In today’s article I will try to answer the question on whether the two premier diet drug companies stocks have finally stopped going down?I will look at two stocks (dietary drug is in parenthesis): Novo Nordisk NYSE:NVO (Wegovy) and Eli Lilly NYSE:LLY (Zepbound) Today I read this:WEIGHT-LOSS DRUG COVERAGE RISES AMONG LARGE US EMPLOYERS IN 2024: MERCER SURVEY 44% of US employers with 500+ employees now cover weight-loss drugs, up from 41% in 2023. Among employers with over 20,000 employees, 64% offer co ...

Novo Nordisk stock has been pretty volatile lately, making it hard to judge whether now is a good opportunity to buy shares.Over the last couple of years, Danish company Novo Nordisk (NVO 2.83%) has evolved from a relatively obscure pharmaceutical business to perhaps the biggest rising star in healthcare.The company's breakthroughs with glucagon-like peptide-1 (GLP-1) agonists gave birth to a host of blockbuster medications that are used to treat diabetes and obesity. Chief among its offerings are Ozempic a ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

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A few months ago, I published my investment thesis on Novo Nordisk ( NVO ), which I highly recommend reviewing before continuing with this article, as it provides my general outlook on the sector andI am an investor who relies on the fundamental aspects of companies. I enjoy being the owner of the world's best businesses with strong long-term projections. To achieve this, I conduct thorough research on the companies I invest in, placing significant importance on the sector, competitive advantages, and manag ...

公司交易相关 - 2024年11月8日诺和诺德（Novo Nordisk A/S）从诺和控股（Novo Holdings A/S）购买6311250股B股价值4736088225丹麦克朗这是2024年股票回购计划一部分该计划总额最高达200亿丹麦克朗回购期12个月从2024年2月6日开始交易价格为每股750.42丹麦克朗按2024年11月6 - 8日三日成交量加权平均市场价计算 [1] - 出售B股前诺和控股对诺和诺德持股占股本28.2%表决权77.3%交易后诺和控股拥有10.74872亿股A股和1.775605亿股B股对应占股本28.1%表决权77.3%符合2024年1月31日诺和控股维持约28%持股比例的公告 [2] - 2024年11月6 - 8日与激励计划相关交易使诺和诺德净转出183245股B股至此诺和诺德共拥有21348485股B股相当于股本0.5%为库存股公司A和B股总数为44.65亿股包括库存股 [3] 公司概况 - 诺和诺德是全球领先的医疗保健公司1923年成立总部位于丹麦旨在推动变革战胜严重慢性疾病以糖尿病领域传统为基础通过开拓科学突破扩大药品可及性致力于预防和最终治愈疾病在80个国家约有7.2万名员工产品在约170个国家销售B股在哥本哈根纳斯达克上市美国存托凭证在纽约证券交易所上市 [4]

文章核心观点 - 诺和诺德第三季度业绩略有下滑,但主要产品销售仍保持增长势头 [1][2][14] - 公司调整了2024年全年销售和利润增长预期,反映了糖尿病和肥胖治疗产品的强劲需求 [11][12] - 公司正在大幅投资扩大产能,以满足GLP-1类产品的旺盛需求 [13][15] - 诺和诺德在肥胖治疗领域面临来自礼来的激烈竞争 [16][17] 公司业绩总结 - 第三季度收入同比增长23%至105亿美元,略低于市场预期 [2] - 糖尿病和肥胖业务收入增长23%,主要得益于Ozempic和Rybelsus销售强劲 [5][6] - 肥胖业务(Saxenda和Wegovy)销售增长55%,其中Wegovy销售激增81% [7] - 罕见病业务收入增长17% [8] - 销售及分销费用增加20%,主要用于Wegovy在北美的推广 [9] - 研发投入增加17%,主要用于肥胖业务的临床试验和研究 [10]

财务数据和关键指标变化 - 公司在2024年前九个月实现销售增长24%，运营利润增长22% [8][50] - 净利润增长18%，稀释每股收益增长19%至DKK 16.29 [55] - 自由现金流为DKK 71.8亿，较2023年同期的DKK 75.6亿有所下降 [56] 各条业务线数据和关键指标变化 - 北美业务销售增长31%，国际业务增长15% [14] - GLP-1糖尿病治疗销售增长26%，其中北美增长32%，国际增长16% [14] - 肥胖护理销售增长44%，北美增长32%，国际增长95% [14] - 稀有疾病销售增长3%，北美增长21%，国际下降9% [15] 各个市场数据和关键指标变化 - 在北美，GLP-1糖尿病护理产品销售增长33% [21] - Wegovy在全球销售增长77%，北美增长50% [22] - 在国际市场，Wegovy销售加速至DKK 70亿，已在超过15个国家推出 [23] 公司战略和发展方向和行业竞争 - 公司致力于通过创新驱动GLP-1治疗的增长，并继续扩展供应链 [17] - 在糖尿病护理领域，全球市场份额已提升至33.9% [18] - 公司计划在2025年之前实现对全球糖尿病市场价值的三分之一的占有率 [18] 管理层对经营环境和未来前景的评论 - 管理层对2024年的销售增长指导范围已缩小至23%至27% [59] - 预计运营利润增长将在21%至27%之间 [61] - 公司对未来的增长持乐观态度，尤其是在GLP-1产品的需求持续增长的背景下 [65] 其他重要信息 - 公司在可持续发展方面的承诺，包括女性在高级领导职位中的比例已提升至41% [10] - 由于资本支出增加，公司的总碳排放量较2023年同期上升34% [9] 问答环节所有提问和回答 问题: 关于CagriSema的信心 - 管理层表示对CagriSema的信心未变，基于内部模型假设，预计能实现25%的减重目标 [68][69] 问题: 关于Catalent交易的信心 - 管理层对Catalent交易的信心基于与各地监管机构的持续互动，预计交易将在年底前完成 [72][75] 问题: 关于市场竞争和营销成本 - 管理层表示将继续在市场上进行适当的投资，以维持竞争力，并关注患者的产品质量 [91][96] 问题: 关于Ozempic和Wegovy的供应情况 - 管理层预计在第四季度将看到Wegovy销售的加速增长，并表示Ozempic的供应限制仍在持续 [102][104] 问题: 关于Amylin单药治疗的前景 - 管理层表示尚处于早期阶段，无法预测Amylin单药治疗的市场推出时间 [118]

文章核心观点 - 诺和诺德第三季度销售额低于预期,但仍保持了21%的同比增长 [1][2][3] - 公司的糖尿病和肥胖治疗药物销售增长25%,北美地区销售增长31% [4] - 公司收窄了全年收入和营业利润的预测区间 [5][6] 根据相关目录分别进行总结 公司业绩 - 第三季度销售额为710.31亿丹麦克朗(约102.4亿美元),同比增长21%,但低于分析师预期的721.7亿丹麦克朗(约103.6亿美元) [3] - 净利润为273亿丹麦克朗,高于分析师预期的266.6亿丹麦克朗 [3] - 公司收窄了全年收入增长预测区间至23%-27%,之前为22%-28% [6] - 公司收窄了全年营业利润增长预测区间至21%-27%,之前为20%-28% [6] 产品表现 - 公司的糖尿病和肥胖治疗药物Ozempic和Wegovy销售增长25% [4] - 北美地区销售增长31% [4]

Key TakeawaysNovo Nordisk's U.S.-listed shares rose Wednesday morning as third-quarter profits beat estimates and sales of Ozempic and Wegovy continued to grow.Sales rose 21% from the same time last year, but analysts had expected them to rise a bit higher.The Danish drugmaker also narrowed its full-year projections for revenue and operating profit. Novo Nordisk's (NVO) U.S.-listed shares rose Wednesday morning as it reported better third-quarter profits than expected, though sales of its drugs including po ...