诺和诺德（NVO）今日夜盘股价大幅上涨5.15%，引起了市场的广泛关注。
消息面上，公司公布的第一季度财务业绩表现强劲，净利润为485.6亿丹麦克朗，大幅高于市场预期的234.9亿丹麦克朗；净销售额同比增长24%，达到968.23亿丹麦克朗。同时，公司明星减肥药Wegovy的销售额也超出市场预估。基于此，诺和诺德上调了2026年的业绩预期，预计全年调整后销售额同比下降幅度收窄至4%至12%，此前预期为同比下降5%至13%。
此外，公司核心产品管线传来积极进展。其Ozempic口服片剂即将在美国上市，进一步拓展了GLP-1药物的给药方式。同时，公司的口服GLP-1药物在针对青少年的临床试验中达到了主要终点，计划于下半年申报新适应症，强化了市场对公司未来增长潜力的信心。另有研究显示，诺和诺德的GLP-1药物司美格鲁肽在治疗酒精使用障碍方面展现出潜力，为药物开辟了新的应用前景。
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