丹麦制药巨头诺和诺德（NVO）今日盘前股价大涨6.44%，引发市场广泛关注。该公司刚刚发布了2025年第一季度财报，业绩表现强劲但同时下调了全年预期，投资者对此反应积极。
财报显示，诺和诺德第一季度销售额达780.9亿丹麦克朗，同比增长19%；净利润290.3亿丹麦克朗，同比增长14%，超过市场预期的279.1亿丹麦克朗。公司旗下糖尿病药物Ozempic的销售额327.2亿丹麦克朗，高于市场预期。然而，明星减肥药Wegovy的销售额为173.6亿丹麦克朗，低于市场预期的189.8亿丹麦克朗。
尽管季度业绩亮眼，诺和诺德仍下调了2025年全年展望。公司现预计全年销售额增长率（按固定汇率计算）为13-21%，低于此前预期的16-24%。公司表示，下调预期主要是由于美国GLP-1仿制药的快速扩张，导致品牌GLP-1药物的渗透率低于预期。此外，公司还公布了多项新药研发进展，包括减肥新药CagriSema的临床试验结果以及多个药物的监管申请提交，这些积极的研发进展可能增强了投资者对公司长期增长前景的信心，推动了股价上涨。
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