Added to YB: 2026-04-13
Pitch date: 2026-04-09
NVO [neutral]
Novo Nordisk A/S
+0.11%
current return
Author Info
No bio for this author
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 238.00
Price Target
N/A
Dividend
4.86%
EV/EBITDA
7.56
P/E
10.45
EV/Sales
3.79
Sector
Pharmaceuticals
Category
growth
Novo Nordisk A/S: War
NVO (holding update): Oral Wegovy beats Lilly's Orforglipron (16.6% vs 12.4% weight loss, 14x lower GI side effects, 84% patient preference). 70K+ US pharmacies stocked, global rollout underway. Strategy: saturate distribution, lock in subscribers before Lilly scales oral. India/China price cuts to kill generic incentive. SNAC tech enables next-gen oral meds. If subscription model works, deserves 16-25x P/E vs current 10x. Author holds 8% position.
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