Added to YB: 2025-05-26
Pitch date: 2025-04-11
NVO [bullish]
Novo Nordisk A/S
-29.3%
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 1.4T
Pitch Price
DKK 434.77
Price Target
N/A
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
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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