Added to YB: 2025-11-11
Pitch date: 2025-11-05
NVO [neutral]
Novo Nordisk A/S
-20.45%
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 1.1T
Pitch Price
DKK 297.81
Price Target
N/A
Dividend
4.94%
EV/EBITDA
7.46
P/E
10.29
EV/Sales
3.74
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)