热门资讯> 正文
诺和诺德、罗氏获得汇丰银行升级
2025-10-02 04:12
- 诺和诺德(NVO) 0
- 团车网(TC) 0
- 罗氏(ADR)(RHHBY) 0
- HSBC has upgraded both Novo Nordisk (NVO) and Roche (OTCQX:RHHBY) to buy from hold.
- Analyst Rajesh Kumar noted that Novo is focusing more on reimbursed medical and direct-to-consumer channels. He added that the Danish pharma's pipeline deserves more appreciation. It's “quite difficult to argue that Novo’s next generation portfolio is sub-optimal compared with Lilly’s (LLY) portfolio, especially after the clinical readouts from orforglipron trials, as well as oral semaglutide."
- Kumar also said that 2026 data readouts for REDEFINE4, which is examining CagriSema against Lilly's weight loss drug Zepbound (tirzepatide) and the EVOKE trial testing oral semaglutide (the active ingredient in Wegovy) for Alzheimer's disease could provide a nice risk/reward.
- For Roche, Kumar believes that Street consensus of revenue growth "is 100-200bp below its own internal assessment of revenue opportunity."
- Roche also has obesity candidates in development, which, he added, "might drive the Street to a medium-term revenue growth upgrade cycle."
More on Novo Nordisk, Roche
- The Truth About Novo Nordisk: 4 Myths That Don't Hold Up
- Novo Nordisk: Wegovy Sales Soar, Trump Tariffs No Threat
- Roche's Giredestrant: A Ray Of Hope On A Cloudy Horizon?
- CVS PBM Caremark exploring $200 copay for Novo Nordisk's Wegovy - report
- Pfizer – U.S. drug pricing deal boosts EU drugmakers
推荐文章
风险及免责提示：以上内容仅代表作者的个人立场和观点，不代表华盛的任何立场，华盛亦无法证实上述内容的真实性、准确性和原创性。投资者在做出任何投资决定前，应结合自身情况，考虑投资产品的风险。必要时，请咨询专业投资顾问的意见。华盛不提供任何投资建议，对此亦不做任何承诺和保证。
