Investing.com -- 据BMO Capital Markets分析师Evan David Seigerman表示，诺和诺德公司下调业绩指引和CEO辞职代表了一个"双重意外"。
在给客户的一份报告中，保持对这家丹麦制药商"市场表现"评级的Seigerman指出了影响公司业绩的"多方面阻力"。
该分析师强调，诺和诺德公司在美国市场的关键产品——减肥药Wegovy和糖尿病药物Ozempic的增长预期降低。国际市场对Wegovy的渗透率也低于预期。
Seigerman写道："Wegovy销售预期下降主要受到美国市场持续/高于预期的复合影响以及在竞争环境下市场扩张速度低于预期的影响"，暗示礼来的tirzepatide可能是造成竞争压力的原因。
Ozempic在美国市场的表现不佳"因竞争而加剧"，公司的胰高血糖素样肽-1(incretin)产品组合面临的压力超过管理层最初的预期。
尽管面临这些挑战，Seigerman对公司的领导层变更持较为积极的态度，表示"一位非丹麦CEO的全球视角可能会为陷入困境的战略注入新活力并重新聚焦。"
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