Added to YB: 2025-11-14
Pitch date: 2025-11-09
NVO [bullish]
Novo Nordisk A/S
+5.91%
current return
Author Info
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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 298.75
Price Target
N/A
Dividend
3.63%
EV/EBITDA
8.96
P/E
13.76
EV/Sales
4.74
Sector
Pharmaceuticals
Category
turnaround
Novo Nordisk ($NVO): From messy back to miracle
NVO: Messy 2025 transition year w/ pricing noise & compounded GLP-1 competition, but IRA Medicare pricing better than feared (~$290/mo vs $200 doomsday). Oral Wegovy launch catalyst, cardiometabolic expansion, access pilots. 12x P/E vs peers 13-15x. Long-term obesity TAM >$100B intact.
Read full article (7 min)