Added to YB: 2026-01-15
Pitch date: 2026-01-13
NVO [bullish]
Novo Nordisk A/S
-0.49%
current return
Author Info
Alpha Talon Investment Research is a Hong Kong–based private family office deploying only proprietary capital across biotech, value turnarounds, and catalyst-driven shorts, focused on intrinsic value, regulatory odds, and mispriced fundamentals. Sign up for the newsletter.
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 1.7T
Pitch Price
DKK 380.10
Price Target
1.2K (-52%)
Dividend
3.04%
EV/EBITDA
10.61
P/E
16.43
EV/Sales
5.61
Sector
Pharmaceuticals
Category
growth
Alpha Talon Investment Research Analysis of the 44th Annual J.P.Morgan Healthcare Conference - Novo Nordisk A/S
NVO: New CEO's strategic reset focuses tightly on diabetes/obesity core markets serving 2B+ patients w/ <10% penetration. Oral Wegovy + higher dose semaglutide launching 2026 to counter competition. Pipeline assets CagriSema/amycretin show >20% weight loss. $165-180 price target by 2030.
Read full article (5 min)