W 华尔街见闻 | 时间 | | 内容 | 预期 前值 | | | --- | --- | --- | --- | --- | | 2月2日 周一 | | | | | | 数据 | 09:45 | 中国 1月RatingDog制造业PMI | 50.1 | | | 17:00 | | 欧元区 1月制造业PMI终值 | | 49.4 | | 23:00 | | 美国 1月ISM制造业指数 | 48.3 | 47.9 | | 待定 | | 芝商所CME再上调金银交易保证金:黄金保证金率从6% 升至8%,白银从11%升至15% | | | | 待定 | | 中国2月2日起对威士忌酒实施5%的进口暂定税率 | | | | 事件 | 待定 | 伊朗地缘事件持续发酵（全周事件） | | | | 待定 | | 2月是"Al大战"之月,国内外科技巨头动作频频(全周事 件) | | | | 待定 | | 今年APEC第一次高官会于2月1日至10日广州举行 | | | | 待定 | | 春运2月2日开始、3月13日结束 | | | | 财报 | | 迪士尼 | | | | 2月3日 周二 | | | | | | 数据 | 11: ...

Group 1 - Novo Nordisk A/S is considered one of the most profitable healthcare stocks, with BMO Capital raising its price target from $47 to $57 while maintaining a Market Perform rating [1] - BMO Capital has reduced its 2025 sales estimate for Wegovy to DKK 77.8 billion from DKK 79.8 billion, slightly below the consensus forecast of DKK 78.4 billion, citing ongoing pricing pressures [2] - The company experienced flat prescription trends for Wegovy in Q4 2025 compared to Q3 2025, with expectations of a similar flat U.S. prescription volume in 2026 leading to negative year-over-year net sales growth [2] Group 2 - Wegovy was prescribed over 18,000 times in the U.S. during its first full week post-launch, indicating strong early demand in a well-established obesity market [3] - Novo Nordisk operates in two segments: Diabetes and Obesity Care, and Rare Disease, highlighting its focus on specialized pharmaceutical products [3]

This could finally be the start of the drugmaker's comeback.Last year wasn't great for Novo Nordisk (NVO +0.17%). One of the biggest challenges it faced was losing ground in the all-important weight loss market to its biggest competitor, Eli Lilly.However, Novo Nordisk has a plan to get things back on track, and the company's oral Wegovy is part of that strategy. In December, Novo Nordisk earned approval for the oral version of its famous medicine, which it launched earlier this month. And so far, things ar ...

Group 1 - Thomas Rantzau, employee representative on the Board of Directors since 2018, has decided to leave Novo Nordisk A/S after 22 years of employment, stepping down from the Board [1] - Tanja Villumsen has been appointed as the new employee representative on the Board of Directors of Novo Nordisk A/S effective immediately [1] Group 2 - Novo Nordisk is a leading global healthcare company founded in 1923 and headquartered in Denmark, focusing on defeating serious chronic diseases, particularly diabetes [2] - The company employs approximately 78,500 people across 80 countries and markets its products in around 170 countries [2] - Novo Nordisk's B shares are listed on Nasdaq Copenhagen, and its ADRs are listed on the New York Stock Exchange [2]

Group 1 - Medicare's upcoming coverage of obesity treatments is expected to significantly increase access to Eli Lilly's experimental weight-loss pill, orforglipron, according to CEO Dave Ricks [1] - The Medicare program could potentially qualify 20 million to 30 million patients, making GLP-1 treatments more affordable and widely used [2] - Eli Lilly plans to launch orforglipron in the second quarter, aligning with the start of Medicare coverage later this year, with initial pricing agreements leading to a "step down" in costs [3] Group 2 - Ricks expressed confidence that Lilly's pill can compete effectively and reach a broader patient base beyond current injection users [4] - Novo Nordisk has significantly increased its advertising spending for GLP-1 drugs, outpacing Eli Lilly, with expenditures of approximately $316 million on Wegovy and $169 million on Ozempic from January to September 2025 [5] - In comparison, Eli Lilly spent about $131 million on its obesity drug Zepbound, a substantial increase from $2 million the previous year, and $83 million on its diabetes treatment Mounjaro [6]

Core Viewpoint - Novo Nordisk has experienced a strong stock price rebound at the beginning of the year, driven by the impressive prescription performance of its oral weight loss drug Wegovy, outperforming major competitor Eli Lilly [1][3] Group 1: Stock Performance - Novo Nordisk's stock price has increased by approximately 16% year-to-date, while Eli Lilly's stock has declined by about 4% during the same period [3] - The reversal in performance is primarily attributed to Novo Nordisk's "first-mover advantage" in the oral weight loss drug market [3] Group 2: Product Launch and Market Response - Wegovy, the first FDA-approved oral obesity medication, officially entered the market in early January after receiving approval in December [3] - As of the week ending January 23, Wegovy's prescriptions in the U.S. reached 26,109, indicating strong market demand [3] - In its first week, Wegovy received 18,410 prescriptions, and in the second full sales week, the prescription volume exceeded 16,000, showcasing rapid growth [3] Group 3: Competitive Landscape - Over the past two years, Novo Nordisk's stock price had significantly declined, contrasting with Eli Lilly's strong performance due to its capture of approximately 60% of the obesity drug market share [3] - With the rapid uptake of Wegovy, Novo Nordisk is regaining investor confidence [3] - Eli Lilly is still awaiting FDA approval for its oral weight loss drug orforglipron, which may further alter the competitive landscape in the coming months [3]

Core Insights - Upcoming Medicare coverage for obesity drugs is expected to significantly boost the rollout of Eli Lilly's experimental weight loss pill, orforglipron [1] - Eli Lilly anticipates Medicare coverage to begin immediately after the launch of orforglipron, which could alter the competitive landscape [1] - The early success of Novo Nordisk's GLP-1 obesity pill, Wegovy, indicates a strong market demand, with many early adopters being new to GLP-1 treatments [2] Company Strategy - Eli Lilly is preparing for a "full launch" of orforglipron in the second quarter, coinciding with the introduction of Medicare coverage for obesity medications [2] - The company is confident in its pill's competitive ability against existing treatments, particularly in light of the new Medicare coverage [2] Market Dynamics - The current market shows that many patients are paying out-of-pocket for Novo Nordisk's Wegovy, which has seen a strong start despite inconsistent insurance coverage [1] - The introduction of Medicare coverage for obesity drugs is part of drug pricing deals made with the Trump administration, which could further influence market dynamics [2]

Everyone loves a good comeback story, and that's especially true in markets where business cycles ebb and flow. Last year's winners frequently turn into this year's laggards, and we've already seen examples of that this month as software stocks plunge and memory stocks soar.Today, we'll look at five stocks with comeback potential in 2026. The theme connecting these five companies is their miserable performance in 2025, and the steps they've taken to prove investors wrong in 2026.Each stock is off to a hot s ...

Core Insights - Novo Nordisk A/S (NVO) has experienced a significant rally of 20% since early November, following a bearish call made by an analyst [1] Group 1: Company Performance - The notable rally in Novo Nordisk's stock price indicates a positive market response, suggesting potential investor confidence in the company's future performance [1] Group 2: Analyst Background - The analyst has a decade of experience at a Big 4 audit firm, specializing in banking, mining, and energy sectors, which provides a strong foundation in finance and strategy [1] - Currently, the analyst serves as the Head of Finance for a leading retail real estate operator, overseeing complex financial operations and strategy [1] - The analyst has been an active investor in the U.S. stock market for 13 years, focusing on a balanced investment approach that includes value stocks and growth opportunities [1]

Core Viewpoint - After two consecutive years of stock price decline, Danish pharmaceutical giant Novo Nordisk (NVO.US) has experienced a strong rebound at the beginning of the new year, driven by the impressive prescription performance of its oral weight loss drug Wegovy, outperforming major competitor Eli Lilly (LLY.US) [1] Group 1: Stock Performance - Novo Nordisk's stock has risen approximately 16% year-to-date, while Eli Lilly's stock has declined about 4% during the same period [1] - The reversal in performance is attributed to Novo Nordisk's "first-mover advantage" in the oral weight loss drug market [1] Group 2: Product Approval and Market Entry - The FDA approved Wegovy tablets for market entry in December last year, making it the first oral obesity drug to receive approval [1] - As of the week ending January 23, Wegovy prescriptions in the U.S. reached 26,109, indicating strong market interest [1] Group 3: Prescription Growth - In its first week on the market, Wegovy received 18,410 prescriptions, and in the second full sales week, the prescription volume exceeded 16,000, showing rapid growth [1] - Novo Nordisk is regaining investor confidence as Wegovy's market presence expands [1] Group 4: Competitive Landscape - Eli Lilly is still awaiting FDA approval for its oral weight loss drug orforglipron, which may further alter the competitive landscape in the coming months [2]