诺和诺德减肥药广告被FDA认定“虚假或有误导”，股价刷新日低

Core Viewpoint - Novo Nordisk faces regulatory scrutiny from the FDA regarding misleading advertisements for its weight loss drug Wegovy, leading to a decline in its stock price and raising challenges in a competitive market [1][3][11] Regulatory Issues - The FDA's letter to Novo Nordisk highlighted that the advertisements for Wegovy suggested superiority over other GLP-1 weight loss drugs without supporting data, and misrepresented the drug as a solution for broader life challenges rather than a treatment for specific diseases [1][4][5] - The FDA requested a list of similar promotional content and a plan to cease such advertising within 15 business days [1][5] Market Competition - Novo Nordisk is attempting to regain market share from competitors like Eli Lilly and cheaper generic drug manufacturers, particularly after the launch of a generic version of Wegovy by Hims & Hers Health [3][11] - The company has initiated a patent infringement lawsuit against Hims & Hers, marking a shift to a more aggressive legal strategy under new CEO Mike Doustdar [3][6] Financial Performance - Novo Nordisk's market capitalization has significantly decreased from over $600 billion in 2024 to approximately $227 billion, reflecting challenges in maintaining its market position [11] - The company recently issued a pessimistic sales forecast for 2026, contrasting sharply with competitors' optimistic projections [11] Product Information - Wegovy, which is a key part of Novo Nordisk's strategy to reclaim market share, is the first GLP-1 pill for obesity, with over 170,000 patients in the U.S. currently using the drug [11]