诺和诺德下调全年财务指引；恩华药业上半年实现归母净利润约7亿元丨医药早参

Group 1 - Novo Nordisk has lowered its full-year financial guidance for 2025, expecting sales growth of 8% to 14% at constant exchange rates, down from a previous forecast of 13% to 21% [1] - The downward revision is attributed to lower growth expectations for Wegovy in the U.S. obesity market and Ozempic in the U.S. GLP-1 diabetes market, as well as lower-than-expected penetration of Wegovy in certain international markets [1] - This adjustment reflects a trend of rational return in the GLP-1 sector, indicating that even leading companies face challenges in sustaining high-speed expansion amid high bases and intense market competition [1] Group 2 - Enhua Pharmaceutical reported a net profit of approximately 700 million yuan for the first half of 2025, an increase of 11.38% year-on-year, with total revenue reaching 3.01 billion yuan, up 8.93% [2] - The company's performance demonstrates steady growth in a challenging pharmaceutical industry, highlighting its solid market position in analgesics and psychiatric drugs [2] Group 3 - Changchun High-tech announced that its subsidiary has received FDA approval for the freeze-dried powder of Amlodipine Besylate oral solution, aimed at treating hypertension in children over 6 years old and adults with swallowing difficulties [3] - This product approval enhances the company's product portfolio in the U.S. market and strengthens its competitive position in the pharmaceutical sector [3] Group 4 - Zhixiang Jintai has received approval for clinical trials of its investigational product, Sluveimi Monoclonal Antibody Injection, for passive immunity in children and adolescents suspected of rabies virus exposure [4] - This product is the world's first dual-specific antibody for rabies passive immunity, indicating the company's innovative capabilities in developing biopharmaceuticals [4]