Novo Nordisk: The Bottom Is In
NVO trades at a rare dislocation with a forward P/E ~15% below sector and EPS growth ~66% above, primed for the 2026 healthcare re-rating. Its semaglutide engine (Wegovy growth, CagriSema pipeline, high-dose oral filing) anchors durable expansion despite Lilly's dominance. Pricing, supply, and concentration risks exist, but oversold RSI and macro tailwinds set up 20–30% upside with limited downside.
Can NVO Maintain Obesity Leadership With Next-Generation Candidates?
Novo Nordisk is expanding beyond Wegovy and Ozempic with next-generation obesity candidates and strategic deals to defend its market lead.
The Truth About Novo Nordisk: 4 Myths That Don't Hold Up
Novo Nordisk remains a strong buy despite recent market pessimism, with key growth catalysts on the horizon. NVO's Wegovy, especially at higher doses, rivals Eli Lilly's Zepbound in weight loss and offers superior cardiovascular benefits, maintaining competitive strength. Concerns over tariffs and compounded drugs are overblown; NVO's US manufacturing footprint and legal actions minimize these risks.
Novo Nordisk: Leading bank downgrades drug marker, shares down 2%
Novo Nordisk (NYSE:NVO) has been knocked back by Morgan Stanley, which has cut its rating on the Danish drugmaker from equal weight to underweight and lowered its price target from DKr 380 to DKr 300. The shares fell 2% to DKr 341.95 in Copenhagen after the note landed.
A New Prescription For Pain: Understanding Trump's 100% Pharma Tariff
Novo Nordisk, Sanofi, and AstraZeneca face the largest dollar exposure to President Trump's new 100% tariff on imported branded drugs. NVO's heavy reliance on U.S. sales and imported GLP-1 products puts over 50% of its free cash flow at risk, despite ongoing U.S. manufacturing expansion. Sanofi's high-margin Dupixent and AZN's broad U.S. portfolio are also vulnerable, though both are investing in U.S. production to seek exemptions.
Novo Nordisk: Wegovy Sales Soar, Trump Tariffs No Threat
Despite the difficulties Novo Nordisk's GLP-1 franchise has encountered due to Eli Lilly and manufacturers of compounded versions of semaglutide, demand for Wegovy remains strong. So, its sales amounted to about DKK 19.5 billion in Q2 2025, up 12.5% quarter-on-quarter, thanks in part to strong new data from the SELECT study published on May 13. However, due to the need to rejuvenate and strengthen its portfolio of experimental drugs, Novo Nordisk's management decided not to repurchase shares in Q2 2025.
Denmark's 'Novo Town' holds its breath as Wegovy fever fades
In Denmark's seaside town of Kalundborg, also known as "Novo Town", therapist Heidi Thron Rune has learnt to live with the noise of building work as new facilities take shape to meet demand for Novo Nordisk's Wegovy weight-loss drug.
Here Are 2 Defensive Positions That Are Worth A Look Now
The market will likely pull back at some point, and I think it is smart to start considering some more defensive value positions in your portfolio. NVO remains one of the leaders in the diabetes and obesity space, which has a lot of tailwinds moving forward, but they're priced at ~50% discount to peers like LLY. UPS has many risks, but the valuation of 12x PE seems far too cheap for the recovery story they are currently building.
Novo Nordisk shares rise 5% on upbeat analyst reaction to diabetes conference
Novo Nordisk shares rose 5% on Thursday following positive analyst reactions to an investor meeting that company executives held at the European Association for the Study of Diabetes conference.
Wegovy pill offers 'significant' weight reduction, Novo Nordisk says, as oral obesity drug race intensifies
Trial results showed the "Wegovy pill" led to average weight reduction of 16.6% after 64 weeks, Novo Nordisk said. The company's Chief Science Officer Martin Holst Lange told CNBC that oral treatment offered an important alternative to its existing injection for patients.
Novo Nordisk shares higher on positive Phase 3 trial results for obesity drug Cagrilintide
Novo Nordisk (NYSE:NVO) shares gained on Tuesday after the company reported promising Phase 3 trial results for its experimental weight-loss drug Cagrilintide, presented at the European Association for the Study of Diabetes congress in Vienna. The REDEFINE 1 trial showed that once-weekly injections of Cagrilintide led to an average 11.8% reduction in body weight over 68 weeks, compared with 2.3% in the placebo group.
Novo Nordisk to test weight-loss drugs in broader range of obesity-linked conditions
Novo Nordisk plans to examine in clinical trials whether its future weight-loss drugs can treat a wide range of health conditions linked to obesity, as it has already begun doing with its blockbuster drug Wegovy.
