Added to YB: 2026-02-16
Pitch date: 2026-02-12
NVO [bullish]
Novo Nordisk A/S
-1.46%
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 1.4T
Pitch Price
DKK 311.95
Price Target
N/A
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
Sector
Pharmaceuticals
Category
turnaround
Novo Nordisk A/S: Resurrection?
NVO (added to position): Pure-play obesity leader trading at 12-13x P/E despite expanding pipeline. Oral Wegovy hit 20k scripts week 1 (pharma record). Building personalized medicine franchise: Wegovy (mass market), CagriSema (metabolic health), Zenagamtide (muscle preservation). 5yr patent runway. $4.6B Valo Health AI partnership for R&D acceleration. Guidance cut on price competition but thesis intact at 11% portfolio weight.
Read full article (4 min)