新的全球“药王”来了！马斯克用的减肥“神药”成爆款，背后公司一季度卖了超80亿美元！股价大涨

Core Viewpoint - Novo Nordisk continues to demonstrate strong performance growth in Q1 2025, driven by its star product GLP-1 drugs, particularly semaglutide, which has surpassed Merck's Keytruda in global sales [1][4]. Financial Performance - In Q1 2025, Novo Nordisk reported a net profit of 29.034 billion Danish Krone (approximately 4.4 billion USD), a 14% increase year-over-year, exceeding analyst expectations [2]. - Total revenue for Q1 2025 reached 78.087 billion Danish Krone (approximately 11.216 billion USD), reflecting an 18% year-over-year growth [2][3]. - The U.S. market contributed 44.316 billion Danish Krone (approximately 6.365 billion USD) in revenue, a 17% increase, while the Chinese market generated 5.622 billion Danish Krone (approximately 0.807 billion USD), with a 22% growth [2]. Product Performance - Semaglutide sales reached 55.776 billion Danish Krone (approximately 8.484 billion USD), accounting for about 71% of Novo Nordisk's total revenue [3]. - Ozempic generated sales of 32.721 billion Danish Krone (approximately 4.9 billion USD), up 18% year-over-year, while Wegovy saw a remarkable 83% increase in sales to 17.360 billion Danish Krone (approximately 2.593 billion USD) [2][3]. - Rybelsus sales were 5.695 billion Danish Krone (approximately 0.818 billion USD), reflecting a 14% growth [2][3]. Market Position - In Q1 2025, semaglutide's sales surpassed Merck's Keytruda, which reported global sales of 7.2 billion USD, marking a 4% year-over-year increase [4][7]. - The demand for Wegovy is expected to face challenges due to competition from generic drug manufacturers, prompting Novo Nordisk to lower its annual sales growth forecast [8][9]. Future Outlook - Novo Nordisk has revised its full-year sales growth forecast to between 13% and 21%, down from the previous estimate of 16% to 24% [9]. - The company emphasizes the potential market for obesity treatment, noting that approximately 1 billion people globally suffer from obesity, yet only a few million are receiving treatment [9].