减重药巨头罕见大规模裁员近万人

Core Viewpoint - Novo Nordisk announced a significant restructuring plan involving the layoff of 9,000 employees, approximately 11.5% of its total workforce, as part of a strategy to streamline operations and enhance decision-making speed in response to market changes and competition in the diabetes and obesity sectors [2][3]. Group 1: Restructuring and Financial Impact - The restructuring plan aims to save 8 billion Danish kroner (approximately $1.26 billion) annually [2]. - The company has implemented a global hiring freeze for non-critical positions [2]. - Novo Nordisk expects a one-time restructuring cost of 9 billion Danish kroner in Q3, with anticipated savings of 1 billion Danish kroner in Q4 [3][4]. Group 2: Market Competition and Challenges - Novo Nordisk's stock price has dropped nearly 60% over the past year, with a current market capitalization of approximately $184 billion [3]. - The company faces increasing competition in the weight loss drug market, particularly from Eli Lilly's newly approved weight loss medication, which has pressured Novo Nordisk's market share [4][5]. - In China, Novo Nordisk is not only competing 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 approvals [5]. Group 3: Future Outlook and Strategy - Novo Nordisk's CEO emphasized the need for a performance-oriented culture and effective resource allocation to adapt to market changes, particularly in the obesity sector [3]. - The company projects a growth rate for operating profit between 4% and 10% for the year, which is lower than previous forecasts due to restructuring costs [3][4]. - Despite the anticipated influx of generic competitors, Novo Nordisk remains committed to innovation as a key focus for future growth [5].