贝伦贝格将诺和诺德目标价从415丹麦克朗下调至360丹麦克朗。 ...

中新网北京2月12日电(记者 赵方园 张乃月)美国食品和药物管理局(FDA)近日向减重药司美格鲁肽厂商 诺和诺德发出警告信，称该公司的口服减重药电视广告带有误导性。 在致诺和诺德的函件中，FDA指出，诺和诺德的广告误导性暗示其片剂效果优于其他已获批的GLP-1减 重药物。 对此，诺和诺德回应称，将认真对待并回应所有监管机构的反馈，以解决他们对广告展示方式的担忧。 值得一提的是，去年9月，FDA也向包括礼来、诺和诺德在内的多家针对生产或销售减肥药的企业发出 警告信。FDA称，诺和诺德在奥普拉节目宣传Wegovy和Ozempic的疗效时，淡化了相关风险，且公司未 按要求提前提交广告材料供审查。(完) FDA在函件中写道："广告内容误导性暗示药物除减重外，还能带来情绪缓解、心理负担减轻、希望、 人生方向等益处，将药物包装成解决更广泛人生问题的方案，而非针对特定病症的治疗手段，而这些均 未得到证实。" FDA还指出，该广告未按电视药品广告要求，在音频和字幕中完整、规范地披露风险信息，要求药企立 即采取行动整改，包括停播所有含误导内容的广告。 ...

小核酸风口之上系列： 小核酸重构减肥逻辑，INHBE 和 ALK7 靶点初步验证 glmszqdatemark Arrowhead公布两款小核酸药物的初步减肥疗效良好。Arrowhead公司公布了 两个靶点 INHBE 和 ALK7 的小核酸药物的减肥效果，展现出良好的初步疗效： ARO-INHBE 精准减脂：脂肪平均减少 9.9%，肝脏脂肪减少幅度高达 38.6%。 并且 ARO-INHBE 具备增肌潜力，单药治疗显示瘦体重（Lean tissue）增加 3.6%。 ARO-ALK7 显示出剂量依赖性的 ALK7 mRNA 平均降幅高达 88%，这证实了 TRiM 平台能够抑制脂肪细胞的基因表达。 单次注射 ARO-ALK7 后，内脏脂肪量迅速减少，降幅高达 14.1%（以安慰剂作 为对照调整后的数据）。 Wave life 公布的 INHBE 靶点小核酸药物 WVE-007 同样具备良好的减肥效 果。 Wave life 公司在 20251208 公布 WVE-007 一期小样本数据表明：靶向肝 脏 INHBE，单剂量 240mg 给药 3 个月后，内脏脂肪下降 9.4%（p=0.02），总 体脂肪降 4 ...

Figure 10: Balla Balla Project with tenure, priority prospects and previous gold results from AC drilling in 2025 over interpreted geology and aeromagnetics. Red polygons define follow up drill target areas. Figure 11 Sherlock Crossing RC cross section showing key Au-Sb intercepts and As geochemistry. Carbonate alteration is strengthening, and mineralisation is open at depth. Picture 2 Picture 2 Picture 3 Picture 3 HIGHLIGHTS The Exploration Target at the Belltopper Gold Project in Victoria, ...

Novo Nordisk said on Wednesday it plans to launch its weight-loss pill Wegovy in vials. ...

We saw hims and hers come out with basically a copycat version of your oral GLP one. They since have scrapped that pill version and we saw the FDA come out and move pretty quickly against them. And so to start, I'm curious to know, were you surprised at just how quickly the FDA acted there.I was happy. I think that's a better word to use. We have for a long time been discussing how we simply don't understand how this compounding has gotten to the level that it has mass compounding.When when you see Super Bo ...

In this articleLLYNVOMaziar Mike Doustdar, CEO of Novo Nordisk, speaks in the Oval Office during an event about weight-loss drugs at the White House in Washington, DC on November 6, 2025. Andrew Caballero-Reynolds | Afp | Getty ImagesStock Chart IconStock chart iconNovo Nordisk U.S.-listed shares over the last month.The latest developments add to a thorny situation for Novo as it risks being edged out by Lilly and the growing number of people taking cheaper compounded versions of semaglutide, which are unap ...

More than a third of patients on Wegovy pill are new to GLP-1 drugs, study finds | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Boxes of Wegovy lie beside a packaging line at Novo Nordisk's facility in Hillerod, Denmark, March 8, 2024. REUTERS/Tom Little/File Photo [Purchase Licensing Rights, opens new tab]SAN FRANCISCO, Feb 11 (Reuters) - Among early users of Novo Nordisk's [(NOVOb.CO), opens new tab] new Wegovy weight-loss pill, ...

Novo Nordisk CEO Mike Doustdar on Wednesday said the company is aiming to capture around 15 million new patients, at least initially, when Medicare starts covering obesity treatments for the first time later this year.Around 67 million Americans are covered by Medicare, but "when you take a look at specifically our products and the target group, I think around 15 million people would be a good number to target," he told CNBC in an interview. Medicare is slated to start covering obesity medicines for the fir ...

Core Insights - Novo Nordisk (NVO) reported better-than-expected fourth-quarter and full-year results, driven by its semaglutide-based drugs, Ozempic and Wegovy, which are projected to generate DKK 206.2 billion in 2025, including DKK 53.7 billion in Q4 [1] - The company faces declining growth due to increased competition from Eli Lilly (LLY), compounded semaglutide use in the U.S., pricing pressures, and foreign exchange headwinds [2] Financial Performance - Novo Nordisk's 2026 guidance indicates a potential decline in sales and operating profit by 5-13% at constant exchange rates (CER), excluding a one-off $4.2 billion reversal of U.S. 340B rebate provisions [5] - The company expects flat sales and modest operating profit growth on a reported basis, highlighting a weaker underlying outlook once non-recurring benefits are excluded [5] Market Dynamics - Growth in International Operations is anticipated to be offset by rising competition, pricing pressures, and losses in semaglutide exclusivity [6] - In the U.S., slowing prescriptions, reduced Medicaid obesity coverage, and lower realized prices are negatively impacting expectations [6] Competitive Landscape - Eli Lilly's Mounjaro and Zepbound have become significant revenue drivers, generating combined sales of $36.5 billion in 2025, which is about 56% of the company's total revenues [8] - Lilly is also preparing to enter the oral obesity treatment market with its candidate orforglipron, currently under FDA review [8] Stock Performance - Over the past six months, Novo Nordisk shares have declined by 1.3%, underperforming the industry, sector, and S&P 500, which saw a growth of 33.4% [11] - The company's shares are trading at a forward price/earnings ratio of 14.75, lower than the industry average of 18.65 and significantly below its five-year mean of 29.25 [14] Earnings Estimates - Earnings estimates for 2026 have decreased from $3.55 to $3.27 per share, while 2027 estimates have dropped from $3.65 to $3.30 [16]