<p>作者：Steve Goldstein</p>
<p>分析師們在諾和諾德最新的挫折後紛紛改變看法。</p>
<p>諾和諾德的一項研究顯示其新藥效果不如競爭對手，這使得一位賣方分析師在五年來首次下調了該股評級。</p>
<p>德意志銀行的 Emmanuel Papadakis 將諾和諾德的評級從買入下調至持有，並將其目標價下調 31%，原因是諾和諾德週一表示其等待美國食品藥品監督管理局批准的 CagriSema 減肥藥效果不如其競爭對手 Eli Lilly 的產品。</p>
<p>他説，直到現在，他都能接受預計近兩位數的收入下降，因為口服 Wegovy 的推出勢頭良好，並且他認為指導意見是保守的。但現在他説，中期前景受到了打擊。</p>
<p>諾和諾德的股票（DK:NOVO.B）（NVO）在哥本哈根早盤交易中下跌 2%，週一已下跌 16%。即使在一波下調中，其平均目標價仍比當前價格高出約 38%。</p>
<p>根據 FactSet，自 2021 年底以來，只有 37% 的分析師將諾和諾德評級為買入。</p>
<p>摩根大通也加入了下調行列，分析師們在 Richard Vosser 的帶領下將其評級從增持下調至中性。他們將 CagriSema 的銷售預測在 2027 年至 2030 年間下調了多達 63%。</p>
<p>他們確實強調了一個與肥胖無關的管線催化劑——藥物 ziltivekimab，預計將在第三季度公佈其三期數據，以評估該藥物是否能降低患有已確診動脈粥樣硬化性心血管疾病、慢性腎病和全身性炎症的患者的心血管事件風險。</p>
<p>-Steve Goldstein</p>
<p>此內容由 MarketWatch 創作，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞通訊和《華爾街日報》獨立出版。</p>
<p>（完）道瓊斯新聞通訊</p>
<p>02-24-26 0412ET</p>

諾和諾德公司

<p>分析師們在 Novo Nordisk 的 CagriSema 減肥藥遭遇挫折後下調了其評級，該藥物的表現不及競爭對手的產品。德意志銀行的 Emmanuel Papadakis 將其評級從買入下調至持有，並將目標價下調了 31%。摩根大通也將該股票評級下調至中性，預計 CagriSema 的銷售將減少多達 63%。在週一下跌 16% 後，Novo Nordisk 的股價在早盤交易中下跌了 2%，自 2021 年以來，僅有 37% 的分析師給予其買入評級</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>分析師們在諾和諾德最新的挫折後紛紛改變看法。</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>諾和諾德的一項研究顯示其新藥效果不如競爭對手，這使得一位賣方分析師在五年來首次下調了該股評級。</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>德意志銀行的 Emmanuel Papadakis 將諾和諾德的評級從買入下調至持有，並將其目標價下調 31%，原因是諾和諾德週一表示其等待美國食品藥品監督管理局批准的 CagriSema 減肥藥效果不如其競爭對手 Eli Lilly 的產品。</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>他説，直到現在，他都能接受預計近兩位數的收入下降，因為口服 Wegovy 的推出勢頭良好，並且他認為指導意見是保守的。但現在他説，中期前景受到了打擊。</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>諾和諾德的股票（DK:NOVO.B）（NVO）在哥本哈根早盤交易中下跌 2%，週一已下跌 16%。即使在一波下調中，其平均目標價仍比當前價格高出約 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>根據 FactSet，自 2021 年底以來，只有 37% 的分析師將諾和諾德評級為買入。</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調行列，分析師們在 Richard Vosser 的帶領下將其評級從增持下調至中性。他們將 CagriSema 的銷售預測在 2027 年至 2030 年間下調了多達 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>他們確實強調了一個與肥胖無關的管線催化劑——藥物 ziltivekimab，預計將在第三季度公佈其三期數據，以評估該藥物是否能降低患有已確診動脈粥樣硬化性心血管疾病、慢性腎病和全身性炎症的患者的心血管事件風險。</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>此內容由 MarketWatch 創作，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞通訊和《華爾街日報》獨立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道瓊斯新聞通訊</p>
</div><p>02-24-26 0412ET</p>
<div class="lb-trans"><p>02-24-26 0412ET</p>
</div>

分析師表示，在最近的挫折之後，他已經對諾和諾德公司失去了信心