Novo Nordisk(US:NVO) GLP1减重宝典·2025-08-06 10:12Core Viewpoint - Novo Nordisk is facing a class-action lawsuit in the U.S. for allegedly misleading investors about the competitive risks in the obesity drug market, particularly regarding its weight loss drug Wegovy, leading to a significant drop in its market value by $70 billion in one day [2][5]. Group 1: Lawsuit Details - The lawsuit was filed in federal court in New Jersey, representing investors who purchased Novo Nordisk stock between May 7 and July 28, 2025, potentially affecting thousands of shareholders [5]. - The complaint claims that the company failed to adequately disclose challenges impacting its revenue outlook, resulting in a sharp decline in stock price and substantial investor losses [5]. - The lawsuit highlights that even leading pharmaceutical companies face risks and challenges in a highly scrutinized market with changing regulatory policies and intense competition [9]. Group 2: Financial Forecast Adjustments - Novo Nordisk recently lowered its sales and operating profit forecasts for 2025, citing weak growth expectations for Wegovy in the U.S. market and a slowdown in sales growth for its diabetes drug Ozempic [2][4]. - The company attributed the forecast downgrade to the ongoing presence of Wegovy alternatives (compounded versions of semaglutide) and intensified competition, as well as slower-than-expected market expansion [4]. Group 3: Market Competition - In June, Novo Nordisk terminated its partnership with telehealth company Hims & Hers Health Inc., accusing Hims of improper marketing practices and selling unapproved Wegovy alternatives, which posed risks to patient safety [7]. - Hims' CEO countered the accusations, claiming that Novo Nordisk misled the public and made anti-competitive demands [8].