選擇。</p><p>** 製藥公司對注射 GLP 類藥物的投資仍然很高......就在上周，禮來<span>LLY.N</span>宣佈計劃投資 &gt;$3.5 Bn 新建一家注射劑工廠\"--Evercore ISI</p><p>** 2025 年 WST 股價下跌 16%</p><p>(為便利非英文母語者，路透將其報導自動化翻譯為數種其他語言。由於自動化翻譯可能有誤，或未能包含所需語境，路透不保證自動化翻譯文本的準確性，僅是為了便利讀者而提供自動化翻譯。對於因為使用自動化翻譯功能而造成的任何損害或損失，路透不承擔任何責任。)</p></body></html>","source":null,"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>BUZZ-Evercore 在口服Wegovy處方數據強勁之際發現 West Pharma 的買入機會</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBUZZ-Evercore 在口服Wegovy處方數據強勁之際發現 West Pharma 的買入機會\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time smaller\">2026-02-03 19:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-<a href=\"https://laohu8.com/S/EVR\">Evercore</a> 在口服Wegovy處方數據強勁之際發現 West Pharma 的買入機會</title></head><body><p><span>2月3日</span><span> - </span>** 券商Evercore ISI稱，自<span> <a href=\"https://laohu8.com/S/NVO\">諾和諾德</a></span>1月5日推出口服Wegovy以來，West Pharma<span>WST.N</span>的股價下跌了約<span>15%</span>，因為投資者擔心口服GLP-1藥片會減少對注射GLP-1藥物的需求，而注射GLP-1藥物對WST的增長至關重要。</p><p>** Evercore 認為，最近的拋售創造了一個良好的長期買入機會，主要是因為 WST 在 GLP-1 以外的核心業務正在改善。</p><p>** WST最著名的客戶包括製藥巨頭<a href=\"https://laohu8.com/S/LLY\">禮來</a><span>LLY.N</span>和諾和諾德<span>NOVOb.CO</span>，它們將West的成分納入其重磅注射療法，尤其是減肥和糖尿病療法中</p><p>** 經紀公司認為，早期處方藥的強勁勢頭可能是由於 \"大量懼怕打針的人 \"專門在等待一種藥片選擇。</p><p>** 製藥公司對注射 GLP 類藥物的投資仍然很高......就在上周，禮來<span>LLY.N</span>宣佈計劃投資 &gt;$3.5 Bn 新建一家注射劑工廠\"--Evercore ISI</p><p>** 2025 年 WST 股價下跌 16%</p><p>(為便利非英文母語者，路透將其報導自動化翻譯為數種其他語言。由於自動化翻譯可能有誤，或未能包含所需語境，路透不保證自動化翻譯文本的準確性，僅是為了便利讀者而提供自動化翻譯。對於因為使用自動化翻譯功能而造成的任何損害或損失，路透不承擔任何責任。)</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2471134879.HKD","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260203:nL4S3YZ11A:1","article_id":"2608785828","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608785828","pubTimestamp":1770118749,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Evercore 在口服Wegovy處方數據強勁之際發現 West Pharma 的買入機會2月3日 - ** 券商Evercore ISI稱，自 諾和諾德1月5日推出口服Wegovy以來，West PharmaWST.N的股價下跌了約15%，因為投資者擔心口服GLP-1藥片會減少對注射GLP-1藥物的需求，而注射GLP-1藥物對WST的增長至關重要。** Evercore 認為，最近的拋售創造了一個良好的長期買入機會，主要是因為 WST 在 GLP-1 以外的核心業務正在改善。對於因為使用自動化翻譯功能而造成的任何損害或損失，路透不承擔任何責任。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0882574055.USD":"富达全球健康医疗A ACC","LU0109394709.USD":"富兰克林生物科技新领域基金A (acc)","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LU1069344957.HKD":"AB SICAV I - 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