Added to YB: 2025-12-02
Pitch date: 2025-11-29
NVO [bullish]
Novo Nordisk A/S
+0.41%
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 315.10
Price Target
N/A
Dividend
3.63%
EV/EBITDA
8.96
P/E
13.76
EV/Sales
4.74
Sector
Pharmaceuticals
Category
value
Deep Dive: Novo Nordisk (NVO)
NVO (overview): Danish GLP-1 leader w/ 59% global market share, 37-40% ROIC vs Lilly's 28%. Stock down 54% from highs despite strong fundamentals. Cut Wegovy price to $349 to defend share vs Lilly's tirzepatide. 2026 Medicare coverage expansion major catalyst. Trading 14x P/E vs Lilly's 52x. Pipeline includes CagriSema, amycretin for next-gen obesity drugs.
Read full article (11 min)