Added to YB: 2025-10-14
Pitch date: 2025-10-10
NVO [neutral]
Novo Nordisk A/S
-14.54%
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 370.25
Price Target
N/A
Dividend
3.63%
EV/EBITDA
8.96
P/E
13.76
EV/Sales
4.74
Sector
Pharmaceuticals
Category
value
Theodosian Capital | NOVOB – $5bn acquisition
NVO (update): $5.2bn Akero acquisition adds best-in-class MASH asset, strategic fit with 40% MASH patients having T2D, 80%+ overweight. Deal costs 3% FY26 op profit growth from higher R&D but zero rev until 2028+. Trades 14.4x 2026 PE, 3.5% yield, modest vs $262bn market cap.
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