Professional
Added to YB: 2025-03-31
Pitch date: 2025-03-27
NVO [bullish]
Novo Nordisk A/S
-26.78%
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 68.80
Price Target
89.00 (+77%)
Dividend
3.63%
EV/EBITDA
8.96
P/E
13.76
EV/Sales
4.74
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)