Novo Nordisk A/S (NYSE:NVO) shares are down during Wednesday’s premarket session. The down move comes as the company announced plans to cut the list prices of its GLP-1 drugs by up to 50% in the U.S. starting in 2027, adding pressure as broader markets edged lower.Novo Nordisk Announces Major GLP-1 Drug Price CutsThe price reduction, announced on Tuesday, will affect popular medications such as Wegovy, Ozempic, and Rybelsus, with the new list price set at $675 per month, down from current prices ranging fro ...

根据协议，诺和诺德除支付一笔未公开的预付款外，还将支付里程碑付款及未来产品销售的特许权使用 费。 该合作旨在通过改善生物药物在肠道中的吸收方式，使原本需注射给药的生物药物得以制成口服剂型。 两家公司表示，Vivtex的平台利用肠道筛选检测、递送技术及人工智能工具，助力生物药物实现片剂化 给药。 诺和诺德目前提供用于治疗肥胖症和2型糖尿病的GLP-1药物，包括Wegovy、Ozempic及口服糖尿病药 物Rybelsus。 智通财经APP获悉，丹麦制药商诺和诺德(NVO.US)周三表示，已与总部位于美国的Vivtex公司达成一项 价值高达21亿美元的合作协议，共同开发用于治疗肥胖症和糖尿病的下一代口服药物。 根据该合作安排，这家私营公司将授权其部分口服药物递送技术，而诺和诺德将负责全球开发和商业 化。 据了解，此次合作的核心价值在于Vivtex所拥有的颠覆性口服给药研发平台。该平台由麻省理工学院著 名科学家、Moderna联合创始人Robert Langer及其团队参与开发，核心技术整合了先进的胃肠道芯片模 型、高通量自动化机器人筛选以及人工智能预测算法。 通过这套系统，研发团队能够以前所未有的速度模拟药物在人 ...

Core Insights - The pharmaceutical giant is entering a partnership with Vivtex to license drug-delivery technologies aimed at developing next-generation oral medications for obesity, diabetes, and related diseases [1] Group 1 - The collaboration focuses on enhancing drug-delivery systems to improve the efficacy of oral medications [1] - The targeted diseases include obesity and diabetes, which are significant health concerns globally [1] - This partnership may position the company to capture a larger market share in the growing sector of oral medications for chronic diseases [1]

格隆汇2月25日｜诺和诺德(NVO.US)宣布与生物制药公司Vivtex达成合作，共同开发下一代口服肥胖症 和糖尿病治疗药物。Vivtex将有资格获得高达21亿美元，以及未来产品净销售额的特许权使用费。 ...

Novo Nordisk partners with Vivtex in up to $2.1 billion deal for oral obesity drugs | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The logo of pharmaceutical company Novo Nordisk is displayed in front of its offices in Bagsvaerd, Copenhagen, Denmark, February 4, 2026. REUTERS/Tom Little/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Novo Nordisk A/S]Follow[Vivtex Corporation]FollowFeb 25 (Reuters) - Danish drugma ...

Partnership will leverage Vivtex’s proprietary technologies built to identify optimal oral formulations for peptide and protein therapeutics with improved bioavailabilityNovo Nordisk will lead global development and commercialization, and Vivtex is eligible to receive up to 2.1 billion US dollars, as well as royalties on net sales of future productsPartnership expands Vivtex’s platform to metabolic diseases and supports Novo Nordisk’s mission to deliver scalable and innovative medicines to people with obesi ...

Core Viewpoint - Novo Nordisk, once a leader in the GLP-1 weight loss drug market, is facing significant challenges, including pricing pressure, competition, and setbacks in its drug pipeline, leading to a substantial decline in stock value [1][10][14]. Market Position and Competition - Novo Nordisk's market share has decreased to approximately 40%, while Eli Lilly has captured about 60% of the market [2]. - The company is aware of the competitive landscape and pricing challenges, with CEO Mike Doustdar indicating that sales are expected to decline before recovering [2][11]. Financial Performance - The combined sales of Novo's two major drugs, Ozempic and Wegovy, reached around $32 billion, constituting about 67% of total sales last year [6]. - In contrast, Eli Lilly's top two drugs generated approximately $37 billion, representing 56% of its total sales [6]. - Novo Nordisk anticipates a sales and profit decline of 5% to 13% in 2026, marking the first annual sales drop since 2017 [16]. Stock Performance - Novo's stock has plummeted by 75% from its peak of over 1,000 Danish kroner per share in mid-2024, while Eli Lilly's stock has surged by 400% during the same period [13][14]. Future Prospects - The company is pinning hopes on new products like the Wegovy pill and CagriSema to drive future growth, although recent trial results for CagriSema have raised doubts about its commercial viability [17][18]. - The competitive landscape is expected to intensify as other large-cap pharmaceutical companies plan to enter the weight loss drug market with differentiated offerings [17].

Novo Nordisk A/S (NYSE:NVO) announced plans on Tuesday to cut the list prices of its GLP-1 drugs by up to 50% in the U.S. starting in 2027.The price reduction will affect the obesity injection Wegovy, its pill counterpart, the diabetes shot Ozempic, and the oral diabetes drug Rybelsus. The new list price for these medications will be $675 per month, a significant drop from their current prices, which range from $1,027 to $1,350 per month.According to Millar, out-of-pocket costs for commercially insured pati ...

明星减重药司美格鲁肽生产商、丹麦制药巨头诺和诺德经历了艰难的一年。该公司于去年8月更换领导 层，由马齐亚尔·迈克·杜斯塔德（Maziar Mike Doustdar）接替周赋德（Lars Fruergaard Jorgensen）担任 CEO。 2025年，苏博科获得了高达430万英镑的年度奖金，较2024年的水平增长了约22%。阿斯利康也是伦敦 证交所上市公司中市值最高的企业，最新市值超过3200亿美元。 当地时间2月24日，阿斯利康的一份备案文件显示，该公司CEO苏博科（Pacal Soriot）2025年的薪酬增 至1770万英镑（约合1.64亿元人民币），跻身英国富时100指数中薪酬最高的高管之列。 阿斯利康也是伦敦证交所上市公司中市值最高的企业，最新市值超过3200亿美元（约合2.2万亿元人民 币）。受益于公司强劲的业绩和股价表现，2025年，苏博科获得了高达430万英镑的年度奖金，较2024 年的水平增长约22%。 截至本月，欧洲制药公司高管2025年度年薪陆续披露。近日，瑞士制药巨头诺华披露，该公司首席执行 官万思瀚（Vas Narasimhan）在2025年获得薪酬达2490万瑞士法郎（约合2 ...

Core Viewpoint - Novo Nordisk is a leader in the GLP-1 drug market, but its stock has underperformed recently, and achieving significant returns over the next decade may be unrealistic due to competitive pressures and market dynamics [1][4][5]. Group 1: Market Position and Products - Novo Nordisk's semaglutide, marketed as Wegovy, Ozempic, and Rybelsus, is among the top-selling GLP-1 therapies, positioning the company well for future growth [3]. - The company has a robust pipeline with several candidates expected to receive approval soon, which could enhance its market position [3][7]. Group 2: Competitive Landscape - Novo Nordisk is losing market share to Eli Lilly, its main competitor, particularly with the performance of its next-generation weight loss drug, CagriSema, which did not outperform Eli Lilly's Zepbound in clinical trials [5][7]. - Increased competition is likely to reduce clinical differentiation and pricing power for Novo Nordisk, limiting its potential upside in the market [7]. Group 3: Financial Outlook - Analysts suggest that even with optimal execution, achieving a compound annual growth rate of 25.89% to turn $100,000 into $1 million is highly unlikely for Novo Nordisk [4]. - The company's revenue is projected to decline year-over-year in 2026, indicating potential challenges ahead [5]. Group 4: Investment Considerations - Despite current struggles, Novo Nordisk's long-standing leadership in the diabetes market and its deep pipeline may present investment opportunities for long-term holders [8][9]. - The company's dividend yield of 4.47% could provide additional returns for investors willing to hold the stock over the next decade [7][9].