Added to YB: 2026-02-09
Pitch date: 2026-02-06
NVO [neutral]
Novo Nordisk A/S
-22.72%
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 1.1T
Pitch Price
DKK 306.56
Price Target
N/A
Dividend
4.94%
EV/EBITDA
7.46
P/E
10.29
EV/Sales
3.74
Sector
Pharmaceuticals
Category
N/A
Novo Nordisk: What To Do Now
NVO (trimmed position): Revenue fell 5-13% vs expected 1-3% decline due to US Most Favored Nation pricing & China patent expiries. Lost market share to Lilly despite similar drugs. Wegovy pill launch hit 50K weekly scripts but can't offset structural headwinds. FCF ~DKK 68B implies 20x P/FCF for no-growth biz. Likely dead money 2026.
Read full article (4 min)