美股异动|诺和诺德股价下滑4%因应美政策大幅降价策略生效

Core Viewpoint - Novo Nordisk's stock price dropped by 4.02% due to a new initiative announced by President Trump aimed at significantly lowering the prices of weight loss drugs, making them more affordable for Americans [1] Group 1: Agreement Details - Novo Nordisk and Eli Lilly have reached an agreement to reduce the prices of GLP-1 weight loss drugs, including Wegovy and Zepbound [1] - Starting in 2026, patients under Medicare and Medicaid will see a substantial reduction in drug costs, enhancing drug accessibility [1] - The agreement indicates that Novo Nordisk will officially lower drug prices in 2026 and expand coverage in Medicare, Medicaid, and direct out-of-pocket markets [1] Group 2: Market Impact - Analysts believe the agreement will have a profound impact on the U.S. pharmaceutical market, potentially increasing the number of patients benefiting from the reduced prices [1] - Deutsche Bank analysts noted that while the price reduction may slightly negatively affect Novo Nordisk's global sales growth in 2026, it will expand market coverage [1] Group 3: Long-term Outlook - CEO Mike Doustdar stated that the changes will allow more people to access their medications at lower costs, particularly for semaglutide drugs [2] - Although short-term sales may be impacted, the long-term outlook suggests improved patient treatment outcomes and strengthened market position for the company [2] - The strategic adjustments by Novo Nordisk and Eli Lilly may present investment opportunities, as increased drug accessibility and market expansion could lead to future growth potential [2]