Novo Nordisk Guidance Implies Deep Cuts to Consensus -- Market Talk

Dow Jones02-04 17:25

0925 GMT - Novo Nordisk's 2026 outlook suggests deep consensus cuts are required, Jefferies analysts write. The new adjusted full-year outlook and management changes will disappoint investors, they add. Sales guidance suggests high-single-digit percentage consensus cuts, albeit perhaps without aggressive oral Wegovy assumptions. Meanwhile, the operating-profit outlook suggests low-double-digit percentage consensus cuts. The fourth-quarter sales beat will therefore likely be overshadowed, Jefferies says. Dave Moore, head of U.S. operations, is leaving for personal reasons and will be succeeded by Jamey Millar, who joins from UnitedHealth. In addition, head of product and portfolio strategy Ludovic Helfgott is leaving to pursue new opportunities, and will be succeeded by Hong Chow who joins from Merck KGaA Healthcare. Shares fall 18%. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

February 04, 2026 04:25 ET (09:25 GMT)

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The fourth-quarter sales beat will therefore likely be overshadowed, Jefferies says. Dave Moore, head of U.S. operations, is leaving for personal reasons and will be succeeded by Jamey Millar, who joins from UnitedHealth. In addition, head of product and portfolio strategy Ludovic Helfgott is leaving to pursue new opportunities, and will be succeeded by Hong Chow who joins from <a href=\"https://laohu8.com/S/MKGAF\">Merck KGaA</a> Healthcare. Shares fall 18%. 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The new adjusted full-year outlook and management changes will disappoint investors, they add. Sales guidance suggests high-single-digit percentage consensus cuts, albeit perhaps without aggressive oral Wegovy assumptions. Meanwhile, the operating-profit outlook suggests low-double-digit percentage consensus cuts. The fourth-quarter sales beat will therefore likely be overshadowed, Jefferies says. Dave Moore, head of U.S. operations, is leaving for personal reasons and will be succeeded by Jamey Millar, who joins from UnitedHealth. In addition, head of product and portfolio strategy Ludovic Helfgott is leaving to pursue new opportunities, and will be succeeded by Hong Chow who joins from <a href=\"https://laohu8.com/S/MKGAF\">Merck KGaA</a> Healthcare. Shares fall 18%. (dominic.chopping@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 04, 2026 04:25 ET (09:25 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVO","symbol_name":"诺和诺德","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2608354581","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608354581","pubTimestamp":1770197100,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0925 GMT - Novo Nordisk's 2026 outlook suggests deep consensus cuts are required, Jefferies analysts write. 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(dominic.chopping@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 04, 2026 04:25 ET (09:25 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608354581","isCrawlerRequest":true}