Added to YB: 2025-02-25
Pitch date: 2025-01-06
NVO [bullish]
Novo Nordisk A/S
-39.14%
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 in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.
Market Cap
DKK 1.4T
Pitch Price
DKK 82.45
Price Target
160.00 (+219%)
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
Sector
Pharmaceuticals
Category
value
Novo Nordisk A/S - $NVO
NVO: Novo Nordisk, #2 GLP-1 player, 45% market share. CagriSema Gen3 missed efficacy target (20.4% vs 25%), but in-line with Lilly's Zepbound. Re-trial in 24 months. 22x 2025 P/E vs Lilly's 34x. DCF: $70 downside, $110 base, $160 bull case. Catalysts: Lilly's oral GLP-1 data, CagriSema re-trial 2025.
Read full article (2 min)