Added to YB: 2025-09-05
Pitch date: 2025-09-03
NVO [bullish]
Novo Nordisk A/S
-15.7%
current return
Author Info
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 364.65
Price Target
N/A
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
Sector
Pharmaceuticals
Category
turnaround
Novo Nordisk - $NVO
NVO: Obesity giant down 60% from peak on supply/distribution issues, CEO change & lowered 2025 guidance. Obesity segment grew 85% CAGR (4% to 22% of revenue 2020-24). Catalent acquisition adds capacity, oral GLP-1 in trials. 44% op margins, 64% ROIC despite capex cycle. Patent cliff 2032 but century of R&D focus/innovation cycle suggests staying power in emerging 650M patient obesity market.
Read full article (16 min)