CNBC Top NewsCodex · 实盘不做把握 4/10
北京时间·🕒 发布 18:41:18时区推断·⟳ 抓取 18:45:14·⚡ 决策 07-23 18:53:36 +8m22s·96.2 天前
Galderma称GLP-1减重药带动医美组合增长，美国销售增长32%
GLP-1用药扩大带来面部填充和胶原刺激产品需求，但正文称仍处早期。
📄 原文CNBC Top News↗ 原文
Ozempic face? Botox maker reports boost from 'sagging face' trend
The increased use of weight-loss drugs has created a big opportunity for aesthetics company Galderma, its CEO told CNBC…
不做 Galderma（GALD.CH）
财报后长期需求解读已在增长数据中体现，且盘中股价反应有限，短线edge不足。
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研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- CNBC报道Galderma CEO称GLP-1患者增长带动医美组合需求。市场反应:报道称瑞士上市股价盘中变动不大。
关键理由
- GLP-1用药扩大带来面部填充和胶原刺激产品需求，但正文称仍处早期。
- 公司已披露固定汇率销售同比近25%、美国增长32%，更像财报期经营确认。
主要风险
- CNBC正文称瑞士上市股价盘中变动不大，说明市场未将CEO表述视作新的强重定价催化。
工具调用 · 历史记录,结果未知(2 种)
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原文全文
展开原文 · 1,385 字
The increased use of weight-loss drugs has created a big opportunity for aesthetics company Galderma, its CEO told CNBC on Thursday.
"We were actually the first one to show that if you take two of our products [filler and Scuptra]... you can mitigate some of the facial sagging that you see if you have significant weight loss," CEO Flemming Ørnskov said.
The increasing rate of patients using the so-called GLP-1 medications like Ozempic, its weight-loss equivalent Wegovy, or Zepbound, especially in the U.S., is now feeding into "the very strong growth that we're seeing in our aesthetics portfolio," Ørnskov told CNBC's "Europe Early Edition."
"It's a significant opportunity for us, but it's still early days," he said.
About one in 10 U.S. adults now report taking GLP-1 drugs for weight loss, a rapidly expanding patient population that companies such as Galderma hope will fuel demand for treatments addressing facial volume loss, sometimes dubbed "Ozempic face."
Ørnskov's comments came as Galderma, which makes brands of botulinum toxin, colloquially known as botox, facial fillers and collagen stimulators, reported nearly 25% sales growth at constant currencies year-on-year.
Growth in the U.S., the by far largest market for GLP-1 drugs, outpaced growth elsewhere at 32%, versus 19% in the rest of the world.
The Swiss-listed stock was little moved in mid-morning trading.
"We were actually the first one to show that if you take two of our products [filler and Scuptra]... you can mitigate some of the facial sagging that you see if you have significant weight loss," CEO Flemming Ørnskov said.
The increasing rate of patients using the so-called GLP-1 medications like Ozempic, its weight-loss equivalent Wegovy, or Zepbound, especially in the U.S., is now feeding into "the very strong growth that we're seeing in our aesthetics portfolio," Ørnskov told CNBC's "Europe Early Edition."
"It's a significant opportunity for us, but it's still early days," he said.
About one in 10 U.S. adults now report taking GLP-1 drugs for weight loss, a rapidly expanding patient population that companies such as Galderma hope will fuel demand for treatments addressing facial volume loss, sometimes dubbed "Ozempic face."
Ørnskov's comments came as Galderma, which makes brands of botulinum toxin, colloquially known as botox, facial fillers and collagen stimulators, reported nearly 25% sales growth at constant currencies year-on-year.
Growth in the U.S., the by far largest market for GLP-1 drugs, outpaced growth elsewhere at 32%, versus 19% in the rest of the world.
The Swiss-listed stock was little moved in mid-morning trading.
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