Novo Nordisk: Headwinds On The Surface, Deep Value If You Dig
Novo Nordisk remains a Strong Buy despite recent earnings misses, trial setbacks, and competitive pressures in the weight loss/diabetes market. NVO's valuation is compelling, trading at a low P/E of 12.66 with robust margins and industry-leading growth, even amid restructuring costs. Recent U.S. drug pricing agreements and Medicare inclusion may pressure short-term sales but are likely to expand long-term market access for NVO's GLP-1 drugs.
Novo Nordisk: A Textbook Value Trap
Novo Nordisk A/S (NVO), though cheap at 13x forward earnings, is in my view a value trap, as growth is slowing and GLP-1 pricing pressures are capping revenue and profitability. The TrumpRx platform will offer GLP-1 prices of roughly $245/month by 2027, while cheaper future oral pills ($150/month) further pressure Novo's key obesity franchise in the US. Street's forecasts show revenue slowing to low single-digit growth in 2026, with forward EPS estimates trending down, while Eli Lilly's stronger growth justifies its premium multiple.
Novo Nordisk Seeks Extra-Fast Nod From FDA for Higher Dose of Wegovy
NVO seeks an expedited FDA review for a higher 7.2 mg dose of Wegovy after strong weight-loss results in its STEP UP study.
NVO Stock Up as Amycretin Shows Strong Weight Loss in Type 2 Diabetes
Novo Nordisk jumps after phase II data show amycretin offers significant weight loss and HbA1c level reductions in type 2 diabetes patients.
Novo Nordisk: Forget About Alzheimer's, The Real Catalyst Is The Wegovy Pill
Novo Nordisk A/S remains the market leader in obesity and diabetes treatments, despite a recent sharp stock drop and failed Alzheimer's trial. The real growth catalyst for NVO is the upcoming oral semaglutide, which addresses major barriers like affordability and injection aversion. NVO is ahead of Eli Lilly in bringing an oral GLP-1 drug to market, with superior efficacy and a likely 2026 US launch.
NVO Stock Down as Rybelsus Misses Goals in 2 Alzheimer's Studies
Novo Nordisk stock declines on the failure of two phase III studies evaluating oral Rybelsus for treating early-stage symptomatic AD.
What's Happening With Novo Nordisk Stock?
Novo Nordisk's stock has faced pressure following its Ozempic pill's failure in Alzheimer's disease trials, introducing new downside risks for the leader in weight loss medications. While Eli Lilly stock has surged beyond a $1 trillion market capitalization, Novo Nordisk is having difficulty keeping up, both in growth and pipeline progression.
Novo Nordisk Stock Jumps on Positive Weight-Loss Drug Data. Why It Deserves Better.
Novo Nordisk stock was rebounding in premarket trading Tuesday. It's a tale of two drug trials.
Novo Nordisk's Longshot Alzheimer's Trial Didn't Work, But It Is Still Worth Buying
Novo Nordisk A/S shares fell after phase 3 trials showed semaglutide did not slow Alzheimer's progression, though the trials were a longshot due to low optimism. NVO remains fundamentally strong, with robust revenue growth, solid margins, and a low P/E ratio, despite negative sentiment and competition from Eli Lilly. The company has multiple growth drivers, including an upcoming oral weight-loss pill, and maintains a significant global diabetes market share.
Novo Nordisk's weight-loss-drug trial provides rare good news in a rocky year
Novo Nordisk, whose shares have stumbled this year, on Tuesday announced a positive trial result for a weight-loss drug in development.
Novo Nordisk's obesity drug shows weight loss of up to 14.5% in mid-stage study
Novo Nordisk said on Tuesday its experimental obesity drug, amycretin, showed statistically significant weight loss of up to 14.5% at 36 weeks in patients with type 2 diabetes in a mid-stage study.
Novo Nordisk Faces Setback. Here's What Caused the Ozempic Maker's Stock to Tumble Monday.
Novo Nordisk (NVO) shares tumbled Monday morning after the Danish drugmaker posted the latest results from a drug trial.
