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Added to YB: 2026-01-30

Pitch date: 2026-01-22

NOVO-B.CO [bullish]

Novo Nordisk A/S

-24.1%

current return

Author Info

The Curious Investor is an investment professional. Writing to help me develop ideas. Looking for feedback to help me avoid blind spots, and to understand counter arguments. Sign up for the newsletter.

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 405.00

Price Target

N/A

Dividend

3.76%

EV/EBITDA

9.60

P/E

13.52

EV/Sales

4.81

Sector

Pharmaceuticals

Category

turnaround

Show full summary:
The Curious Investor | An update & 8 new positions added in 2025 - New Position: Novo Nordisk A/S

NOVO-B.CO: Down 70% from peak on poor commercial execution vs Lilly, but obesity market in infancy. Novo's oral Wegovy shows higher weight loss than Lilly's pill yet analysts favor Lilly. CagriSema coming 2026 w/ 23% weight loss vs 15% for competitors. 16x P/E, risk/reward favors upside.

Read full article (2 min)