Added to YB: 2025-09-29
Pitch date: 2025-09-25
NVO [bullish]
Novo Nordisk A/S
-12.7%
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 352.10
Price Target
N/A
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
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)