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 ...

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]

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 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 ...

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 ...

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]

Core Viewpoint - Novo Nordisk has lowered its full-year sales and profit forecasts due to slowing growth of its main drugs in the U.S. market, alongside the appointment of a new CEO, Maziar Mike Doustdar, following the unexpected dismissal of Lars Fruergaard Jørgensen in May [2][4]. Group 1: Financial Forecast Adjustments - The company now expects sales growth for the year to be between 8% and 14% on a constant currency basis, down from the previous forecast of 13% to 21% [4]. - Operating profit growth expectations have been revised from 16% to 24% down to 10% to 16% [4]. Group 2: Market Challenges - The downward adjustment in performance is primarily attributed to weak sales prospects for Wegovy and Ozempic in the U.S. market during the second half of the year [5]. - The company noted that the adjustment for Wegovy's sales expectations in the U.S. is due to the widespread use of combination therapies of semaglutide, slower-than-expected market expansion, and increased competition [5][6]. Group 3: Competitive Landscape - Novo Nordisk has faced challenges in the U.S. Wegovy market, particularly due to intensified competition from semaglutide combination therapies, which gained popularity following FDA rulings related to drug shortages [6]. - Despite previous statements indicating that regulatory measures could reduce the supply of these generic drugs in the second half of the year, disappointing clinical trial results, especially for the new obesity treatment candidate CagriSema, have further weakened market confidence in the growth prospects of its obesity treatment product line [7].

Core Viewpoint - Novo Nordisk's stock plummeted over 20% following the announcement of a new CEO and a 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 lowered its sales growth forecast for the year to 8% to 14%, down from the previous target of 13% to 21% [1] - The company also revised its operating profit growth expectations to 10% to 16%, compared to earlier projections of 21% and 24% [1] - Following the announcement, Novo Nordisk's market capitalization decreased by over $60 billion [1] Group 2: Market Competition - The company faces increasing competition from Eli Lilly's weight loss drug Zepbound and the presence of cheaper generic versions of Wegovy in the U.S. market [1][2] - Novo Nordisk plans to combat the impact of generics through legal actions and by investing in direct-to-consumer marketing efforts [1] Group 3: Leadership Changes - Maziar Mike Doustdar has been appointed as the new CEO, replacing Lars Fruergaard Jorgensen, who was unexpectedly removed in May [1][2] - The leadership change is part of the company's strategy to regroup after a series of setbacks [2]

Market Overview - US stock index futures are all up, with Dow futures rising by 0.13%, S&P 500 futures by 0.30%, and Nasdaq futures by 0.47% [1] - European indices also show positive movement, with Germany's DAX up 1.17%, UK's FTSE 100 up 0.55%, France's CAC40 up 1.10%, and the Euro Stoxx 50 up 1.02% [2][3] - WTI crude oil increased by 0.07% to $66.76 per barrel, while Brent crude oil rose by 0.13% to $69.41 per barrel [3][4] Federal Reserve Insights - The Federal Reserve is not yet prepared to lower interest rates, with officials divided on the timing and evidence needed for such a decision [5] - The upcoming cryptocurrency policy report from the White House is anticipated to be a catalyst for the crypto market, alongside the Fed's interest rate decision [5] Company News - Oppenheimer raised its year-end target for the S&P 500 to 7100 points, citing easing trade tensions and strong corporate earnings, indicating an 11% upside from the latest closing price [6] - Novo Nordisk lowered its 2025 sales growth and profit expectations, projecting sales growth of 8%-14% compared to a previous forecast of 13%-21% [7] - UnitedHealth's second-quarter earnings guidance fell short of expectations, forecasting adjusted EPS of at least $16, significantly below the analyst consensus of $20.40 [8] - UPS refrained from providing earnings guidance due to market volatility, reporting Q2 revenue of $21.2 billion, a 2.8% year-over-year decline [8][9] - Stellantis restored its earnings guidance but warned of a €1.2 billion (approximately $1.4 billion) tariff impact in the second half of the year [9] - Nomura Holdings reported a 52% year-over-year increase in Q1 net profit, driven by strong trading and investment banking performance [10] - Barclays announced a 23% increase in first-half profits and a $1.3 billion stock buyback plan, benefiting from market trading activity [11] - Whirlpool's Q2 sales fell 5.4% to $3.77 billion, below market expectations, and it lowered its full-year EPS guidance [12] - Philips slightly raised its adjusted operating margin forecast for the year, indicating that the impact of trade tensions was less severe than previously feared [13] Economic Data and Events - Upcoming economic data includes the US wholesale inventory month-on-month change and the Conference Board Consumer Confidence Index [14][15] - Earnings reports are expected from Visa, Booking, Starbucks, UBS, Rio Tinto, UMC, New Oriental, and HSBC [17]

Core Viewpoint - Novo Nordisk has appointed Maziar Mike Doustdar as the new CEO following a profit warning due to slowing sales of its weight loss drug Wegovy, and has significantly lowered its full-year financial guidance [1][3] Group 1: Financial Guidance Adjustment - The company has revised its sales growth forecast from 13%-21% to 8%-14% and its operating profit growth forecast from 16%-24% to 10%-16% [1] - Analysts had previously expected a sales growth of 16.6% for the year [1] Group 2: Market Challenges - Wegovy's penetration in cash payment channels is significantly below expectations, primarily due to the ongoing impact of "unsafe and illegal large-scale generic drug production" [1][3] - The flagship diabetes drug Ozempic is also facing increased competition in the U.S. market [4] - Novo Nordisk is experiencing intensified competition from Eli Lilly's product Zepbound, which is affecting its market leadership in the weight loss drug sector [3][4] Group 3: Recent Developments - The company had planned to release its Q2 financial report on August 6 but opted for an early earnings warning [3] - Novo Nordisk has signed a new supply contract for Wegovy with CVS Health Corp., expected to boost sales starting July 1 [3] - The company disclosed an adjustment related to the 340B program amounting to approximately 3 billion Danish Krone, which positively impacted sales growth in the first half of the year [4]