大头菜5566的个人主页 - 老虎社区

大头菜5566

大头菜5566

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IP属地：江苏

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1主题

0勋章

01-08

$美国超微公司(AMD)$ 完蛋

09-18

$美国超微公司(AMD)$ 带不动，带不动

2023-12-20

$特斯拉(TSLA)$

2023-12-16

01-10

$美国超微公司(AMD)$ 垃圾中战斗机

2024-07-09

$Snail, Inc.(SNAL)$ 啥时退市

2024-01-24

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2019-03-08

$上证指数(000001.SH)$外资差不多收益够了，割韭菜

2024-10-29

$阿里巴巴-W(09988)$ 阿里再不做出改变，他会很难，电商被蚕食，云服务平分，阿里大文娱不够大，AI青黄不接，很难有起色

2023-05-22

$美国10年期国债收益率(US10Y.BOND)$ 怎么买国债

2023-02-14

$蔚来(NIO)$ 蔚来没有未来，又出事了

01-18

$阿里巴巴(BABA)$ 我不看好阿里，因为企业文化

2023-03-03

$新东方(EDU)$ 今晚会不会大涨

07-10

$美国超微公司(AMD)$ 新的明天，超微崛起

01-28

$美国超微公司(AMD)$ 垃圾股

2023-08-29

$特斯拉(TSLA)$ 发生了什么

2019-03-19

$上证指数(000001.SH)$经济不景气白酒来顶替

07-31

$诺和诺德(NVO)$ 压力位都没了？死了？

07-30

$诺和诺德(NVO)$ 50见底

2024-08-15

$苹果(AAPL)$ 巴菲特恐惧，我贪婪

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16:38","market":"us","language":"zh","title":"减重药巨头罕见大规模裁员近万人，司美格鲁肽将迎中国仿制药大军","url":"https://stock-news.laohu8.com/highlight/detail?id=2566679348","media":"第一财经","summary":"尽管该公司研发的司美格鲁肽为全球首款创新机制的GLP-1类减重药，但在美国制药巨头礼来的减重药获批后，诺和诺德的全球市场份额受到挤压。在中国市场，诺和诺德不仅面临来自礼来的竞争，还将面临更多中国本土减重药厂商的竞争，尤其是在2026年司美格鲁肽分子核心专利到期后，预计将有一大批仿制药陆续上市。","content":"<div>\n<p>9月10日，丹麦制药巨头诺和诺德宣布，将在全球新一轮重组中裁员9000人，约占公司员工总数的11.5%，如此大规模的裁员在这家胰岛素及减重药巨头的百年历史上极为罕见，这也是诺和诺德更替CEO之后宣布的首项重大举措。诺和诺德公司在一份声明中表示：“诺和诺德今天宣布了一项全公司范围的重组计划，旨在精简组织架构、提高决策速度，并将资源重新分配，以抓住公司在糖尿病和肥胖症领域的增长机遇。”诺和诺德目前在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091016383297851fa9&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n减重药巨头罕见大规模裁员近万人，司美格鲁肽将迎中国仿制药大军\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-10 16:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091016383297851fa9&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月10日，丹麦制药巨头诺和诺德宣布，将在全球新一轮重组中裁员9000人，约占公司员工总数的11.5%，如此大规模的裁员在这家胰岛素及减重药巨头的百年历史上极为罕见，这也是诺和诺德更替CEO之后宣布的首项重大举措。诺和诺德公司在一份声明中表示：“诺和诺德今天宣布了一项全公司范围的重组计划，旨在精简组织架构、提高决策速度，并将资源重新分配，以抓住公司在糖尿病和肥胖症领域的增长机遇。”诺和诺德目前在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091016383297851fa9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4599":"减肥药","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4231":"零售房地产信托","BK4007":"制药","O":"Realty Income Corp","NVO":"诺和诺德","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) 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Doustdar）为新CEO，当天该公司股价一度暴跌近30%，市值蒸发约700亿美元。杜斯特达在一份最新声明中表示：“市场正在发生变化，尤其是在肥胖症领域，因为该领域竞争日益激烈，消费者驱动力也日益增强。我们的公司也必须随之发展。这意味着要灌输一种更加注重绩效的文化，更有效地配置我们的资源，并将投资重点放在最有影响力的领域。”诺和诺德表示，今年的营业利润增长率目前预计在4%至10%之间，低于上个月预测的10%至16%，这一变化是由于重组成本导致的。作为重组的一部分，诺和诺德预计将在第三季度报告一次性90亿丹麦克朗的重组成本，但预计第四季度将节省10亿丹麦克朗。诺和诺德正面临减重药行业的激烈竞争。尽管该公司研发的司美格鲁肽为全球首款创新机制的GLP-1类减重药，但在美国制药巨头礼来的减重药获批后，诺和诺德的全球市场份额受到挤压。在中国市场，诺和诺德不仅面临来自礼来的竞争，还将面临更多中国本土减重药厂商的竞争，尤其是在2026年司美格鲁肽分子核心专利到期后，预计将有一大批仿制药陆续上市。在今年第二季度财报中，诺和诺德提及全球GLP-1药物激烈的市场竞争。杜斯特达表示，中国GLP-1糖尿病药物出现了下滑，但减重药销售是逐步增长的。他解释称，糖尿病药销量出现下滑的原因是由于经销商库存发生的变化；而去年刚刚获批的司美格鲁肽减重药目前还在放量阶段，尚未进一步下沉到二、三、四线城市。公司还表示，正在采取措施，进一步提升商业执行力，确保成本效率，同时继续投资于未来的增长。目前，中国已经批准了信达生物的首款国产GLP-1类创新减重药，而随着司美格鲁肽的核心专利即将于2026年到期，一大波仿制药即将迎来“上市潮”，杭州九源基因、丽珠集团、石药集团、华东医药、中国生物、齐鲁制药等十几家药企的仿制药都已进入后期临床阶段，其中多个仿制药有望于2026年获批。杜斯特达也曾表示：“2026年和2027年，我们可能会看到更多参与者出现。”但诺和诺德强调，尽管仿制药会在某些产品的生命周期后期、不具有排他性时进入市场，这是制药行业的规律，但公司一直在竞争中发展，并将创新视为重中之重。","news_type":1,"symbols_score_info":{"NVO":0.9,"O":0.9}},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476828701249648,"gmtCreate":1757435278421,"gmtModify":1757435279745,"author":{"id":"3482357756068176","authorId":"3482357756068176","name":"大头菜5566","avatar":"https://static.tigerbbs.com/4e0bbe1ae91cb6df38ee0b7ff4253fb8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482357756068176","authorIdStr":"3482357756068176"},"themes":[],"htmlText":"<a 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