Core Viewpoint - Novo Nordisk's CFO announced plans to continue expanding the direct-to-consumer sales of semaglutide (Wegovy) [1] Company Summary - The company is focusing on increasing the availability and accessibility of Wegovy to consumers directly [1] Industry Summary - The direct-to-consumer sales strategy indicates a shift in how pharmaceutical products, particularly weight management drugs, are marketed and sold [1]

Core Viewpoint - Novo Nordisk's stock price plummeted over 20% following the announcement of a new CEO and a downward revision of its annual performance expectations, primarily due to weak growth projections for its weight loss drug Wegovy in the U.S. market [1][5]. Group 1: Performance Revision - The company lowered its sales growth forecast for the year to 8% to 14%, down from the previous target of 13% to 21% [4]. - Operating profit growth expectations were also reduced to 10% to 16%, compared to earlier projections of 21% and 24% [4]. - This marks the second adjustment of the company's performance outlook for 2025, following a disappointing first-quarter sales report earlier this year [7]. Group 2: Competitive Landscape - Novo Nordisk faces increasing competition in the obesity market, particularly from Eli Lilly's drug Zepbound, which is impacting Wegovy's market share [5]. - The presence of cheaper generic versions of Wegovy in the U.S. market is also a significant factor contributing to the company's revised outlook [5][6]. - The company plans to combat the competition from generics through legal actions and by investing in direct-to-patient marketing efforts [5]. Group 3: Leadership Changes - Maziar Mike Doustdar has been appointed as the new CEO, replacing Lars Fruergaard Jørgensen, who was unexpectedly removed in May [4]. - The leadership change is part of the company's strategy to regroup after a series of setbacks [5].

智通财经APP获悉，在减肥药销量增速意外下滑导致营业利润预警，以及公司市值瞬间蒸发逾900亿美元后，总部位于丹麦的医药巨头诺和诺德公司(Novo Nordisk A/S)将其国际业务负责人提拔为新任的首席执行官。 在这家丹麦制药商面临减肥药市场最强竞争对手——美国医药巨头礼来公司(LLY.US)奋起直追之际，拥有三十余年公司经营经验的内部老兵马齐亚尔·迈克· 杜斯塔(Maziar Mike Doustdar)将肩负扭转减肥药市场份额不断萎缩局面的重任。诺和诺德最新公告显示，旗下曾有着"减肥神药"称号的重磅减肥药物Wegovy 销售额增速变得愈发疲弱且比市场预期增长更加疲软，导致整体利润预期被意外大幅削减，这也意味着该公司在减肥药市场的份额正不断被礼来公司旗下减 肥药替尔泊肽(商品名Zepbound)蚕食。 就在此最新的人事任命公告公布前，诺和诺德周二在一份业绩预告中意外下调了财务预测，按固定汇率计算，该公司预计今年销售额将仅仅增长8%至 14%，营业利润预计增长10%至16%，此前该公司给出的预期最高分别为21%和24%。 受业绩大幅下调带来的冲击，诺和诺德股价在欧洲哥本哈根股市一度暴跌30%，该公司总市值一 ...

Financial Performance (First Six Months 2025) - Sales increased by 18% at CER (Constant Exchange Rates)[17] - Operating profit increased by 29% at CER[17] - Sales were positively impacted by gross-to-net sales adjustments of approximately DKK 3 billion in Q2 related to 340b[18] - Operating profit was positively impacted by ocedurenone impairment of DKK 5.7 billion in Q2 2024[19] - Operating profit was partially countered by the acquisition of the three former Catalent manufacturing sites of approximately DKK 2.6 billion[19] Revised Financial Outlook for 2025 - Sales growth outlook revised to 8% to 14% at CER, lowered from the previous guidance of 13% to 21%[20] - Reported sales growth is expected to be around 4 percentage points lower[20] - Operating profit growth outlook revised to 10% to 16% at CER, lowered from the previous guidance of 16% to 24%[20] - Reported operating profit growth is expected to be around 7 percentage points lower[20] - Financial items (net) are now expected to be a gain of around DKK 3 billion, compared to the previous expectation of around DKK 0.9 billion[20] - Free cash flow is now projected to be DKK 35 to 45 billion, down from the previous forecast of DKK 56 to 66 billion[20] Factors Impacting Outlook - Lower US Wegovy outlook due to compounding, slower market expansion, and competition[24] - Lower US Ozempic outlook due to competition[24] - Lower International Operations (IO) Wegovy outlook due to slower market expansion and competition in select markets[24] - Lower volume growth of GLP-1 treatments in the US, amplified by related cash flow implications from the US gross-to-net system[23] Executive Leadership Changes - Maziar Mike Doustdar will become President and CEO as of August 7, 2025[14]

哥本哈根OMXC 20指数下跌13%，减肥药制造商诺和诺德下调2025年指引。 ...

诺和诺德股价跌幅扩大至28%，创2022年2月以来新低。 ...

智通财经7月29日电，Mike Doustdar被任命为诺和诺德总裁兼首席执行官。 ...

Core Viewpoint - Novo Nordisk has appointed Maziar Mike Doustdar as the new president and CEO, effective August 7, 2025, succeeding Lars Fruergaard Jørgensen, who is stepping down on the same date [1][3]. Company Leadership Changes - Mike Doustdar, currently the executive vice president of International Operations, has a proven track record of driving growth, having more than doubled sales in International Operations to approximately DKK 112 billion in 2024 [2][10]. - Helge Lund, Chair of Novo Nordisk, expressed confidence in Doustdar's leadership abilities and vision for the company, emphasizing the need to address market challenges swiftly [3]. - Other executive changes include the merger of Research & Early Development and Development into a consolidated R&D unit, led by Martin Holst Lange, who will become the chief scientific officer [5][6]. Organizational Structure - Emil Kongshøj Larsen will succeed Mike Doustdar as executive vice president of International Operations, overseeing a region that accounts for about 20% of Novo Nordisk's global sales [8]. - The new executive management team will be effective from August 7, 2025, and will include various key members responsible for different operational areas [9]. Company Background - Novo Nordisk is a leading global healthcare company founded in 1923, focusing on chronic diseases, particularly diabetes, and employs approximately 77,400 people across 80 countries [13].

Novo Nordisk lowers its financial forecast in a surprise update, citing lagging sales of its weight-loss drug Wegovy as it fights to regain its leading position in the obesity market https://t.co/LeXFsFYwwh ...

格隆汇7月29日｜诺和诺德(NVO.US)盘前跳水，现跌逾13%；礼来盘前亦跌逾2%。消息面上，诺和诺 德下调2025财年销售预期，下调与美国减肥药Wegovy销售下降有关。销售前景反映了复合GLP-1的持 续使用，市场扩张放缓，竞争加剧。此外，2025年前六个月，诺和诺德的销售额增长18%，营业利润增 长29%。(格隆汇) ...