Added to YB: 2025-09-17
Pitch date: 2025-09-16
NVO [bullish]
Novo Nordisk A/S
-16.24%
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 367.00
Price Target
111.20 (-64%)
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
Sector
Pharmaceuticals
Category
turnaround
Novo Nordisk: Discounted Valuation + Early Tailwinds = Recovery Potential
NVO added to position: Down 65% from highs on competition/execution issues but turnaround signs emerging: new CEO cutting 9K roles for R&D focus, increased marketing, oral Wegovy promising vs LLY's disappointing Orforglipron, MASH approval, 132 lawsuits vs copycats, Trump tariff reduced to 15%. Trades 14x P/E vs fundamentals - 2x upside on multiple expansion.
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