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ROSEN, NATIONAL INVESTOR RIGHTS COUNSEL, Encourages Novo Nordisk A/S Investors to Secure Counsel Before Important Deadline in Securities Class Action - NVO
Globenewswire· 2025-09-15 02:45
NEW YORK, Sept. 14, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Novo Nordisk A/S (NYSE: NVO) between May 7, 2025 and July 28, 2025, both dates inclusive (the “Class Period”), of the important September 30, 2025 lead plaintiff deadline. SO WHAT: If you purchased Novo Nordisk securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WH ...
Why I Sold Pfizer To Buy Novo Nordisk (NYSE:PFE)
Seeking Alpha· 2025-09-14 15:57
In this article, I explain how I have arrived at the decision to sell my shares in Pfizer (NYSE: PFE ) (NEOE: PFE:CA ) and use the proceeds to buy Novo Nordisk (I am a corporate lawyer with an MBA and a long-standing interest in value investing. After spending 7 years practicing at several prestigious Wall Street and Silicon Valley law firms as a corporate transactional lawyer, I founded and have been operating my own boutique law firm for the last 10 years, focusing on investment transactions and the resol ...
The GLP-1 Oral Frontier: Novo Nordisk And Eli Lilly's 100-Year Duel Enters Its Next Chapter
Seeking Alpha· 2025-09-13 18:30
I’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics from the University of Tartu and ongoing CFA certification, I focus on uncovering deeply undervalued equities with long-term potential often overlooked by the market.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expr ...
Novo Nordisk: GLP-1's Concerns Are Overblown
Seeking Alpha· 2025-09-13 16:41
I'm an IMC qualified contributor who's followed financial markets for 5 years and has worked professionally in primary investment research for over 2 years. I'm a generalist who enjoys researching businesses from a buttom's up angle with a deep interest in smaller under covered companies where there is greater opportunity for mis-pricing and finding asymmetric opportunities where the downside is limited.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies me ...
司美格鲁肽上半年大卖 诺和诺德缘何全球裁员9000人?
新京报· 2025-09-12 22:49
公司转型计划 - 宣布全球裁员9000人 占员工总数11% 其中丹麦总部减少5000个岗位[2][3] - 转型旨在简化组织结构 提升决策速度 聚焦糖尿病和肥胖领域增长机会[3] - 预计到2026年底年均节约80亿丹麦克朗(约89.28亿元) 资金将重新投入肥胖症和糖尿病领域商业化及研发[3] - 产生80亿丹麦克朗一次性重组成本 其中第三季度确认90亿丹麦克朗 第四季度节约成本抵消10亿丹麦克朗[4] 业绩预期调整 - 第三次下调2025年营业利润预期 增速从10%-16%下调至4%-10% 降幅达6个百分点[2][8] - 首次下调发生在5月 销售额增速从16%-24%降至13%-21% 营业利润增速从19%-27%降至16%-24%[8] - 第二次下调在7月 销售额增速降至8%-14% 营业利润增速降至10%-16%[8] - 下调原因包括美国市场竞争加剧 司美格鲁肽增长预期降低 及部分市场渗透率不及预期[8] 核心产品表现 - 司美格鲁肽上半年销售额达166.83亿美元 居全球畅销药物之首[2][6] - 减重版Wegovy销售额54.58亿美元 同比增长78% 获FDA批准脂肪肝新适应症[6] - 但第二季度替尔泊肽销售额85.8亿美元 超越司美格鲁肽的84.31亿美元[7] - 中国区销售额近40亿元 但化合物专利2026年到期 已有8家企业提交上市申请[7] 市场竞争态势 - 礼来替尔泊肽上半年销售收入147.34亿美元 成为有史以来爬坡放量最快药物[7] - 司美格鲁肽在美国市场失去领先地位 被礼来超越[7] - GLP-1受体激动剂市场竞争空前激烈 超10款产品处于Ⅱ/Ⅲ期临床试验[7] - 公司承认肥胖症领域竞争日益激烈且消费者需求驱动特征明显[4][6] 历史业绩背景 - 2022年司美格鲁肽销售额109亿美元 带动公司营收同比增长26%[4] - 2023-2024年营收同比增速分别达31%和25%[4] - 快速增长导致组织架构复杂化和运营成本上升[4] - 新任首席执行官迈克·道斯达8月接任后推动转型[4]
司美格鲁肽上半年大卖,诺和诺德缘何全球裁员9000人?
贝壳财经· 2025-09-12 22:44
当地时间9月10日,总部位于丹麦的生物医药企业诺和诺德公布了一份公司转型计划,其中包括预计 9000人的裁员计划,约为员工总数的11%。与此同时,诺和诺德将2025年营业利润预期下调了6个百分 点,这已经是其年内第三次下调业绩预期。 诺和诺德手握明星药物司美格鲁肽,该药今年上半年销售规模达166.83亿美元,居全球畅销药物之首。 不过,随着更多相同和类似机制药物的上市,司美格鲁肽在全球范围内面临着日益激烈的竞争,这也是 诺和诺德抛出转型计划的初衷之一。 预计裁员9000人 根据声明,诺和诺德的转型计划旨在简化公司组织结构,提升决策速度,并将资源重新聚焦于糖尿病和 肥胖领域的增长机会中。作为转型的一部分,诺和诺德计划在全球78400个岗位中裁减约9000个,照此 计算,裁员比例达11%,其中公司总部所在的丹麦将减少约5000个岗位。 本次裁员涉及公司所有部门,包括职能部门与总部机构,预计到2026年底可年均节约80亿丹麦克朗(约 89.28亿元)。节约的资金将重新投资于肥胖症和糖尿病领域的增长机会中,包括商业化推进措施和研 发项目。转型将立即启动,公司在接下来的几个月时间内将根据各地劳动法的规定,与受影响的员工 ...
最惠国价倒计时! 特朗普向大型药企施压 要求9月29日前降低美国药价
智通财经网· 2025-09-12 20:38
据卢特尼克表示,总统特朗普正在调动多个行政部门机构以实现这一目标。"我刚刚接到(卫生部长)博 比·肯尼迪的电话。我还接到了(美国医疗保险和医疗补助服务中心主任)梅赫迈特·奥兹的电话,他们都 和我说,'好吧,让我们开始推进这件事吧'。"卢特尼克在采访中补充说。 总部位于美国的吉利德(GILD.US)、百时美施贵宝(BMY.US)、强生(JNJ.US)、再生元(REGN.US)、安进 (AMGN.US)以及艾伯维(ABBV.US),还包括总部位于欧洲的大型药企默克集团(Merck KGaA)、赛诺菲 (SNY.US)、葛兰素史克(GSK.US)、阿斯利康(AZN.US)、诺和诺德(NVO.US)、罗氏(RHHBY.US)以及诺 华(NVS.US)也收到了特朗普的来信。 "总统将会说,大型药品制造商们如果不在那边以更高的价格进行出售,就不能在这里销售。别再愿意 以那么低的价格卖给他们了。"卢特尼克在采访中表示。特朗普给药企们设定遵守该最惠国政策的最后 期限为9月29日,并且他在此之前作出了上述的坚定表态。 智通财经APP获悉,美国商务部长霍华德·卢特尼克近日在接受媒体采访时表示,总统唐纳德·特朗普正 在联合多个联邦 ...
Health care inflation rises as patients, employers brace for biggest jump in health spending in 15 years
CNBC· 2025-09-12 02:40
Jose Luis Pelaez Inc | Digitalvision | Getty ImagesHealth-care inflation is fueling higher coverage costs, setting the stage for what could be the largest increase in health-care spending by large employers in 15 years.Medical care costs in August rose 4.2% on an annualized basis, according to the Labor Department's Consumer Price Index, compared to an overall inflation rate of 2.9%. The cost of doctors' visits climbed 3.5%, while hospital and outpatient services jumped 5.3%.Those price increases are contri ...
Novo Nordisk issues return to office policy after layoffs
Yahoo Finance· 2025-09-11 22:40
Novo Nordisk will soon require its staff to work in the office full-time after it cut thousands of jobs. The Ozempic maker said it intends to implement a “new global standard” for office-based employees where they will be required to work from the office five days a week. The Danish pharma company’s change in office culture comes just a day after it cut about 11% of its total workforce . Its new policy will go into effect starting Jan.1, it said. “This is designed to foster a stronger sense of belonging ...
Novo Nordisk tells staff to return to office full-time amid CEO's revival effort
Reuters· 2025-09-11 21:41
Wegovy-maker Novo Nordisk said on Thursday it had told all its staff to return to the office as the drugmaker's new CEO tries to accelerate decision-making and improve its commercial execution amid in... ...