Financial Performance & Strategic Aspirations - Novo Nordisk achieved sales growth of 18% (CER) in the first six months of 2025, with operating profit growth of 29% (CER)[11] - Obesity care sales reached DKK 38.8 billion, a 58% increase at CER, highlighting the strong performance in this therapeutic area[11] - Rare disease sales increased by 15% at CER, reaching DKK 9.5 billion[11] - The company returned DKK 36.5 billion to shareholders, demonstrating a commitment to attractive capital allocation[11] Market Dynamics & Key Products - In the US, the branded anti-obesity medication market experienced growth exceeding 160%[28] - International Operations saw sales growth of 19%, driven by GLP-1 Diabetes and Obesity care[33] - Total GLP-1 class market share in International Operations reached 71%[36] - Global diabetes and obesity unmet need is significant, with less than 1% of people with obesity globally treated with branded AOMs[44] Research & Development Highlights - Amycretin is advancing to phase 3 development based on successful phase 1b/2a trial results, showing significant body weight loss[49, 53] - Semaglutide 2.4 mg demonstrated a 20% reduction in MACE in the SELECT trial for people with overweight or obesity and established CVD[249]

Listen below or on the go on Apple Podcasts and Spotify Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14) This is an abridged transcript. Novo Nordisk (NVO) is cutting costs. The Danish drugmaker says it is facing increasing competition from Eli Lilly (LLY) and generic versions of its obesity drug Wegovy, with slower growth expected for its treatmen ...

8月6日的最新财报显示，在2025年1月至6月期间，公司实现销售额1549亿丹麦克朗（约合223亿美 元），按固定汇率计算同比增长18%；营业利润达到722亿克朗（约合104亿美元），同比增长29%。这 一增长主要得益于肥胖症护理业务的显著表现，该领域销售额猛增56%（按丹麦克朗计算）。 拆分具体业务板块来看，糖尿病和肥胖护理部门销售额达到1454亿克朗，增长16%（215.14亿美元）， 同比增长18%。其中，肥胖症药物销售额同比增长58%至387.96亿丹麦克朗（57.40亿美元）。 值得一提的是，降糖用司美格鲁肽注射液Ozempic上半年销售645.20亿丹麦克朗（96.46亿美元），同比 增长15%；口服司美格鲁肽片Rybelsus销售113.48亿丹麦克朗（16.79亿美元），同比增长5%；减肥用司 美格鲁肽注射液Wegovy创收368.88亿丹麦克朗（54.58亿美元），同比增长78%。 不过，单独观察第二季度表现，诺和诺德的季度营业利润低于市场预期。第二季度，公司营业利润为 334亿克朗（约合48亿美元），此前行业机构预期为345亿克朗。这一差距主要源于美国市场增长放缓。 21世纪经济报道记者季 ...

整理 | GLP1减重宝典内容团队 丹麦制药公司诺和诺德（Novo Nordisk），作为减重药物Wegovy的制造商，近日在美国面临一宗集体诉讼。投资者指控公司对财务前 景过于乐观，未如实披露肥胖症药物市场面临的激烈竞争风险，从而误导了市场。 该诉讼于上周五在美国新泽西州联邦法院提起，正值诺和诺德市值在一天内大幅缩水700亿美元之后。投资者称，公司对2025年营收和 利润的下调暴露出其增长预期存在严重问题。 上周，诺和诺德宣布下调2025年销售额和营业利润预测，原因是在美国市场，Wegovy在下半年增长预期疲软，而糖尿病药物Ozempic 的销售增速也放缓。 公司将预期下调归因于市场上持续存在的Wegovy替代制剂（由药房自行配制的司美格鲁肽版本）、竞争加剧，以及市场扩展速度未达 预期。 截至周一，诺和诺德方面及原告律师均未就此诉讼回应媒体置评请求。 该诉讼代表所有在2025年5月7日至7月28日期间购买诺和诺德股票的投资者，潜在受影响股东人数可能高达数千人。起诉书称，公司在 这一期间未充分披露将影响其营收前景的挑战，导致股价暴跌，投资者蒙受重大损失。 2022年，Wegovy在美国出现供应紧张，美国食品药 ...

Core Viewpoint - Novo Nordisk reported strong financial results for Q2, driven by significant growth in its product portfolio, particularly in diabetes and obesity care products [1][2]. Financial Performance - Q2 sales reached 76.857 billion DKK, a 13% year-over-year increase, and an 18% increase when adjusted for constant exchange rates (CER) [1]. - Operating profit for Q2 was 33.449 billion DKK, up 29% year-over-year, with a 40% increase on a CER basis [1]. - Net profit for Q2 was 26.503 billion DKK, reflecting a 32% year-over-year growth [1]. - For the first half of 2025, sales totaled 154.944 billion DKK, a 16% increase year-over-year, with a 18% increase on a CER basis [1]. Product Performance - The growth in global sales was attributed to the performance of the product portfolio, with GLP-1 diabetes drugs increasing by 8%, obesity care products by 53%, insulin by 5%, and rare disease drugs by 28% [2]. - Sales in the diabetes and obesity care segment for the first half of the year grew by 16%, reaching 145.4 billion DKK, with obesity care sales increasing by 56% to 38.8 billion DKK [2]. - Key products include Ozempic, with sales of 64.520 billion DKK (up 15%), Rybelsus at 11.348 billion DKK (up 5%), and Wegovy at 36.888 billion DKK (up 78%) [2]. Research and Development - Novo Nordisk is advancing the development of Amycretin for weight management and has initiated the REDEFINE11 study to explore the efficacy and safety of CagriSema [3]. - The company has submitted an application to EU regulators for a higher dose of semaglutide (7.2mg) [3]. - For the fiscal year 2025, the company anticipates sales growth of 8-14% and operating profit growth of 10-16% on a CER basis [3].

8月6日，诺和诺德发布2025年上半年财报。前6个月，诺和诺德销售达到1549.44亿丹麦克朗，以丹麦克 朗计算增长16%，以固定汇率计算增长18%，经营利润以固定汇率计算增长29%，净利润达到555.37亿 丹麦克朗。司美格鲁肽上半年销售额达到1127.56亿丹麦克朗。降糖版司美格鲁肽注射液Ozempic销售额 645.20亿丹麦克朗，减重版司美格鲁肽注射液Wegovy为368.88亿丹麦克朗。诺和诺德已向欧洲药品管理 局提交更高剂量Wegovy（司美格鲁肽7.2 mg）注册申请。诺和诺德称将继续加大商业投资力度，在全 球更多市场推动Wegovy和Ozempic的市场渗透。 （本文不构成任何投资建议，信息披露内容以公司公告为准。投资者据此操作，风险自担。） ...

Core Viewpoint - Novo Nordisk's Q2 sales growth of 13% fell short of expectations, but the sales performance of its flagship weight loss drug Wegovy exceeded market predictions. The company is lowering its full-year outlook for the GLP-1 drug segment due to anticipated slower growth in the second half of the year [1][3][7]. Financial Performance - In Q2, Novo Nordisk reported sales of 76.86 billion Danish Krone, a 13% year-on-year increase, slightly below the market estimate of 76.99 billion Danish Krone [5]. - The company's EBIT was 33.45 billion Danish Krone, lower than the analyst forecast of 34.45 billion Danish Krone, while net profit was 26.50 billion Danish Krone, also below the expected 27.01 billion Danish Krone [5][9]. - The total sales of GLP-1 drugs, including Ozempic and Wegovy, reached 38.37 billion Danish Krone, missing the forecast of 39.45 billion Danish Krone [9]. Business Segment Performance - Wegovy's sales reached 19.53 billion Danish Krone, surpassing the market expectation of 19.20 billion Danish Krone, while the overall diabetes and obesity care segment generated total sales of 71.94 billion Danish Krone, below the expected 73.04 billion Danish Krone [9]. - The company experienced a 67% increase in Wegovy sales compared to the previous year, indicating strong demand despite challenges [6][10]. Management Changes and Strategic Outlook - Following a profit warning, CEO Lars Fruergaard Jørgensen announced his departure, with Maziar Mike Doustdar taking over as CEO, reflecting the company's response to current challenges [4][8]. - The company has revised its full-year sales growth forecast from 13%-21% to 8%-14%, and operating profit growth from 16%-24% to 10%-16%, primarily due to lower-than-expected sales of Wegovy in cash payment channels [8][10]. - Novo Nordisk is committed to investing in its product pipeline, with plans for capital expenditures of approximately 65 billion Danish Krone in 2025, maintaining a low double-digit ratio of capital expenditure to sales in the coming years [10].

风险提示及免责条款 诺和诺德第二季度Wegovy销售额达195.3亿丹麦克朗，市场预期192亿丹麦克朗。 更多消息，持续更新中 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况 或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

来源：视频滚动新闻 诺和诺德表示，其重磅减肥药Wegovy第二季度销售额同比飙升67%，尽管有数百万美国患者正在使用 该药的非品牌仿制药。这家丹麦公司上周大幅下调了全年业绩预期，并警告称，美国市场的减肥和糖尿 病仿制药阻碍了其品牌治疗药物的销售，这导致其股价直线跳水。美国的调制药房一直在生产诺和诺德 的Ozempic和Wegovy的低成本仿制药，这是美国食品药品监督管理局（FDA）允许的做法，因为正品治 疗药物供应短缺。 ...

诺和诺德(NVO.US)：第二季度营收768.6亿丹麦克朗，低于市场预估的769.9亿丹麦克朗；息税前利润 334.5亿丹麦克朗，低于市场预估的344.5亿丹麦克朗；净利润265亿丹麦克朗，低于市场预期的270.1亿 丹麦克朗。 包括Ozempic和Wegovy在内的GLP-1药物总销售额为383.7亿丹麦克朗，也未达到394.5亿丹 麦克朗的预估水平。其中，明星减肥药Wegovy销售额达195.3亿丹麦克朗，超过市场预期的192亿丹麦 克朗。核心的糖尿病和肥胖症护理业务总销售额为719.4亿丹麦克朗，低于730.4亿丹麦克朗的预期。 本文源自：金融界AI电报 ...