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Added to YB: 2025-08-11

Pitch date: 2025-08-07

NVO [bullish]

Novo Nordisk A/S

+1.68%

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 315.86

Price Target

N/A

Dividend

3.64%

EV/EBITDA

8.92

P/E

13.70

EV/Sales

4.72

Sector

Pharmaceuticals

Category

turnaround

Show full summary:
Novo Nordisk's Q2 Doesn't Change My View

NVO: Down 67% YOY, stock drops 5% on earnings. Q2 revenue +13% YOY to 77B DKK, but slowing vs Q1's 20%. Op profit +25% to 72B DKK (47% margin). Obesity sales +36% US, +125% IO with Wegovy +335% IO. 900M global obesity opportunity (<1% treated). Illegal compounding hurting US sales (1M patients). Long-term price cuts likely as market expands.

Read full article (3 min)