Novo Nordisk's sharp selloff is an overreaction; long-term fundamentals remain solid despite lowered guidance and a sudden CEO change. US market headwinds, competitive pressure from Eli Lilly and telehealth, and regulatory loopholes are weighing on near-term growth. Novo Nordisk boasts a robust pipeline with promising obesity and diabetes drugs, including oral Wegovy and next-generation therapies.
Novo Nordisk A/S shares plunged after a Q2 revenue update and 2025 guidance downgrade, despite strong double-digit sales and profit growth. The market is concerned about headwinds for semaglutide (Wegovy/Ozempic), including supply issues, competition, and regulatory risks. Despite the selloff, I believe Novo remains undervalued given its dominant GLP-1 franchise, robust pipeline, and long-term growth potential.
Novo, which became Europe's most valuable listed company following the launch of Wegovy in 2021, is now facing a reckoning as it looks to turn things around after the abrupt removal in May of CEO Lars Fruergaard Jorgensen.
![]() NOVA 3 months ago | Other | €0.98 Per Share |
![]() NOVA 11 months ago | Other | €0.44 Per Share |
![]() NOVA 22 Mar 2024 | Other | €0.79 Per Share |
![]() NOVA 18 Aug 2023 | Other | €0.37 Per Share |
![]() NOVA 24 Mar 2023 | Other | €0.5 Per Share |
6 Aug 2025 (In 1 week) Date | | 5.98 Cons. EPS | - EPS |
7 May 2025 Date | | - Cons. EPS | - EPS |
30 Apr 2025 Date | | - Cons. EPS | - EPS |
5 Feb 2025 Date | | - Cons. EPS | - EPS |
6 Nov 2024 Date | | - Cons. EPS | - EPS |
![]() NOVA 3 months ago | Other | €0.98 Per Share |
![]() NOVA 11 months ago | Other | €0.44 Per Share |
![]() NOVA 22 Mar 2024 | Other | €0.79 Per Share |
![]() NOVA 18 Aug 2023 | Other | €0.37 Per Share |
![]() NOVA 24 Mar 2023 | Other | €0.5 Per Share |
6 Aug 2025 (In 1 week) Date | | 5.98 Cons. EPS | - EPS |
7 May 2025 Date | | - Cons. EPS | - EPS |
30 Apr 2025 Date | | - Cons. EPS | - EPS |
5 Feb 2025 Date | | - Cons. EPS | - EPS |
6 Nov 2024 Date | | - Cons. EPS | - EPS |
Drug Manufacturers - General Industry | Healthcare Sector | Lars Fruergaard Jorgensen CEO | XMUN Exchange | US6701002056 ISIN |
DK Country | 77,406 Employees | 31 Mar 2025 Last Dividend | 20 Sep 2023 Last Split | - IPO Date |
Novo Nordisk A/S is an established global pharmaceutical company with a heritage dating back to 1923. With its headquarters in Bagsvaerd, Denmark, the company has a widespread operational reach across Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and other international markets. Novo Nordisk is committed to discovering and developing innovative pharmaceutical products, focusing primarily on Diabetes and Obesity Care, and Rare Disease. The company has carved a niche for itself by not just being a manufacturer but also engaging in the research and development of new pharmaceutical products, ensuring they provide contemporary and efficient solutions to the healthcare challenges of today.
Novo Nordisk A/S offers a comprehensive range of healthcare products and solutions aimed at addressing some of the most challenging diseases. With a focus on quality and innovation, their offerings encompass:
Through a collaboration agreement with Aspen Pharmaceuticals, Novo Nordisk also ensures the production of insulin products, highlighting their commitment to making essential medications accessible. The company's enduring legacy and forward-looking approach have positioned it as a key player in the global pharmaceutical industry, dedicated to improving the lives of patients worldwide.