观点诺和诺德

Novo Nordisk is the biggest loser in the weight-loss duopoly
Lex专栏:诺和诺德是减肥药市场双寡头中的最大输家

The Danish group’s share of the global GLP-1 market is shrinking, while Eli Lilly’s products are gaining ground
诺和诺德在GLP-1市场的份额正在缩小,而礼来的市场份额正在稳步推进。

Some industries can support multiple winners, such as mobile phone providers and supermarkets. Others, including internet search engines and AI microchips, seem to end up with one clear victor. Obesity drugs look likely to end up somewhere in between, with one maker standing far above the others.

有些行业可以容纳多个赢家,比如手机服务商和连锁超市。而另一些行业(包括互联网搜索引擎和AI微芯片)往往只能一家独大。减肥药则可能介于两者之间,最终出现一家厂商明显领先于其他竞争者的情况。

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