美股盘前大涨超7%！诺和诺德股价反弹，FDA承诺打击减肥药仿制品

Core Viewpoint - Novo Nordisk's stock price experienced a significant rebound after the FDA announced plans to combat the large-scale promotion of unapproved generic drugs, recovering some losses from previous trading days [1][3]. Group 1: Stock Performance - The company's American Depositary Receipts (ADRs) surged over 7% in pre-market trading, while shares listed in Copenhagen rose more than 5% [3]. - This rebound followed a sharp decline earlier in the week, including a nearly 8% drop on Thursday, after Hims and Hers Health launched a competing product priced at only $49, significantly lower than Novo Nordisk's FDA-approved Wegovy weight loss treatment [3]. Group 2: Regulatory Environment - FDA Commissioner Marty Makary stated that the agency would take swift action against companies that sell illegal generic drugs claiming to be similar to FDA-approved products, emphasizing the inability to verify the quality, safety, or efficacy of unapproved medications [3]. Group 3: Financial Outlook - Novo Nordisk projected a decline in sales and operating profit by 5% to 13% for 2026, a forecast that is significantly weaker than analyst expectations [4]. - CEO Mike Doustdar acknowledged the pricing pressures the company would face in an increasingly competitive market but expressed optimism about the early acceptance of the Wegovy tablet in the U.S. [5]. - The company's outlook reflects actual pricing declines, particularly in the U.S., intensified competition, and the expiration of patents for semaglutide (the active ingredient in Wegovy and Ozempic) in certain markets outside the U.S. [5].