诺和诺德（NVO）今日盘中股价大涨5.03%，引发市场广泛关注。这一显著涨幅主要源于投资者对公司即将公布的阿尔茨海默病研究结果抱有较高期待。
据悉，诺和诺德计划在今年年底前公布两项针对轻度阿尔茨海默病患者的后期研究结果。这些试验使用的是口服司美格鲁肽，这正是该公司畅销糖尿病药物Ozempic和减肥药Wegovy的关键成分。摩根士丹利分析师预计，研究结果可能导致诺和诺德股价上涨15%或下跌10%，但他们认为试验成功的概率仅为四分之一。
尽管成功概率较低，但市场对这一研究结果仍抱有较高期待。Guinness Global Investors基金经理Will James表示，任何证明诺和诺德有望将产品应用范围拓展至糖尿病和肥胖症治疗领域之外的证据，"都将被市场视为重大利好"。丹斯克银行分析师也指出，有迹象表明GLP-1确实具有某种认知保护作用。如果研究结果积极，将为诺和诺德开辟新的巨大市场，这解释了今日股价的强劲表现。
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