減重神針猛健樂，撐起禮來一兆市值！減肥藥概念股還能追嗎？哪些產業可能受影響？ft.黃世聰、蕭捷健｜2025.12.08

from 投資不踩雷 · host 夏韻芬

美國總統川普逼迫藥廠降價，加速催生平價減肥時代降臨，諾和諾德在白宮官方協議外，又自行加碼現金折扣方案，禮來12/1也宣布跟進，調降「猛健樂」雙胞胎藥品「Zepbound」現金價。在全球醫藥生技業減重藥大賽中，禮來後來居上，拜GLP-1減重藥大賣之賜，今年來股價飆逾3成，推升市值突破1兆美元，成為史上第1家進入「兆（美）元俱樂部」的醫藥生技公司。進攻減脂產品的「隱藏版股王」康沛臨床三期試驗延後開始，股價一瀉千里，生技股水這麼深，該怎麼布局？AI未來可能徹底顛覆製藥產業，對生技投資又有什麼影響？減肥藥大行其道顛覆傳統市場邏輯，從航空、食品、服飾業會面臨什麼利多或挑戰？主持：夏韻芬來賓：財經專家黃世聰、減重醫師蕭捷健（本集12/7 於鏡新聞首播，12/8 鏡好聽播出） Podcast聲音後製：劉寶苓

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減重神針猛健樂，撐起禮來一兆市值！減肥藥概念股還能追嗎？哪些產業可能受影響？ft.黃世聰、蕭捷健｜2025.12.08

0:00 46:47

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