Added to YB: 2025-08-05
Pitch date: 2025-08-03
NVO [neutral]
Novo Nordisk A/S
+3.44%
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 in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.
Market Cap
DKK 1.4T
Pitch Price
DKK 310.47
Price Target
N/A
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
Sector
Pharmaceuticals
Category
turnaround
Two wins and one loss - Novo Nordisk A/S
NVO (earnings update): Second profit warning this year as Wegovy struggles vs Lilly's Zepbound & cheaper knockoffs in US. Share price implies almost no value for obesity division - an overreaction. NOVO may need to compete on price, possibly using Trump's drug price rhetoric as cover. Intrinsic value far above current price; awaiting management's fall turnaround plan.
Read full article (1 min)