Professional
Added to YB: 2025-10-09
Pitch date: 2025-10-01
NVO [bullish]
Novo Nordisk A/S
-35.52%
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 1.1T
Pitch Price
DKK 367.43
Price Target
N/A
Dividend
4.94%
EV/EBITDA
7.46
P/E
10.29
EV/Sales
3.74
Sector
Pharmaceuticals
Category
turnaround
Vltava Fund New Position: Novo Nordisk A/S
NVO (new position): Bought at DKK 287-312 after historic single-day drop from DKK 1,000+ peak. Diabetes/obesity duopoly with Lilly, massive Ozempic/Wegovy demand exceeds supply. Production constraints, competition, regulatory pressure caused growth outlook cuts. High barriers, global reach 170+ countries. Long-term promising despite near-term headwinds.
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