异动解读 | 诺和诺德盘前再跌5%,下调业绩指引和更换CEO后投资者信心受挫

异动解读
30 Jul

丹麦制药巨头诺和诺德(NVO)周三盘前股价再度大跌5.06%,延续前一交易日的跌势。此前一天,公司因下调全年业绩预期和更换CEO,股价暴跌21.83%。

诺和诺德将2025年销售增长预期从13%-21%下调至8%-14%,营业利润增长预期从16%-24%下调至10%-16%。公司表示,这主要是由于其明星减肥药Wegovy在美国市场的销售表现不及预期,受到"不安全且非法的大规模仿制药"持续冲击影响。此外,公司的糖尿病药物Ozempic也面临来自礼来公司等竞争对手的激烈竞争。

在业绩预警的同时,诺和诺德宣布任命国际业务负责人Maziar Mike Doustdar为新任首席执行官,将于8月7日正式生效。新任CEO面临着重振公司业绩、应对市场竞争等诸多挑战。

受此利空消息影响,诺和诺德股价连续两个交易日大幅下挫。公司股价今年以来已累计下跌超过40%,较去年高点跌去近三分之二。投资者对公司未来前景的担忧情绪明显加剧。

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