智通财经APP获悉，Bernstein发表研报，将诺和诺德(NVO.US)评级从“与大盘持平”上调至“跑赢大盘”，核心依据是该公司在肥胖症治疗领域的增长潜力。
Bernstein分析师表示，此次评级上调主要得益于诺和诺德在肥胖症药物市场的亮眼表现——其旗下Ozempic、Wegovy等产品在全球范围内需求旺盛，市场渗透率持续攀升，势头令人瞩目。
Bernstein认为，金融市场尚未充分认识到这类药物的实际影响力，也未充分预估到随着肥胖症治疗药物的应用范围不断扩大、医保报销覆盖逐步完善，诺和诺德未来可能实现的盈利规模。
截至目前，诺和诺德今年以来的股价已累计下跌37%。
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