减重药巨头罕见大规模裁员近万人，司美格鲁肽将迎中国仿制药大军

Group 1 - Novo Nordisk is known for its insulin products, but its GLP-1 drug semaglutide has gained significant recognition for weight loss, making it the highest-valued publicly traded company in Europe [1] - On September 10, Novo Nordisk announced a global restructuring plan that includes laying off 9,000 employees, approximately 11.5% of its total workforce, marking a rare occurrence in the company's century-long history [1] - The company aims to streamline its organizational structure, enhance decision-making speed, and reallocate resources to capitalize on growth opportunities in diabetes and obesity [1] Group 2 - Novo Nordisk's stock price has dropped nearly 60% over the past year, with a current market capitalization of approximately $184 billion [2] - Following the replacement of its CEO, the company experienced a significant stock price decline, with a nearly 30% drop on the day of the new CEO's appointment, resulting in a market value loss of about $70 billion [2] - The company expects its operating profit growth rate for the year to be between 4% and 10%, down from a previous forecast of 10% to 16%, due to restructuring costs [2] Group 3 - Novo Nordisk faces intense competition in the weight loss drug market, particularly after the approval of a competing weight loss drug by Eli Lilly, which has pressured its global market share [3] - In China, Novo Nordisk not only competes with Eli Lilly but also with numerous local pharmaceutical companies, especially as the core patent for semaglutide is set to expire in 2026, leading to a wave of generic drug entries [3][4] - The company has noted a decline in sales of GLP-1 diabetes drugs in China, while weight loss drug sales are gradually increasing, indicating a shift in market dynamics [3] Group 4 - Novo Nordisk is taking measures to enhance commercial execution and ensure cost efficiency while continuing to invest in future growth [4] - With the impending expiration of semaglutide's core patent in 2026, several generic drugs from various pharmaceutical companies are expected to enter the market, intensifying competition [4] - The company emphasizes that despite the entry of generics, it remains committed to innovation as a priority in its competitive strategy [4]