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 ...

来源：格隆汇APP 格隆汇8月6日｜刚刚公布业绩的诺和诺德(NVO.US)夜盘拉升涨超2%，报48.29美元。诺和诺德第二季度 营收768.6亿丹麦克朗，低于市场预估的769.9亿丹麦克朗；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。不过，其中的明星减肥药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。 ...

Sales of its blockbuster Wegovy obesity drug rose 67% over the period to 19.53 billion Danish kroner, slightly below the 20 billion Danish kroner analysts had forecast. Quarterly net profit came in at 26.5 billion Danish kroner, versus 26.6 billion Danish kroner analysts expected. Boxes of Ozempic and Wegovy made by Novo Nordisk at a pharmacy in London on March 8, 2024. Sales of Novo Nordisk's blockbuster Wegovy weight loss drug surged in the second quarter, the company said in its latest report, days after ...

Novo Nordisk’s earnings rose less than expected in the second quarter as the Danish drugmaker contends with competition in the crucial US market for obesity drugs https://t.co/v7F9gknCva ...

诺和诺德第二季度销售额768.6亿丹麦克朗，市场预估769.9亿丹麦克朗。第二季度净利润265.0亿丹麦克 朗，市场预期270.1亿丹麦克朗。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。诺和诺德表示，目前预计全年自由现金流将达到350亿至450亿丹麦克朗。诺和诺德预计，未来几年 资本支出占销售额的比例将维持在低双位数区间（即10%-15%左右）。诺和诺德仍预计按固定汇率计 算，全年销售额增长8%至14%。诺和诺德仍预计按固定汇率计算，全年营业利润增长10%至16%。 ...

格隆汇8月6日｜诺和诺德(NVO.US)：第二季度营收768.6亿丹麦克朗，上半年营收1549.44亿丹麦克朗； 上半年营业利润722.4亿丹麦克朗；上半年净利润555.37亿丹麦克朗。 来源：格隆汇APP ...

诺和诺德：预计将在2025年第三季度围绕我们的药物Wegovy的适应症做出监管决定。 ...

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…… 风险提示及免责条款 8月6日，诺和诺德公布第二季度财务数据： 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。 销售额768.6亿丹麦克朗，市场预估769.9亿丹麦克朗。 ...

让我们把时间拨回四十年前。 彼时，美国麻省总医院的几位科学家正在解剖一条被他们称为"世界上最丑鱼类"的琵琶鱼，而纽约一家 退伍军人医院的医生则在美国西南的荒漠捕捉毒蜥蜴。 在琵琶鱼身上，科学家分离并鉴定出了琵琶鱼胰高血糖素原前体，发现琵琶鱼存在由两个不同非等位基 因编码的胰高血糖素原——除了胰高血糖素，它们还各自包含一段胰高血糖素相关序列；而在吉拉毒蜥 的毒液中，科学家分离出了一种氨基酸序列与GLP-1相似的多肽——exendin-4。 exendin-4的人工合成版艾塞那肽（商品名：Byetta；中文名：百泌达）由Amylin公司研发，后被礼来相 中联合开发，于2005年获得美国FDA批准上市，成为全球第一款被批准上市的GLP-1药物。 本文来自微信公众号：锦缎研究院，作者：黄希文，题图来自：AI生成 礼来和诺和诺德围绕GLP-1长达二十年的缠斗由此开始。 礼来替尔泊肽的竞争下，诺和诺德依靠司美格鲁肽建立起的先发优势已经荡然无存。 7月29日，诺和诺德下调了2025年业绩指引，预计2025财年销售额与利润增速大幅下降。这是诺和诺德 今年第二次下修业绩预期，也意味着其过去三年的高增长面临拐点。业绩指引下调后的 ...

Core Insights - The company reported a net sales increase of 16% in H1 2025 compared to H1 2024, reaching DKK 154.9 billion, with an operating profit growth of 25% to DKK 72.2 billion [2][4] - Despite strong sales growth, the company has lowered its full-year outlook due to reduced growth expectations for GLP-1 treatments in the second half of 2025 [3][4] - The company is focusing on enhancing commercial execution and ensuring cost efficiencies while continuing to invest in future growth opportunities [3][4] Financial Performance - Net sales for H1 2025 were DKK 154,944 million, up from DKK 133,409 million in H1 2024, representing a 16% increase [2] - Operating profit rose to DKK 72,240 million, a 25% increase from DKK 57,780 million in the previous year [2] - Net profit increased by 22% to DKK 55,537 million from DKK 45,457 million [2] Sales Breakdown - Sales in US Operations increased by 16% in Danish kroner, positively impacted by gross-to-net sales adjustments, including a DKK 3 billion adjustment in Q2 2025 [4] - Sales in International Operations also grew by 16% in Danish kroner [4] - Sales within Diabetes and Obesity care rose by 16% to DKK 145.4 billion, driven by a 56% increase in Obesity care sales to DKK 38.8 billion [4] Research and Development - The company plans to advance subcutaneous and oral amycretin into phase 3 development for weight management [4] - REDEFINE 11 has been initiated to further investigate the efficacy and safety of CagriSema, and a higher dose of semaglutide has been submitted to EU regulatory authorities [4] Outlook - The sales growth outlook for 2025 is now expected to be 8-14% at constant exchange rates, with operating profit growth expected at 10-16% [4] - The lowered outlook is attributed to slower-than-expected market expansion and competition in the GLP-1 treatment space [4] Leadership Changes - Maziar Mike Doustdar will succeed Lars Fruergaard Jørgensen as president and CEO, effective 7 August 2025 [4] - The company will consolidate its research and development areas under Martin Holst Lange's leadership [4]