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诺和诺德:裁员9000个,下调2025年经营利润增速指引
Sou Hu Cai Jing·2025-09-10 13:17

Core Viewpoint - Novo Nordisk announced a transformation plan involving the layoff of approximately 9,000 positions out of 78,400, with around 5,000 jobs cut in Denmark, aiming to save 8 billion Danish kroner annually by the end of 2026 [1] Financial Performance - For the first half of 2025, Novo Nordisk reported total revenue of 154.944 billion Danish kroner, representing an 18% year-on-year increase at constant exchange rates [1] - Operating profit reached 72.24 billion Danish kroner, showing a 29% year-on-year growth at constant exchange rates [1] - In the U.S., sales increased by 17% at constant exchange rates, while revenue from China was 9.910 billion Danish kroner, reflecting a 6% year-on-year growth [1] Sales and Market Dynamics - Sales of semaglutide reached a record high of 16.68 billion USD in the first half of 2025, but the growth rate slowed to 27.2% [1] - The company lowered its full-year revenue growth forecast from 13-21% to 8-14% and profit growth from 16-24% to 10-16% due to underperformance in the sales of "Wegovy" and "Ozempic" [1] - The decline in "Wegovy" sales is attributed to slow market expansion in the U.S. obesity market and illegal circulation of generics, while "Ozempic" faces intensified competition in the U.S. GLP-1 diabetes drug market [1] Management Changes - Novo Nordisk appointed Maziar Mike Doustdar as the new President and CEO on August 7, succeeding Lars Fruergaard Jørgensen, who had been with the company for over 30 years [1] - The management change may be linked to the company's performance and stock price issues [1] Employment Trends - Over the past five years, Novo Nordisk's workforce increased by 75% due to aggressive hiring during the peak of semaglutide sales, but layoffs are now anticipated as the growth phase nears its end [1]