Added to YB: 2025-02-25
Pitch date: 2025-01-06
NVO [bullish]
Novo Nordisk A/S
-44.83%
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 1.3T
Pitch Price
DKK 80.45
Price Target
160.00 (+260%)
Dividend
3.91%
EV/EBITDA
8.27
P/E
10.92
EV/Sales
4.43
Sector
Pharmaceuticals
Category
value
Show full summary:
Novo Nordisk A/S - $NVO
NVO: Novo Nordisk, #2 GLP-1 player, 45% market share. CagriSema Gen3 missed efficacy target (20.4% vs 25%), but in-line with Lilly's Zepbound. Re-trial in 24 months. 22x 2025 P/E vs Lilly's 34x. DCF: $70 downside, $110 base, $160 bull case. Catalysts: Lilly's oral GLP-1 data, CagriSema re-trial 2025.
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