整个市场至少近几年，_老虎社区_美港股上老虎

2023-10-18

整个市场至少近几年，90%以上都是 $礼来(LLY)$ $诺和诺德(NVO)$ 礼来和诺和诺德两大公司的，这点基本没有什么悬念，其他众多中小公司，未来加一起也只能分得10%左右的市场，这还是几年以后的事情

据悉，诺和诺德和礼来的新型减肥药在美国的风靡，已经开始对传统的食品饮料行业造成冲击，美国两大饮料巨头可口可乐和百事分别大跌4.83%和5.22%，市值在一个交易日内蒸发115亿美元和121.3亿美元。此前，美国商超巨头沃尔玛一名高管发出警告，称那些正在服用Ozempic、Wegovy等GLP-1受体激动剂的消费者的购物需求有所降低，这类新型减肥药可能引起美国食品业发生重大变革。对此，你怎么看？

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