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.
उत्पाद और राजस्व
उत्पाद राजस्व हिस्सा
राजस्व विवरण ($42.6B)
स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)
सेगमेंट संरचना और प्रमुख ग्राहक
उत्पाद विवरण
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)
आपूर्ति श्रृंखला संबंध
व्यापक एवं बाजार संदर्भ
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
आगामी उत्प्रेरक
आपूर्ति श्रृंखला समस्याएं
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.
संस्थागत संकेत
| संस्था | कार्रवाई | मूल्य | तिमाही | फाइलिंग तिथि |
|---|---|---|---|---|
| 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↑ |
संस्थागत स्वामित्व
13F आधार · Q4 2025| संस्था | परिवर्तन | स्वामित्व % | पिछली तिमाही | शेयर | मूल्य | SEC |
|---|---|---|---|---|---|---|
| Capital Group | बनाए रखा | 1.80% | — | 92.0M शेयर | $4,200M | 13F |
| Wellington | बढ़ाई गई | 0.69% | — | 35.0M शेयर | $1,600M | 13F |
| Baillie Gifford | बनाए रखा | 0.52% | — | 26.0M शेयर | $1,200M | 13F |
| Fidelity Contrafund | बढ़ाई गई | 0.47% | — | 24.0M शेयर | $1,100M | 13F |
ताज़ा खबर
AI विश्लेषण
Novo Nordisk का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।
कंपनी जानकारी
न्यूज़ गैप स्कोर
संस्थागत गतिविधि
84
मीडिया स्कोर
62
कैस्केड स्थिति
कैस्केड में भूमिका
first follower
सामान्य देरी
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.
पूरा कैस्केड देखेंक्षेत्र अवलोकन — 제약 / 바이오
क्षेत्र समाचारGLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
मुख्य विषय
- •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
आगामी उत्प्रेरक
- ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
- ◆MRNA 암백신 FDA BLA 제출 예정