诺和诺德Q1业绩好坏参半,下调全年销售额和盈利预期

老虎资讯综合
May 07, 2025

5月7日,诺和诺德发布2025年第一季度业绩。财报显示,第一季度销售额780.9亿丹麦克朗,预估787亿丹麦克朗;第一季度EBIT387.9亿丹麦克朗,预估371.2亿丹麦克朗;第一季度净利润290.3亿丹麦克朗,预估279.1亿丹麦克朗;第一季度税前利润370.3亿丹麦克朗,预估352.6亿丹麦克朗。

第一季度减肥药Wegovy销售额173.6亿丹麦克朗,预估189.8亿丹麦克朗;第一季度Ozempic销售额327.2亿丹麦克朗,预估323.2亿丹麦克朗。

就2025年的展望而言,目前预计销售额增长率(按固定汇率计算)为13-21%,市场预估增长18.6%,此前预估增长16%-24%;营业利润增长率(按固定汇率计算)为16-24%,市场预估增长22.4%,此前预计增长19%-27%。

以丹麦克朗计算的销售额和营业利润增长率预计分别比固定汇率低3个百分点和5个百分点。更新后的销售预期反映了美国品牌GLP-1药物的渗透率低于预期,这主要受到复合GLP-1的影响。

财报发布后,诺和诺德美股夜盘一度跌超4%,现涨近5%;诺和诺德CEO:2025年将在“更多国家”推出减肥药Wegovy。

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