Novo Nordisk(US:NVO) Zhi Tong Cai Jing·2025-09-04 06:56Core Insights - The application of GLP-1 drugs, particularly Ozempic (semaglutide), has expanded significantly since its introduction seven years ago, with current testing for its effects on Alzheimer's disease by Novo Nordisk [1][2] - A Danish health registry study indicated that diabetes patients using GLP-1 drugs had a 20% lower risk of being diagnosed with dementia compared to those using other treatments, prompting Novo Nordisk to explore the potential of these drugs for Alzheimer's [1] Group 1 - Novo Nordisk is set to release clinical trial results for Ozempic involving over 3,500 mild Alzheimer's patients in early December, with expectations that successful outcomes could revolutionize Alzheimer's treatment [2] - UBS analysts estimate a 10% chance for Novo Nordisk to achieve an additional $15 billion in annual sales from the Alzheimer's treatment market if the trials are successful [2] - Current Alzheimer's medications primarily target amyloid proteins, while semaglutide may work by reducing inflammation and altering glucose utilization in the brain, linking diabetes and dementia risk [2]