Novo Nordisk
NVOleaderNovo Nordisk is the global leader in diabetes care and has become a GLP-1 giant with Ozempic and Wegovy. The obesity-drug revolution has made it Europe's most valuable company. Its near-monopoly on injectable semaglutide positions it at the center of the $100B+ weight-loss drug market.
Produkte & Umsatz
Umsatzanteil nach Produkt
Umsatzaufschlüsselung ($42.6B)
Statische Daten (Echtzeitfinanzen werden geladen…)
Segmentzusammensetzung und Hauptkunden
Produktdetails
GLP-1 receptor agonist for type 2 diabetes
GLP-1 agonist approved for chronic weight management
First oral GLP-1 for type 2 diabetes
Long-acting and rapid-acting insulin products
Hemophilia treatments (NovoSeven, Esperoct)
Lieferkettenbeziehungen
Makro- und Marktkontext
GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
Nächste Katalysatoren
Lieferketten-Probleme
덴마크·미국·프랑스 3개 공장 증설 완료로 Wegovy 공급 부족 해소. 2026Q2부터 대기 처방 소화 본격화.
주1회 경구 복합제 Amycretin 3상 진입. 체중감소 효과 Wegovy 대비 +5%p 기대, 2028년 허가 목표.
Institutionelle Signale
| Institution | Aktion | Wert | Quartal | Einreichungsdatum |
|---|---|---|---|---|
| BlackRock | reducing | $163K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $200M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $23M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $649K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $59M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $487M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $314K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $7M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $41M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $228K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $24M | 2024.06 | 2024-08-13↓ |
| State Street | accumulating | $306M | 2025.12 | 2026-02-13↑ |
| FMR (Fidelity) | accumulating | $182M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $23K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $254M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $16M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $58M | 2025.12 | 2026-02-17↑ |
Institutioneller Besitz
13F Basis · Q4 2025| Institution | Änderung | Beteiligung % | Vorquartal | Aktien | Wert | SEC |
|---|---|---|---|---|---|---|
| Capital Group | Gehalten | 1.80% | — | 92.0M Aktien | $4,200M | 13F |
| Wellington | Erhöht | 0.69% | — | 35.0M Aktien | $1,600M | 13F |
| Baillie Gifford | Gehalten | 0.52% | — | 26.0M Aktien | $1,200M | 13F |
| Fidelity Contrafund | Erhöht | 0.47% | — | 24.0M Aktien | $1,100M | 13F |
Aktuelle Nachrichten
KI-Analyse
Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Novo Nordisk.
Unternehmensinformationen
Nachrichtenlücken-Score
Institutionelle Aktivität
84
Medien-Score
62
Kaskadenposition
Rolle in der Kaskade
first follower
Typische Verzögerung
0-1 trading days
Novo Nordisk and Lilly form a GLP-1 duopoly; positive class data lifts both, while competitive data creates relative winners and losers.
Vollständige Kaskade anzeigenSektorübersicht — 제약 / 바이오
SektornachrichtenGLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
Hauptthemen
- •Mounjaro/Wegovy — 비만·당뇨 넘어 심혈관·신장·NASH 적응증 확대
- •Moderna mRNA-4157 암백신 — 흑색종 49% 재발 감소 (NEJM)
- •REGN dupilumab 다적응증 확대 → 10조+ 매출 가시성
Nächste Katalysatoren
- ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
- ◆MRNA 암백신 FDA BLA 제출 예정