Added to YB: 2026-04-21
Pitch date: 2026-04-18
NVO [bullish]
Novo Nordisk A/S
+1.06%
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 1.2T
Pitch Price
DKK 255.20
Price Target
N/A
Dividend
4.49%
EV/EBITDA
8.13
P/E
11.31
EV/Sales
4.07
Sector
Pharmaceuticals
Category
turnaround
A Trade Worth Following - Novo Nordisk A/S
NVO: Selling Jan 2027 $35 puts at $3.20 ($320K premium on $3.5M collateral). Stock down 36% in 3mo to near 52W low on CagriSema missing vs LLY tirzepatide (23% vs 25.5% weight loss), Wegovy price cut to $675/mo (50% reduction) Jan 2027, & mgmt guide -5% to -13% sales/op profit 2026. Bull case: oral Wegovy launched Jan w/50K scripts; label expansions (CV, HFpEF, osteoarthritis); price cut unlocks volume/coverage; CagriSema still approvable late 2026; intact FCF/margins fund buybacks. Trade wins if stock holds above $31.80 (current price minus premium) through Jan 2027.
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