Added to YB: 2025-11-11
Pitch date: 2025-11-05
NVO [neutral]
Novo Nordisk A/S
+2.73%
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 308.00
Price Target
N/A
Dividend
3.63%
EV/EBITDA
8.96
P/E
13.76
EV/Sales
4.74
Sector
Pharmaceuticals
Category
growth
Novo Nordisk Earnings Update: A quick look
NVO (earnings): Q3 15% sales growth, obesity up 37% to DKK 59.9B (Wegovy intl +168%). DKK 9B restructuring costs hit margins (81% vs 84.6% prior) but expect DKK 8B annual savings. Guidance narrowed: 8-11% sales growth, 4-7% op profit growth at CER. Risks: LLY competition, 1M+ US patients using compounded GLP-1s, Medicaid/Medicare pricing pressure from 2027.
Read full article (3 min)