Added to YB: 2025-11-14
Pitch date: 2025-11-09
NVO [bullish]
Novo Nordisk A/S
+3.55%
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 in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.
Market Cap
DKK 1.4T
Pitch Price
DKK 298.75
Price Target
N/A
Dividend
3.63%
EV/EBITDA
8.96
P/E
13.76
EV/Sales
4.74
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)