Added to YB: 2026-01-28
Pitch date: 2026-01-26
NOVO-B.CO [bullish]
Novo Nordisk A/S
-23.49%
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 401.80
Price Target
453.00 (+47%)
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
Sector
Pharmaceuticals
Category
turnaround
Investment Thesis - Novo Nordisk ($NVO)
NOVO-B.CO: Danish pharma giant w/ 34% diabetes mkt share & duopoly in obesity drugs. Oral semaglutide launched ahead of Lilly's rival. Faces pricing pressure, patent cliff 2031-32, compounding threats. ROIC 45-68%, strong FCF. Fair value 453 DKK vs 386 current (17.3x PE vs 30x historical avg). Turnaround play.
Read full article (14 min)