Morgan Stanley 将 NVO 下调至减持评级，40 美元目标价意味着较当前水平存在下行空间，原因是增长担忧与专利悬崖风险。
逐段跳播
好。最后但同样重要的是，我们来看Novo Nordisk。我看到了一次下调评级，以及一个低于当前股价的目标价。
All right. And last but not least, we look at Novo Nordisk. I saw a downgrade and a price target below where we are now.
是的。该ADR目前承受一定压力，下跌约1.4%。Morgan Stanley将Novo Nordisk的评级从equal weight下调至underweight。他们维持40美元的目标价。
但这意味着相对我们当前所处的位置存在一定下行空间。他们看到了一个具有挑战性的组合，即中期增长低迷，以及长期专利风险。他们担心专利问题，因为他们指出Novo仍严重依赖semaglutide。
这是Ozempic和Wegovy的活性成分，这两款药一直是其重磅药物。与此同时，即便拥有这款重磅药物，Eli Lilly也一直用Mounjaro抢走他们的生意，这里没有双关的意思。
Morgan Stanley估计semaglutide今年将贡献Novo约75%的销售额。所以这是很大一块。而且我猜他们担心的是长期的专利悬崖。专利保护预计在欧洲于2031年到期，在美国于2032年到期。
所以这里仍有时间来充实他们的管线。挑战在于，一旦他们失去这种独占权，就会面临竞争和仿制药。
Yeah. And the ADR is under some pressure now off by about 1 and a4% here. Morgan Stanley is downgrading to novel Nordis to underweight from equal weight. They are maintaining their $40 price target. Uh but that would signal some downside from where we sit right now. Um they see a challenging combination they say of a subdued medium-term growth um and then long-term patent risk. They're worried about the patents because they pointed out that Noval still heavily dependent on simaglletide. That's the active ingredient in Ompic and WGOI which were have been its blockbuster drugs. Uh at the same time even with that blockbuster drug, Eli Liy has been eating their lunch with Mjaro, no pun intended there. Uh Morgan Stanley is estimating that magnetide will generate roughly 75% of Noble sales this year. So that's a big chunk. And they're worried I guess about the patent cliff in the long term. patent protection expected to expire in Europe in 2031, here in the US in 2032. So there is still some time to fill in their uh pipeline here. Um and the challenge is once they lose that exclusivity exclusivity, the competition and generics.
这个频道对 $NVO 的历次判断
Schwab Network 在这只股票上只有这一条判断。