Added to YB: 2026-09-15
Pitch date: 2026-09-11
NVO [bullish]
Novo Nordisk A/S
-0.48%
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 43.66
Price Target
N/A
Dividend
4.23%
EV/EBITDA
7.52
P/E
10.55
EV/Sales
4.00
Sector
Pharmaceuticals
Category
growth
Novo Nordisk A/S: Monster
NVO (hold): Holding Novo Nordisk at 5% rather than adding: the Wegovy pill has sold 5M prescriptions and is averaging ~265,000 new prescriptions weekly versus Foundayo’s ~20,000, supporting a stronger oral and manufacturing narrative. Foundayo leads on paper and Zepbound is taking injectable share, so too much must improve before momentum returns; the offset is a relative-value case framing Novo as the “same monster” at one-fifth the price, with most bearish scenarios already priced in.
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