6月1日，诺和诺德盘中下跌3.09%，报44.18美元/股，成交额1.73亿美元。消息面上，制药板块整体走弱，行业内默沙东跌3.1%、施贵宝跌3.66%、礼来跌2.53%，诺和诺德跟随板块回调。
此外，近期多重竞争压力持续发酵：礼来三重激动剂瑞他鲁肽三期数据显示最高减重28.3%，大幅领先诺和诺德CagriSema的22.7%；巴西已批准Ozempic仿制药上市，售价低30%，加剧定价压力。口服减肥药方面，礼来Orforglipron三期临床表现优异，并投资65亿美元扩建产能抢占先机。减肥药赛道竞争格局持续向礼来倾斜，市场对诺和诺德管线竞争力的担忧延续。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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