Core Viewpoint - Novo Nordisk A/S is facing a class action lawsuit due to a significant reduction in its fiscal year 2025 guidance, which has led to a substantial drop in its stock price and alleged misleading statements made by the company during the class period [2][3][4]. Group 1: Company Performance - On July 29, 2025, Novo Nordisk revised its fiscal year 2025 guidance, lowering sales growth expectations from 13-21% to 8-14% and operating profit from 16-24% to 10-16% [2]. - The company cited lower growth expectations for its products Ozempic and Wegovy, attributing this to market expansion slowdowns, increased competition, and ongoing use of compounded GLP-1s [2]. Group 2: Stock Impact - Following the announcement of the revised guidance, Novo Nordisk's stock price fell by $15.06, or 21.8%, closing at $53.94 per share on July 29, 2025 [3]. Group 3: Legal Action - The class action lawsuit alleges that during the class period, Novo Nordisk made materially false and misleading statements and failed to disclose adverse facts about its business and prospects [4]. - Specific allegations include the company's failure to recognize the significance of the personalization exception for GLP-1 compounding and overestimating its ability to attract patients transitioning from compounded treatments [4]. - Investors who purchased Novo Nordisk securities during the class period have until September 30, 2025, to file a lead plaintiff motion in the lawsuit [5].

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Novo To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Novo between May 7, 2025, to July 28, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Sept. 25, 2025 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, L ...

一个曾被遗忘近20年的来靶点，正在成为搅动千亿减重市场的新爆点。 9月16日，诺和诺德在欧洲糖尿病研究协会大会（EASD）上公布了Amylin类似物cagrilintide（卡格列 肽）的3期REDEFINE 1研究最新数据。结果显示：治疗68周后，cagrilintide单药治疗实现了11.8%的平 均体重减轻。 更引人瞩目的是，其与司美格鲁肽组成的复方制剂CagriSema，平均减重效果达20.4%，显著优于单药 治疗。与此同时，CagriSema组的胃肠道副作用明显低于司美格鲁肽，做到了控糖与安全性的兼顾。 诺和诺德的布局远不止于此。9月22日，诺和诺德在Clinicaltrials.gov网站上注册了NNC0662-0419用于减 重的2期临床试验，该药物是GLP-1/GIP/Amylin三靶点激动剂（NN9662）。 同日，辉瑞宣布以49亿美元现金以及24亿美元里程碑付款的方式收购Metsera公司，此举动意在强化自 身的减重管线。消息一出，Metsera股价大幅飙升，一度暴涨超63%。 在此之前，罗氏、阿斯利康、礼来、艾伯维等多家国际药企已纷纷通过BD合作或重金收购等方式，加 速押注Amylin。 ...

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 Impact - 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® due to 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 a single day [4]

每经AI快讯，9月25日，诺和诺德欧股股价现跌超2%，或将连续第五个交易日收跌。 ...

Market Analysis by covering: Eli Lilly and Company, Pfizer Inc, Novo Nordisk A/S, Metsera Inc. Read 's Market Analysis on Investing.com ...

格隆汇9月25日丨诺和诺德欧股股价现跌超2%，或将连续第五个交易日收跌。 ...

Core Insights - Pfizer's acquisition of Metsera for $4.9 billion marks a significant entry into the $100 billion weight loss drug market, indicating a shift in the competitive landscape as traditional pharmaceutical giants join the fray [1][2] - The deal includes a contingent value right (CVR) that could increase the total transaction value to $7 billion, linking payments to Metsera's clinical and regulatory milestones [2] - Metsera's key assets include four clinical-stage projects, notably MET-097i, which supports both weekly and monthly dosing, enhancing patient compliance and treatment convenience [3] Strategic Considerations - The acquisition aligns with Pfizer's strategy to focus on impactful opportunities, leveraging its expertise in cardiovascular metabolic diseases and strong commercialization infrastructure to accelerate product development [5] - The timing of the acquisition is strategic, as the weight loss drug market is experiencing rapid growth but faces supply shortages, allowing Pfizer to quickly enter the market without lengthy development cycles [5] Market Dynamics - The global weight loss drug market is characterized by a duopoly, primarily dominated by Novo Nordisk and Eli Lilly, creating high entry barriers for new competitors [6] - Novo Nordisk's products, including Ozempic and Wegovy, generated significant revenues, with Wegovy alone achieving $5.458 billion in sales, reflecting a 78% year-over-year increase [6][9] - Eli Lilly's Mounjaro and Zepbound also performed well, with combined sales reaching $14.734 billion in the first half of 2025, indicating strong market demand [6] Supply and Demand Challenges - The current supply-demand imbalance in the market has led to shortages, with some regions experiencing months-long stockouts, highlighting the vulnerabilities of the existing duopoly [9] - High treatment costs, exceeding $13,000 annually for Wegovy in the U.S., pose significant barriers to market accessibility, further complicating the competitive landscape [9] Innovation and Future Trends - The weight loss drug sector is witnessing a wave of innovation, with hundreds of companies conducting clinical trials across various mechanisms, including GLP-1/GIP dual agonists and amylin analogs [11] - Key innovation areas include improved safety and tolerability, enhanced weight loss efficacy, oral dosing options, and muscle-sparing therapies, which could redefine market competition [12][15] - The future of weight loss drugs is expected to focus on personalized and precision medicine, moving towards comprehensive metabolic health management rather than solely weight reduction [15]

Group 1 - The article highlights the ongoing construction in Kalundborg, Denmark, to accommodate the increasing demand for Novo Nordisk's Wegovy weight-loss drug [1] - The town of Kalundborg is referred to as "Novo Town," indicating its strong association with Novo Nordisk and its operations [1] - Therapist Heidi Thron Rune has adapted to the noise from the construction, reflecting the significant impact of Novo Nordisk's business on the local community [1]

Core Viewpoint - A class action lawsuit has been filed against Novo Nordisk A/S for allegedly providing misleading statements regarding its growth potential and market performance during the class period from May 7, 2025, to July 28, 2025 [8]. Allegation Details - The lawsuit claims that Novo made overly positive statements while concealing material adverse facts about its growth potential, particularly regarding the compounded GLP-1 market and the likelihood of patients switching to Novo's branded alternatives [8]. - The complaint highlights that Novo's assertions about its market potential were significantly overstated, leading to investor losses when the company later lowered its sales and profit outlook [8]. Market Impact - Following Novo's announcement on July 29, 2025, regarding lowered growth expectations for its products Wegovy and Ozempic, the company's stock price fell from $69.00 to $53.94 per share, representing a decline of approximately 21.83% in one day [8]. Next Steps - Investors who purchased Novo shares during the class period and suffered losses are encouraged to contact the law firm Bragar Eagel & Squire for more information and to discuss their legal rights [4]. - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is September 30, 2025 [8]. About the Law Firm - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents individual and institutional investors in complex litigation across the United States [5].