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Added to YB: 2025-10-14

Pitch date: 2025-10-10

NVO [neutral]

Novo Nordisk A/S

-20.63%

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 1.3T

Pitch Price

DKK 358.00

Price Target

N/A

Dividend

3.91%

EV/EBITDA

8.27

P/E

10.92

EV/Sales

4.43

Sector

Pharmaceuticals

Category

value

Show full summary:
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.

Read full article (1 min)