德意志银行将诺和诺德目标价从400丹麦克朗下调至275丹麦克朗。 ...

花旗集团将诺和诺德目标价从340丹麦克朗下调至309丹麦克朗。 ...

来源：滚动播报 花旗集团将诺和诺德目标价从340丹麦克朗下调至309丹麦克朗。 ...

2026.02.24 诺和诺德股价自2024年达到峰值以来，目前市值已缩水超过4700亿美元，抹去了2021年司美格鲁肽减重 药上市带来的全部涨幅。该公司在2024年甚至一度成为欧洲市值最高的上市制药公司。 当天，礼来公司股价受诺和诺德疲弱临床数据的提振大涨，市值重新逼近1万亿美元。礼来预计，2026 年替尔泊肽减重药需求仍将实现快速增长。该公司还预计将在今年第二季度推出口服减重药 orforglipron。届时该药物与已经获批的诺和诺德口服司美格鲁肽减重药的竞争将进一步加剧。 本文字数：947，阅读时长大约2分钟 作者 |第一财经 钱童心 当地时间2月23日，减重药司美格鲁肽厂商诺和诺德称，该公司的新一代减重药CagriSema头对头比较礼 来减重药替尔泊肽的三期临床试验结果显示，在84周内CagriSema实现减重23%。这一疗效不及礼来替 尔泊肽25.5%的减重疗效。 2026年对于诺和诺德而言是关键之年。该公司的司美格鲁肽市场份额正面临以礼来为首的多家竞争对手 的挤压。今年在中国市场，司美格鲁肽的核心分子专利也将面临到期，这意味着将有大量廉价的仿制药 可以上市。 诺和诺德曾将CagriSema定位成司 ...

2026年对于诺和诺德而言是关键之年。该公司的司美格鲁肽市场份额正面临以礼来为首的多家竞争对手 的挤压。在中国市场，司美格鲁肽的核心分子专利也将面临到期。 当地时间2月23日，减重药司美格鲁肽厂商诺和诺德称，该公司的新一代减重药CagriSema头对头比较礼 来减重药替尔泊肽的三期临床试验结果显示，在84周内CagriSema实现减重23%。这一疗效不及礼来替 尔泊肽25.5%的减重疗效。 CagriSema结合了模仿胰腺激素淀粉的成分Cagrilintide和GLP-1成分司美格鲁肽，该药物每周注射一次。 诺和诺德股价自2024年达到峰值以来，目前市值已缩水超过4700亿美元，抹去了2021年司美格鲁肽减重 药上市带来的全部涨幅。该公司在2024年甚至一度成为欧洲市值最高的上市制药公司。 诺和诺德当天股价收盘暴跌超过16%，不仅创下2021年6月以来新低，也抹去了上一代减重药司美格鲁 肽上市以来的所有涨幅。 当天，礼来公司股价受诺和诺德疲弱临床数据的提振大涨，市值重新逼近1万亿美元。礼来预计，2026 年替尔泊肽减重药需求仍将实现快速增长。该公司还预计将在今年第二季度推出口服减重药 orforglipron ...

摩根大通将诺和诺德的评级从"增持"下调至"中性"，目标价从350丹麦克朗下调至250丹麦克朗。 ...

【国泰海通医药】诺和诺德REDEFINE 4研究（CagriSema头对头Tirzepatide）数据解读电话会要点速递 【国泰海通医药】诺和诺德REDEFINE 4研究（CagriSema头对头Tirzepatide）数据解读电话会要点速递 REDEFINE 4研究设计和结果 两组表现出的耐受性与此前研究中看到的总体一致。 （3） 为什么68周（REDEFINE 1研究 -20.4%ITT/-22.7%PP）延长到84周CagriSema减重效果基本没有提升： REDEFINE 1研究中的经验教训并没有全部纳入REDEFINE 4研究。 但在REDEFINE 11研究中，充分考虑了这些经验教训，CagriSema完整的减重潜力将在该项研究中得到验证。 （1） 试验用药时长为84周，vs REDIFINE 1/2研究的68周 （2） 主要终点是CagriSema 2.4mg/2.4mg与 Tirzepatide 15mg在84周减重效果的非劣性 （3） Open label设计：所有试验参与者知 REDEFINE 4研究设计和结果 若ITT分析，则20.3%vs 23.6%），未达到非劣性目标（公司未披露非劣 ...

Major U.S. indices traded higher Monday, with Dow Jones Futures edging up 0.09% to 48,893, the S&P 500 advancing 0.12% to 6,860.50 and the Nasdaq climbing 0.18% to 24,808.25.These are the top stocks that gained the attention of retail traders and investors through the day.Hims & Hers Health Inc. (NYSE:HIMS)Hims & Hers Health shares fell 0.77% to close at $15.51, with an intraday high of $15.80 and a low of $15.16. The stock’s 52-week range is $15.16 to $70.43. In the after-hours trading, the stock fell 8.45 ...

Market Overview - The U.S. markets experienced a mixed day, with a focus on the U.S. 2-year yield rising by four basis points following a Supreme Court ruling that raised questions about inflation and interest rates [2][6] - Gold prices increased as investors reacted to the risk-off sentiment in the market, while tech stocks, particularly in the software sector, saw declines of approximately 1.5% [2][4] Technology Sector - The software sector is facing significant pressure, with fears that AI tools may replace traditional software suites, leading to a 30% decline in an index of stocks including Salesforce and Adobe since their record highs [4][70] - Companies like IBM have seen substantial stock declines, with IBM down over 13% amid concerns about AI disruption [70][77] Payment and Delivery Services - PayPal's stock rose nearly 5% due to takeover interest, contrasting with the broader tech sector's struggles [3] - Delivery service companies such as DoorDash and Uber are facing challenges as hypothetical scenarios suggest that AI could disrupt their business models, contributing to stock declines [5][71] Tariff and Trade Implications - The Supreme Court ruling on tariffs has created uncertainty, particularly for major importers like Home Depot and TJX, as the market grapples with the implications of potential tariff changes [6][80] - The Attorney General of Nevada indicated that states are considering actions to recover tariffs collected, which could amount to hundreds of billions of dollars [22][23] Economic Indicators - The current economic environment shows signs of growth, with global growth rates around 2.5% and 3% including emerging markets, while inflation is gradually decreasing [10][17] - The bond market is experiencing a steepening yield curve, driven by long-term inflationary concerns and an excess supply of government debt [12][14] Trucking and Transportation Sector - The trucking industry is witnessing structural changes, with a significant reduction in driver availability leading to higher rates and potential long-term impacts on capacity [57][68] - Demand for transportation services is still down year-over-year, but there are positive indicators such as increased trade volumes and a projected recovery in the second half of the year [59][63]

Among the 11 major sectors of the S&P 500, financials were down the most, while consumer staples enjoyed the largest percentage gain. The healthcare index advanced, with a boost from Eli Lilly after rival Novo Nordisk's obesity drug CagriSema underperformed Eli Lilly's drug Zepbound in a head-to-head trial. Among other movers, Domino's Pizza surged after the fast-food chain's fourth-quarter same-store sales beat Wall Street estimates. PayPal jumped following a Bloomberg report that the payments firm is att ...