Novo Nordisk Trims Outlook Amid Surge in Compounded Drug Use
仿制药冲击销售，诺和诺德下调全年预期
Novo Nordisk lowered its 2025 sales and profit forecasts as US pharmacies’ compounded versions of its weight-loss and diabetes drugs, Wegovy and Ozempic, cut into branded sales. Despite an 18% sales increase in Q1 and strong GLP-1 drug growth, CEO Lars Fruergaard Jørgensen cited the rapid rise of these replicas as a key reason for reduced full-year expectations. The company had previously exceeded profit forecasts but now faces mounting pressure from non-branded alternatives using similar active ingredients.
由于美国药房配制的仿制版减肥和糖尿病药物冲击了自家品牌Wegovy和Ozempic的销售，诺和诺德下调了2025年销售和利润预期。尽管第一季度销售增长18%，GLP-1类药物表现强劲，首席执行官拉尔斯·弗鲁尔高·约根森表示，仿制药在美国迅速扩张，严重影响了品牌药的渗透率，是全年预期下调的主要原因。此前公司虽超出盈利预期，但如今面临来自仿制药使用相同活性成分的激烈竞争。
