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.
Продукты и выручка
Доля выручки продукта
Структура выручки ($42.6B)
Статические данные (загрузка финансов…)
Структура сегментов и ключевые клиенты
Подробности продукта
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)
Связи цепочки поставок
Макро- и рыночный контекст
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
Предстоящие катализаторы
Проблемы цепочки поставок
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.
Институциональные сигналы
| Институт | Действие | Стоимость | Квартал | Дата подачи |
|---|---|---|---|---|
| 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↑ |
Институциональное владение
Данные 13F · Q4 2025| Институт | Изменение | % владения | Прошлый кв. | Акции | Стоимость | SEC |
|---|---|---|---|---|---|---|
| Capital Group | Сохранена | 1.80% | — | 92.0M акций | $4,200M | 13F |
| Wellington | Увеличена | 0.69% | — | 35.0M акций | $1,600M | 13F |
| Baillie Gifford | Сохранена | 0.52% | — | 26.0M акций | $1,200M | 13F |
| Fidelity Contrafund | Увеличена | 0.47% | — | 24.0M акций | $1,100M | 13F |
Последние новости
AI-анализ
Нажмите "Получить AI-анализ" для анализа цепочки поставок Novo Nordisk.
Информация о компании
Оценка новостного разрыва
Институц. активность
84
Оценка СМИ
62
Позиция в каскаде
Роль в каскаде
first follower
Типичная задержка
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.
Полный каскадОбзор сектора — 제약 / 바이오
Новости сектораGLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
Ключевые темы
- •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
Предстоящие катализаторы
- ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
- ◆MRNA 암백신 FDA BLA 제출 예정