Added to YB: 2025-12-02
Pitch date: 2025-11-29
NVO [bullish]
Novo Nordisk A/S
-12.45%
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 300.92
Price Target
N/A
Dividend
4.56%
EV/EBITDA
7.01
P/E
9.79
EV/Sales
3.73
Sector
Pharmaceuticals
Category
value
Deep Dive: Novo Nordisk (NVO)
NVO (overview): Danish GLP-1 leader w/ 59% global market share, 37-40% ROIC vs Lilly's 28%. Stock down 54% from highs despite strong fundamentals. Cut Wegovy price to $349 to defend share vs Lilly's tirzepatide. 2026 Medicare coverage expansion major catalyst. Trading 14x P/E vs Lilly's 52x. Pipeline includes CagriSema, amycretin for next-gen obesity drugs.
Read full article (11 min)