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诺和诺德(NVO.US)年报观:创新成果持续领跑,差异化护城河彰显长期价值
智通财经网· 2026-02-05 04:20
此外,全球首款GLP-1与胰淀素双重激动单一分子药物Amycretin(通用名Zenagamtide)已进入用于体重管 理的3期临床,丰富的产品布局进一步强化了公司在肥胖症领域的长期竞争力。 2月4日,丹麦制药巨头诺和诺德(NVO.US)发布2025年财报,全年销售额达3091亿丹麦克朗,以固定汇 率计算同比增长10%,展现出稳健的发展态势。其中,司美格鲁肽全系药物表现尤为突出,销售额达 2282.88亿丹麦克朗,占总销售额比重超70%,成为驱动业绩增长的核心引擎。 回望2025年,诺和诺德的成长主线清晰而有力:在全球医药市场竞争加剧的背景下,该公司凭借在核心 治疗领域的深耕、丰富的研发管线布局以及本土化战略的深化,持续巩固行业领先地位,为长期增长注 入强劲动力。 创新研发始终是诺和诺德的核心竞争力,公司并不满足于以旗舰药物司美格鲁肽领跑现有市场,而是围 绕"肥胖症、糖尿病及代谢类疾病"构建起全面的研发管线:从技术突破到联合用药,叠加创新药物研 发,管线布局的"深度"与"广度"正加速显现。 其中,关键进展当属口服剂型的突破:2025年12月,Wegovy®片剂(每日给药一次的口服司美格鲁肽片 25mg)获美国 ...
跨国企业在华布局新升级 将推动跨境医药供应链标准化和现代化
Zhong Guo Xin Wen Wang· 2025-10-15 09:14
Core Insights - Novo Nordisk has launched a modern warehouse and logistics center at Shanghai Pudong International Airport, enhancing its supply chain capabilities for diabetes and obesity treatments [1][3] Group 1: Warehouse and Logistics Center - The new warehouse and logistics center is a significant upgrade in Novo Nordisk's operations in China, expected to receive drug and medical device operating licenses by the end of 2024 [3] - The facility features temperature-controlled storage systems, including 2℃-8℃ and 15℃-25℃ zones, and is equipped with advanced management and monitoring systems to ensure safety and efficiency [3] - This center is a key component of Novo Nordisk's supply chain in China, reinforcing Shanghai's role as a commercial and innovation hub for the company [3][4] Group 2: Innovation and Collaboration - The warehouse is part of Novo Nordisk's Open Innovation Center in China, which aims to foster collaboration across various fields, including digital health and logistics [4] - The company has introduced 22 innovative drugs and 11 injection devices to China over its 31 years in the market, with Shanghai serving as a pivotal point for its ongoing engagement with the Chinese market [4][5] Group 3: Upcoming Events and Product Developments - At the upcoming China International Import Expo, Novo Nordisk will showcase its latest developments, including the integration of cardiovascular benefits into the product instructions for its weight management drug [5] - The company will also present clinical research findings on innovative combination therapies and long-acting growth hormone treatments at the expo [5]