诺和诺德CEO：Cagrisema将于明年年初上市。 来源：滚动播报 ...

Novo stock drops 15% as obesity drug falls short in key trial - Invezz# Novo stock drops 15% as obesity drug falls short in key trial[Health & pharma]Author[Utkarsh Roshan]Feb 23, 2026, 10:45 AM- Investors remain focused on obesity drug performance.- The trial miss sent Novo shares sharply lower.- Novo's CagriSema delivered less weight loss than Lilly's tirzepatide.Shares of Novo Nordisk fell sharply after the company said its next-generation obesity drug CagriSema delivered weaker weight-loss results than ...

Core Insights - The company reported record revenue and adjusted EBITDA for the year, helping U.K. households save an estimated GBP 2.8 billion in 2025 despite facing sector-specific challenges [2][3] - The company's strength lies in its broad market presence and the power of its trusted brands, which positions it well for emerging AI opportunities [3] - The macro environment is improving, providing confidence that the positive momentum observed in the second half of the year will continue into 2026 [3] Business Strategy - The company's strategy of expanding its two-sided marketplace is proving effective, with a significant increase in member engagement [4] - The flagship proposition, SuperSaveClub, has grown to over 2.1 million members, an increase of 1.1 million from the previous year [4] - On the provider side, revenue has increased by 13%, indicating strong progress in service delivery [5] Technology and Data - The company's tech platform is performing well, with a successful rebuild of its data and tech architecture contributing to its resilience [5] - The combination of data and technology is enhancing the company's ability to deliver value to shareholders regardless of market conditions [3]

本文源自：金融界AI电报 诺和诺德股价下跌13%，跌至2021年6月以来最低水平。 ...

Core Viewpoint - Shares of the Danish drugmaker fell sharply after the announcement that its CagriSema experimental obesity drug did not outperform Eli Lilly's Zepbound in a head-to-head clinical trial [1] Group 1 - The CagriSema drug is aimed at obesity treatment and was expected to compete with Eli Lilly's Zepbound [1] - The clinical trial results indicated that CagriSema failed to deliver better weight loss results compared to Zepbound [1] - The market reaction was negative, leading to a significant drop in the company's share price following the news [1]

Core Viewpoint - Novo Nordisk shares faced pressure due to a head-to-head study indicating that its drug in development was less effective in weight loss compared to a product from Eli Lilly [1] Company Summary - Novo Nordisk is a Danish pharmaceutical company currently experiencing challenges with its drug development [1] - The company's recent study results have raised concerns about its competitive position in the market against Eli Lilly [1] Industry Summary - The pharmaceutical industry is witnessing intense competition, particularly in the weight loss drug segment, where efficacy is a critical factor for market success [1] - Eli Lilly's product has set a benchmark that other companies, including Novo Nordisk, must meet or exceed to remain competitive [1]

Core Viewpoint - Novo Nordisk's stock experienced a decline of over 10% following the announcement that its next-generation weight loss drug, CagriSema, did not meet its primary target of non-inferiority in weight loss compared to Eli Lilly's drug, tirzepatide, after 84 weeks [1] Group 1 - CagriSema failed to achieve its primary endpoint in the clinical trial [1] - Eli Lilly's stock saw an increase of 2.1% in premarket trading as a result of Novo Nordisk's announcement [1] - Novo Nordisk is considering additional trials for CagriSema, including testing higher-dose combinations [1]

格隆汇2月23日｜在CagriSema数据公布后，诺和诺德盘前下跌11%。消息面上，诺和诺德表示，在试验 中CagriSema的效果不及礼来的Zepbound。 ...

每经AI快讯，2月23日，诺和诺德股价在CagriSema数据公布后下跌11%。 ...

Core Insights - Novo Nordisk announced results from the REDEFINE 4 trial, which investigated the efficacy of CagriSema compared to tirzepatide in individuals with obesity and comorbidities [1][2] Trial Overview - REDEFINE 4 was an 84-week open-label trial involving 809 participants with a mean baseline body weight of 114.2 kg [2] - The trial compared CagriSema (cagrilintide 2.4 mg and semaglutide 2.4 mg) to tirzepatide (15 mg), both administered once weekly [2] Weight Loss Results - Participants treated with CagriSema achieved a weight loss of 23.0% after 84 weeks, compared to 25.5% with tirzepatide [3] - When applying the treatment-regimen estimand, CagriSema resulted in a weight loss of 20.2%, while tirzepatide achieved 23.6% [3] - The trial did not meet its primary endpoint of demonstrating non-inferiority in weight loss for CagriSema compared to tirzepatide [3] Safety Profile - CagriSema exhibited a safe and well-tolerated profile, with the most common adverse events being mild to moderate gastrointestinal issues that diminished over time [4] Future Developments - Novo Nordisk is optimistic about CagriSema's potential as a first GLP-1/amylin-combination product for obesity treatment [5] - The company anticipates an FDA decision on CagriSema for weight management by late 2026, following its submission in December 2025 [5] - Upcoming trials include REDEFINE 11, expected to report data in the first half of 2027, and a higher-dose CagriSema trial planned for the second half of 2026 [5] About CagriSema - CagriSema is a once-weekly subcutaneous treatment being investigated for adults with obesity and type 2 diabetes, combining cagrilintide and semaglutide to reduce hunger and calorie intake [7] About the REDEFINE Programme - The REDEFINE programme is a phase 3 clinical development initiative that includes multiple trials assessing the efficacy and safety of CagriSema in various populations [8][9][10][11][12]