Novo Nordisk(US:NVO) Di Yi Cai Jing·2025-09-20 04:37Core Insights - Novo Nordisk presented real-world research results on the use of semaglutide for weight loss at the EASD annual meeting, indicating that 46% of patients reported a significant reduction in "food noise" after treatment [1][3] - The company reported that 84.5% of weight loss from semaglutide comes from body fat, preserving muscle function, which is crucial for overweight or obese patients [3] - Novo Nordisk is facing competition from Eli Lilly and has recently announced significant layoffs, resulting in an over 11% increase in stock price within a week [3] - The company is exploring treatments for various obesity-related conditions and is validating the efficacy of its weight loss drug for Alzheimer's disease, with potential annual revenue of up to $15 billion if clinical trials succeed [4] Company Developments - Novo Nordisk aims to enhance decision-making efficiency and accelerate clinical pipeline progress following recent layoffs [3] - The company is developing therapies targeting a range of conditions associated with obesity, including arthritis and sleep apnea [4] - The ongoing large-scale clinical study for Alzheimer's disease is the first of its kind for GLP-1 drugs, with results expected by the end of 2025 [4]