Novo Nordisk(US:NVO) 智通财经网·2025-07-30 12:39Group 1 - Novo Nordisk's stock price has been declining following a profit warning and the appointment of a new CEO, resulting in a market value loss of $70 billion [1] - The company has significantly lowered its sales growth forecast for 2025, now expecting an 8%-14% increase in sales, down from a previous estimate of 13%-21% [1] - Novo Nordisk's operating profit growth forecast has also been reduced from 16%-24% to 10%-16% [1] Group 2 - The sales forecast downgrade is attributed to competition from compounded generic drugs that use the same active ingredients as the branded drug Wegovy [2] - The incoming CEO, Maziar Mike Doustdar, claimed that Wegovy's growth momentum is still strong, but the management failed to alleviate market concerns during a call with investors [2] - Barclays downgraded Novo Nordisk's rating from "overweight" to "neutral," citing a significant credibility crisis regarding the company's assessment of its issues [2]