Professional
Added to YB: 2025-10-09
Pitch date: 2025-10-01
NVO [bullish]
Novo Nordisk A/S
-15.49%
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 380.00
Price Target
N/A
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
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.
Read full article (2 min)