<p>GLP-1（减重药）热潮仍在继续蓬勃发展。作为该领域的两大领军者，礼来（LLY）和诺和诺德（NVO）成为投资者在这一趋势中的首选。尽管这两家生物科技创新公司受到了 7 月至 8 月市场抛售的压力，但高需求和增加生产力的努力似乎正在为不久的将来铺平道路，迎来辉煌增长的浪潮。然而，始终有一家公司可能比另一家更有能力抓住眼前巨大的市场机遇。</p>
<p>据报道，到 2030 年，美国多达 9% 的人口可能会 “使用” 某种 GLP-1 药物，至少根据摩根大通（JPM）进行的研究报告。</p>
<p>总的来说，我认为礼来和诺和诺德都是 GLP-1 竞赛中的领导者。虽然两者都有望在未来几年获利颇丰，但需要考虑两家公司之间的重要细微差别。在本文中，我们将使用 TipRanks 的比较工具来评估这两家顶尖肥胖药物生产商的情况，并看看它们在年底前的表现如何。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/08/image-412-1024x207.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1024" height="207" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/08/image-412-1024x207.png"/></p>
<h2><strong>礼来（LLY）</strong></h2>
<p>以其蒙加罗（Mounjaro）和泽普邦（Zepbound）药物而闻名的礼来，在 GLP-1 药物制造商夏季低迷后迅速反弹。股价在短暂暴跌至 747 美元左右后又回升至 900 美元以上。出色的季度报告是 GLP-1 领头羊经历激增的主要原因。事实上，如果在股价下跌时抄底，那么抄底者理应受到赞扬，即使恐慌笼罩华尔街。</p>
<p>最近的研究表明，礼来的蒙加罗效果更好（服用蒙加罗的人减重更多）比诺和诺德的奥塞康（Ozempic），这让我对该股持乐观态度。</p>
<p>自最新财报发布以来上涨超过 20%，抵消了上个月遭受的大部分损失，人们仍然疑虑是否为重新入场时机。我认为还不算太晚。随着蒙加罗现在被认为是更好的表现者，医生们很可能开始开处方给患者使用礼来的产品而不是奥塞康。的确，奥塞康在市场定位上表现强劲，尤其是其极具吸引力但又极其让人讨厌的电视广告（哦，哦，哦，奥塞康）。尽管如此，效果和功效胜过营销，尤其是当涉及健康时。</p>
<p>尽管蒙加罗可能在今天处于领先地位，但重要的是要记住，GLP-1 领域可能是动态的。就像 ChatGPT 五年后可能不再是 AI 之王一样，蒙加罗可能在本年代结束时不再是最佳的 GLP-1 选择。</p>
<p>尽管如此，礼来拥有地球上一流的人才。凭借充满希望的完整肥胖药物管线，我认为礼来长期主导 GLP-1 的机会相当高。鉴于增长潜力和礼来无与伦比的生物科技实力，我不会押注反对该公司，尤其是在华尔街继续力挺该股的情况下。在最新季度，泽普邦（一种治疗斑块性银屑病炎症的单克隆抗体）的销售额飙升至 12 亿美元，超出了 3 亿美元的预期。</p>
<p>随着更多人使用礼来的药物，以及蒙加罗在奥塞康的脚步声中，红火的季度可能只是个开始。</p>
<h3><strong>LLY 股票的目标价是多少？</strong></h3>
<p>分析师认为 LLY 股票是强烈买入，过去三个月中有 15 个买入和三个持有评级。平均 LLY 股票价格目标为 1000.69 美元，暗示上涨潜力为 7.4%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/08/image-414.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="966" height="744" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/08/image-414.png"/></p>
<p><strong>查看更多 LLY 分析师评级</strong></p>
<h2><strong>诺和诺德（NVO）</strong></h2>
<p>奥塞康和维果维（Wegovy）制造商诺和诺德的股票可能不再是最热门的 GLP-1 投资，尤其是在维果维销售额在最新季度略低于预期（117 亿丹麦克朗，预期为 135 亿丹麦克朗）的情况下。然而，该公司仍然在游戏中占据重要地位，并有机会在未来某个时候超越礼来。与礼来一样，诺和诺德拥有一些令人难以置信的人才和一个庞大的管线，可能会推出下一代减重药，帮助人们减重并保持体重。</p>
<p>此外，还有额外加分项可获得，即减少肌肉流失。由于估值较低且仍有巨大增长前景，我对 NVO 股持乐观态度。</p>
<p>尽管最近有所反弹，但 NVO 股仍处于低迷状态，仍比历史最高点低约 9%。毫无疑问，最近的季度失利是该股陷入困境的主要原因。然而，不要让一个季度的表现阻止你投资一只高增长股，尤其是当其交易的前瞻市盈率为 39.5 倍时，远低于 LLY 股的 56.2 倍。</p>
<p>当然，最近的消息（蒙加罗对奥塞康的研究和更好的财报）最近一直对礼来有利。尽管如此，诺和诺德仍然坐在 GLP-1 的宝座上。此外，其口服塞马鲁肽版本正在研发中，而像卡格利塞马（一种由塞马鲁肽和卡格利林肽混合的用于肥胖症的复合疗法）这样的组合疗法可能使其在未来几年继续保持领先地位。</p>
<h3><strong>NVO 股票的目标价是多少？</strong></h3>
<p>根据分析师的评级，NVO 股票是中等买入，过去三个月中有六个买入、一个持有和一个卖出评级。平均 NVO 股票价格目标为 145.25 美元，暗示上涨潜力为 8.1%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/08/image-415.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="964" height="743" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/08/image-415.png"/></p>
<p><strong>查看更多 NVO 分析师评级</strong></p>
<h2><strong>结论</strong></h2>
<p>我认为现在选择 GLP-1 股票都不会错。然而，如果非要选择一个，我会选择诺和诺德。为什么呢？因为它是更便宜的股票，而最近的负面新闻似乎让投资者分散了对手中长期机会的注意力。GLP-1 的 “竞赛” 可能会持续多年，许多药物将竞争数千万潜在客户。</p>
<p>披露</p>

诺和诺德公司

<p>GLP-1 药物市场正在蓬勃发展，礼来（LLY）和诺和诺德（NVO）是顶尖竞争者。尽管近期市场压力增大，但预计这两家公司都将实现显著增长。礼来的 Mounjaro 相较诺和的 Ozempic 表现出有希望的疗效。分析师将 LLY 评级为强烈买入，目标价为 700.69 美元，预示着上涨 7.4%。与此同时，诺和诺德虽然略有下滑，但由于其全面的产品线和未来增长潜力，仍然是一个稳健的投资。GLP-1 领域的竞争激烈，但也带来了重大机遇</p>

<p>The GLP-1 (weight-loss drug) boom is continuing to gain steam. As the two leaders in the space, Eli Lilly (LLY) and Novo Nordisk (NVO) stand out as top picks for investors to play the trend. Though the two biotech innovators have felt the pressure from the July-August market sell-off, high demand and efforts to ramp up production seem to be setting the stage for a glorious growth surge at some point over the near future. As always, though, one firm may be in better shape than the other to seize the colossal market opportunity at hand.</p>
<div class="lb-trans"><p>GLP-1（减重药）热潮仍在继续蓬勃发展。作为该领域的两大领军者，礼来（LLY）和诺和诺德（NVO）成为投资者在这一趋势中的首选。尽管这两家生物科技创新公司受到了 7 月至 8 月市场抛售的压力，但高需求和增加生产力的努力似乎正在为不久的将来铺平道路，迎来辉煌增长的浪潮。然而，始终有一家公司可能比另一家更有能力抓住眼前巨大的市场机遇。</p>
</div><p>Reportedly, as much as 9% of the U.S. population could be “on” some form of GLP-1 drug by 2030, at least according to a research report conducted by JPMorgan (JPM).</p>
<div class="lb-trans"><p>据报道，到 2030 年，美国多达 9% 的人口可能会 “使用” 某种 GLP-1 药物，至少根据摩根大通（JPM）进行的研究报告。</p>
</div><p>At the end of the day, I view both Eli Lilly and Novo Nordisk as leaders in the GLP-1 race. And while both can profit profoundly over the coming years, there are important nuances between the names to consider. In this piece, we’ll check in with TipRanks’ Comparison Tool to weigh in (no pun intended here) on the two top obesity drug players and how they stand going into year’s end.</p>
<div class="lb-trans"><p>总的来说，我认为礼来和诺和诺德都是 GLP-1 竞赛中的领导者。虽然两者都有望在未来几年获利颇丰，但需要考虑两家公司之间的重要细微差别。在本文中，我们将使用 TipRanks 的比较工具来评估这两家顶尖肥胖药物生产商的情况，并看看它们在年底前的表现如何。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/08/image-412-1024x207.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/08/image-412-1024x207.png"/></p>
<h2><strong>Eli Lilly (LLY)</strong></h2>
<div class="lb-trans"><h2><strong>礼来（LLY）</strong></h2>
</div><p>Eli Lilly, best known for its Mounjaro and Zepbound drugs, has been quick to rebound from the summer slump in GLP-1 drug makers. The stock is right back above $900 per share after briefly plunging 19% to $747 and change. A solid quarterly report is a large reason why the GLP-1 top dog experienced a surge. Indeed, dip-buyers deserve a pat on the back if they scooped up the name on the way down, even as fears gripped Wall Street.</p>
<div class="lb-trans"><p>以其蒙加罗（Mounjaro）和泽普邦（Zepbound）药物而闻名的礼来，在 GLP-1 药物制造商夏季低迷后迅速反弹。股价在短暂暴跌至 747 美元左右后又回升至 900 美元以上。出色的季度报告是 GLP-1 领头羊经历激增的主要原因。事实上，如果在股价下跌时抄底，那么抄底者理应受到赞扬，即使恐慌笼罩华尔街。</p>
</div><p>With recent studies favoring Eli Lilly’s Mounjaro offering as performing better (those on Mounjaro lost more pounds) than Novo Nordisk’s Ozempic, I can’t be anything but bullish on the stock.</p>
<div class="lb-trans"><p>最近的研究表明，礼来的蒙加罗效果更好（服用蒙加罗的人减重更多）比诺和诺德的奥塞康（Ozempic），这让我对该股持乐观态度。</p>
</div><p>Up more than 20% since its latest earnings report, offsetting most of the losses endured last month, questions linger as to whether it’s too late to punch one’s ticket back into the name. I don’t think it is. With Mounjaro now known as the better performer, doctors may very well start prescribing Eli Lilly’s offering over Ozempic. Indeed, Ozempic’s market positioning is strong, especially with its incredibly catchy but oh-so-incredibly annoying television commercials (Oh, oh, oh, Ozempic). That said, performance and efficacy trump marketing, especially when one’s health is at stake.</p>
<div class="lb-trans"><p>自最新财报发布以来上涨超过 20%，抵消了上个月遭受的大部分损失，人们仍然疑虑是否为重新入场时机。我认为还不算太晚。随着蒙加罗现在被认为是更好的表现者，医生们很可能开始开处方给患者使用礼来的产品而不是奥塞康。的确，奥塞康在市场定位上表现强劲，尤其是其极具吸引力但又极其让人讨厌的电视广告（哦，哦，哦，奥塞康）。尽管如此，效果和功效胜过营销，尤其是当涉及健康时。</p>
</div><p>Though Mounjaro may come out on top today, it’s important to remember that the GLP-1 scene is likely to be dynamic. Just like ChatGPT may not be the king of AI five years from now, Mounjaro may not be the top GLP-1 shot to get by the decade’s conclusion.</p>
<div class="lb-trans"><p>尽管蒙加罗可能在今天处于领先地位，但重要的是要记住，GLP-1 领域可能是动态的。就像 ChatGPT 五年后可能不再是 AI 之王一样，蒙加罗可能在本年代结束时不再是最佳的 GLP-1 选择。</p>
</div><p>That said, Lilly has some of the best talent on Earth. And with a full obesity pipeline of promise, I’d pin Lilly’s odds of long-term GLP-1 domination as pretty high. Given the growth to be had and Lilly’s unmatched biotech prowess, I’d not bet against the name, especially while Wall Street continues pounding the table on the stock. Highlighting LLY’s strength, in the latest quarter, Zepbound (a monoclonal antibody treating plaque psoriasis inflammation) sales soared to $1.2 billion, topping estimates by $300 million.</p>
<div class="lb-trans"><p>尽管如此，礼来拥有地球上一流的人才。凭借充满希望的完整肥胖药物管线，我认为礼来长期主导 GLP-1 的机会相当高。鉴于增长潜力和礼来无与伦比的生物科技实力，我不会押注反对该公司，尤其是在华尔街继续力挺该股的情况下。在最新季度，泽普邦（一种治疗斑块性银屑病炎症的单克隆抗体）的销售额飙升至 12 亿美元，超出了 3 亿美元的预期。</p>
</div><p>As more people go on Eli Lilly’s drugs and as Mounjaro nibbles at Ozempic’s heels, the red-hot quarter may just be the start.</p>
<div class="lb-trans"><p>随着更多人使用礼来的药物，以及蒙加罗在奥塞康的脚步声中，红火的季度可能只是个开始。</p>
</div><h3><strong>What Is the Price Target on LLY Stock?</strong></h3>
<div class="lb-trans"><h3><strong>LLY 股票的目标价是多少？</strong></h3>
</div><p>LLY stock is a Strong Buy, according to analysts, with 15 Buys and three Holds assigned in the past three months. The average LLY stock price target of $1,000.69 implies 7.4% upside potential.</p>
<div class="lb-trans"><p>分析师认为 LLY 股票是强烈买入，过去三个月中有 15 个买入和三个持有评级。平均 LLY 股票价格目标为 1000.69 美元，暗示上涨潜力为 7.4%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/08/image-414.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/08/image-414.png"/></p>
<p><strong>See more LLY analyst ratings</strong></p>
<div class="lb-trans"><p><strong>查看更多 LLY 分析师评级</strong></p>
</div><h2><strong>Novo Nordisk (NVO)</strong></h2>
<div class="lb-trans"><h2><strong>诺和诺德（NVO）</strong></h2>
</div><p>Shares of Ozempic and Wegovy maker Novo Nordisk may not be the hottest GLP-1 play anymore — not while Wegovy sales came in a tad short of expectations in the latest quarter (11.7 billion kr. (Danish krone) vs. 13.5 billion kr. expectation). Still, the company still has major skin in the game and the opportunity to one-up Eli Lilly at some point down the road. Like Lilly, Novo has some incredible talent and a stacked pipeline that may yield a next-generation weight-loss drug that helps people lose weight and keep it off.</p>
<div class="lb-trans"><p>奥塞康和维果维（Wegovy）制造商诺和诺德的股票可能不再是最热门的 GLP-1 投资，尤其是在维果维销售额在最新季度略低于预期（117 亿丹麦克朗，预期为 135 亿丹麦克朗）的情况下。然而，该公司仍然在游戏中占据重要地位，并有机会在未来某个时候超越礼来。与礼来一样，诺和诺德拥有一些令人难以置信的人才和一个庞大的管线，可能会推出下一代减重药，帮助人们减重并保持体重。</p>
</div><p>Further, there are bonus points to be had for the minimization of muscle loss. With a cheaper valuation and major growth still ahead, I have to be bullish on NVO stock.</p>
<div class="lb-trans"><p>此外，还有额外加分项可获得，即减少肌肉流失。由于估值较低且仍有巨大增长前景，我对 NVO 股持乐观态度。</p>
</div><p>Despite the recent relief rally, NVO stock is stuck in a hangover, still off around 9% from its all-time high. Undoubtedly, the latest quarterly fumble is a major reason why the stock’s in a bit of a rut. However, don’t let one quarter deter you from a high-growth stock that’s trading at an increasingly more palatable multiple. At writing, NVO stock goes for an absurdly low 39.5 times forward price-to-earnings (P/E), miles below LLY stock’s 56.2 times forward P/E.</p>
<div class="lb-trans"><p>尽管最近有所反弹，但 NVO 股仍处于低迷状态，仍比历史最高点低约 9%。毫无疑问，最近的季度失利是该股陷入困境的主要原因。然而，不要让一个季度的表现阻止你投资一只高增长股，尤其是当其交易的前瞻市盈率为 39.5 倍时，远低于 LLY 股的 56.2 倍。</p>
</div><p>Sure, recent news (the Mounjaro vs. Ozempic study and better earnings report) has been going Lilly’s way of late. That said, Novo is still sitting on the GLP-1 throne. Additionally, its oral version of semaglutide is in the works, and combination therapies like CagriSema (a blend of semaglutide and cagrilintide for obesity) could keep it on the throne for years to come.</p>
<div class="lb-trans"><p>当然，最近的消息（蒙加罗对奥塞康的研究和更好的财报）最近一直对礼来有利。尽管如此，诺和诺德仍然坐在 GLP-1 的宝座上。此外，其口服塞马鲁肽版本正在研发中，而像卡格利塞马（一种由塞马鲁肽和卡格利林肽混合的用于肥胖症的复合疗法）这样的组合疗法可能使其在未来几年继续保持领先地位。</p>
</div><h3><strong>What Is the Price Target for NVO Stock?</strong></h3>
<div class="lb-trans"><h3><strong>NVO 股票的目标价是多少？</strong></h3>
</div><p>NVO stock is a Moderate Buy, according to analysts, with six Buys, one Hold, and one Sell assigned in the past three months. The average NVO stock price target of $145.25 implies 8.1% upside potential.</p>
<div class="lb-trans"><p>根据分析师的评级，NVO 股票是中等买入，过去三个月中有六个买入、一个持有和一个卖出评级。平均 NVO 股票价格目标为 145.25 美元，暗示上涨潜力为 8.1%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/08/image-415.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/08/image-415.png"/></p>
<p><strong>See more NVO analyst ratings</strong></p>
<div class="lb-trans"><p><strong>查看更多 NVO 分析师评级</strong></p>
</div><h2><strong>Conclusion</strong></h2>
<div class="lb-trans"><h2><strong>结论</strong></h2>
</div><p>I don’t think you can go wrong with either GLP-1 stock right now. However, if I had to go with one, it’d be Novo Nordisk. Why? It’s the far cheaper stock, and recent negative headlines seem to be distracting investors from the long-term opportunity at hand. The GLP-1 “race” could span many years and see a number of drugs compete for the tens of millions of potential customers.</p>
<div class="lb-trans"><p>我认为现在选择 GLP-1 股票都不会错。然而，如果非要选择一个，我会选择诺和诺德。为什么呢？因为它是更便宜的股票，而最近的负面新闻似乎让投资者分散了对手中长期机会的注意力。GLP-1 的 “竞赛” 可能会持续多年，许多药物将竞争数千万潜在客户。</p>
</div><p>Disclosure</p>
<div class="lb-trans"><p>披露</p>
</div>

礼来（LLY）和诺和诺德（NVO）：哪只 GLP-1 股票更值得投资？