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美股异动 | 大幅下调全年业绩指引 诺和诺德大跌超20%
Zhi Tong Cai Jing· 2025-07-29 13:54
Group 1 - The company reported that the penetration rate of Wegovy in cash payment channels is lower than expected, primarily impacted by the ongoing effects of "unsafe and illegal mass-produced generics" [1] - The flagship diabetes drug Ozempic is facing increased competition in the U.S. market [1] - Analysts previously expected Novo Nordisk's annual sales growth to be 16.6% [1] Group 2 - On Tuesday, Novo Nordisk (NVO.US) opened with a drop of over 20%, reaching a two-and-a-half-year low of $54.60 [3] - The company issued a profit warning, significantly lowering its sales and operating profit growth forecasts for 2025, mainly due to underperformance in sales of the weight loss drug Wegovy [3] - The sales growth forecast, calculated at constant exchange rates, was revised down from 13%-21% to 8%-14%, while the operating profit growth forecast was adjusted from 16%-24% to 10%-16% [3]
美股医疗保健板块集体下挫。诺和诺德跌超19%,默沙东跌超8%,礼来跌超5%。
news flash· 2025-07-29 13:48
Group 1 - The healthcare sector in the US stock market experienced a collective decline [1] - Novo Nordisk saw a drop of over 19% [1] - Merck declined by more than 8% [1] - Eli Lilly fell by over 5% [1]
诺和诺德股价暴跌 此前任命新首席执行官并下调全年业绩预期
Zhong Guo Ji Jin Bao· 2025-07-29 13:48
Core Viewpoint - Novo Nordisk's stock price plummeted over 20% following the company's downward revision of its annual sales and profit guidance due to weak growth expectations for its weight loss drug Wegovy in the U.S. market [1][2] Group 1: Company Performance - Novo Nordisk forecasts a sales growth of 8% to 14% for the year, down from a previous target of 13% to 21% [1] - The company expects operating profit to grow by 10% to 16%, a significant decrease from earlier projections of 21% and 24% [1][2] - The company’s market share in the obesity sector is being challenged by Eli Lilly, which is gaining traction with its competing drug [2] Group 2: Market Challenges - The downward revision is attributed to competition from Wegovy's cheaper generic formulations and overall market growth falling short of expectations [2] - Novo Nordisk plans to combat generic drugs through legal means and invest in direct patient marketing efforts [2] - The company has faced a series of setbacks, including a CEO change in May, aimed at restructuring after disappointing performance [2] Group 3: Future Outlook - Analysts are beginning to question the short-term and long-term expectations for the company in the obesity market, which have become inflated [2] - The company will release its complete second-quarter sales data on August 6, following a previous adjustment to its 2025 performance outlook after lower-than-expected first-quarter sales [2]
美股异动 | 大幅下调全年业绩指引 诺和诺德(NVO.US)大跌超20%
智通财经网· 2025-07-29 13:46
智通财经APP获悉,周二,诺和诺德(NVO.US)开盘大跌超20%,创两年半新低,报54.60美元。消息面 上,诺和诺德突然发布业绩预警,大幅下调2025年全年销售和营业利润增长预期,主要原因是旗舰减肥 药物Wegovy销售表现低于预期。诺和诺德表示,按固定汇率计算的销售增长预期从此前的13%-21%下 调至8%-14%,营业利润增长预期从16%-24%下调至10%-16%。 该公司表示,Wegovy在现金支付渠道的渗透率低于预期,主要受到"不安全且非法的大规模仿制药"持 续冲击影响。此外,旗舰糖尿病药物Ozempic也面临美国市场竞争加剧的压力。分析师此前预期诺和诺 德全年销售增长16.6%。 ...
崩了!突然,爆雷!
Zhong Guo Ji Jin Bao· 2025-07-29 13:41
公司还宣布,内部候选人Maziar Mike Doustdar将接替今年5月被意外撤换的Lars Fruergaard Jrgensen,出 任新任首席执行官。 【导读】诺和诺德股价暴跌,此前任命新首席执行官并下调全年业绩预期 中国基金报记者 泰勒 全球的 减肥药巨头,诺和诺德,刚刚股价崩盘了。 丹麦制药巨头诺和诺德周二下调了全年销售额和利润指引,理由是其明星减肥药Wegovy在美国这一关 键市场的增长预期疲软。 目前,诺和诺德在肥胖症市场正被礼来公司抢占份额。公司预测,今年的销售额(按固定汇率计算)将 增长8%至14%,低于此前13%至21%的目标。营业利润将增长10%至16%,而此前的增幅预期分别高达 21%和24%。 该消息公布后,诺和诺德的股价崩盘,暴跌超20%,市值蒸发600多亿美元。 (原标题:崩了!突然,爆雷!) 公司在声明中补充说:"在美国市场,Wegovy的销售前景受到持续存在的 GLP-1配制仿制药、市场扩张 低于预期以及竞争的影响。" 这也是公司继今年5月在第一季度销售额低于预期后,下调2025年业绩展望后的又一次调整。公司将于8 月6日公布完整的第二季度销售数据。 编辑:江右 校对:王 ...
美股盘初:纳指涨0.5% 诺和诺德跌约22%
Hua Er Jie Jian Wen· 2025-07-29 13:37
Group 1 - The Dow Jones Industrial Average rose by 0.1%, and the S&P 500 index increased by 0.3% [2] - Novo Nordisk's stock fell approximately 22% after the company appointed a new CEO and lowered its full-year guidance, citing underwhelming sales of the weight loss drug Wegovy [2] - Boeing's stock increased by about 1% due to strong commercial aircraft deliveries, with Q2 revenue growing by 35% year-over-year, and net loss narrowing to $610 million [2] - Spotify's stock declined by around 7% as the company's Q2 revenue fell short of expectations [2]
美股盘初,纳指涨0.5%,诺和诺德跌约22%
news flash· 2025-07-29 13:34
道指涨0.1%,标普500指数涨0.3%。诺和诺德跌约22%,公司任命新CEO并下调全年指引,减肥药 Wegovy销售不及预期。波音涨约1%,公司商业航空交付强劲,Q2营收同比增长35%超预期,净亏损收 窄至6.1亿美元。Spotify跌约7%,公司二季度营收不及预期。PayPal跌约8%,公司此前公布二季度财 报。 ...
Novo Nordisk (NVO) Update / Briefing Transcript
2025-07-29 13:30
Novo Nordisk (NVO) Update / Briefing July 29, 2025 08:30 AM ET Speaker0I would now like to turn the conference over to your speaker, Jakob Martin Weberg Road, Head of Investor Relations. Please go ahead.Speaker1Thank you. Welcome to this conference call regarding the changes to Novo Nordisk executive leadership as well as the lowering of the financial outlook for 2025 that we announced today. My name is Jakob Roel, and I'm the Head of Investor Relations at Novo Nordisk. With me today, I have Helje Lund, Cha ...
Ozempic maker stock just collapsed
Finbold· 2025-07-29 13:25
The collapse followed Novo's downward revision of its 2025 outlook, citing weaker-than-expected international uptake of Wegovy and intensifying competition for Ozempic in the U.S. GLP-1 diabetes market. Shares of Danish pharmaceutical giant Novo Nordisk (NYSE: NVO), behind the weight-loss drug Wegovy and diabetes medication Ozempic, tumbled on Tuesday after the company slashed its full-year 2025 guidance, triggering a sharp sell-off from investors. The stock, which closed Monday at $69, plunged to $54.37 in ...
最新世界500强出炉:沃尔玛稳坐第一,还有这些最赚钱制药公司
Di Yi Cai Jing· 2025-07-29 13:09
Group 1: Global Rankings and Financial Performance - The total revenue of the world's top 500 companies reached approximately $41.7 trillion, accounting for over one-third of global GDP, with a year-on-year growth of about 1.8% [1] - The net profit of all listed companies increased by approximately 0.4% to around $2.98 trillion, with both total assets and net assets reaching the highest levels since the inception of the Fortune Global 500 list [1] Group 2: Leading Companies - Walmart has maintained its position as the largest company globally for the twelfth consecutive year, followed by Amazon, State Grid Corporation of China, Saudi Aramco, and China National Petroleum [3][4] - Walmart's first-quarter revenue for the fiscal year ending April 30, 2025, was $165.6 billion, a 2.5% increase from the previous year, with net sales of $164 billion and a quarterly operating profit of $7.135 billion, up 4.3% year-on-year [4] Group 3: Energy Sector Highlights - State Grid Corporation of China ranked third in the Fortune Global 500 for the second consecutive year, recognized for its leading technology in ultra-high voltage transmission and smart grid systems [5] - China Petroleum and Chemical Corporation ranked sixth, while Shandong Gold Group was the only new Chinese company to make the list, ranking 465th, benefiting from its gold resource reserves and cost control capabilities [6] Group 4: Pharmaceutical Industry Insights - Among the 50 most profitable companies, three are pharmaceutical firms: Merck, Novo Nordisk, and Johnson & Johnson, with significant changes in the list compared to the previous year [7] - Merck's profit for 2024 was $17.117 billion, driven by the sales of its PD-1 product Keytruda, which achieved $29.482 billion in sales, accounting for 46% of the company's total revenue [8] - Novo Nordisk's profit reached $14.644 billion, with a 38% increase in sales of its GLP-1 receptor agonist products, totaling $29.3 billion [8] Group 5: Chinese Pharmaceutical Company Performance - Guangzhou Pharmaceutical Group is the only Chinese company in the pharmaceutical sector to enter the Fortune Global 500, achieving $35.164 billion in revenue for 2024, a 3.2% decline, with profits of $317 million, down 2.3% [10]