Novo Nordisk's cash-pay offering will expand access to eligible Type 2 diabetes patients who don't have insurance coverage for the weekly injection. In March, the company began to offer Wegovy for half its list price to cash-paying Americans. Patients can pay $499 in cash per month for three dose sizes of Ozempic. They can get the price through platforms including the drug's official website, Novo Nordisk's patient assistance program and the company's recently launched direct-to-consumer online pharmacy, th ...

CONTACT: CONTACT US HERE: DEADLINE: September 30, 2025 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/novo-nordisk-a-s-loss-submission-form-3/? id=161651&from=4 NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of NVO during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. ...

每经记者｜岳楚鹏 每经编辑｜陈柯名 高涵 ④ 【中概股普涨，爱奇艺涨超15%】中概股普涨。截至盘前，小鹏汽车上涨2.94%，携程上涨1.86%，迅雷上涨20.18%，爱奇艺上涨15.07%，怪兽充电上 涨16.6%。 ⑤ 【美联储放松银行加密货币监管，加密货币交易所股齐跌】当地时间15日，美联储发声明称，已停止其在2023年设立的"新型活动监管计划"，该计划 的部分职能是加强银行业的加密货币业务监管。有业内人士担忧，这会使得加密货币市场竞争加剧。截至发稿，Coinbase下跌1.67%，Circle下跌1.07%， Bullish下跌4.39%。 ⑥ 【Wegovy获美批准治疗肝病，诺和诺德涨超4%】近日，诺和诺德公司的明星减肥药Wegovy获得了美国食品药品监督管理局的批准，用于治疗代谢性 脂肪性肝炎，适用于肝脏中度至晚期瘢痕组织的成年人。美国食品药品监督管理局表示，该疾病影响约6%的美国成年人。截至发稿，诺和诺德上涨 4.02%。 ⑦ 【OpenAI员工将出售60亿美元股票】近日，据媒体援引知情人士透露，OpenAI现任和前任员工计划向包括Thrive Capital、软银集团和Dragoneer Inv ...

If you purchased or acquired Novo securities, and/or would like to discuss your legal rights and options please visit Novo Nordisk A/S Shareholder Class Action Lawsuit or contact Joseph R. Seidman, Jr. at (877) 779-1414 or seidman@bernlieb.com. According to the lawsuit, Defendants made misrepresentations concerning Novo's growth potential stemming from the Company's diabetes/obesity drug, GLP-1. If you wish to serve as lead plaintiff for the Class, you must file papers by September 30, 2025. A lead plaintif ...

Core Viewpoint - Novo Nordisk's stock price has significantly declined, leading to an attractive valuation with a price-to-earnings ratio below its long-term average, despite a downward revision in 2025 earnings expectations and slowing growth. The core products Ozempic and Wegovy continue to show strong sales performance and global expansion potential, making it a "strong buy" for long-term investors [2][7]. Valuation Context - The company has increased capital expenditures significantly, approximately four times previous levels, which has compressed free cash flow in the short term. This investment is primarily directed towards production facilities rather than technology sectors, similar to trends seen in tech giants like Meta and Amazon [3]. Product Demand and Supply Issues - There is a warning that the shortage of Ozempic will persist until the fourth quarter, particularly in the EU, while the U.S. market has sufficient supply. This shortage reflects high market demand, and if production can be accelerated, revenue growth potential could be substantial. Capital expenditures are expected to remain high in the coming years, potentially reaching double-digit percentages of sales [5][6]. Earnings Guidance Adjustment - The management has revised the 2025 fiscal year outlook, lowering sales growth expectations from 13%-21% to 8%-14% and operating profit growth from 16%-24% to 10%-16%. The primary reasons for this adjustment are the slower growth of core products Wegovy and Ozempic, with demand for Wegovy in the U.S. obesity market falling short of expectations [6]. Financial Performance - Despite the guidance being lowered, Novo Nordisk's quarterly performance remains robust, with net sales for the first half of 2025 reaching 154.944 billion Danish Krone, a 16.1% year-over-year increase. Operating profit was 72.240 billion Danish Krone, up 25.0%, and diluted earnings per share increased by 22.8% to 12.49 Danish Krone [7]. Long-term Investment Perspective - The decline in stock price has brought Novo Nordisk's valuation back to an attractive range. While short-term performance may be under pressure, the strength of core products, global expansion potential, and patent barriers remain solid. As capital expenditures transition into production capacity, long-term profitability is expected to improve, making it a noteworthy consideration for long-term investors [2][7].

Core Viewpoint - The article highlights the rapid growth of online pharmacy sales in China, particularly focusing on the significant rise of GLP-1 receptor agonists like Semaglutide, which is becoming a leading treatment for obesity and diabetes management [5][6][9]. Group 1: Online Pharmacy Sales Growth - In 2024, online pharmacy sales in China are projected to exceed 70 billion yuan, with a remarkable year-on-year growth of 80.79% in the first quarter of 2025 [5]. - The top-selling drug in online pharmacies is Novo Nordisk's Semaglutide injection, achieving sales of 1.776 billion yuan, a staggering increase of 142% year-on-year [6]. Group 2: Market Composition and Trends - The digestive system and metabolic drugs account for the highest sales at 24.72%, followed by dermatological drugs (12.2%), reproductive and urinary system drugs (10.76%), and cardiovascular drugs (10%) [8]. - Oral formulations dominate the market with a share of 76.97%, indicating a strong preference for this delivery method among consumers [8]. Group 3: Demand for GLP-1 Receptor Agonists - The demand for GLP-1 receptor agonists is expected to surge due to the rising prevalence of obesity and type 2 diabetes, with the World Health Organization reporting a more than doubling of adult obesity rates since 1990 [9][10]. - By 2033, it is projected that GLP-1 drugs will generate sales of 168 billion USD across 68 pharmaceutical markets, with North America accounting for 68% of this figure [10].

⑥ 【Wegovy获美批准治疗肝病，诺和诺德涨超4%】近日，诺和诺德公司的明星减肥药Wegovy获得了 美国食品药品监督管理局的批准，用于治疗代谢性脂肪性肝炎，适用于肝脏中度至晚期瘢痕组织的成年 人。美国食品药品监督管理局表示，该疾病影响约6%的美国成年人。截至发稿，诺和诺德上涨4.02%。 ⑦ 【OpenAI员工将出售60亿美元股票】近日，据媒体援引知情人士透露，OpenAI现任和前任员工计划 向包括Thrive Capital、软银集团和Dragoneer Investment Group 在内的投资者集团以5000亿美元估值出售 价值约60亿美元的股票。 ⑧ 【特斯拉在英国提供约六折租车优惠】据央视财经援引英国《泰晤士报》18日报道，由于特斯拉汽 车在英国的销量下滑，美国特斯拉公司日前正向英国汽车租赁公司提供约6折租车优惠，以应对其市场 份额的迅速萎缩。数据显示，7月份，特斯拉汽车在英国的销量降至987辆，同比下降了约60%，而7月 份英国的新车销售总量仅同比下降了约5%。截至发稿，特斯拉下跌0.83%。 ⑨ 【蔚来将进入新加坡、乌兹别克斯坦和哥斯达黎加三地市场】北京时间8月18日，蔚来宣布，将于 20 ...

| NVO 诺和诺德 | | | | --- | --- | --- | | 52 410 1 +1.460 +2.87% | | 收盘价 08/15 15:59 美东 | | 54.050 + 2.225 +4.29% | | 盘前价 08/18 05:11 美东 | | 一 7 24 15 15 15 日 9 白 一 白 白 一 | | ● 快捷交易 | | 最高价 52.750 | 开盘价 51.435 | 成交量 1762.25万 | | 最低价 51.370 | 昨收价 50.950 | 成交额 9.23亿 | | 平均价 52.389 | 市空室 M 13.39 | 总市值 2327.35亿(--- | | 振 幅 2.71% | 市盈率(静) 14.77 | 总股本 44.41亿 | | 换手率 0.55% | 市净率 8.830 | 流通值 1671.82亿 | | 52周最高 136.846 | 委 比 -50.00% | 流通股 31.9亿 | | 52周最低 44.465 | 量 比 0.95 | 每 手 1股 | | 历史最高 144.575 股息TTM 1.747 | | | | 历 ...

Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" and the rating has been maintained [2] Core Views - The report highlights the release of the preliminary list of innovative drugs for commercial insurance, focusing on companies with leading clinical value and commercialization capabilities [4] - The pharmaceutical and biotechnology industry index increased by 2.21%, ranking 21st among 31 primary industries, underperforming the CSI 300 index which rose by 3.64% [5][16] - The report suggests a focus on companies in the oncology, metabolic diseases, and rare diseases treatment sectors, particularly those with strong clinical pipelines and commercialization capabilities [8] Industry Overview - The pharmaceutical and biotechnology industry PE (TTM, excluding negative values) as of August 15, 2025, is 31.38x, up from 30.97x in the previous period, indicating an upward valuation trend but still below the average [5][21] - The top three sub-industries by PE are vaccines (62.98x), hospitals (40.19x), and medical consumables (39.11x), while the lowest is pharmaceutical distribution (15.85x) [21] Important Industry News - The National Healthcare Security Administration (NHSA) has published the preliminary list of innovative drugs for commercial insurance, with over 100 innovative drugs included, covering areas such as oncology and rare diseases [8][26] - The NHSA is also advancing the reform of medical insurance payment methods, emphasizing a disease-based payment model to enhance the quality of healthcare services [30] Company Dynamics - Insmed's "Brensocatib" has received FDA approval for treating non-cystic fibrosis bronchiectasis, marking a significant advancement in targeted therapies for this condition [42][44] - Precigen's "Papzimeos" has been approved by the FDA as the first-in-class gene therapy for recurrent respiratory papillomatosis, providing a new treatment option for patients [48] - The approval of "博优平" (Dulaglutide injection) by 博安生物 marks it as the first domestically produced biosimilar of its kind, aiming to compete in the diabetes treatment market [49][50]

此次获批，意味着诺和诺德在利润丰厚的GLP-1药物市场中抢先一步，将适应症从减肥拓展至肝病领域。对于诺和诺德而言，这一进展至关重 要。尽管该公司在年初仍是欧洲市值最高的上市公司，但此后由于在美国肥胖市场的激烈竞争，其市值已蒸发近半。 在BMO Capital Markets的分析师Evan David Seigerman看来，此次获批可能会帮助诺和诺德扭转年初以来的颓势。他在一份报告中写道： "在MASH领域获得批准，可能有助于改变诺和诺德在经历了一个较为艰难的开年后所面临的势头。" FDA批准Wegovy新用途——"肝病" Wegovy所属的GLP-1类药物因其显著的减重效果而广为人知，并由此催生了一个蓬勃发展的市场。将Wegovy的应用范围从单一的减肥领域拓展出 去，无疑将增强其市场竞争力。此次批准为诺和诺德在针对MASH（代谢功能障碍相关脂肪性肝炎）的治疗领域，赢得了对其主要竞争对手礼来 的宝贵先发优势。 诺和诺德的重磅药物Wegovy在一场关键的赛跑中击败竞争对手，其股价应声上涨。 对于诺和诺德而言，拓展新用途是支撑其旗舰产品需求的关键一步。 据媒体18日报道，美国食品药品监督管理局（FDA）于上周五 ...