Added to YB: 2025-11-14
Pitch date: 2025-11-09
NVO [bullish]
Novo Nordisk A/S
+2.9%
current return
Author Info
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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 298.75
Price Target
N/A
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
Sector
Pharmaceuticals
Category
special_situation
Novo Nordisk - Q3 2025 Earnings Review
NVO (earnings): Q3 disappointing with revenue +5% YoY, operating income -30% due to DKK 6.5B restructuring costs. Wegovy strong +67% IO growth but USO slowing. Illicit compounding above 1M US patients hurting volumes. Thesis depends on FDA enforcement action. Valuation attractive if growth returns.
Read full article (9 min)