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Added to YB: 2026-05-12

Pitch date: 2026-05-08

NOVO-B.CO [neutral]

Novo Nordisk A/S

+1.87%

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 1.3T

Pitch Price

DKK 294.50

Price Target

N/A

Dividend

4.03%

EV/EBITDA

8.04

P/E

10.59

EV/Sales

4.31

Sector

Pharmaceuticals

Category

growth

Show full summary:
Theodosian Capital | Stocks Update 8/5/2026 - NOVOB – Q1 beat and raise

NOVO-B.CO (earnings): Q1 adj sales 70bn DKK (-4% CER), op profit 33bn DKK (-6% CER, 46.9% margin) beat low expectations. US sales -11%, RoW +6%. Oral Wegovy reached 1M US users. FY guide raised to -4% to -12% sales/op profit (vs -5% to -13%). Q1 FCF 12.8bn DKK. Serves 45M patients (~0.5% global pop). Trades 13.5x 2027 EPS, 3.9% yield—potential re-rating if topline growth returns.

Read full article (2 min)