諾和諾德2024年第四季度收益:Wegovy銷售額翻倍,尋求2026年混合減肥藥的監管批准

財報速遞
02-05

週三,諾和諾德(NYSE:NVO)報告稱,2024年第四季度銷售額約爲122.5億美元(856.8億丹麥克朗),超過了市場預期的113.4億美元(797.3億丹麥克朗)。 與2023年相比,銷售額以丹麥克朗和恆定匯率計算增長了30%。 GLP-1糖尿病的銷售額以恆定匯率計算增長了12%,達到421.7億丹麥克朗,肥胖護理的銷售額以恆定匯率計算增長了91%,達到214.1億丹麥克朗。 Ozempic的銷售額增長了12%,達到338.5億丹麥克朗,Wegovy的銷售額翻倍至198.7億丹麥克朗。 胰島素的銷售額增長了36%,達到159億丹麥克朗,罕見病的銷售額以恆定匯率計算增長了25%,達到57.1億丹麥克朗。 該丹麥製藥巨頭的淨利潤增長了29%,達到282.3億丹麥克朗,每股收益(EPS)爲6.34丹麥克朗,增長了29%,超過預期的5.82丹麥克朗。以美元計算,每股收益爲0.91美元,超過0.83美元的預期。 在其收益發布中,諾和諾德概述了其計劃在2025年進行新的三期試驗,以進一步探索CagriSema的減肥潛力。 CagriSema在患有2型糖尿病且伴有肥胖或超重的成年人的第二項關鍵三期試驗REDEFINE 2的結果預計將在2025年第一季度公佈。 爲了確保供應鏈的準備,預計公司將在2026年第一季度首次提交CagriSema的監管批准申請。 指導:諾和諾德預計今年按恆定匯率計算的銷售增長將在16%到24%之間,低於2024年達到的26%。 首席執行官Lars Fruergaard Jorgensen表示:“在2025年,我們將繼續專注於商業執行、早期和晚期研發管線的進展以及生產能力的擴展。” 公司預計2025年按恆定匯率計算的營業利潤增長將在19%到27%之間。 諾和諾德補充道,前景反映了預計將持續的週期性供應限制以及相關藥品短缺通知跨越多個產品和地區。諾和諾德正在投資內部和外部能力,以增加短期和長期的供應。 價格動態:週三截至最後檢查,諾和諾德的股票在盤前交易中上漲了3.09%,達到85.17美元。

以上內容來自Benzinga Earnings專欄,原文如下:

On Wednesday, Novo Nordisk A/S (NYSE:NVO) reported sales of roughly $12.25 billion (85.68 billion Danish kroner) for the fourth quarter of 2024, beating the consensus of $11.34 billion (79.73 billion Danish Kroner).

Sales increased by 30% in Danish kroner and at CER compared to 2023.

GLP-1 diabetes sales increased by 12% at CER to 42.17 billion Danish kroner, and Obesity care sales increased by 91% at CER to 21.41 billion Danish kroner.

Ozempic sales increased 12% to 33.85 billion Danish kroner, and Wegovy sales more than doubled to 19.87 billion Danish kroner.

Insulin sales increased 36% to 15.9 billion Danish kroner, and Rare disease sales increased 25% at CER to 5.71 billion Danish kroner.

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The Danish pharmaceutical giant’s net profit increased by 29% to 28.23 billion kroner, with EPS of 6.34 Danish kroner, up 29%, beating the consensus of 5.82 Danish kroner. In USD terms, EPS of $0.91 beat $0.83 consensus.

In its earnings release, Novo Nordisk outlined its plans to conduct a new phase 3 trial in 2025 to further explore CagriSema’s weight-loss potential.

The results from the second pivotal phase 3 trial, REDEFINE 2, of CagriSema in adults with type 2 diabetes and either obesity or overweight are expected during the first quarter of 2025

To secure supply chain readiness, the company now expects to file for the first regulatory approval of CagriSema during the first quarter of 2026.

Guidance: Novo Nordisk expects sales growth of between 16% and 24% in constant exchange rates this year, lower than the 26% achieved in 2024.

“In 2025, we will continue our focus on commercial execution, on the progression of our early and late-stage R&D pipeline and on the expansion of our production capacity,” Chief Executive Lars Fruergaard Jorgensen said.

The company expects 2025 operating profit growth of 19% to 27% in constant exchange rates.

Novo Nordisk adds that the outlook reflects expected continued periodic supply constraints and related drug shortage notifications across several products and geographies. Novo Nordisk is investing in internal and external capacity to increase supply in the short and long term.

Price Action: At last check on Wednesday, NVO stock was up 3.09% at $85.17 during the premarket session.

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