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Novo Nordisk shares fall as top investor drives board overhaul
Reuters· 2025-10-22 16:40
Shares in Novo Nordisk fell around 3% in early trading on Wednesday, extending their losses from a day earlier, after the Wegovy maker's top investor proposed a sweeping board overhaul. ...
美股异动|诺和诺德盘前续跌超2.7%,包括董事长Helge Lund在内的7名董事会成员将离职
格隆汇· 2025-10-22 16:37
消息面上,诺和诺德昨日宣布,公司董事长Helge Lund、副董事长Henrik Poulsen以及其他五名独立董事 将不参加连任选举。董事会将于11月14日召开临时股东大会选举新董事会成员,以明确诺和诺德未来的 治理符合公司及股东的最佳利益。(格隆汇) 诺和诺德(NVO.US)盘前续跌超2.7%,报53.28美元。该股昨日跌超1.7%。 ...
Novo's board bust-up to sharpen drugmaker's focus on US consumers
Reuters· 2025-10-22 14:03
Boardroom drama at Wegovy-maker Novo Nordisk has laid bare the company's biggest challenge: how to better tap into America's mass market for weight-loss drugs. ...
Novo Nordisk chairman and six board members to step down following governance dispute
Proactiveinvestors NA· 2025-10-22 04:16
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Healthy Returns: A key step forward for Novo Nordisk's GLP-1 pill
CNBC· 2025-10-22 03:27
诺和诺德口服司美格鲁肽新适应症获批 - 诺和诺德的口服司美格鲁肽获得美国食品药品监督管理局批准,用于降低2型糖尿病且心血管事件高风险患者发生主要心血管并发症的风险 [1][3] - 新适应症包括降低心肌梗死、中风或心血管死亡的风险 [3] - 在SOUL三期临床试验中,14毫克剂量的药丸在四年内将上述并发症的风险降低了14% [3] GLP-1药物的治疗潜力扩展 - 此次批准进一步证实了GLP-1药物(包括口服和注射剂型)除了调节血糖和促进减肥外,还具有其他健康益处 [2] - 口服司美格鲁肽是唯一获批的GLP-1口服药物,其活性成分也用于诺和诺德的明星产品Ozempic和Wegovy [4] - 医学专家认为,基于SOUL试验数据的新适应症标志着进一步的发展,展示了司美格鲁肽的多功能性和对患者的价值 [5] 口服GLP-1药物在肥胖治疗领域的竞争格局 - 市场关注焦点在于FDA是否将在年底前批准口服司美格鲁肽用于治疗肥胖症,这有望缓解当前注射剂面临的供应短缺和获取障碍 [5] - 诺和诺德的口服司美格鲁肽有望成为首个获批用于治疗肥胖症的GLP-1药丸,但礼来公司的orforglipron紧随其后 [6] - 华尔街关注两款药丸的市场份额竞争,诺和诺德的药丸在肥胖试验中显示出略高的疗效,而礼来的药丸因其小分子特性更易被人体吸收且无需饮食限制 [6][7] 制药公司未来的研发方向 - 诺和诺德正在研究口服司美格鲁肽用于阿尔茨海默病患者 [8] - 礼来公司正在针对阻塞性睡眠呼吸暂停和高血压患者进行orforglipron的单独试验 [8] - 礼来公司首席执行官表示,希望于明年此时在全球推出其口服药丸 [6]
Novo chairman to step down in board rift over pace of change
Fortune· 2025-10-22 02:11
公司治理重大变动 - 诺和诺德董事长Helge Lund因与董事会在变革步伐上存在分歧而离职,由公司前首席执行官兼最大股东负责人Lars Rebien Sorensen接任 [1] - 超过半数的董事会成员将离职,此次改组源于董事会与最大股东诺和诺德基金会在计划改革的程度和速度上存在分歧 [2] - 除董事长外,副主席Henrik Poulsen及五名独立董事也将不再寻求连任,最终仅有五名董事留任,公司将于11月14日召开特别股东大会 [9] 战略调整与市场挑战 - 新首席执行官Maziar Mike Doustdar正试图灌输一种“绩效文化”,以在关键的美国市场重拾失地 [3] - 董事会被指未能及时认识到美国市场变化的重要性,也未能促使管理层采取必要行动使公司基础适应未来的商业环境 [4] - 公司在减肥药市场落后于美国竞争对手礼来,并面临美国的生产问题以及当Wegovy需求超过供应时仿制药销售激增的挑战 [4] 财务表现与市场反应 - 公司股价在周二哥本哈根市场下跌2.4%,过去12个月内累计下跌56% [7] - 此次董事会大规模改组震惊了投资者,有市场参与者表示在其近20年从业经历中从未见过如此大规模的一次性改组,尤其对于诺和诺德这种规模的公司 [8] 新任领导层与董事会构成 - 除了Lars Rebien Sorensen,公司还提名了多位新董事会成员,包括辉瑞前首席科学官Mikael Dolsten和丹麦银行前首席财务官Stephan Engels [10] - Helena Saxon,一位前Investor A/B首席财务官,被提名于明年加入董事会 [10] - 诺和控股首席执行官Kasim Kutay是留任的五名董事之一,该机构负责监督基金会的投资 [9]
Ozempic maker suffers boardroom exodus after row with shareholder
Yahoo Finance· 2025-10-22 00:48
The initial success of Ozempic initially made Novo Nordisk Europe’s most valuable company - David J. Phillip/AP The wealthy foundation behind Ozempic maker Novo Nordisk has seized control of the company in a boardroom coup after a row over the struggling group’s turnaround. On Monday, the pharmaceutical giant said chairman Helge Lund and six independent directors would resign and be replaced by a group hand-picked by its biggest shareholder, the Novo Nordisk Foundation. The drugmaker, which makes the an ...
Novo Nordisk's top investor seizes board control in weight-loss drug battle
Yahoo Finance· 2025-10-22 00:44
By Stine Jacobsen, Jacob Gronholt-Pedersen and Maggie Fick COPENHAGEN/LONDON (Reuters) -Novo Nordisk's top investor moved to take control of the drugmaker's board on Tuesday, vowing a sharper focus on the key U.S. market to revive sales of blockbuster weight-loss drug Wegovy as Novo's chair and six independent board members quit. The non-profit Novo Nordisk Foundation, which combines business ownership with philanthropy, said it would propose its own chair Lars Rebien Sorensen - a former Novo CEO - to le ...
Who's on Novo Nordisk's board after major shakeup?
Reuters· 2025-10-22 00:40
Novo Nordisk will replace chair Helge Lund and six independent directors next month in a major boardroom shakeup following a disagreement over strategy with its powerful controlling shareholder, Novo ... ...
HSBC's Rajesh Kumar on Novo Nordisk: We want to see management team execute turnaround strategy
Youtube· 2025-10-22 00:36
Welcome back to Money Movers. A major shakeup today at Novo Nordisk. The chairman and vice chair along with five independent board members, all not standing for reelection at the company's extraordinary general meeting in November.This follows Novo shakeup of its top post back in May when the company ousted CEO and appointed a new CEO in August. Novo Nordis just wrapping up its investor conference call today. HSBC's Rajeskumar was on the call and joined us with his reaction.Uh I I'm just making a list of al ...