Added to YB: 2026-02-09
Pitch date: 2026-02-05
NVO [neutral]
Novo Nordisk A/S
-13.16%
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.
Market Cap
DKK 1.1T
Pitch Price
DKK 272.82
Price Target
N/A
Dividend
4.94%
EV/EBITDA
7.46
P/E
10.29
EV/Sales
3.74
Sector
Pharmaceuticals
Category
N/A
Novo Nordisk: Weight-loss therapy for shareholders continues
NVO (update): Former obesity/diabetes leader faces broken thesis as 2026 sales projected to drop 5-13% vs analyst expectations of modest decline. Patent expirations in major markets (Brazil, Turkey, China, India), US pricing pressure from Trump's policies, competitor Lilly's superior drugs w/ 20%+ weight loss vs Novo's 14.2%. Trading 40x FCF despite declining fundamentals. Another 50% drop possible.
Read full article (9 min)