诺和诺德面临投资者信心危机，其减肥药品的关键美国专利将在下个十年初期到期1。为应对挑战，该公司于1月推出了司美格鲁肽的日服药片形式，已有超过150万人使用，主要集中在美国市场1。然而公司股价仍未见起色，较2024年中期峰值下跌约70%1。
新任首席执行官迈克·道斯塔尔于2025年8月上任后启动了大规模重组计划1。公司在丹麦历史上进行了最大规模的人事调整，共裁员约9000人1，其中丹麦员工数同比下降13%，而美国员工数增长相同比例1。这一调整反映了公司对美国市场的战略重视——美国销售额占总销售额超过50%，公司在美拥有10000名员工1。为强化市场地位，诺和诺德在北卡罗来纳州克莱顿投资40亿美元进行扩建1。
尽管如此，公司前景仍存疑虑。其CagriSema试验在2月未能证明减肥效力优于竞争对手礼来的产品1。道斯塔尔表示"我们拥有的资产比人们认可的更多"1，强调公司拥有多元化的产品组合，到2026年上半年，糖尿病和肥胖症药物销售额将占总销售额近95%1。为保护市场份额，公司已对150多家公司采取法律行动，上月更是起诉礼来虚假广告1。
Novo Nordisk has introduced a tablet form of semaglutide, its blockbuster weight-loss drug, since January, with more than 1.5 million people beginning the oral medication, primarily in the United States.1 The pharmaceutical company faces mounting investor concerns, with its stock price declining approximately 70 percent from its mid-2024 peak, as the key U.S. patent on semaglutide's active ingredient is set to expire in the early part of the next decade.1
New Chief Executive Officer Mike Dostál, who assumed leadership in August 2025, has outlined a comprehensive turnaround strategy to address competitive pressures, particularly from rival Eli Lilly.1 The company is undertaking what it describes as Denmark's largest-ever corporate restructuring, eliminating roughly 9,000 positions while simultaneously expanding its American operations.1 In the United States, where sales now exceed 50 percent of total revenue, Novo Nordisk has increased its workforce by the same proportion that it reduced Danish headcount—13 percent—and is investing 4 billion dollars in a facility expansion in Clayton, North Carolina.1 Dostál stated that "we have more assets than people give us credit for," emphasizing the company's diversified portfolio despite recent setbacks.1
The company faces stiffening competition after CagriSema, an experimental combination therapy, failed in February to demonstrate superior weight-loss effectiveness compared to Lilly's offerings.1 Novo Nordisk has pursued legal action against more than 150 companies and filed suit against Lilly last month for alleged false advertising.1
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