诺和诺德美股盘前跌近19%，公司下调2025财年展望

Core Viewpoint - Novo Nordisk has significantly lowered its sales and operating profit growth expectations for 2025, primarily due to disappointing sales performance of its flagship weight loss drug Wegovy, which has been impacted by the presence of "unsafe and illegal large-scale generics" [1][4]. Group 1: Sales and Profit Expectations - The company has revised its sales growth forecast from 13%-21% to 8%-14% and its operating profit growth forecast from 16%-24% to 10%-16% [1][4]. - Analysts had previously anticipated a sales growth of 16.6% for the year [1]. Group 2: Market Challenges - Wegovy's penetration in cash payment channels has been significantly lower than expected, primarily due to competition from illegal generics [1][4]. - The company is also facing intensified competition for its diabetes drug Ozempic in the U.S. market [5]. Group 3: Recent Developments - Novo Nordisk had planned to release its Q2 financial report on August 6 but opted to issue a profit warning earlier [4]. - The company recently signed a new supply contract for Wegovy with CVS Health Corp., expected to boost sales starting July 1, but still faces competition from Eli Lilly's Zepbound [4]. Group 4: Financial Adjustments - Novo Nordisk disclosed an adjustment related to the 340B program amounting to approximately 3 billion Danish Kroner, which positively impacted sales growth in the first half of the year [5].