2月24日，明晟公司（MSCI）编制的北欧国家指数单日下挫2.4%，收报383.03点，创下2025年7月29日 以来最大单日跌幅。在该指数涵盖的十个板块中，医疗保健板块领跌，权重股诺和诺德当日暴跌 16.5%，成为北欧个股中表现最差的标的。 诺和诺德股价的剧烈波动，源于其新一代减肥药CagriSema的临床数据未达预期。2月23日，这家丹麦制 药巨头公布了REDEFINE 4试验结果——CagriSema在84周内实现了23%的减重效果，但研究未能达到预 设的主要目标，且在头对头比较中不及竞争对手礼来的Zepbound。诺和诺德方面也承认，CagriSema在 该试验中的表现未能证明其不劣于礼来的替尔泊肽。 摩根士丹利在研报中将此次数据结果定性为"最坏情形"。杰富瑞迈克尔·洛伊希滕在研报中指出："真正 令人头疼的是，诺和诺德的终值估值高度依赖amycretin，而该药和CagriSema一样，都是GLP-1/胰淀素 双靶点药物（只不过是单分子）。因此REDEFINE-4试验失利，叠加竞争带来的商业化不确定性，很难 让长线投资者安心。"摩根大通克里斯·肖特在研报中表示："这一结果证实，Zepbound目前是明 ...

Novo Nordisk’s stock hit a 52-week low after its REDEFINE 4 trial failed to demonstrate non-inferiority in weight loss compared to Eli Lilly’s tirzepatide, marketed under the Zepbound and Mounjaro brands.The trial showed a weight loss of 20.2% with CagriSema versus 23.6% with tirzepatide, leading to a significant drop in Novo Nordisk shares.The REDEFINE 4 trial involved 809 subjects over 84 weeks, and while CagriSema demonstrated a safe profile, the results did not meet expectations.William Blair analyst An ...

欧洲股市受美国关税政策不确定性升温拖累出现下跌，丹麦药企诺和诺德股价遭遇重挫。 美国最高法院2月20日裁定，特朗普政府依据《国际紧急经济权力法》征收的对等关税、芬太尼关税等 相关关税违法。随后特朗普宣布，将原定10%的全球进口关税税率上调至15%，并表示后续将公布新的 合规关税措施，引发全球贸易不确定性再度上升。欧盟委员会发布声明称，当前形势不利于实现公平平 衡的跨大西洋贸易与投资，要求美方就下一步行动提供完全透明的信息。 本文源自：市场资讯 作者：观察君 诺和诺德方面，其披露旗下在研减肥药CagriSema在REDEFINE4临床试验中未达到预设主要目标，展现 出的23%减重效果不及礼来同类产品。受该消息影响，诺和诺德股价在欧股交易时段大幅下挫。此前诺 和诺德曾将减重领域列为核心战略方向，2025年8月曾与Replicate Bioscience达成5.5亿美元合作协议， 共同开发针对肥胖症等代谢疾病的新型疗法。 近期全球减重药物赛道竞争持续升级，礼来、辉瑞等药企均在该领域加大投入布局。此次诺和诺德试验 失利，或给其减重管线商业化前景带来短期影响，进一步加剧赛道竞争不确定性。与此同时，美国关税 政策反复波动 ...

欧洲斯托克600指数收盘下跌0.5%。金融服务、媒体和旅游股跌幅居前，与贸易相关的汽车和工业板块 承压。个人护理和公用事业板块表现强于大盘。 欧洲议会主要政治团体周一表示，将暂停推进批准美欧贸易协议的立法工作。此前，美国最高法院推翻 了特朗普的全球关税措施，特朗普随即宣布征收新的全球关税，并誓言动用其他权力维持其标志性的关 税政策。 最高法院裁决后，"目前看来可选措施似乎有限，力度也没那么大"，这对消费股等板块来说应属利好， KBC Securities全球股票主管Andrea Gabellone表示。尽管如此，他表示，"问题在于，其他市场参与者是 否愿意承受接下来势将充满'波动'的关税消息。" 来源：环球市场播报 投资者原本就在艰难应对有关估值偏高以及人工智能带来的颠覆性影响的担忧，关税相关消息再添复杂 因素。同时，市场也在关注伊朗局势的发展。美伊双方将于周四进行新一轮会谈，寻求通过外交途径化 解围绕德黑兰核计划的僵局。 欧洲股市下跌，特朗普最新的关税行动为全球贸易前景带来新的不确定性。诺和诺德股价重挫，此前其 新一代减重注射药物在一项试验中表现不及礼来的一款重磅竞品。 本周市场面临的重大事件包括特朗普周二 ...

LOS ANGELES--(BUSINESS WIRE)--Novo Nordisk A/S Investigated on Behalf of Investors - Contact the DJS Law Group to Discuss Your Rights – NVO. ...

Feb 23 (Reuters) - Novo Nordisk shares slumped by more than 16% on Monday, wiping away the remaining ‌gains brought by its blockbuster weight-loss drug Wegovy, ‌after the drugmaker said its next-generation obesity drug CagriSema underperformed Eli Lilly's ​rival. Novo, which in 2024 was worth more than $650 billion, has since shed around $475 billion, with the shares back at levels last seen before Wegovy transformed it into Europe's most ‌valuable drugmaker. Novo's shares ⁠fell to their lowest level s ...

Eli Lilly Gains as Novo Nordisk Trial SetbackNovo Nordisk’s stock hit a 52-week low after its REDEFINE 4 trial failed to demonstrate non-inferiority in weight loss compared to Eli Lilly’s tirzepatide, marketed under the Zepbound and Mounjaro brands.The trial showed a weight loss of 20.2% with CagriSema versus 23.6% with tirzepatide, leading to a significant drop in Novo Nordisk shares.The REDEFINE 4 trial involved 809 subjects over 84 weeks, and while CagriSema demonstrated a safe profile, the results did n ...

Novo Nordisk AS (NYSE:NVO) , once the darling of the pharmaceutical world, tumbled Monday as investors reacted to what analysts are calling a “worst-case scenario.” NVO stock is tumbling. See the chart and price action here. Shares of Novo Nordisk stock plunged over 16% in morning trading, hitting a new 52-week low following disappointing results from the REDEFINE 4 Phase 3 clinical trial. This latest blow brings the stock’s one month decline to 36%.The Data Gap: CagriSema vs. TirzepatideThe 84-week trial i ...

This means it could keep moving lower, which is why it's our Stock of the Day.Like any market, supply and demand drive the stock market. If a stock trends lower, there’s more supply, or shares for sale, than there are to be bought.This results in a downtrend. It forces traders and investors to undercut each other's prices.But when a stock reaches a support level, the buyers flood the market. There are enough buy orders to take in or absorb all of the sell orders, so the price stops going down.As you can see ...

-- Novo Nordisk Stock Tumbles Monday to Its Lowest Point in Nearly 5 Years. Here's Why [Stocks Lose Ground Amid Tariff Uncertainty][Trump's 'Plan B' on Tariffs: More Tariffs][Economy Grew Far Less Than Expected in Q4][Inflation Likely to Keep Fed from Cutting Rates Soon]- Top StoriesWith Monday's drop, Novo Nordisk shares have lost more than half their value in the last 12 months.Kristian Tuxen Ladegaard Berg / NurPhoto / Getty ImagesClose### Key Takeaways- Novo Nordisk's CagriSema, its next-generation weig ...