Added to YB: 2025-09-29
Pitch date: 2025-09-25
NVO [bullish]
Novo Nordisk A/S
-8.79%
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 in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.
Market Cap
DKK 1.4T
Pitch Price
DKK 352.10
Price Target
N/A
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
Sector
Pharmaceuticals
Category
growth
Novo Nordisk Write Up
NVO: Global obesity epidemic drives massive GLP-1 market (~$150B by 2035). Novo dominates w/ Ozempic/Wegovy (60% 2024 rev) but losing share to Lilly's superior tirzepatide. Bull: untapped market (934M obese globally), oral Wegovy approval Q4 2025, CagriSema 22.7% weight loss. Bear: patent cliff 2032, compounded competition, pricing pressure from regulators.
Read full article (18 min)