Professional
Added to YB: 2025-03-31
Pitch date: 2025-03-27
NVO [bullish]
Novo Nordisk A/S
-30.64%
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 66.52
Price Target
89.00 (+91%)
Dividend
3.91%
EV/EBITDA
8.10
P/E
11.43
EV/Sales
4.31
Sector
Pharmaceuticals
Category
growth
Novo Nordisk A/S: Raising Fair Value on Improving GLP-1 Supply Despite Pipeline Uncertainty
NVO: Wide moat in diabetes/obesity. 34% of $80B+ diabetes market, 50% of $15B+ insulin market. GLP-1 drugs (Victoza, Ozempic, Rybelsus) driving growth. Wegovy expanding obesity market. Pipeline includes semaglutide for NASH, Alzheimer's. Risks: US pricing pressure, biosimilar competition. FVE $89. 14% 5yr revenue CAGR, 16% EPS CAGR through 2029.
Read full article (9 min)