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舒欣
舒欣
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凌晨 04 点的这份评级落地,资金没有向外扩散筹码,只守住原有定价。贝伦贝格在 13 日更新预测,把诺和诺德全年指引上调至固定汇率区间 - 2% 到 +2%,旧区间上限原本卡在 0%。 三季度基础销售多出预期 5%,Wegovy 药丸持续兑现,但注射板块拖后腿。聪明钱在回避份额竞争的不确定性,只把筹码留给 2026 四季度新药审批窗口,这一档我只旁观,不主动进场。 翻出标的的催化时间表,逐一标记审批与临床节点对照持仓周期。 $BTC $ETH $SOL
MT Newswire
MT Newswire
Berenberg Keeps Novo at Hold Ahead of CagriSema Launch; Forecasts Updated
04:28 AM EST, 11/13/2026 (MT Newswires) -- Berenberg raised its earnings estimates for Novo Nordisk (NOVO-B.CO), while reiterating its hold rating ahead of the expected launch of CagriSema in early 2027. "Novo delivered solid Q3 results; an underlying 5% sales beat prompted a guidance upgrade. Wegovy pill continues to surprise on the upside, and new market launches should see strong growth carry into 2027. However, Novo's injectable business remains lacklustre as competitor Eli Lilly [LLY.SW, LLY.F] continues to dominate market share gains. Investor sentiment on the upcoming CagriSema launch remains subdued. With this rollout, Novo must prove a renaissance in obesity injectables is achievable and that semaglutide patent expiries are surmountable," analysts said Friday. Alongside its third-quarter earnings release, the Danish drugmaker updated its full-year 2026 outlook, expecting adjusted sales and operating profit growth between -2% and +2% at constant exchange rates from the previous projection of -6% to 0%. Against this backdrop, the research firm raised its sales, EBIT and EPS forecasts for 2026 to 2028. Meanwhile, Berenberg left the stock's price target unchanged at 305 Danish kroner. Looking ahead, analysts said expected key catalysts include anticipated US approvals for CagriSema and the high-dose Ozempic pill in the fourth quarter of 2026, alongside phase 3 data for cagrilintide and Redefine-11 trial results for CagriSema in 2027.

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