365亿美元 VS 361亿美元。 2025年全球"药王"终极对决，落下帷幕。礼来替尔泊肽以4亿美元的微弱优势，硬生生把诺和诺德司美格鲁肽拽下王座。两款GLP-1减肥 药包揽冠亚军，蝉联两年销冠的默沙东K药，直接被挤出头部梯队。 谁能想到，这场千亿赛道的狂欢，起点竟是马斯克 2021年的一条社交动态。一张带货照，把司美格鲁肽从小众降糖药，捧成风靡全球的减肥神药，诺和诺德躺着 吃了三年先发红利。短短五年，王座易主，行业彻底洗牌。 就在所有人笃定，减肥药战场注定是礼来、诺和诺德双雄垄断，旁人连喝汤的份都没有时， 2026年早春，一个"掉队者"杀疯了—— 辉瑞 。 自研管线全线崩盘， GLP-1赛道彻底缺席，这个177岁的老牌巨头，凭什么敢硬闯双雄壁垒？放着全球市场不深耕，偏偏把首款减肥药的命运，全盘押注中国？ 01 双雄崩盘，辉瑞突袭： GLP-1格局彻底改写 2026年2月23日，诺和诺德遭遇股灾。股价暴跌超15%，创下近五年最大跌幅，市值单日蒸发数百亿美元，华尔街一片哗然。 导火索很扎心：旗下下一代减肥神药 CagriSema，84周减重23.0%，直接被礼来替尔泊肽25.5%的成绩碾压，连"不劣于"的底线都 ...

Total Income and Investment Returns in 2025 were DKK 21 billion (€2.8 billion). For 2025, Total Income and Investment Returns consisted of Income from dividends from the Novo Group companies (DKK 15 billion or €2.0 billion) and Returns from the Investment Assets Portfolio1 (DKK 5.8 billion or €0.8 billion).Novo Holdings generated returns on the Investment Portfolio2 of 2.3% in DKK, and 9.2% in Constant Exchange Rates (CER). The return for 2024 in CER was 14.8%. Novo Holdings’ 5- and 10-year returns are at 8 ...

Hello, I'm Ozmpic. >> GLP1s are everywhere. Micro do GLP1.From ripping through Hollywood, I'm on road to Super Bowl commercials. Many have called the drugs a medical miracle. >> It is in fact a miracle.>> In hopes of finally making progress in America's obesity crisis. And today, adding to the mounting evidence that these drugs could have benefits besides weight loss, a new study finding a 37% lower risk of death in patients with metastatic brain cancer. But the economic miracle that once seemed a sure bet, ...

The FDA has issued a warning letter to the maker of Ozimpic and WGOI. The agency says Nova Nordisk failed to report potential side effects in patients who took its blockbuster medications. The FDA cited three deaths among the patients, including one who died by suicide.The agency says the company did not report the deaths within the agency's required time frame, and that it also failed to investigate or report the suicide. In a statement, Nova Nordisk said it has been working diligently to address the FDA's ...

Key Takeaways Novo Nordisk partnered with HIMS to offer Ozempic and Wegovy via telehealth at self-pay prices nationwide.HIMS will stop advertising compounded GLP-1 drugs and transition patients to FDA-approved alternatives.Novo Nordisk shares also reacted to an FDA warning letter tied to post-marketing safety reporting processes.Earlier this week, Novo Nordisk (NVO) announced a partnership with telehealth platform Hims & Hers Health (HIMS) to expand access to its FDA-approved semaglutide medicines in the Un ...

Novo Nordisk A/S (NYSE:NVO) is one of the 11 Best Affordable Growth Stocks to Buy Now. On March 2, Novo Nordisk A/S (NYSE:NVO) reiterated its plans to invest about $506 million to expand its manufacturing facility in Ireland. The investment will finance the expansion of production capacity for oral products, including various formulations of GLP-1 drugs. The expansion is also part of an effort to meet current and future demand outside the US. Construction of the manufacturing facility in Athlone, Irelan ...

Hims & Hers logo overlaid on medical syringes, measuring tape, and financial charts symbolizing telehealth weight-loss market growth. Key Points Hims & Hers has shifted from offering controversial compounded GLP-1s to a formal agreement with Novo Nordisk, allowing the platform to distribute FDA-approved Ozempic and Wegovy. Following the announcement, HIMS shares surged nearly 46%, helping the stock recover from a 59% drop earlier in the year caused by previous legal friction with Novo Nordisk. Analysts ...

Some indicators suggest that equity markets are currently overvalued. For instance, the S&P 500 Shiller CAPE ratio is near multi-year highs. In this environment, it pays to look for bargains, stocks that look cheap right now, given their growth prospects. Here are two examples to consider in the healthcare sector: Pfizer (NYSE: PFE) and Novo Nordisk (NYSE: NVO). Image source: Getty Images. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, calle ...

The FDA underscored cases including two deaths and a suicide linked to patients taking semaglutide, which Novo markets as Ozempic and Wegovy. ...

Core Viewpoint - Needham analyst Ryan MacDonald upgraded Hims & Hers (HIMS) to Buy from Hold with a $30 price target following the announcement of a renewed partnership with Novo Nordisk (NVO) [1] Group 1: Partnership Impact - Novo Nordisk has set aside its differences and will partner with Hims & Hers again, allowing Hims to sell commercially available doses of Ozempic and Wegovy, including a new pill form [1] - The partnership alleviates concerns around legal risk associated with the sale of these products [1] Group 2: Revenue Opportunity - The firm believes that the recent increase in Hims shares "still understates the revenue opportunity now ahead" [1] - The Wegovy pill is primarily procured via cash pay and has not yet been factored into the company's outlook, indicating potential for significant revenue growth [1]