因面对市场、股价下跌等挑战,诺和诺德宣布CEO周赋德将离任
Mei Ri Jing Ji Xin Wen·2025-05-17 14:58

Core Insights - Novo Nordisk's CEO Lars Fruergaard Jørgensen is stepping down amid market challenges and stock performance issues, despite significant growth during his tenure [1][2][4] - The company reported a total revenue of 78.087 billion Danish Krone (approximately 11.216 billion USD) for Q1 2025, marking an 18% year-over-year increase, with semaglutide accounting for about 71% of total revenue [2] - The competitive landscape for GLP-1 weight loss drugs is intensifying, with 31 innovative GLP-1 drugs in clinical trials in China, and the domestic market for these drugs expected to exceed 37.852 billion Yuan by 2030 [2] Company Developments - Lars Fruergaard Jørgensen has been with Novo Nordisk since 1991 and became CEO in January 2017, leading the company to strengthen its position in diabetes and obesity treatments [2] - The company is undergoing a leadership transition, with the selection process for a new CEO currently underway [1] Market Performance - Novo Nordisk's stock has seen a significant decline, dropping 55% from its peak of 145.257 USD per share on June 26, 2024, to around 65.5 USD as of May 16, 2025, resulting in a market cap reduction from over 660 billion USD to approximately 200 billion USD [4] - In contrast, Eli Lilly's stock has remained more stable, with a peak of 967.269 USD per share on August 22, 2024, and a current price of 757.390 USD, maintaining a market cap of 717.8 billion USD [4] Competitive Landscape - Eli Lilly's revenue for Q1 2025 reached 12.729 billion USD, a 45% increase year-over-year, driven by the GLP-1/GIP dual agonist tirzepatide, which contributed 6.15 billion USD, accounting for about 48% of the company's total revenue [3] - Despite semaglutide's leading sales figures, tirzepatide has surpassed it in total prescriptions in the U.S. market, capturing 53.3% of the market share [3] - Clinical trials have shown that tirzepatide outperforms semaglutide in terms of efficacy and safety for weight loss [3]