Novo Nordisk Faces Market Pressure Amid Regulatory Milestones and Analyst Downgrade
30.09.2025 - 18:54:04Analyst Concerns Offset Regulatory Progress
Danish pharmaceutical giant Novo Nordisk finds itself navigating turbulent market conditions as competing forces shape its trajectory. While the company achieved a significant regulatory breakthrough with its weekly insulin treatment Awiqli, these gains were immediately overshadowed by a substantial equity downgrade from Morgan Stanley that sent shares downward.
Morgan Stanley’s decision to downgrade Novo Nordisk to “Underweight” status triggered an immediate market reaction, with shares declining more than 3% in a single trading session on Monday. The downward trend has persisted, contributing to a year-to-date loss exceeding 40% in shareholder value.
The investment bank justified its position by highlighting intensifying competition within the lucrative GLP-1 weight-loss medication sector. Rivals including Eli Lilly are increasingly encroaching on Novo Nordisk’s core... Read more...