Novo Nordisk(US:NVO) Di Yi Cai Jing·2025-09-20 04:52Group 1 - The core finding from the real-world study presented by Novo Nordisk at the EASD conference indicates that 46% of patients using semaglutide (brand name: Ozempic) reported a significant reduction in "food noise," which refers to uncontrollable thoughts about food [2] - Semaglutide, a GLP-1 drug, works by suppressing appetite, slowing gastric emptying, and inducing a feeling of fullness, thereby aiding weight loss [2] - Novo Nordisk's recent data shows that 84.5% of weight loss in patients was derived from body fat, preserving muscle function, which is crucial for maintaining overall health during weight loss [3] Group 2 - Novo Nordisk is actively addressing competition from Eli Lilly and has recently announced a large-scale global layoff, resulting in an over 11% increase in its stock price within a week [3] - The company aims to enhance decision-making efficiency and accelerate clinical pipeline progress, as stated by its Chief Scientific Officer Martin Holst Lange [3] - Novo Nordisk is exploring treatments for various obesity-related complications and is validating the efficacy of its weight loss drug for Alzheimer's disease, with expectations to obtain clinical data by the end of 2025 [3] - Positive clinical trial results for the Alzheimer's study could potentially generate up to $15 billion in additional annual revenue for Novo Nordisk, according to UBS analysis [3]