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Novo Nordisk lowers sales and operating profit outlook for 2025
GlobeNewswire News Room· 2025-07-29 11:02
Bagsværd, Denmark, 29 July 2025 – Novo Nordisk today announced sales and operating profit growth at constant exchange rates (CER) for the first six months of 2025 and updated full-year sales and operating profit outlook at CER. In the first six months of 2025, Novo Nordisk’s sales increased by 18% and operating profit increased by 29%, both at CER. Sales growth in the first six months of 2025 was positively impacted by gross-to-net sales adjustments related to prior years, including an adjustment related to ...
23andMe (ME) Earnings Call Presentation
2025-06-25 11:31
Business Overview - 23andMe operates with two business verticals: Consumer and Research[11] - The Consumer business focuses on personalized health services, ancestry, and recurring subscription revenue[13] - The Research business leverages the world's largest re-contactable genetic and phenotypic data engine for data licensing, target discovery, and research services for pharma[15] - The company has genotyped over 15 million customers, with over 84% of customers opting-in to research, generating 4.8 billion phenotypic data points[17] Consumer Health - Genetics plays a role in 8 out of the 10 leading causes of death in the US[24] - 23andMe helps consumers identify their genetic risks, with over 28,000 customers identified with BRCA1/BRCA2 variants and over 4 million with a higher likelihood of type 2 diabetes[32] - 76% of customers report taking a positive health action after learning about their genetics[33] - 23andMe offers direct access to care with Lemonaid Health Telehealth Services, including access to GLP-1 drugs for weight loss in a number of states[43, 47] Research and AI - 23andMe has a large biobank with over 9 million research participants with ILD data sharing consent and over 5 million biobanked samples[65] - The company is pursuing multiple approaches to integrate Claims and EHR data into its existing data ecosystem, with over 5 million 23andMe customers having both Claims and EHR data[67, 71] - 23andMe is investing in AI to drive the next wave of insights and value-creation, leveraging its large-scale, relevant, and unique data[93] Financials - In FY2024, PGS revenue was $168 million with subscription revenue of $20 million[57] - For the three months ended December 31, 2024, Consumer Services revenue was $40 million (66% of total revenue) and Research Services revenue was $21 million (34% of total revenue)[104] - Total revenue for the three months ended December 31, 2024, was $60 million, compared to $45 million for the same period in FY2024[104] - Total revenue for FY2024 was $220 million, with Consumer Services accounting for $202 million (92%) and Research Services accounting for $17 million (8%)[104] - The company has $216 million in cash to support its plans for targeted investment in high ROI growth initiatives[103]
速递|最大步行距离改善13%!诺和诺德公布司美格鲁肽治疗外周动脉疾病的IIIb期临床结果
GLP1减重宝典· 2025-05-09 08:29
整理 | GLP1减重宝典内容团队 2025年3月29日,诺和诺德在美国心脏病学会 (ACC) 年度科学会议上公布了其 IIIb 期试验 STRIDE 的结果, 该试验研究了每周一次注 射 1 毫克 Ozempic®(司美格鲁肽)对患有 2 型糖尿病和早期症状性外周动脉疾病(PAD)的成年人的影响 。该结果是在最新临床试 验会议上公布的,并在 ACC 官方新闻发布会上重点介绍。此外,该分析结果也同时发表在《柳叶刀》上。 这项双盲、随机、安慰剂对照的 STRIDE 试验招募了 792 名患有 2 型糖尿病和症状性 PAD 的成年人,并达到了其主要终点, 即与 52 周时的安慰剂组相比,1 毫克司美格鲁肽组的最大步行距离改善了 13% (与安慰剂相比,估计治疗比 [ETR],1.13;95% 置信区间 [CI],1.06 至 1.21;p=0.0004), 并且在 12% 的坡度上 具有临床意义的中位治疗差异为 26.4 米 (95% CI,11.8 至 40.9;或约为美 式足球场长度的三分之一)。该试验还证明, 在所有评估的确认性次要结果方面,司美格鲁肽均优于安慰剂 ,包括 52 周时的无痛步 行距离(ETR ...