Added to YB: 2026-03-04
Pitch date: 2026-03-02
NOVO-B.CO [neutral]
Novo Nordisk A/S
-2.65%
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 1.1T
Pitch Price
DKK 237.80
Price Target
300.00 (+30%)
Dividend
4.92%
EV/EBITDA
7.50
P/E
10.33
EV/Sales
3.76
Sector
Pharmaceuticals
Category
value
Novo Nordisk A/S: Can't Be Killed...
NOVO-B.CO (update): CagriSema underperformed (23% vs Zepbound's 25.5%), LLY's oral Orforglipron beat Wegovy in phase 3. Stock at pre-Wegovy levels, valuing obesity franchise at zero. Hope rests on Zenagamtide (47% energy reduction in mice, oral via proprietary SNAC tech). Author remains long 9% portfolio weight, sees potential dead-cat bounce to 300 DKK PT but acknowledges LLY dominance & pricing pressure risk.
Read full article (3 min)