“减肥神药”下一个爆点？诺和诺德(NVO.US)阿尔茨海默病研究结果年底出炉，华尔街谨慎乐观

Core Insights - Novo Nordisk (NVO.US) plans to announce late-stage trial results for oral semaglutide targeting mild Alzheimer's disease patients by the end of this year, which could significantly impact the company's stock [1] - Morgan Stanley analysts predict a potential stock price increase of 15% or a decrease of up to 10%, depending on the trial results, but estimate only a 25% chance of success [1] - Goldman Sachs analysts acknowledge a high risk of trial failure but believe the risk/reward is skewed positively [1] - Evidence supporting the expansion of semaglutide's application beyond diabetes and obesity treatment would be viewed as a major positive by the market [1] - Danske Bank analysts see potential for positive trial outcomes based on retrospective study data, suggesting GLP-1 may have cognitive protective effects [1] Industry Context - Despite two new Alzheimer's drugs approved by U.S. regulators in the past three years, these treatments only slow disease progression by about one-third and carry risks of rare but potentially fatal brain hemorrhages [2] - A positive trial outcome for Novo Nordisk could lead to a significant stock price increase, representing a major surprise in the market [2]