美股详情

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诺和诺德

47.42

-1.0300-2.13%

盘后：47.470.0498+0.11%19:59 EST

成交量：1,228.58万

成交额：5.83亿

市值：2,105.00亿

市盈率：13.10

高：47.75

开：47.69

低：47.03

收：48.45

52周最高：93.80

52周最低：43.08

股本：44.39亿

流通股本：31.88亿

量比：1.20

换手率：0.39%

股息：1.72

股息率：3.63%

每股收益(TTM):3.62

每股收益(LYR):3.62

净资产收益率：60.70%

总资产收益率：17.43%

市净率：7.37

市盈率(LYR):13.10

数据加载中...

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23:02","pubTimestamp":1771254130,"startTime":"0","endTime":"0","summary":"1月份，跨国药企基本都披露了2025年业绩。礼来则以45%的增幅，营收达651.79亿美元成功反超默沙东，排名第三。而在中国市场，2025年1月，替尔泊肽降糖和减重两项适应症相继上市。2022年至2024年，阿斯利康与默沙东争夺跨国药企中国区营收的“NO.1”，“销售一哥”的宝座每年轮流坐庄。此外，诺华已宣布在中国建立核药生产基地，以支持“派威妥”等放射性药物在中国市场的长期供应。跨国药企把全球创新好药带到中国，才是最好的市场策略。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021623082495414b0b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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诺和诺德(NVO)盘前涨约1%，截至发稿，报48.960美元。消息面上，诺和诺德计划加大在爱尔兰的投资，在当地生产其畅销减肥药Wegovy的口服版本，以供应美国以外的市场。诺和诺德首席执行官迈克·杜斯达尔表示，诺和诺德将扩建其位于爱尔兰中部阿斯隆(Athlone)的生产设施。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/NDkzODU1NDI1NzQyOTYxNg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDkzODU1NDI1NzQyOTYxNg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"297189","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4532","IE00BZ1G4Q59.USD","NVO","LU0154236417.USD","IE00BKVL7J92.USD","LU1093756168.USD","BK4585","BK4599","NVOX","BK4588","LU1093756325.SGD","BK4007","NVOH"],"gpt_icon":0},{"id":"2611158296","title":"GLP‑1战场转至口服药：诺和诺德和礼来同时披露新的全球投资计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2611158296","media":"Minhua笔记","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611158296?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 16:30","pubTimestamp":1770971414,"startTime":"0","endTime":"0","summary":"尽管诺和诺德在口服减重药的上市节奏上略占先机，但两家公司2月12日均披露了新的投资计划，以加速各自产品的全球推广。根据最新调查，许多患者因害怕注射而更倾向于选择口服药物。这一消息发布前一周，诺和诺德刚公布其减重药业务令人失望的销售指引，预计 2026 年总收入将下降 5%–13%，原因是来自礼来的竞争日益激烈。根据礼来此前的表态，公司预计将拥有足够库存，使该口服减重药能在多个国家几乎同步上市。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213171818a4a027f1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:49","pubTimestamp":1770965382,"startTime":"0","endTime":"0","summary":"2月12日，$LLY礼来制药宣布，其GLP-1R/GIPR双重激动剂 替尔泊肽 在国内获批成人2型糖尿病单药治疗新适应症。截图来源：摩熵医药-全球药物研发数据库本次获批后，替尔泊肽 在国内适应症增至5项：T2DM联合治疗：二甲双胍/磺脲类疗效不佳者；T2DM单药治疗：本次新增，饮食运动基础上的成人患者；长期体重管理：BMI≥28（肥胖）或≥24；OSA治疗：成人肥胖患者中重度阻塞性睡眠呼吸暂停；T2DM联合胰岛素：联合胰岛素±口服降糖药控糖。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213145638a49f9424&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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监管机构关注复方GLP1药物","url":"https://stock-news.laohu8.com/highlight/detail?id=2610781009","media":"环球市场播报","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610781009?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 23:49","pubTimestamp":1770911340,"startTime":"0","endTime":"0","summary":"诺和诺德（NVO）周四早盘上涨1%。该公司提起诉讼，要求阻止Hims & Hers （HIMS） 销售复方司美格鲁肽，数日前美国食品药品监督管理局与卫生及公共服务部暗示将采取执法行动。Hims暂停口服制剂供应，周四早盘该股股价下跌1.5%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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18:57","pubTimestamp":1770893858,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，诺和诺德计划加大在爱尔兰的投资，在当地生产其畅销减肥药Wegovy的口服版本，以供应美国以外的市场。诺和诺德首席执行官迈克·杜斯达尔表示，诺和诺德将扩建其位于爱尔兰中部阿斯隆的生产设施。杜斯达尔称，Wegovy口服药于1月初上市，成为有史以来最成功的药品首发之一，目前已有超过24万名美国患者服用。爱尔兰是全球制药制造中心之一。礼来在当地生产其重磅减肥和糖尿病药物的活性成分。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404784.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"剑指全球市场！诺和诺德(NVO.US)扩建爱尔兰工厂 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14:27","pubTimestamp":1770877621,"startTime":"0","endTime":"0","summary":"贝伦贝格将诺和诺德目标价从415丹麦克朗下调至360丹麦克朗。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260212/32014623.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["LU1093756325.SGD","BK4007","LU1093756168.USD","NVOX","NVO","LU0154236417.USD","NVOH","BK4588","BK4532","BK4599","BK4585","IE00BKVL7J92.USD","IE00BZ1G4Q59.USD"],"gpt_icon":0},{"id":"2610990851","title":"“药王”更迭，替尔泊肽年销售额超365亿美元登顶","url":"https://stock-news.laohu8.com/highlight/detail?id=2610990851","media":"新京报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610990851?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 12:36","pubTimestamp":1770870960,"startTime":"0","endTime":"0","summary":"近期，全球各大药企相继披露2025年财报，2025年全球畅销药中，销售额超百亿美元的品种相继出炉。三款药2025年销售额均超300亿美元。但随着2025年全年财报数据披露，替尔泊肽从上半年全球畅销药TOP3追至2025年榜单的TOP1，以365.07亿美元成功登顶“药王”。肿瘤疾病领域，从“药王”跌至TOP3的PD-1抑制剂“K药”帕博利珠单抗，2025年的全球销售额依然有316.8亿美元。该药是多发性骨髓瘤领域的重磅药物，业内预计其2026年销售额将突破161亿美元。","market":"sh","thumbnail":"https://media.bjnews.com.cn/fz/html/AttachPubDev/2026/2/wangl8820262121229252907759.jpg?x-oss-process=image/resize,m_lfit,w_365/quality,q_80","type":0,"news_type":0,"thumbnails":["https://media.bjnews.com.cn/fz/html/AttachPubDev/2026/2/wangl8820262121229252907759.jpg?x-oss-process=image/resize,m_lfit,w_365/quality,q_80"],"rights":{"source":"highlight_bjnews","url":"https://www.bjnews.com.cn/detail/1770870987169977.html","rn_cache_url":null,"customStyle":"handleCustomStyle(customStyle, ThemeStyle, getFont(fontSize))","selectors":"#main .nleft","filters":".ntit, 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11:27","pubTimestamp":1770866876,"startTime":"0","endTime":"0","summary":"目前，礼来已正式提交该药物的上市申请，有望在2026年实现获批。该药物的III期REDEFINE 4研究结果预计于2026年上半年揭晓。FDA预计将于2026年完成该药物的审评工作。2026年第一季度，预计辉瑞将公布MET-0971的IIb期临床试验数据。02肿瘤领域根据FirstWord Pharma，2026年，肿瘤领域有7款关键药物值得关注。吉利德计划于2026年在","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212113614a6f1834d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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瓶装药品全文增加了详细信息路透2月11日 - 诺和诺德NOVOb.CO周三表示，该公司计划推出瓶装减肥药Wegovy。诺和诺德目前销售的 Wegovy 有注射和口服两种剂型。竞争对手礼来LLY.N于2024年开始销售其流行的减肥药Zepbound的两种最低剂量的小瓶装药物。诺和诺德与礼来在肥胖症药物市场的争夺愈演愈烈，诺和诺德试图夺回王位，而在这之前的一年里，Zepbound在美国的处方量超过了Wegovy。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260211:nL4T3Z7276:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0316494557.USD","LU2361044865.SGD","IE0005OL40V9.USD","IE00B4R5TH58.HKD","LU0889565916.HKD","LU1548497426.USD","LU0672654240.SGD","LU0256863902.USD","LU1989771016.USD","SG9999014880.SGD","LU2471134879.HKD","LU1868837300.USD","SG9999015978.USD","IE00BKPKM429.USD","IE00BJJMRZ35.SGD","LU1267930730.SGD","LU1988902786.USD","ELIS","LU1069344957.HKD","LU1366192091.USD","LU2264538146.SGD","IE00B4JS1V06.HKD","LU1093756325.SGD","LU1551013425.SGD","LU2265009873.SGD","NVO","SGXZ57979304.SGD","LU1868836591.USD","LU0094547139.USD","LU0079474960.USD","LU0106261372.USD","LU0353189763.USD","LU2462157665.USD","ELIL","LLY","SG9999014906.USD","LU0109394709.USD","LU0432979614.USD","LU0114720955.EUR","LU2023250330.USD","IE00BFSS8Q28.SGD","LU0354030511.USD","LU1868836757.USD","LU0820561909.HKD","IE00B1BXHZ80.USD","LU0266013472.USD","LU0823416689.USD","LU1868836914.USD","LU2168564065.EUR","LU2746668461.USD","LU2237443978.SGD","IE00BFSS7M15.SGD","LU2111349929.HKD","LU0203202063.USD","LU0122379950.USD","LU0225283273.USD","LU0456855351.SGD","LU0385154629.USD","LU0417517546.SGD","LU1291159041.SGD","LU2108987350.USD","LU0823434583.USD","LU0320765059.SGD","LU0238689110.USD","LU2602419157.SGD","LU2360106947.USD","LU2750360641.GBP","LU1814569148.SGD","LU2028103732.USD","BK4533","LU1868837136.USD","GB00BDT5M118.USD","LU0823434740.USD","LU2211815571.USD","IE00BFTCPJ56.SGD","LU2357305700.SGD","IE00B7KXQ091.USD","LU0096364046.USD","LU1551013342.USD","IE0004445239.USD","LU0640476718.USD","BK4599","LU0466842654.USD","BK4585","SG9999013999.USD","LU1280957306.USD","LU0787776722.HKD","LU2896262040.SGD","LU1023059063.AUD","LU2552382058.USD","LU2089984988.USD","LU1804176565.USD","LU1720051017.SGD","IE00BJJMRY28.SGD","LU2237443895.HKD","LU2023250504.SGD","LU2756315664.SGD","LU1983299246.USD","LU2106854487.HKD","LU0198837287.USD","IE00BKDWB100.SGD","LU0683600562.USD","LU2237443465.HKD","LU2361045086.USD","LU0289739699.SGD","LU0234572021.USD","LU2271345857.HKD","IE00BK4W5M84.HKD","LU0256863811.USD","LU0058720904.USD","SGXZ99366536.SGD","LU2746668974.SGD","BK4516","BK4534","LU0820562030.AUD","LU2063271972.USD","LU1057294990.SGD","LU0882574055.USD","SG9999015945.SGD","LU0158827781.USD","LU0882574139.USD","LLYZ","LU1623119135.USD","LU0006306889.USD","LU1061106388.HKD","SG9999015986.USD","IE00BN29S564.USD","SG9999001176.SGD","SGXZ51526630.SGD","LU2468319806.SGD","LU0964807845.USD","LU1064131342.USD","LU1323610961.USD","LU2213496289.HKD","LU2237443622.USD","IE0004445015.USD","IE00B1XK9C88.USD","LU1035775433.USD","LU0203201768.USD","LU2491049909.HKD","LU0820561818.USD","IE0009355771.USD","SG9999015952.SGD","IE00BK4W5L77.USD","LU2491050071.SGD","SGXZ31699556.SGD","LU0158827948.USD","LU2471134952.CNY","BK4581","LU2236285917.USD","LU0210536198.USD","SG9999014898.SGD","SG9999014914.USD","LU0353189680.USD","LU2552382132.HKD","LU1232071149.USD","LU0471298694.HKD","LU1720051108.HKD","LU0689472784.USD","LU2237443549.SGD","LU2461242641.AUD","LU0097036916.USD","LU1712237335.SGD","SG9999017495.SGD","LU0323591593.USD","LU0943347566.SGD","LU1917777945.USD","LU2491050154.USD","LU1093756168.USD","LU2417539215.USD","LU0786609619.USD","LU2112291526.USD","LU2471134796.USD","LU2552382215.SGD","LU2756315318.SGD","SG9999018857.SGD","LU1974910355.USD","LU0320765992.SGD","LU2361044949.HKD","IE0002141913.USD","IE00BJJMRX11.SGD","LU0354030438.USD","LU2089283258.USD","LU2168564495.EUR","LU2324357040.USD","IE00BWXC8680.SGD","BK4007","LU1127390331.HKD","LU2237438978.USD","LU2087625088.SGD","LU0061475181.USD","IE00B2B36J28.USD","LU2237443382.USD","IE00B775H168.HKD","LU1629891620.HKD","LU0708995401.HKD","SG9999001176.USD","LU2023251221.USD","SGXZ81514606.USD","LU0471298777.SGD","LU2750360997.AUD","LU0109391861.USD","LU2168563687.JPY","LU2168564149.EUR","LU2456880835.USD","SG9999018865.SGD","LU1145028129.USD","LU2089284900.SGD","BK4588","LU2168564222.USD","IE00BJT1NW94.SGD","IE00BJLML261.HKD","LU2471134523.USD","LLYX"],"gpt_icon":0},{"id":"2610968790","title":"研究发现，三分之一以上服用韦格韦片的患者是 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Wegovy药片是首款获准用于治疗慢性体重控制的口服GLP-1药物，为可能不需要注射药物的患者和医疗服务提供者提供了新的选择。例如，更多目前正在服用注射用GLP-1药物的患者可能会在未来几周内服用完目前的药物后改用口服药物，Truveta指出。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260211:nL4S3Z7205:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1127390331.HKD","LU1548497426.USD","LU0061475181.USD","LU0456855351.SGD","IE00BK4W5L77.USD","LU1989771016.USD","IE00B775H168.HKD","LU1974910355.USD","LU2471134952.CNY","LU0114720955.EUR","LU1983299246.USD","SG9999018865.SGD","LU2089283258.USD","LU2213496289.HKD","LU0354030438.USD","LU2168564065.EUR","IE00B1BXHZ80.USD","LU2023251221.USD","BK4516","LU2552382215.SGD","LU0882574139.USD","LU1868836591.USD","LU0432979614.USD","LU0943347566.SGD","LU1551013342.USD","LU2491049909.HKD","SGXZ57979304.SGD","LU0471298777.SGD","LU1267930730.SGD","LU0823416689.USD","LU2471134523.USD","LU2471134879.HKD","SGXZ51526630.SGD","LU2756315664.SGD","IE00BFSS8Q28.SGD","LU1868836914.USD","LU2168564222.USD","IE00BWXC8680.SGD","LU0158827781.USD","LU1323610961.USD","LU0820562030.AUD","LU2237443465.HKD","LU1366192091.USD","LU0203201768.USD","SGXZ99366536.SGD","IE00BKPKM429.USD","LU0006306889.USD","LU2462157665.USD","LU0058720904.USD","LU0109391861.USD","LU2237438978.USD","LU2750360641.GBP","IE00B2B36J28.USD","LU2023250504.SGD","LU1720051017.SGD","LU0786609619.USD","SG9999018857.SGD","LU0210536198.USD","LU0289739699.SGD","LU2360106947.USD","SG9999014880.SGD","LU0094547139.USD","LU0106261372.USD","LU2089284900.SGD","LU2361044949.HKD","LU2417539215.USD","LU2357305700.SGD","LU2265009873.SGD","IE0005OL40V9.USD","LU0079474960.USD","LU1814569148.SGD","LU1868837136.USD","LU2237443549.SGD","LU0234572021.USD","SGXZ81514606.USD","LU0225283273.USD","LU1623119135.USD","IE00B1XK9C88.USD","LU2089984988.USD","IE00BJJMRZ35.SGD","SG9999013999.USD","IE00BFSS7M15.SGD","LU0320765059.SGD","LU2168564495.EUR","LU2211815571.USD","LU2456880835.USD","BK4585","IE0004445239.USD","LU0238689110.USD","LU2106854487.HKD","LU2361045086.USD","SGXZ31699556.SGD","LU2236285917.USD","LU1291159041.SGD","IE00BJT1NW94.SGD","LU0109394709.USD","IE0009355771.USD","LU2237443382.USD","LU0708995401.HKD","LU2491050071.SGD","IE00BKDWB100.SGD","LU0320765992.SGD","BK4581","LU2552382132.HKD","LU2746668461.USD","LU0820561818.USD","LU0122379950.USD","SG9999015986.USD","IE0002141913.USD","IE00BJJMRX11.SGD","LU0203202063.USD","LU1093756325.SGD","BK4534","LU0353189763.USD","LU1551013425.SGD","ELIL","LU2112291526.USD","LU1093756168.USD","LU2087625088.SGD","LU0823434740.USD","LU1868836757.USD","LU0353189680.USD","LU1232071149.USD","SG9999001176.SGD","BK4588","LU1804176565.USD","LU1868837300.USD","LU2461242641.AUD","LU2361044865.SGD","IE00BFTCPJ56.SGD","LU2168563687.JPY","LU1720051108.HKD","LU1145028129.USD","LU2111349929.HKD","SG9999015952.SGD","LU0417517546.SGD","SG9999014898.SGD","LU0256863811.USD","SG9999014914.USD","LU0097036916.USD","LU2750360997.AUD","SG9999014906.USD","SG9999017495.SGD","LU2324357040.USD","SG9999015945.SGD","LLY","IE00B7KXQ091.USD","LU2896262040.SGD","LLYZ","LU1064131342.USD","NVO","IE00B4R5TH58.HKD","LU1061106388.HKD","IE00B4JS1V06.HKD","LU0683600562.USD","LU2168564149.EUR","LU0672654240.SGD","LU1280957306.USD","LU2237443978.SGD","BK4007","LU1917777945.USD","LU0354030511.USD","LU0787776722.HKD","SG9999001176.USD","LU2552382058.USD","BK4533","LU0266013472.USD","LU0466842654.USD","LU2602419157.SGD","LU1057294990.SGD","SG9999015978.USD","LU1629891620.HKD","LU1023059063.AUD","LU1712237335.SGD","IE00BK4W5M84.HKD","LU0316494557.USD","LU2028103732.USD","LU1035775433.USD","LU2023250330.USD","LU2756315318.SGD","LU2237443622.USD","LU2108987350.USD","LU2271345857.HKD","IE00BJJMRY28.SGD","LU2746668974.SGD","LU0323591593.USD","LU1988902786.USD","LU0256863902.USD","LU2264538146.SGD","LU2237443895.HKD","LU0964807845.USD","LU2491050154.USD","LU2468319806.SGD","LU0471298694.HKD","LU0198837287.USD","LU0823434583.USD","LU0096364046.USD","LU0882574055.USD","GB00BDT5M118.USD","BK4599","LU0385154629.USD","LU0689472784.USD","LLYX","LU0820561909.HKD","LU0889565916.HKD","LU0640476718.USD","LU1069344957.HKD","LU2063271972.USD","IE0004445015.USD","LU0158827948.USD","LU2471134796.USD","ELIS","IE00BJLML261.HKD","IE00BN29S564.USD"],"gpt_icon":0},{"id":"2610935665","title":"德银：诺和诺德仍有机会重新把握肥胖症市场的机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2610935665","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610935665?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 18:28","pubTimestamp":1770805680,"startTime":"0","endTime":"0","summary":"德意志银行分析师Emmanuel Papadakis写道，诺和诺德在适当的时候仍有机会重新把握其在肥胖症市场的机遇。该行仍对诺和诺德持乐观看法，该股市盈率已回落至十几倍的水平。　　该公司Wegovy口服药的上市表现稳健，下半年有潜在的销量利好因素，而且或许最重要的是，关键的cagrisema数据仍有待公布。　　该行将该股目标价从475丹麦克朗下调至400丹麦克朗，并维持买入评级。该股下跌2.4%，至307.55丹麦克朗。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-11/doc-inhmmvza3702737.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["NVOX","NVO","IE00BZ1G4Q59.USD","NVOH","BK4532","BK4588","LU1093756168.USD","LU1093756325.SGD","BK4007","BK4585","LU0154236417.USD","IE00BKVL7J92.USD","BK4599"],"gpt_icon":0},{"id":"2610677932","title":"2026开年大戏：这11个III期临床数据，谁会引爆？谁会哑火？","url":"https://stock-news.laohu8.com/highlight/detail?id=2610677932","media":"BiG生物创新社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610677932?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 17:45","pubTimestamp":1770803139,"startTime":"0","endTime":"0","summary":"作者｜YY2026年第一季度将集中披露多项处于3期的关键临床读数，这些结果直接关系核心资产的推进路径，也已被市场纳入当前估值体系之中。该信息公布当日，Alumis股价 上涨约155%至21美元，公司市值增加约13亿美元，创历史新高。关键临床读数COMP006是一项国际多中心、随机、双盲、平行分组的注册性III期研究，9周顶线数据预计将于2026年第一季度披露，评估抑郁症状改善的持续性。最新的官方预期是在2026年2月公布24周的主要终点顶线数据。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211191533a6eec760&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:01","pubTimestamp":1770789670,"startTime":"0","endTime":"0","summary":"2月9日，诺和诺德宣布对远程医疗公司Hims提起专利侵权诉讼。礼来也公开支持FDA行动，谴责非法仿制药对患者健康的危害。在专利战爆发的同时，FDA对诺和诺德的双面监管则更具深意。FDA要求诺和诺德15个工作日内提交整改方案，否则将限制产品推广。中国市场成必争之地随着GLP-1减肥药的竞争进入深水区，价格战已从欧美市场蔓延至全球，而中国市场成为巨头角力的关键阵地，国产药企则在仿制药与创新药两条赛道上加速突围。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211141535a6ed962b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:18","pubTimestamp":1770729506,"startTime":"0","endTime":"0","summary":"2026年畅销药战场，风云诡谲，格局重塑。回望战场，自2023年底减重适应证获批以来，礼来替尔泊肽仅用两年时间，便以翻倍之势，硬生生从诺和诺德手中夺走“药王”桂冠。强生乌司奴单抗在2025年销售额骤降41%，仅余60.78亿美元。2026年的全球自免药王或将在艾伯维和赛诺菲之中产生。前者手握利生奇珠单抗，2026年狂揽175.62亿美元，增速接近50%，锋芒毕露。此外，艾伯维还在探索体内CAR-T疗法，用于自免疾病治疗。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210212833a493d0bc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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