<p>GLP-1（減重藥）熱潮仍在繼續蓬勃發展。作為該領域的兩大領軍者，禮來（LLY）和諾和諾德（NVO）成為投資者在這一趨勢中的首選。儘管這兩家生物科技創新公司受到了 7 月至 8 月市場拋售的壓力，但高需求和增加生產力的努力似乎正在為不久的將來鋪平道路，迎來輝煌增長的浪潮。然而，始終有一家公司可能比另一家更有能力抓住眼前巨大的市場機遇。</p>
<p>據報道，到 2030 年，美國多達 9% 的人口可能會 “使用” 某種 GLP-1 藥物，至少根據摩根大通（JPM）進行的研究報告。</p>
<p>總的來説，我認為禮來和諾和諾德都是 GLP-1 競賽中的領導者。雖然兩者都有望在未來幾年獲利頗豐，但需要考慮兩家公司之間的重要細微差別。在本文中，我們將使用 TipRanks 的比較工具來評估這兩家頂尖肥胖藥物生產商的情況，並看看它們在年底前的表現如何。</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>禮來（LLY）</strong></h2>
<p>以其蒙加羅（Mounjaro）和澤普邦（Zepbound）藥物而聞名的禮來，在 GLP-1 藥物製造商夏季低迷後迅速反彈。股價在短暫暴跌至 747 美元左右後又回升至 900 美元以上。出色的季度報告是 GLP-1 領頭羊經歷激增的主要原因。事實上，如果在股價下跌時抄底，那麼抄底者理應受到讚揚，即使恐慌籠罩華爾街。</p>
<p>最近的研究表明，禮來的蒙加羅效果更好（服用蒙加羅的人減重更多）比諾和諾德的奧塞康（Ozempic），這讓我對該股持樂觀態度。</p>
<p>自最新財報發佈以來上漲超過 20%，抵消了上個月遭受的大部分損失，人們仍然疑慮是否為重新入場時機。我認為還不算太晚。隨着蒙加羅現在被認為是更好的表現者，醫生們很可能開始開處方給患者使用禮來的產品而不是奧塞康。的確，奧塞康在市場定位上表現強勁，尤其是其極具吸引力但又極其讓人討厭的電視廣告（哦，哦，哦，奧塞康）。儘管如此，效果和功效勝過營銷，尤其是當涉及健康時。</p>
<p>儘管蒙加羅可能在今天處於領先地位，但重要的是要記住，GLP-1 領域可能是動態的。就像 ChatGPT 五年後可能不再是 AI 之王一樣，蒙加羅可能在本年代結束時不再是最佳的 GLP-1 選擇。</p>
<p>儘管如此，禮來擁有地球上一流的人才。憑藉充滿希望的完整肥胖藥物管線，我認為禮來長期主導 GLP-1 的機會相當高。鑑於增長潛力和禮來無與倫比的生物科技實力，我不會押注反對該公司，尤其是在華爾街繼續力挺該股的情況下。在最新季度，澤普邦（一種治療斑塊性銀屑病炎症的單克隆抗體）的銷售額飆升至 12 億美元，超出了 3 億美元的預期。</p>
<p>隨着更多人使用禮來的藥物，以及蒙加羅在奧塞康的腳步聲中，紅火的季度可能只是個開始。</p>
<h3><strong>LLY 股票的目標價是多少？</strong></h3>
<p>分析師認為 LLY 股票是強烈買入，過去三個月中有 15 個買入和三個持有評級。平均 LLY 股票價格目標為 1000.69 美元，暗示上漲潛力為 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 分析師評級</strong></p>
<h2><strong>諾和諾德（NVO）</strong></h2>
<p>奧塞康和維果維（Wegovy）製造商諾和諾德的股票可能不再是最熱門的 GLP-1 投資，尤其是在維果維銷售額在最新季度略低於預期（117 億丹麥克朗，預期為 135 億丹麥克朗）的情況下。然而，該公司仍然在遊戲中佔據重要地位，並有機會在未來某個時候超越禮來。與禮來一樣，諾和諾德擁有一些令人難以置信的人才和一個龐大的管線，可能會推出下一代減重藥，幫助人們減重並保持體重。</p>
<p>此外，還有額外加分項可獲得，即減少肌肉流失。由於估值較低且仍有巨大增長前景，我對 NVO 股持樂觀態度。</p>
<p>儘管最近有所反彈，但 NVO 股仍處於低迷狀態，仍比歷史最高點低約 9%。毫無疑問，最近的季度失利是該股陷入困境的主要原因。然而，不要讓一個季度的表現阻止你投資一隻高增長股，尤其是當其交易的前瞻市盈率為 39.5 倍時，遠低於 LLY 股的 56.2 倍。</p>
<p>當然，最近的消息（蒙加羅對奧塞康的研究和更好的財報）最近一直對禮來有利。儘管如此，諾和諾德仍然坐在 GLP-1 的寶座上。此外，其口服塞馬魯肽版本正在研發中，而像卡格利塞馬（一種由塞馬魯肽和卡格利林肽混合的用於肥胖症的複合療法）這樣的組合療法可能使其在未來幾年繼續保持領先地位。</p>
<h3><strong>NVO 股票的目標價是多少？</strong></h3>
<p>根據分析師的評級，NVO 股票是中等買入，過去三個月中有六個買入、一個持有和一個賣出評級。平均 NVO 股票價格目標為 145.25 美元，暗示上漲潛力為 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 分析師評級</strong></p>
<h2><strong>結論</strong></h2>
<p>我認為現在選擇 GLP-1 股票都不會錯。然而，如果非要選擇一個，我會選擇諾和諾德。為什麼呢？因為它是更便宜的股票，而最近的負面新聞似乎讓投資者分散了對手中長期機會的注意力。GLP-1 的 “競賽” 可能會持續多年，許多藥物將競爭數千萬潛在客户。</p>
<p>披露</p>

諾和諾德公司

<p>GLP-1 藥物市場正在蓬勃發展，禮來（LLY）和諾和諾德（NVO）是頂尖競爭者。儘管近期市場壓力增大，但預計這兩家公司都將實現顯著增長。禮來的 Mounjaro 相較諾和的 Ozempic 表現出有希望的療效。分析師將 LLY 評級為強烈買入，目標價為 700.69 美元，預示着上漲 7.4%。與此同時，諾和諾德雖然略有下滑，但由於其全面的產品線和未來增長潛力，仍然是一個穩健的投資。GLP-1 領域的競爭激烈，但也帶來了重大機遇</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（減重藥）熱潮仍在繼續蓬勃發展。作為該領域的兩大領軍者，禮來（LLY）和諾和諾德（NVO）成為投資者在這一趨勢中的首選。儘管這兩家生物科技創新公司受到了 7 月至 8 月市場拋售的壓力，但高需求和增加生產力的努力似乎正在為不久的將來鋪平道路，迎來輝煌增長的浪潮。然而，始終有一家公司可能比另一家更有能力抓住眼前巨大的市場機遇。</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>據報道，到 2030 年，美國多達 9% 的人口可能會 “使用” 某種 GLP-1 藥物，至少根據摩根大通（JPM）進行的研究報告。</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>總的來説，我認為禮來和諾和諾德都是 GLP-1 競賽中的領導者。雖然兩者都有望在未來幾年獲利頗豐，但需要考慮兩家公司之間的重要細微差別。在本文中，我們將使用 TipRanks 的比較工具來評估這兩家頂尖肥胖藥物生產商的情況，並看看它們在年底前的表現如何。</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>禮來（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>以其蒙加羅（Mounjaro）和澤普邦（Zepbound）藥物而聞名的禮來，在 GLP-1 藥物製造商夏季低迷後迅速反彈。股價在短暫暴跌至 747 美元左右後又回升至 900 美元以上。出色的季度報告是 GLP-1 領頭羊經歷激增的主要原因。事實上，如果在股價下跌時抄底，那麼抄底者理應受到讚揚，即使恐慌籠罩華爾街。</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，禮來的蒙加羅效果更好（服用蒙加羅的人減重更多）比諾和諾德的奧塞康（Ozempic），這讓我對該股持樂觀態度。</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>自最新財報發佈以來上漲超過 20%，抵消了上個月遭受的大部分損失，人們仍然疑慮是否為重新入場時機。我認為還不算太晚。隨着蒙加羅現在被認為是更好的表現者，醫生們很可能開始開處方給患者使用禮來的產品而不是奧塞康。的確，奧塞康在市場定位上表現強勁，尤其是其極具吸引力但又極其讓人討厭的電視廣告（哦，哦，哦，奧塞康）。儘管如此，效果和功效勝過營銷，尤其是當涉及健康時。</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>儘管蒙加羅可能在今天處於領先地位，但重要的是要記住，GLP-1 領域可能是動態的。就像 ChatGPT 五年後可能不再是 AI 之王一樣，蒙加羅可能在本年代結束時不再是最佳的 GLP-1 選擇。</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>儘管如此，禮來擁有地球上一流的人才。憑藉充滿希望的完整肥胖藥物管線，我認為禮來長期主導 GLP-1 的機會相當高。鑑於增長潛力和禮來無與倫比的生物科技實力，我不會押注反對該公司，尤其是在華爾街繼續力挺該股的情況下。在最新季度，澤普邦（一種治療斑塊性銀屑病炎症的單克隆抗體）的銷售額飆升至 12 億美元，超出了 3 億美元的預期。</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>隨着更多人使用禮來的藥物，以及蒙加羅在奧塞康的腳步聲中，紅火的季度可能只是個開始。</p>
</div><h3><strong>What Is the Price Target on LLY Stock?</strong></h3>
<div class="lb-trans"><h3><strong>LLY 股票的目標價是多少？</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>分析師認為 LLY 股票是強烈買入，過去三個月中有 15 個買入和三個持有評級。平均 LLY 股票價格目標為 1000.69 美元，暗示上漲潛力為 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 分析師評級</strong></p>
</div><h2><strong>Novo Nordisk (NVO)</strong></h2>
<div class="lb-trans"><h2><strong>諾和諾德（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>奧塞康和維果維（Wegovy）製造商諾和諾德的股票可能不再是最熱門的 GLP-1 投資，尤其是在維果維銷售額在最新季度略低於預期（117 億丹麥克朗，預期為 135 億丹麥克朗）的情況下。然而，該公司仍然在遊戲中佔據重要地位，並有機會在未來某個時候超越禮來。與禮來一樣，諾和諾德擁有一些令人難以置信的人才和一個龐大的管線，可能會推出下一代減重藥，幫助人們減重並保持體重。</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，還有額外加分項可獲得，即減少肌肉流失。由於估值較低且仍有巨大增長前景，我對 NVO 股持樂觀態度。</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>儘管最近有所反彈，但 NVO 股仍處於低迷狀態，仍比歷史最高點低約 9%。毫無疑問，最近的季度失利是該股陷入困境的主要原因。然而，不要讓一個季度的表現阻止你投資一隻高增長股，尤其是當其交易的前瞻市盈率為 39.5 倍時，遠低於 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>當然，最近的消息（蒙加羅對奧塞康的研究和更好的財報）最近一直對禮來有利。儘管如此，諾和諾德仍然坐在 GLP-1 的寶座上。此外，其口服塞馬魯肽版本正在研發中，而像卡格利塞馬（一種由塞馬魯肽和卡格利林肽混合的用於肥胖症的複合療法）這樣的組合療法可能使其在未來幾年繼續保持領先地位。</p>
</div><h3><strong>What Is the Price Target for NVO Stock?</strong></h3>
<div class="lb-trans"><h3><strong>NVO 股票的目標價是多少？</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>根據分析師的評級，NVO 股票是中等買入，過去三個月中有六個買入、一個持有和一個賣出評級。平均 NVO 股票價格目標為 145.25 美元，暗示上漲潛力為 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 分析師評級</strong></p>
</div><h2><strong>Conclusion</strong></h2>
<div class="lb-trans"><h2><strong>結論</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>我認為現在選擇 GLP-1 股票都不會錯。然而，如果非要選擇一個，我會選擇諾和諾德。為什麼呢？因為它是更便宜的股票，而最近的負面新聞似乎讓投資者分散了對手中長期機會的注意力。GLP-1 的 “競賽” 可能會持續多年，許多藥物將競爭數千萬潛在客户。</p>
</div><p>Disclosure</p>
<div class="lb-trans"><p>披露</p>
</div>

禮來（LLY）和諾和諾德（NVO）：哪隻 GLP-1 股票更值得投資？