Shares of Novo Nordisk (NYSE: NVO) sank 20% this week, according to data from S&P Global Market Intelligence. The drugmaker behind the weight-loss drug craze is in the midst of a terrible drawdown -- 75% as of this writing -- due to a bad trial for its new weight-loss drug in a head-to-head battle with Eli Lilly. Plus, the company announced additional price cuts for its weight-loss drug Wegovy in 2027, due to pressure from the U.S. government. Here's why Novo Nordisk stock fell again this week, and wheth ...

Novo Nordisk A/S (NYSE:NVO) is one of the stocks Jim Cramer commented on. Answering a caller’s question about the stock during the lightning round, Cramer said: Oh no, you don’t want to be in Novo Nordisk. You want to be in Eli Lilly. Novo Nordisk is really good at cutting prices. Eli Lilly’s great at making drugs. Photo by Adam Nowakowski on Unsplash Novo Nordisk A/S (NYSE:NVO) manufactures pharmaceuticals for chronic conditions, including diabetes, obesity, and rare blood or endocrine disorders. The ...

2月26日，礼来公布了其小分子口服GLP-1受体激动剂orforglipron首个头对头对照研究结果。 该研究旨在评估orforglipron与口服司美格鲁肽在经二甲双胍治疗血糖控制不佳的2型糖尿病成人患者中 的安全性和有效性，该研究为期52周，共纳入1698名参与者。 研究结果显示，在主要终点上，orforglipron 36mg组糖化血红蛋白(A1C)降幅为2.2%，而口服司美格鲁 肽14mg组为1.4%。在一项关键次要终点方面，orforglipron 36mg组参与者体重平均下降8.9kg （9.2%），而口服司美格鲁肽14mg组为5.0kg（5.3%），前者实现了73.6%更高的相对体重减轻幅度。 orforglipron是由中外制药发现，并于2018年授权给礼来开发。礼来已向全球40多个国家的监管机构提交 orforglipron的上市申请，预计美国将于2026年第二季度就其肥胖适应证作出审批决定。 这次作为orforglipronPK的对象，诺和诺德的口服司美格鲁肽是全球首个获批上市的口服GLP-1药物。如 在美国市场，口服司美格鲁肽的控糖与减重适应证均已获批。在中国市场，口服司美格鲁肽的控糖适 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [2] Core Insights - 2025 saw a record high in innovative drug asset transactions among multinational pharmaceutical companies, with 142 cases and a total transaction value of $264.5 billion, marking new highs since 2015 [3][9] - Eli Lilly's revenue for 2025 increased by 44% year-on-year, driven by GLP-1 drugs, with Tirzepatide achieving $36.5 billion in sales [3][39] - Novo Nordisk's sales growth was impacted by increased competition in the weight loss drug market, with a projected revenue decline of 5% to 13% for 2026 [3][40] Summary by Sections 1. Innovative Drug Asset Transactions - In 2025, the number of innovative drug transactions reached 142, with mergers and acquisitions (M&A) and collaborations at 36 and 106 respectively, both setting new records since 2015 [3][9] - The total transaction value was $264.5 billion, with M&A accounting for $106 billion and collaborations for $158.4 billion, also new highs since 2015 [3][9] 2. Performance Review of Pharmaceutical Companies - Eli Lilly's total revenue for 2025 was $65.2 billion, with a guidance for 2026 revenue between $80 billion and $83 billion, indicating a projected growth of 25% [3][39] - Novo Nordisk's total revenue for 2025 was 309.1 billion Danish Kroner, with a guidance for 2026 indicating a decline of 5% to 13% [3][40] - Other companies like AbbVie, AstraZeneca, and Roche reported single-digit growth, while JNJ and Gilead faced challenges due to patent expirations [3] 3. Factors Influencing M&A Decisions - Demand for acquisitions is driven by the need to address revenue gaps from expiring patents and declining R&D efficiency [3][19] - Financial capacity for M&A is supported by free cash flow after shareholder returns, allowing for smaller acquisitions [3][20] - Pricing considerations are crucial, as the valuation of innovative drug assets significantly impacts the internal rate of return (IRR) for acquisitions [3][21]

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [2] Core Insights - 2025 saw a record high in innovative drug asset transactions among multinational pharmaceutical companies, with 142 cases and a total transaction value of $264.5 billion, marking new highs since 2015 [3][9] - Eli Lilly's revenue for 2025 increased by 44% year-on-year, driven by GLP-1 drugs, with Tirzepatide achieving $36.5 billion in sales [3][39] - Novo Nordisk's sales growth was impacted by increased competition in the weight loss drug market, with a projected revenue decline of 5% to 13% for 2026 [3][40] Summary by Sections 1. Innovative Drug Asset Transactions - In 2025, the number of innovative drug transactions reached 142, with mergers and acquisitions (M&A) and collaborations at 36 and 106 respectively, both setting new records since 2015 [3][9] - The total transaction value was $264.5 billion, with M&A accounting for $106 billion and collaborations for $158.4 billion, also new highs since 2015 [3][9] 2. Performance Review of Pharmaceutical Companies - Eli Lilly's total revenue for 2025 was $65.2 billion, with a guidance of $80 billion to $83 billion for 2026, indicating a projected growth of 25% [3][39] - Novo Nordisk's revenue for 2025 was 309.1 billion Danish Krone, with a guidance for 2026 indicating a decline of 5% to 13% [3][40] - Other companies like AbbVie, AstraZeneca, and Roche reported single-digit growth, while JNJ and Gilead faced challenges due to patent expirations [3] 3. Factors Influencing M&A Decisions - Demand for acquisitions is driven by the need to address revenue gaps from expiring patents and declining R&D efficiency [3][19] - Financial capacity for M&A is supported by free cash flow after shareholder returns, allowing for smaller acquisitions [3][20] - Pricing considerations are crucial, as the valuation of innovative drug assets significantly impacts the internal rate of return (IRR) for acquisitions [3][21]

礼来口服新药PK口服司美格鲁肽胜利。 2月26日，礼来公布了其小分子口服GLP-1受体激动剂orforglipron首个头对头对照研究结果。 该研究旨在评估orforglipron与口服司美格鲁肽在经二甲双胍治疗血糖控制不佳的2型糖尿病成人患者中 的安全性和有效性，该研究为期52周，共纳入1698名参与者。 研究结果显示，在主要终点上，orforglipron 36mg组糖化血红蛋白(A1C)降幅为2.2%，而口服司美格鲁 肽14mg组为1.4%。在一项关键次要终点方面，orforglipron 36mg组参与者体重平均下降8.9kg （9.2%），而口服司美格鲁肽14mg组为5.0kg（5.3%），前者实现了73.6%更高的相对体重减轻幅度。 orforglipron是由中外制药发现，并于2018年授权给礼来开发。礼来已向全球40多个国家的监管机构提交 orforglipron的上市申请，预计美国将于2026年第二季度就其肥胖适应证作出审批决定。 这次作为orforglipronPK的对象，诺和诺德的口服司美格鲁肽是全球首个获批上市的口服GLP-1药物。如 在美国市场，口服司美格鲁肽的控糖与减重适应证均已获 ...

Core Viewpoint - Novo Resources Corp. has announced a capital raising initiative aimed at raising gross proceeds of C$7.9 million (approximately A$8.2 million) through a placement of units and Chess Depository Interests (CDIs) to institutional and sophisticated investors [3][9]. Group 1: Capital Raising Details - The capital raising will involve the issuance of approximately 16.8 million units at C$0.10 per unit and approximately 61.1 million CDIs at A$0.105 per CDI [3]. - The placement will occur in two tranches, with Tranche 1 expected to raise approximately C$6.0 million (around A$6.2 million) and Tranche 2 expected to raise approximately C$1.9 million (around A$2.0 million), subject to shareholder approval [11]. - Major shareholder Northern Star Ltd has committed to participate in the placement up to its pro-rata holding of approximately 9% [5]. Group 2: Use of Proceeds - The funds raised are intended to be primarily used for planned drilling and reconnaissance activities across priority projects throughout 2026, as well as for general working capital purposes [9]. - Drilling will focus on high-priority projects in Western Australia, including Wyloo, Balla Balla, and Teichman, with programs set to commence in Q2 2026 [10][18]. Group 3: Project Highlights - At Wyloo, a proposed 1,500m RC drill program will target a high-grade vein array, with peak rock chip assays returning 0.93 g/t Au, 482 g/t Ag, 1.29% Sb, 2.62% Cu, 9.7% Pb, and 15.95% Zn [10]. - The Balla Balla project will see a planned 6,000m AC drill program aimed at expanding on a previously completed 5,996m Air Core drill program that identified a large polymetallic geochemical anomaly [18]. - The Teichman project will have a planned 2,000m RC drill program focusing on two shear zones that returned significant gold assays [18]. Group 4: Additional Information - Novo continues to receive strong annual dividends from its investment in the San Cristobal Mine, which has delivered excellent returns [13]. - The company has a significant land package covering approximately 4,160 square kilometers in the Pilbara region of Western Australia and is focused on discovering standalone gold and copper projects with over 1 million ounces of development potential [21].

Core Viewpoint - Novo Nordisk has been struggling to maintain its competitive edge, with analysts attributing this to management's failure to capitalize on opportunities and sustain momentum against rivals [1]. Company Analysis - Analysts have expressed concerns regarding Novo Nordisk's management decisions, suggesting that the company has lost its competitive advantage in the market [1]. Investment Perspective - The article reflects a long-term investment strategy, emphasizing a balanced portfolio that includes growth, value, and dividend-paying stocks, with a particular focus on value investments [1].

Deutsche Telekom chief executive Timotheus Hoettges expressed dissatisfaction with how the European Union is handling the reform of telecommunication sector rules and called for more deregulation. ...

此外，相较于安慰剂，UBT251各剂量组在多项关键次要终点上均显示出具有统计学意义的改善，包括 腰围、血糖、血压及血脂等指标。 联邦制药主席蔡海山先生（Mr Tsoi Hoi Shan）表示："UBT251在中国开展2期临床试验取得成功，代表 着联邦制药以创新驱动开发的又一重要里程碑。我们将持续聚焦内分泌及代谢性疾病等慢性疾病领域， 加快推进UBT251的进一步开发，力争尽早为全球患者带来更多高质量的治疗选择。" 诺和诺德研发执行副总裁兼首席科学官Martin Holst Lange表示："中国临床试验的这些数据令我们深受 鼓舞，充分展现了UBT251的潜力，以及其差异化的临床特征、安全性与耐受性。我们也期待在明年公 布由诺和诺德开展的UBT251全球临床试验数据。" 来源：环球网 联邦制药国际控股有限公司（联邦制药）和诺和诺德公司近日公布了在中国开展的2期GLP-1、GIP及 GCG（triple G）三靶点受体激动剂UBT251临床试验主要结果。 根据2025年3月签署的协议，UBT251由联邦制药的全资附属公司——联邦生物科技（珠海横琴）有限公 司（联邦生物）与诺和诺德联合开发。 该研究由联邦生物负责实 ...