诺和诺德（NVO）今日盘前股价大幅上涨6.39%，引起了市场的广泛关注。
消息面上，美国食品药品监督管理局（FDA）局长马蒂·马卡里在社交平台X上表示，FDA将迅速采取行动，打击那些声称与FDA批准的产品相似而大量销售非法山寨药品的公司。这一监管信号被视为对诺和诺德旗下重磅减肥药Wegovy等品牌药物的保护，有效缓解了市场对低价仿制版本冲击的担忧。
此外，高盛发布研报认为，市场对诺和诺德面临的定价压力反应过度，目前的股价实际上已经完全计入了公司2026财年指引的下限。分析师指出，投资者低估了美国联邦医疗保险（Medicare）放开带来的销量增长潜力，以及口服版Wegovy发布后的收入潜力。同时，诺和诺德董事会决定启动一项高达150亿丹麦克朗的新股票回购计划，也增强了投资者信心。
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