Added to YB: 2025-07-08
Pitch date: 2025-07-01
NVO [neutral]
Novo Nordisk A/S
-27.06%
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 in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.
Market Cap
DKK 1.4T
Pitch Price
DKK 440.30
Price Target
N/A
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
Sector
Pharmaceuticals
Category
turnaround
Novo Nordisk deep dive: The economics of diabetes and obesity
NVO (deep dive - significant headwinds): GLP-1 drugs revolutionizing weight loss with 70% of revenue from semaglutide (Ozempic/Wegovy/Rybelsus). Facing headwinds: CVS exclusive deal signals price war with Lilly, Medicare price negotiations threatening net prices in 2027, Canadian patent loss in 2026, and crowded competitive pipeline. Pipeline includes promising CagriSema, but long-term economics uncertain.
Read full article (29 min)