Added to YB: 2025-09-17
Pitch date: 2025-09-16
NVO [bullish]
Novo Nordisk A/S
-12.49%
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 367.00
Price Target
111.20 (-65%)
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
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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