Added to YB: 2026-07-22
Pitch date: 2026-07-20
NVO [neutral]
Novo Nordisk A/S
-2.83%
current return
Author Info
No bio for this author
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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 1.3T
Pitch Price
DKK 48.90
Price Target
N/A
Dividend
4.00%
EV/EBITDA
7.96
P/E
11.22
EV/Sales
4.23
Sector
Pharmaceuticals
Category
growth
Show full summary:
Novo Nordisk A/S: The Big Bad Bull
NVO (trimmed position): Sold ½ to fund PayPal bet on disappointing execution. GLP-1 leader but Lilly crashed oral pill party; Pfizer/Amgen coming. Risks: price collapse, insulin cannibalization (Vertex/Sana stem-cells by 2029). Wants more M&A (Sana, Structure). P/E 11 'a joke,' MAG7 potential. Still 5% position.
Read full article (3 min)