周三，诺和诺德（NYSE:NVO）报告称，2024年第四季度销售额约为122.5亿美元（856.8亿丹麦克朗），超过了市场预期的113.4亿美元（797.3亿丹麦克朗）。
与2023年相比，销售额以丹麦克朗和恒定汇率计算增长了30%。
GLP-1糖尿病的销售额以恒定汇率计算增长了12%，达到421.7亿丹麦克朗，肥胖护理的销售额以恒定汇率计算增长了91%，达到214.1亿丹麦克朗。
Ozempic的销售额增长了12%，达到338.5亿丹麦克朗，Wegovy的销售额翻倍至198.7亿丹麦克朗。
胰岛素的销售额增长了36%，达到159亿丹麦克朗，罕见病的销售额以恒定汇率计算增长了25%，达到57.1亿丹麦克朗。
该丹麦制药巨头的净利润增长了29%，达到282.3亿丹麦克朗，每股收益（EPS）为6.34丹麦克朗，增长了29%，超过预期的5.82丹麦克朗。以美元计算，每股收益为0.91美元，超过0.83美元的预期。
在其收益发布中，诺和诺德概述了其计划在2025年进行新的三期试验，以进一步探索CagriSema的减肥潜力。
CagriSema在患有2型糖尿病且伴有肥胖或超重的成年人的第二项关键三期试验REDEFINE 2的结果预计将在2025年第一季度公布。
为了确保供应链的准备，预计公司将在2026年第一季度首次提交CagriSema的监管批准申请。
指导：诺和诺德预计今年按恒定汇率计算的销售增长将在16%到24%之间，低于2024年达到的26%。
首席执行官Lars Fruergaard Jorgensen表示：“在2025年，我们将继续专注于商业执行、早期和晚期研发管线的进展以及生产能力的扩展。”
公司预计2025年按恒定汇率计算的营业利润增长将在19%到27%之间。
诺和诺德补充道，前景反映了预计将持续的周期性供应限制以及相关药品短缺通知跨越多个产品和地区。诺和诺德正在投资内部和外部能力，以增加短期和长期的供应。
价格动态：周三截至最后检查，诺和诺德的股票在盘前交易中上涨了3.09%，达到85.17美元。
以上内容来自Benzinga Earnings专栏，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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