Novo and Viking are old hands in the GLP-1/T2DM space.

以前這個biological target主要是用來攻克糖尿病，順便搞減肥是這幾年的事。除了這幾家可以關注，還有一家叫Innovent Biologics. 他們是Lilly的中國partner for a biologic anti-obesity drug called mazdutide.  Innovent ran the ph3 trial in China and just submitted the NDA in China based on the favorable phase 3 results.  I am not sure about Lilly's plans for mazdutide for the rest of the world.  But it is not inconceivable that Lilly may not want to market mazdutide in the US and cannibalize its own Zepbound market in the US.  Innovent's stock is dirty cheap now.  

所有跟帖： 

• 哇塞，你這方麵相當有研究啊！謝謝你的信息。 -HenryLi- ♂ (0 bytes) () 03/10/2024 postreply 15:30:54

• Cheers. The power of the internet. -Francine- ♀ (0 bytes) () 03/10/2024 postreply 15:54:51