利空突袭！暴跌！超级巨头，重大宣布

Core Viewpoint - Novo Nordisk's stock faced a significant decline due to the failure of its Alzheimer's drug trial, which has raised concerns about its future in the obesity treatment market and led to a year-to-date stock drop of over 46% [1][2][5]. Group 1: Stock Performance and Market Reaction - On November 24, Novo Nordisk's stock plummeted over 9% in the U.S. and over 12% in Denmark, reaching its lowest level since July 2021 [1][2]. - Following the announcement of the trial results, Novo Nordisk's market capitalization fell to $199.6 billion [2]. - The company's stock has decreased nearly 70% from its peak in 2024, reflecting investor concerns about its long-term competitive position in the obesity treatment market [5]. Group 2: Drug Trial Results - The clinical trials for the oral version of semaglutide (Rybelsus) did not show significant improvement in Alzheimer's patients, leading to the termination of the planned one-year study extension [2][3]. - The trials involved nearly 4,000 patients, and the results indicated that while some physiological markers improved, there was no significant slowing of disease progression [3][4]. Group 3: Competitive Landscape - Eli Lilly, a key competitor, has seen its stock rise significantly, becoming the first pharmaceutical company to surpass a $1 trillion market cap, driven by strong demand for its obesity and diabetes drugs [7]. - Eli Lilly's Zepbound has outperformed Novo Nordisk's Wegovy in the obesity drug market, capturing a substantial share of new prescriptions [7][8]. - Analysts estimate that if Novo Nordisk's Alzheimer's trial had succeeded, it could have generated up to $5 billion in annual revenue, highlighting the potential impact of the trial's failure on the company's financial outlook [3][4].