Added to YB: 2025-11-06
Pitch date: 2025-11-01
NVO [bullish]
Novo Nordisk A/S
+0.96%
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 318.10
Price Target
N/A
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
Sector
Pharmaceuticals
Category
growth
Novo Nordisk: Shedding market weight
NVO: Market leader pivoting from insulin (43.5% global share) to GLP-1 obesity drugs. Lost US share to Lilly (57% vs 43%), CagriSema disappointed at 23% weight loss vs 25% target. Compounded drug competition persists despite shortage resolution. 60% avg ROIC, $16.5B Catalent acquisition for capacity. Oral GLP-1 Amycretin shows 22%+ weight loss potential.
Read full article (6 min)