分析师：诺和诺德业绩预期暗示平均预期需大幅下调

Core Viewpoint - Jefferies analysts indicate that Novo Nordisk's 2026 outlook suggests a significant downward adjustment is needed for market average expectations [1] Group 1: Sales and Profit Outlook - The revised full-year outlook and management changes are expected to disappoint investors [1] - Sales expectations imply that market average forecasts need to be adjusted down by a high single-digit percentage, potentially not accounting for aggressive assumptions regarding oral Wegovy [1] - Operating profit outlook suggests that market average expectations need to be lowered by a low double-digit percentage [1] Group 2: Management Changes - Dave Moore, head of U.S. operations, will leave for personal reasons, with Jamey Millar from UnitedHealth set to replace him [1] - Ludovic Helfgott, head of product and portfolio strategy, will also depart to seek new opportunities, with Hong Chow from Merck KGaA's healthcare division taking over [1] Group 3: Stock Performance - Following the news, the company's stock price dropped by 18% [1]