这期视频我们将盘点各大主流减肥药的产品效果区别，以及市场上都有哪些玩家？并结合最新的财报数 据，看看这个千亿美元的新消费市场里，为什么率先"翻车"的不是追赶者，而是那个最早登顶的王者？ 在多重夹击下的诺和诺德临场换帅，但新CEO却从未直接负责过竞争最激烈的美国主战场，此举能否带 领公司走出困境？减肥药混战进入下半场后，失速的诺和诺德还有翻盘机会吗？ 昔日的"减肥药之王"诺和诺德遭遇史上最大单日暴跌，股价在7月底暴跌了30%，是有史以来最大的单 日跌幅。要知道，此前诺和诺德市值一度超过了丹麦的全国GDP，如今暴跌的导火索是什么呢？前有百 年对手礼来的反超，后有美国复方药房的价格战搅局，减肥药市场已经卷成一片红海，而诺和诺德又做 错了什么呢？ ...

Novo Nordisk's U.S.-listed shares shed a third of their value last week after the company cut its full-year outlook and named a new CEO. Monitor these key chart levels. https://t.co/YwENZk4TBr ...

Core Viewpoint - A shareholder has filed a securities class action lawsuit against Novo Nordisk A/S, alleging misrepresentations regarding the company's growth potential related to its diabetes/obesity drug, GLP-1, during the period from May 7, 2025, to July 28, 2025 [1][2]. Group 1 - The lawsuit is on behalf of investors who purchased or acquired Novo Nordisk's securities within the specified timeframe [1]. - Defendants are accused of making false statements about the company's growth prospects linked to its GLP-1 drug [2]. - Investors wishing to serve as lead plaintiffs must file by September 30, 2025, and participation does not require serving as lead plaintiff [3]. Group 2 - Bernstein Liebhard LLP has a history of recovering over $3.5 billion for clients and has represented large public and private pension funds [4]. - The firm has been recognized multiple times for its success in litigating class actions, being named to The National Law Journal's "Plaintiffs' Hot List" thirteen times and listed in The Legal 500 for sixteen consecutive years [4].

Core Viewpoint - A class action lawsuit has been filed against Novo Nordisk A/S by Berger Montague PC on behalf of investors who acquired Novo's publicly traded securities during the specified class period from May 7, 2025, to July 28, 2025 [1][2] Company Summary - Novo Nordisk A/S is a global pharmaceutical company headquartered in Denmark [3] - The lawsuit alleges that Novo understated the impact of the personalization exception to the compounded GLP-1 exclusion, which has allowed continued use of compounded alternatives to its products [3] - The company is accused of overstating the likelihood that patients using less expensive compounded drugs would switch to its branded products, leading to an overestimation of its long-term growth potential [3] Financial Performance - On July 29, 2025, Novo announced a reduction in its sales and profit outlook for fiscal 2025, citing slower-than-expected growth for its products Wegovy® and Ozempic® [4] - The guidance revision was attributed to ongoing competition from compounded GLP-1 products [4] - Following this announcement, Novo's stock price fell from $69.00 per share on July 28, 2025, to $53.94 per share on July 29, representing a decline of approximately 21.83% in one day [4]

Industry Overview - The second-quarter earnings season for the drug and biotech sector is in full swing, with major companies like Pfizer, Eli Lilly, Amgen, Gilead Sciences, and Novo Nordisk set to announce results [1] - The earnings season began mid-July with Johnson & Johnson reporting strong results, exceeding estimates for both earnings and sales [1] Company Performance Pfizer (PFE) - Pfizer has consistently exceeded earnings expectations in the last four quarters, with an average earnings surprise of 43.49% [6] - The Zacks Consensus Estimate for second-quarter sales and earnings is $13.78 billion and 58 cents per share, respectively [6] - Higher sales from products like Vyndaqel and Padcev are expected to offset weaker sales from Prevnar and Ibrance [8] Eli Lilly (LLY) - Eli Lilly's performance has been mixed, exceeding earnings expectations in two of the last four quarters, with an average earnings surprise of 6.69% [11] - The Zacks Consensus Estimate for second-quarter sales and earnings stands at $14.75 billion and $5.61 per share, respectively [11] - Strong demand for Mounjaro and Zepbound is anticipated to drive top-line growth [12] Amgen (AMGN) - Amgen has shown strong performance, beating earnings estimates in each of the last four quarters, with an average earnings surprise of 8.34% [14] - The Zacks Consensus Estimate for second-quarter sales and earnings is $8.86 billion and $5.26 per share, respectively [14] - Sales growth is expected to be driven by products like Evenity and Repatha, despite price declines due to higher rebates [15] Gilead Sciences (GILD) - Gilead's performance has been mixed, with earnings beating estimates in three of the last four quarters, averaging a surprise of 16.48% [17] - The Zacks Consensus Estimate for second-quarter sales and earnings is $6.95 billion and $1.95 per share, respectively [17] - Increased demand for HIV therapies like Biktarvy is expected to boost sales [18] Novo Nordisk (NVO) - Novo Nordisk's performance has been mixed, with earnings beating estimates in one of the last four quarters, delivering an average surprise of 0.02% [20] - The Zacks Consensus Estimate for second-quarter sales and earnings is $11.79 billion and 93 cents per share, respectively [20] - The company lowered its 2025 sales and operating profit growth outlook due to weaker momentum in key markets for its semaglutide-based drugs [21]

Key Takeaways NVO will report Q2 earnings on Aug. 6, with consensus EPS at $0.93 and revenues at $11.79 billion.NVO cut 2025 sales and profit guidance due to weaker U.S. demand for Wegovy and Ozempic.Competition from Eli Lilly and illegal compounded drugs is pressuring NVO's obesity drug sales.Novo Nordisk (NVO) is scheduled to report its second-quarter 2025 results before the opening bell on Aug. 6, 2025. The Zacks Consensus Estimate for quarterly revenues in the to-be-reported quarter is pegged at $11.79 ...

Market Overview - Novo Nordisk, formerly a leader in the weight loss drug market, experienced a significant single-day stock price drop of 30% [1] - The weight loss drug market is becoming increasingly competitive, with Eli Lilly emerging as a strong competitor and compounded pharmacies initiating price wars [1] - The core technology behind weight loss drugs involves GLP-1, a gut hormone initially used for diabetes treatment [1] Competitive Landscape - Novo Nordisk and Eli Lilly have a century-long rivalry, competing on product effectiveness and commercialization strategies [1] - The era of a duopoly in the weight loss drug market is over, with increasing competition from other players [1] Novo Nordisk's Challenges - Novo Nordisk lowered its full-year guidance, leading to a market capitalization decline [1] - Product development fell short of expectations, and the company faced increasing market competition [1] - Novo Nordisk misjudged demand and misallocated production capacity, creating opportunities for competitors [1] Leadership & Strategy - Novo Nordisk changed its CEO, but the new CEO lacks experience in the highly competitive US market [1]

Group 1 - The United States will implement "reciprocal tariffs" starting August 7, which may impact trade dynamics [1] - Key financial reports are expected from companies such as AMD, Micron Technology, Novo Nordisk, and Eli Lilly [1] - The 2025 World Robot Expo will open in Beijing, highlighting advancements in robotics [1] Group 2 - On August 4, the Eurozone's Sentix Investor Confidence Index and the U.S. factory orders for June will be released [2] - On August 5, China will publish the July S&P Global China PMI, and the U.S. will release the July ISM Non-Manufacturing Index [2] - On August 6, financial results from AMD, McDonald's, and Novo Nordisk will be disclosed [2] - On August 7, the U.S. will begin implementing "reciprocal tariffs," and the Bank of England will announce its policy interest rate [2] - On August 8, the U.S. is requesting a resolution between Russia and Ukraine by August 8 [2] - On August 9, China will release July CPI and PPI data [2]

Core Insights - The article discusses a class action lawsuit against Novo Nordisk, alleging that the company made misleading statements about its growth potential and market capabilities [2][3]. Group 1: Company Performance - On July 29, 2025, Novo Nordisk announced a reduction in its sales and profit outlook for the second half of 2025, citing lower growth expectations for its products Wegovy and Ozempic due to competition and the persistent use of compounded GLP-1s [3]. - Following the announcement, Novo's stock price dropped from $69.00 to $53.94 per share, marking a decline of approximately 21.83% in one day [3]. Group 2: Legal Proceedings - The lawsuit claims that Novo provided overly positive statements while concealing material adverse facts about its growth potential and market penetration capabilities [2]. - The lead plaintiff in the class action is the investor with the largest financial interest, who will oversee the litigation on behalf of the class [4].

Core Viewpoint - The article emphasizes a strong buy case for Novo Nordisk (NVO), suggesting that recent stock pullbacks are merely noise and do not reflect the company's underlying value [1]. Group 1: Investment Thesis - The author has maintained a Strong Buy rating on Novo Nordisk since July 1, indicating confidence in the stock's potential for growth despite market fluctuations [1]. - The investment strategy focuses on identifying undervalued stocks across various industries using quantitative methods that have been backtested for success [1]. Group 2: Author's Background - The author has been investing since 2013 and has gained knowledge from extensive reading on stock market strategies, including notable books such as "100 Baggers," "Financial Shenanigans," and "The Quants" [1].