Novo Nordisk(US:NVO) GLP1减重宝典·2025-07-29 13:05Core Viewpoint - Novo Nordisk has lowered its full-year sales and profit forecasts due to slowing growth of its main drugs in the U.S. market, alongside the appointment of a new CEO, Maziar Mike Doustdar, following the unexpected dismissal of Lars Fruergaard Jørgensen in May [2][4]. Group 1: Financial Forecast Adjustments - The company now expects sales growth for the year to be between 8% and 14% on a constant currency basis, down from the previous forecast of 13% to 21% [4]. - Operating profit growth expectations have been revised from 16% to 24% down to 10% to 16% [4]. Group 2: Market Challenges - The downward adjustment in performance is primarily attributed to weak sales prospects for Wegovy and Ozempic in the U.S. market during the second half of the year [5]. - The company noted that the adjustment for Wegovy's sales expectations in the U.S. is due to the widespread use of combination therapies of semaglutide, slower-than-expected market expansion, and increased competition [5][6]. Group 3: Competitive Landscape - Novo Nordisk has faced challenges in the U.S. Wegovy market, particularly due to intensified competition from semaglutide combination therapies, which gained popularity following FDA rulings related to drug shortages [6]. - Despite previous statements indicating that regulatory measures could reduce the supply of these generic drugs in the second half of the year, disappointing clinical trial results, especially for the new obesity treatment candidate CagriSema, have further weakened market confidence in the growth prospects of its obesity treatment product line [7].