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Added to YB: 2025-02-25

Pitch date: 2025-01-06

NVO [bullish]

Novo Nordisk A/S

-54.42%

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 80.45

Price Target

160.00 (+336%)

Dividend

4.94%

EV/EBITDA

7.46

P/E

10.29

EV/Sales

3.74

Sector

Pharmaceuticals

Category

value

Show full summary:
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)