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美股异动 | 诺和诺德(NVO.US)涨近6% 因竞争对手礼来(LLY.US)口服减肥药效果不及预期
智通财经网· 2025-08-07 14:39
智通财经APP获悉,周四,诺和诺德(NVO.US)股价走高,截至发稿,该股涨近6%,报47.99美元。消息 面上,该公司竞争对手礼来(LLY.US)的首个小分子口服GLP - 1药物Orforglipron实现平均减重11.2%,低 于预期的13%至15%或更多。 ...
诺和诺德(NVO.US)涨近6% 因竞争对手礼来(LLY.US)口服减肥药效果不及预期
Zhi Tong Cai Jing· 2025-08-07 14:37
Core Viewpoint - Novo Nordisk's stock price increased by nearly 6% to $47.99 following news about a competitor's drug performance [1] Group 1: Company Performance - Novo Nordisk's stock price rose significantly, indicating positive market sentiment towards the company [1] - The competitor Eli Lilly's first oral GLP-1 drug, Orforglipron, achieved an average weight loss of 11.2%, which was below the expected range of 13% to 15% or more [1] Group 2: Market Reaction - The market reacted positively to Novo Nordisk's stock, reflecting investor confidence in its products compared to competitors [1] - The underperformance of Eli Lilly's drug may create a competitive advantage for Novo Nordisk in the GLP-1 market [1]
美股三大指数集体高开,礼来跌超9%
Mei Ri Jing Ji Xin Wen· 2025-08-07 13:46
每经AI快讯,美股三大指数集体高开,道指涨0.59%,纳指涨0.77%,标普500指数涨0.5%。礼来跌超 9%,此前实验显示,礼来口服药物Orforglipron平均减重11.2%,低于预期;诺和诺德涨超6%。 ...
Novo Nordisk(NVO) - 2025 Q2 - Earnings Call Transcript
2025-08-07 13:17
Novo Nordisk (NVO) Q2 2025 Earnings Call August 07, 2025 08:15 AM ET Company ParticipantsJames Quigley - Executive DirectorKarsten Knudsen - EVP, CFO & Member of the Management BoardLudovic Helfgott - EVP - Product & Portfolio StrategyDavid Moore - EVP - US OperationsMartin Lange - Executive VP - R&D and Chief Scientific OfficerJacob Martin Wiborg Rode - Head - IRThibault Boutherin - Executive Director - Equity ResearchSimon Baker - Partner & Head - Global Biopharma ResearchHarry Sephton - Director - Pharma ...
诺和诺德(NVO.US)Wegovy与礼来(LLY.US)Mounjaro7月在印度销售额环比翻倍
智通财经网· 2025-08-07 12:49
Group 1 - Novo Nordisk's Wegovy and Eli Lilly's Mounjaro saw sales in India double in July compared to June, indicating strong demand for these obesity treatments [1] - Wegovy's sales reached 5,000 units with a revenue of 70 million INR (approximately 797,000 USD), while Mounjaro's sales hit 157,000 units with a revenue of 470 million INR [1] - Novo Nordisk's Q2 sales were 76.857 billion DKK, a 13% year-over-year increase, with a net profit of 26.503 billion DKK, up 32% [2] Group 2 - Eli Lilly reported Q2 revenue of 15.6 billion USD, a year-over-year increase of approximately 38%, but faced challenges with its oral weight loss drug underperforming expectations [2] - Novo Nordisk is advancing its research on Amycretin for weight management and has initiated the REDEFINE11 study to explore CagriSema's potential [2] - As of the latest trading, Novo Nordisk's stock rose by 8% in pre-market, while Eli Lilly's stock fell by 7.8% [3]
Investors who lost money on Novo Nordisk A/S(NVO) should contact The Gross Law Firm about pending Class Action - NVO
Prnewswire· 2025-08-07 12:45
https://securitiesclasslaw.com/securities/novo-nordisk-a-s-loss-submission-form-3/?id=159960&from=4 NEW YORK, Aug. 7, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Novo Nordisk A/S (NYSE: NVO). NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of NVO during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek ...
礼来(LLY.US)口服减肥药疗效不及预期 亮眼二季报难救股价大跌 诺和诺德(NVO.US)借势大涨
Zhi Tong Cai Jing· 2025-08-07 12:29
Core Insights - Eli Lilly's experimental oral weight loss drug orforglipron showed a weight reduction of approximately 11%, which fell short of Wall Street expectations that anticipated results comparable to Novo Nordisk's Wegovy [1] - Following the announcement, Eli Lilly's stock dropped 7% in pre-market trading, while Novo Nordisk's stock rose by 7% [1] - Eli Lilly reported better-than-expected Q2 earnings and raised its full-year revenue and profit guidance [2] Financial Performance - In Q2, Eli Lilly achieved revenue of $15.557 billion, a year-over-year increase of approximately 38% [2][3] - The obesity drug portfolio, primarily driven by diabetes drug Mounjaro and weight loss therapy Zepbound, generated over $8 billion in revenue due to strong demand [2] - Mounjaro generated approximately $5.199 billion in revenue, up 68% year-over-year, while Zepbound's revenue reached about $3.381 billion, a 172% increase [5] Earnings and Guidance - Eli Lilly's adjusted gross margin improved from 82% to 85% year-over-year, with non-GAAP earnings per share increasing by 61% to $6.31, exceeding market expectations by $0.72 [4] - The company raised its adjusted earnings per share guidance for the year to between $21.75 and $23, up from a previous range of $20.78 to $22.28 [6] - Eli Lilly also increased its 2025 revenue forecast by $1.5 billion to a range of $60 billion to $62 billion, aligning closely with market expectations [6] Market Competition - Eli Lilly and Novo Nordisk are competing in the rapidly growing GLP-1 agonist market, which is expected to exceed $150 billion in revenue over the next decade [6] - The oral weight loss drug market is projected to grow to $95 billion by 2030, with Eli Lilly and others facing challenges in developing effective oral medications [7] - Eli Lilly plans to submit the results of its orforglipron study to regulatory authorities by the end of the year, with results expected to be presented at a medical conference in September [7][8] Future Outlook - Eli Lilly anticipates significant growth in demand for its weight loss drug Zepbound and aims to capture more market share from Novo Nordisk's Wegovy [6] - The company is making substantial investments to meet expected demand, including reserving at least $600 million worth of orforglipron and increasing production of necessary active ingredients [8]
Novo Nordisk: The Market Has Lost Its Mind
Seeking Alpha· 2025-08-07 12:04
Core Insights - Novo Nordisk A/S (NVO) reported strong quarterly earnings driven by its weight-loss drug and diabetes franchise, indicating ongoing growth potential [1] - Despite the positive earnings report, NVO's shares experienced a decline, continuing a trend of significant price drops in recent weeks [1] Company Performance - The earnings results highlighted the effectiveness of NVO's weight-loss drug and diabetes products, contributing to appealing growth metrics [1] - The company's focus on cash generation and durable business models aligns with investment strategies that prioritize long-term value [1] Market Reaction - NVO's share price fell following the earnings announcement, suggesting market skepticism despite the reported growth [1]
X @Bloomberg
Bloomberg· 2025-08-07 11:54
Eli Lilly’s weight-loss drug underperformed in trials, sending its shares down and boosting Novo Nordisk’s stock https://t.co/UxkQixYEBD ...
美股异动丨礼来盘前重挫12% 口服药物Orforglipron平均减重11.2% 逊预期
Ge Long Hui A P P· 2025-08-07 10:43
| In the first of the county of the | . | | | | | --- | --- | --- | --- | --- | | | [] 和用 Int SEE EX BK JIK 事K 4K 11) 36 59 100 150: 300 1000 2490 3401 5401 Tok 15:110K = | | | ■ 10 - 00 - 10 2 - VS FIO B | | のの日のののののでやったときになったったいと | | | | | | 盘相日前 4316.01万 -- 成绩自美 6.4万 -- 超用价 760.000 | ■但: 645.600 | | | 00 C = 16500 | | 200 000 | | | | 1.82% | | 754.74 | | | | 134% | | PLE PER | | | | 10.85% | | 149.063 | | | | 0.16% | | 145,415 | | | | -0.17% | | 141.760 | | | | 4675 | | 738,122 | | | | (111) | | FREE | | ...