NOVO NORDISK A S

Основное из отчета

Позитивное:

• Беспрецедентно успешный запуск перорального Wegovy (Wegovy pill) в США и мире. Цитата: «The Wegovy pill is the strongest-ever GLP-1 launch by volume, and we have now reached over 5 million total prescriptions. It took 12 weeks to reach the first 1 million TRx. Yet the latest 1 million TRx were added in just four weeks.»
• Повышение прогноза (guidance) на 2026 год благодаря сильному росту объемов, несмотря на ценовое давление. Цитата: «For the first six months of 2026, Novo Nordisk has delivered a better than expected start to the year. As a result, we have raised our guidance again. The adjusted sales growth is now expected to be 0% to -6% at constant exchange rates.»

Негативное:

• Провал клинического испытания ZEUS для препарата ziltivekimab в области сердечно-сосудистых заболеваний. Цитата: «While ziltivekimab showed target engagement and inhibition of the IL-6 pathway as reflected by expected reduction in free IL-6 and hsCRP respectively, this does not translate into MACE reductions with a hazard ratio of 0.99.»
• Продолжающееся сильное ценовое давление и ухудшение страхового покрытия в США (Medicaid). Цитата: «The recent decline in injectable Wegovy prescriptions at the start of 2026 and is largely attributed to benefit changes at the turn of the year, including several states that are dropping Medicaid coverage of anti-obesity medicines.»