这一批准使诺和诺德在这一蓬勃发展的 GLP-1 药物市场中获得了又一先发优势。这类药物因有助于控 制体重而广受青睐。新增的适应症，比如用于治疗肝病的这一适应症，都有可能帮助诺和诺德扩大市场 占有率，因为在当前竞争激烈的形势下(来自价格更低的仿制药和竞争对手礼来公司的竞争尤为激烈)， 该公司面临着巨大的市场拓展压力。 截至发稿，诺和诺德盘后上涨了7.14%。而正在研发针对相同病症治疗方法的公司Madrigal Pharmaceuticals(MDGL.US)则下跌了约7.53%。 智通财经APP获悉，诺和诺德(NVO.US)畅销减肥药Wegovy已获得美国食品药品监督管理局(FDA)的批 准，可用于治疗一种严重的肝脏疾病。该公司此举击败了竞争对手礼来(LLY.US)，率先将该药物推向了 美国市场，因为这种病症在美正变得越来越常见。该药物适用于伴有中度至重度肝纤维化(2期或3期)的 非肝硬化型代谢功能障碍相关脂肪性肝炎(MASH)成人患者。 FDA在周五的一份声明中称，这种病症影响着约 6%的美国成年人，即约 1490 万人。该药物旨在与低 热量饮食和增加运动相结合使用。脂肪在肝脏中积聚就会引发脂肪肝，这会导致炎 ...

Regulatory Approval - Novo Nordisk's Wegovy received FDA approval for treating a serious liver disease [1]

Core Viewpoint - Novo Nordisk has received FDA approval for Wegovy (semaglutide 2.4 mg) to treat noncirrhotic metabolic dysfunction-associated steatohepatitis (MASH) in adults with moderate to advanced liver fibrosis, marking it as the first GLP-1 treatment approved for this condition [1][4]. Group 1: FDA Approval and Clinical Data - The FDA's accelerated approval is based on part 1 of the ESSENCE trial, which showed Wegovy's significant improvement in liver fibrosis without worsening steatohepatitis compared to placebo [2]. - At week 72 of the ESSENCE trial, 36.8% of Wegovy-treated participants showed improvement in liver fibrosis, while 62.9% achieved resolution of steatohepatitis, compared to 22.4% and 34.3% in the placebo group, respectively [3]. Group 2: MASH Overview - MASH is a serious, progressive liver disease affecting over 250 million people globally, with the number of individuals in advanced stages expected to double by 2030 [5]. - Approximately one in three individuals with overweight or obesity also suffer from MASH, with around 22 million people in the US estimated to be affected [4][5]. Group 3: ESSENCE Trial Details - The ESSENCE trial is a phase 3 study involving 1,200 participants, randomized to receive semaglutide 2.4 mg or placebo, aimed at demonstrating improvements in liver histology at 72 weeks [6]. - Part 2 of the trial will assess the reduction of liver-related clinical events over 240 weeks, with results expected in 2029 [7]. Group 4: Wegovy's Background - Wegovy was initially approved in 2021 for weight management and has since expanded its indications to include children and to reduce cardiovascular risks in adults with heart disease [8].

Core Viewpoint - Novo Nordisk benefits from Eli Lilly's price increase of a competing drug, leading to a rise in its share price despite broader market declines [1][2]. Group 1: Competitive Landscape - Eli Lilly announced a price hike for Zepbound, a GLP-1 obesity drug that competes directly with Novo Nordisk's Wegovy, indicating plans to implement similar increases in other European markets [2]. - The price adjustments by Eli Lilly are seen as advantageous for Novo Nordisk, as they may lead to customer backlash against Eli Lilly, potentially benefiting Novo Nordisk's market position [5]. Group 2: Regulatory Environment - The price hikes come in the context of the Trump administration's push to lower drug prices in the U.S., with a deadline set for drug companies to reduce costs by September 29 [4]. - Novo Nordisk received a letter from the Trump administration but has not indicated any plans to adjust prices in response to the pressure [4]. Group 3: Market Reaction - Following the news of Eli Lilly's price increase, Novo Nordisk's share price rose nearly 3%, contrasting with a 0.3% decline in the S&P 500 index on the same day [1].

Core Viewpoint - Class action lawsuits have been filed on behalf of shareholders of several publicly-traded companies, with specific deadlines for filing lead plaintiff motions [1] Company Summaries Flywire Corporation (NASDAQ: FLYW) - Class Period: February 28, 2024 – February 25, 2025 - Lead Plaintiff Deadline: September 23, 2025 - Allegations include overstating revenue growth sustainability, underestimating the impact of permit and visa restrictions, and misleading positive statements about business operations [2] Lockheed Martin Corporation (NYSE: LMT) - Class Period: January 23, 2024 – July 21, 2025 - Lead Plaintiff Deadline: September 26, 2025 - Allegations include lack of effective internal controls, inaccurate program reviews, overstated contract delivery capabilities, and misleading positive statements about business prospects [3] Sable Offshore Corp. (NYSE: SOC) - Class Period: May 19, 2025 – June 3, 2025 - Lead Plaintiff Deadline: September 26, 2025 - Allegations include false claims about restarting oil production and misleading positive statements regarding business operations [4] Novo Nordisk A/S (NYSE: NVO) - Class Period: May 7, 2025 – July 28, 2025 - Lead Plaintiff Deadline: September 30, 2025 - Allegations include ignoring the significance of personalization exceptions for GLP-1 compounding and misleading statements about the company's ability to capture patient populations [5]

Core Insights - The complaint alleges that Novo Nordisk and its executives violated federal securities laws by making false or misleading statements regarding the company's growth potential and market penetration capabilities [2] - On July 29, 2025, Novo announced a reduction in its sales and profit outlook for the second half of 2025, attributing this to lower growth expectations for its products Wegovy and Ozempic, which led to a significant stock price decline of approximately 21.83% in one day [3] Group 1 - The complaint claims that Novo's stated potential to capitalize on the compounded market significantly understated the impact of the personalization exception to the compounded GLP-1 exclusion [2] - The company allegedly overstated the likelihood of patients switching to Novo's branded alternatives and the overall potential GLP-1 market [2] - Following the announcement of lowered growth expectations, Novo's stock price fell from $69.00 to $53.94 per share, marking a dramatic decline [3] Group 2 - The lead plaintiff in the class action is the investor with the largest financial interest in the relief sought, who will oversee the litigation on behalf of the class [4] - Any member of the putative class can move to serve as lead plaintiff or remain an absent class member without affecting their ability to share in any recovery [4] - The law firm encourages individuals with information regarding Novo's conduct to come forward, including whistleblowers and former employees [5]

Leadership Transition - Novo Nordisk underwent a leadership change with Lars Fruergaard Jørgensen stepping down as CEO on August 7, 2025, after leading since 2017, during which the company experienced significant growth due to the demand for GLP-1 agonist medicines [1] - Maziar Mike Doustdar was appointed as the new president and CEO, a decision supported by the Novo Nordisk Foundation [2] Executive Experience - Doustdar has over a decade of senior leadership experience within Novo Nordisk's International Operations, overseeing a network of 80 affiliates and serving approximately 35 million patients [3] - Under Doustdar's leadership, International Operations sales more than doubled to about DKK 112 billion in 2024 [3] - His previous roles included general manager in Turkey and executive vice president, contributing to the expansion and performance of International Operations [4] Competitive Landscape - Eli Lilly is a major competitor in the obesity market, with its tirzepatide medicines generating combined sales of $14.7 billion in the first half of 2025, accounting for 52% of Lilly's total revenues [5] - Other companies, such as Viking Therapeutics, are also advancing in the development of GLP-1-based candidates, with ongoing late-stage studies for their investigational obesity drug VK2735 [6] Stock Performance and Valuation - Year-to-date, Novo Nordisk shares have declined by 40.8%, underperforming the industry and the S&P 500, which saw a 5.8% decline [7] - The company's stock is trading at a price/earnings ratio of 12.40, lower than the industry average of 14.05, and significantly below its five-year mean of 29.25 [11] - Earnings estimates for 2025 have improved from $3.86 to $3.89 per share, while 2026 estimates increased from $4.20 to $4.24 [14] Financial Metrics - The return on equity for Novo Nordisk on a trailing 12-month basis is 78.64%, surpassing the large drugmaker industry average of 34.32% [19]

Core Viewpoint - A class action securities lawsuit has been filed against Novo Nordisk A/S, alleging securities fraud that negatively impacted investors between May 7, 2025, and July 28, 2025 [1][2]. Group 1: Allegations and Impact - The lawsuit claims that Novo Nordisk made misleading statements regarding its growth potential, particularly concerning the compounded GLP-1 market and the likelihood of patients switching to its branded products [2]. - On July 29, 2025, Novo Nordisk lowered its sales and profit outlook for the second half of 2025, attributing this to lower growth expectations for its products Wegovy and Ozempic, which led to a significant stock price drop of approximately 21.83%, from $69.00 to $53.94 per share in one day [2]. Group 2: Legal Proceedings - Investors who suffered losses during the specified period have until September 30, 2025, to request appointment as lead plaintiff in the lawsuit, although participation in any recovery does not require serving as a lead plaintiff [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years and consistently ranking among the top securities litigation firms in the United States [4].

Analyst's Disclosure:I/we have a beneficial long position in the shares of EPD, O, AMZN, NVDA, MELI, ARE, NVO, GPN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice ...

Group 1 - Eli Lilly announced a $1.3 billion deal with AI pharmaceutical company Superluminal to accelerate AI drug development, particularly for small molecule drugs targeting obesity and other cardiometabolic diseases [1] - Superluminal's AI-driven drug discovery platform will be utilized by Eli Lilly to develop drugs targeting G protein-coupled receptors (GPCRs), which play a significant role in various physiological processes [1] - The obesity treatment market, where Eli Lilly currently holds a dominant position, is projected to reach a value of $150 billion over the next decade [1] Group 2 - Novo Nordisk is also focusing on GPCR small molecule drug development, having signed a deal worth up to $2.2 billion with Septerna to develop oral small molecule therapies targeting specific GPCRs for obesity and other cardiometabolic diseases [2] - In June, Novo Nordisk entered into a collaboration valued at over $800 million with Deep Apple to jointly develop and commercialize GPCR small molecule drugs [2] - GPCRs represent the largest and most diverse family of cell membrane receptors, with hundreds of different GPCRs regulating physiological mechanisms across nearly all organ systems in the human body [2]