Added to YB: 2025-05-26
Pitch date: 2025-04-11
NVO [bullish]
Novo Nordisk A/S
-26.13%
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 in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.
Market Cap
DKK 1.4T
Pitch Price
DKK 434.77
Price Target
N/A
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
Sector
Pharmaceuticals
Category
growth
Clearbridge Large Cap Value Strategy New Position: Novo Nordisk A/S
NVO (new position): Leading diabetes care provider & GLP-1 powerhouse. Entered on pullback from Rx slowdown & CagriSema trial confusion. GLP-1 market remains vast, duopoly w/ Lilly likely to persist due to mfg complexity, IP & brand strength. Growth to reaccelerate as Catalent acquisition boosts supply & regulators target unlicensed compounders.
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