<p>作者：Steve Goldstein</p>
<p>分析师们在诺和诺德最新的挫折后纷纷改变看法。</p>
<p>诺和诺德的一项研究显示其新药效果不如竞争对手，这使得一位卖方分析师在五年来首次下调了该股评级。</p>
<p>德意志银行的 Emmanuel Papadakis 将诺和诺德的评级从买入下调至持有，并将其目标价下调 31%，原因是诺和诺德周一表示其等待美国食品药品监督管理局批准的 CagriSema 减肥药效果不如其竞争对手 Eli Lilly 的产品。</p>
<p>他说，直到现在，他都能接受预计近两位数的收入下降，因为口服 Wegovy 的推出势头良好，并且他认为指导意见是保守的。但现在他说，中期前景受到了打击。</p>
<p>诺和诺德的股票（DK:NOVO.B）（NVO）在哥本哈根早盘交易中下跌 2%，周一已下跌 16%。即使在一波下调中，其平均目标价仍比当前价格高出约 38%。</p>
<p>根据 FactSet，自 2021 年底以来，只有 37% 的分析师将诺和诺德评级为买入。</p>
<p>摩根大通也加入了下调行列，分析师们在 Richard Vosser 的带领下将其评级从增持下调至中性。他们将 CagriSema 的销售预测在 2027 年至 2030 年间下调了多达 63%。</p>
<p>他们确实强调了一个与肥胖无关的管线催化剂——药物 ziltivekimab，预计将在第三季度公布其三期数据，以评估该药物是否能降低患有已确诊动脉粥样硬化性心血管疾病、慢性肾病和全身性炎症的患者的心血管事件风险。</p>
<p>-Steve Goldstein</p>
<p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>02-24-26 0412ET</p>

诺和诺德公司

<p>分析师们在 Novo Nordisk 的 CagriSema 减肥药遭遇挫折后下调了其评级，该药物的表现不及竞争对手的产品。德意志银行的 Emmanuel Papadakis 将其评级从买入下调至持有，并将目标价下调了 31%。摩根大通也将该股票评级下调至中性，预计 CagriSema 的销售将减少多达 63%。在周一下跌 16% 后，Novo Nordisk 的股价在早盘交易中下跌了 2%，自 2021 年以来，仅有 37% 的分析师给予其买入评级</p>

<p>By Steve Goldstein</p>
<div class="lb-trans"><p>作者：Steve Goldstein</p>
</div><p>Analysts are capitulating on Novo Nordisk after the latest setback.</p>
<div class="lb-trans"><p>分析师们在诺和诺德最新的挫折后纷纷改变看法。</p>
</div><p>Novo Nordisk's study showing a new drug wasn't as good as a rival's led one sell-side analyst to downgrade the stock for the first time in five years.</p>
<div class="lb-trans"><p>诺和诺德的一项研究显示其新药效果不如竞争对手，这使得一位卖方分析师在五年来首次下调了该股评级。</p>
</div><p>Deutsche Bank's Emmanuel Papadakis cut his rating on Novo Nordisk to hold from buy, and cut his price target by 31%, after Novo on Monday said its CagriSema weight-loss drug that's awaiting Food and Drug Administration approval didn't perform as well as one from Eli Lilly, the company's arch rival.</p>
<div class="lb-trans"><p>德意志银行的 Emmanuel Papadakis 将诺和诺德的评级从买入下调至持有，并将其目标价下调 31%，原因是诺和诺德周一表示其等待美国食品药品监督管理局批准的 CagriSema 减肥药效果不如其竞争对手 Eli Lilly 的产品。</p>
</div><p>He said, up until now, he could live through a projected near double-digit decline in revenue, given the momentum of the launch of oral Wegovy as well as his belief that the guidance was conservative. But now he says the mid-term prospects have been dealt a blow.</p>
<div class="lb-trans"><p>他说，直到现在，他都能接受预计近两位数的收入下降，因为口服 Wegovy 的推出势头良好，并且他认为指导意见是保守的。但现在他说，中期前景受到了打击。</p>
</div><p>Novo Nordisk shares (DK:NOVO.B) (NVO) slipped 2% in early Copenhagen trade, having dropped 16% on Monday. Its average target price is still about 38% above the current price even with a wave of downgrades.</p>
<div class="lb-trans"><p>诺和诺德的股票（DK:NOVO.B）（NVO）在哥本哈根早盘交易中下跌 2%，周一已下跌 16%。即使在一波下调中，其平均目标价仍比当前价格高出约 38%。</p>
</div><p>The smallest proportion of analysts, 37%, rate Novo Nordisk a buy since the end of 2021, according to FactSet.</p>
<div class="lb-trans"><p>根据 FactSet，自 2021 年底以来，只有 37% 的分析师将诺和诺德评级为买入。</p>
</div><p>JPMorgan joined the downgrade party, with analysts led by Richard Vosser cutting their rating to neutral from overweight. They cut their CagriSema sales forecasts by as much as 63% between 2027 and 2030.</p>
<div class="lb-trans"><p>摩根大通也加入了下调行列，分析师们在 Richard Vosser 的带领下将其评级从增持下调至中性。他们将 CagriSema 的销售预测在 2027 年至 2030 年间下调了多达 63%。</p>
</div><p>They did highlight one pipeline catalyst outside of obesity - the drug ziltivekimab, where Phase III data is expected in the third quarter on whether the drug reduces cardiovascular event risk in patients with established atherosclerotic cardiovascular disease, chronic kidney disease, and systemic inflammation .</p>
<div class="lb-trans"><p>他们确实强调了一个与肥胖无关的管线催化剂——药物 ziltivekimab，预计将在第三季度公布其三期数据，以评估该药物是否能降低患有已确诊动脉粥样硬化性心血管疾病、慢性肾病和全身性炎症的患者的心血管事件风险。</p>
</div><p>-Steve Goldstein</p>
<div class="lb-trans"><p>-Steve Goldstein</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>02-24-26 0412ET</p>
<div class="lb-trans"><p>02-24-26 0412ET</p>
</div>

分析师表示，在最近的挫折之后，他已经对诺和诺德公司失去了信心