格隆汇11月5日｜丹麦制药巨头诺和诺德今年第四次下调业绩预期，原因是其明星药物Wegovy和 Ozempic的销售低于预期。公司周三表示，按固定汇率计算，今年销售额预计仅增长至多11%，营业利 润至多增长7%，低于此前分别高达14%和10%的预期。虽然诺和诺德凭借Ozempic和Wegovy开创了减肥 药市场，但公司命运自去年起开始转变：一款号称更强效的实验性注射药在临床试验中未能实现公司承 诺的减重效果。诺和诺德如今正寄希望于Wegovy的口服版本来重振增长。今年以来，其股价已下跌约 一半。 ...

Intensifying competition, pricing pressure and copycat versions of Ozempic and Wegovy hold back sales at the pharma giant. ...

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核心产品增长低于预期 诺和诺德的两大重磅减肥药物Wegovy和Ozempic第三季度销售表现均未达预期。 诺和诺德今年第四次收窄业绩指引，反映出这家丹麦制药巨头在竞争日益激烈的减肥药市场面临的压力 正在加剧。 11月5日，诺和诺德最新公布的财报显示，第三季度业绩低于市场预期。公司营业利润为236.8亿丹麦克 朗，同比下降30%，不及分析师预期的256.1亿丹麦克朗；净利润200.1亿丹麦克朗，同比下降27%。 GLP-1药物总销售额为367.4亿丹麦克朗，略低于预期的372.7亿丹麦克朗。 财报还称，按照固定汇率计算，全年销售增长预期收窄至8%至11%，此前预期为8%至14%；营业利润 增长预期收窄至4%至7%，此前预期为4%至10%。诺和诺德表示，指引区间的收窄反映出对旗下GLP-1 糖尿病和减肥药物增长预期的下调。 财报指出，2025年前九个月，诺和诺德实现销售额2,299亿丹麦克朗，按固定汇率计算同比增长15%， 按报告货币增长12%。然而，营业利润仅增长10%(固定汇率)，达到959亿丹麦克朗,明显低于销售增 速。 利润增速放缓的主因是约90亿丹麦克朗的一次性重组成本。这些成本与公司9月宣布的全球裁员 ...

Core Viewpoint - Novo Nordisk has lowered its growth expectations for its key obesity and diabetes treatment drugs due to prescription trends, competition, and pricing pressures [1] Financial Performance - The company's quarterly net profit was 20 billion Danish kroner (approximately 3.1 billion USD), aligning with analyst expectations of 20.12 billion Danish kroner [1] Market Dynamics - The treatments Wegovy and Ozempic have become critical growth drivers for the company, but recent disappointing trial results and increasing competition in the obesity drug market have raised concerns [1] - Challenges also stem from U.S. drug pricing and tariff policies, which are impacting the company's outlook [1] Leadership and Strategic Challenges - Novo Nordisk is facing leadership changes and opposition to a key acquisition, contributing to the uncertainty surrounding the company [1] Analyst Sentiment - Analysts have mixed views on the stock; Jefferies recently downgraded it to underperform, while Berenberg maintains a positive outlook, suggesting that the company has reached a "peak of uncertainty" [1]

Novo Nordisk A/S (NVO) trimmed its forecast for a fourth time this year on Wednesday, citing lower-than-expected sales of its blockbuster drugs Wegovy and Ozempic. This year's sales will rise only as much as 11%, while operating profit expands by 7% at most ...

格隆汇11月5日｜诺和诺德第三季度销售额749.8亿丹麦克朗，市场预估766.8亿丹麦克朗。诺和诺德预计 2025年资本支出为600亿丹麦克朗，此前预计约为650亿丹麦克朗。 ...

Core Insights - Novo Nordisk has lowered its growth expectations for its obesity and diabetes treatments due to prescription trends, competition, and pricing pressure [2][4] - The company's net profit for the quarter was 20 billion Danish kroner ($3.1 billion), slightly below analyst expectations [1][4] Financial Performance - Net profit for the quarter was 20 billion Danish kroner ($3.1 billion), aligning closely with the anticipated 20.12 billion Danish kroner [1] - Novo Nordisk's shares have dropped over 50% this year, reflecting investor concerns [4] Market Dynamics - The growth in diabetes and obesity care was initially driven by the uptake of Wegovy and Ozempic, but recent trends have prompted a reassessment of growth expectations [2] - Increasing competition in the obesity drug market and challenges from U.S. drug pricing policies have contributed to the company's revised outlook [4] Analyst Sentiment - Analysts have mixed views on Novo Nordisk's stock, with Jefferies downgrading it to underperform, while Berenberg maintains a positive outlook, citing "peak uncertainty" [5] - Berenberg believes Novo's growth profile and R&D returns justify a higher valuation compared to peers [5] Acquisition Activity - Novo Nordisk has made a rival bid to acquire American biotech firm Metsera, increasing its offer to up to $10 billion, surpassing Pfizer's previous bid [7][8] - Pfizer has filed a lawsuit against Novo and Metsera, claiming Novo's bid is anticompetitive, which Novo has denied [7][8] - Metsera has indicated that Novo's revised offer is superior to Pfizer's latest bid [8]

Novo Nordisk pared its forecast for a fourth time this year, citing lower-than-anticipated sales of its blockbuster drugs Wegovy and Ozempic https://t.co/D7dc28cflQ ...

Core Insights - Novo Nordisk reported a 15% sales growth in the third quarter, surpassing forecasts, which is a positive development for the company amid a significant restructuring effort [1] Company Performance - The sales growth of 15% indicates strong demand for Novo Nordisk's products, particularly Wegovy, which is contributing to the company's overall performance [1] - The new CEO is experiencing a boost in confidence due to the better-than-expected sales figures, which may support the ongoing restructuring initiatives [1]