Market: because of the “copies” of anti-obeessive drugs, Novo Nordisk lowers its targets a 2nd time and collapses by 21% on the stock market

(BFM Stock Exchange) – The pharmaceutical laboratory unscrews to the Copenhagen Stock Exchange after having lowered its annual prospects for the second time, citing the persistence of “masterful preparations”, modified anti -obesity drugs, which weighs on demand for its products. Furthermore, Novo Nordisk also announced the appointment of a new boss.

The first European market capitalization a few months ago. Moreover, Novo Nordisk lost his superb after having chained many setbacks in the specialty at the origin of his stock market ascent, namely anti-obesity and anti-diabetes treatments. Furthermore,

The group faces competition from the American rival Eli Lilly. In addition, which announced last April clinical results for Orforglipron, its treatment against type 2 diabetes and obesity. Consequently,

In the United States. Similarly, Novo Nordisk must also struggle with the GLP-1 treatments known as “Compounded” (“masterful preparations” in market: because “copies” anti-obeessive drugs, French), species of “copies” of anti-obesity drugs, which were mainly produced to propose versions of these treatments at lower cost. Similarly,

This type of medication is authorized when a treatment appears on the list of drugs in the FDA shortage. the American health authority. This was for a while the case of the Wegovy of Novo Nordisk. the Zepbound of Eli Lilly, anti-obsity drugs.

However, these drugs are not recognized by the FDA which has evaluated their safety or their effectiveness.

The health authority sounded the end of recess last May by prohibiting these so-called “Compounded” anti-obesity drugs.

The expansion of these “Compounded” drugs has limited prescriptions in the United States for Wegovy, its flagship anti-obesity product. This led the pharmaceutical laboratory to be lowered in May. its annual targets due to a lower penetration of its anti-obsity and anti-diabetes treatments in market: because “copies” anti-obeessive drugs, the United States.

Second lowering of perspectives – Market: because "copies" anti-obeessive drugs,

This is still the case this Tuesday, July 29. The pharmaceutical giant collapses by 21% on the Copenhagen Stock Exchange after having reduced its 2025 objectives for the. second time of the year.

Novo Nordisk now anticipates an increase located between 8%. 14% for turnover (in Danish crowns) excluding exchange effects, and from 10% to 16% for operating profit.

The company previously awaited growth in its turnover (in Danish crowns). from 13% to 21% excluding exchange effects, and an increase in its operating profit from 16% to 24%.

Compared to the forecasts of the start of the year, the lowering is even more marked. Novo Nordisk expected growth in turnover (in Danish crowns). from 16% to 24% excluding exchange effects, and an increase in its operating profit from 19% to 27%.

Competition of “Compounded” treatments

The downward revision of sales market: because “copies” anti-obeessive drugs, forecasts for 2025 is explained “by less favorable growth prospects for Wegovy on the American obesity market. less favorable growth prospects for Ozempic on the US Diabetes GLP-1 diabetes market, as well as a less important than expected penetration,” adds the company.

In the particular case of Wegovy. Novo Nordisk explains that these disappointing perspectives reflect the persistence of the use of “Compounded” drugs despite the prohibition of the FDA.

“Despite the expiration of the period of grace granted by the FDA for series preparations in series on May 22. 2025, a market study carried out by Novo Nordisk shows that the marketing of these masterful, dangerous and illegal preparations, continues, and that several entities continue to market and sell GLP-1 Compounded under the false pretext of ‘personalization’,” explained the company.

“To the surprise of Novo Nordisk. nearly a third of the American obesity market was won over by ‘Compounded’ market: because “copies” anti-obeessive drugs, drugs”, noted in the AlphaValue spring. .

On the sidelines of these announcements. Novo Nordisk has appointed Maziar Mike Doustdar, currently vice-president of the group in charge of international affairs, as general manager. He will take office from August 7. replace Lars Fruergaard Jørgensen, who announced his departure last May, paying the group’s poor stock market performance for a year. Since June 2024, the Novo Nordisk action has indeed collapsed by 64%.

Novo Nordisk will unveil its half -yearly results on August 6.

Sabrina Sadgui – ©2025 BFM Bourse