Added to YB: 2025-11-06
Pitch date: 2025-11-01
NVO [bullish]
Novo Nordisk A/S
-3.36%
current return
Author Info
No bio for this author
Company Info
Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products.
Market Cap
DKK 1.4T
Pitch Price
DKK 318.10
Price Target
N/A
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
Sector
Pharmaceuticals
Category
growth
Novo Nordisk: Shedding market weight
NVO: Market leader pivoting from insulin (43.5% global share) to GLP-1 obesity drugs. Lost US share to Lilly (57% vs 43%), CagriSema disappointed at 23% weight loss vs 25% target. Compounded drug competition persists despite shortage resolution. 60% avg ROIC, $16.5B Catalent acquisition for capacity. Oral GLP-1 Amycretin shows 22%+ weight loss potential.
Read full article (6 min)