Added to YB: 2025-08-05
Pitch date: 2025-08-03
NVO [neutral]
Novo Nordisk A/S
-11.06%
current return
Author Info
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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 1.1T
Pitch Price
DKK 296.20
Price Target
N/A
Dividend
4.56%
EV/EBITDA
7.01
P/E
9.79
EV/Sales
3.73
Sector
Pharmaceuticals
Category
turnaround
Two wins and one loss - Novo Nordisk A/S
NVO (earnings update): Second profit warning this year as Wegovy struggles vs Lilly's Zepbound & cheaper knockoffs in US. Share price implies almost no value for obesity division - an overreaction. NOVO may need to compete on price, possibly using Trump's drug price rhetoric as cover. Intrinsic value far above current price; awaiting management's fall turnaround plan.
Read full article (1 min)