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Novo Nordisk B

Ylin-
Alin-
Vaihto-
2026 Q1 -tulosraportti
79 päivää sitten
7,95 DKK/osake
Viimeisin osinko
3,66%Tuotto/v

Tarjoustasot

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q2 -tulosraportti
5.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
6.5.
Vuosittainen yhtiökokous 2026
26.3.
2025 Q4 -tulosraportti
4.2.
Ylimääräinen yhtiökokous 2025
14.11.2025
2025 Q3 -tulosraportti
5.11.2025

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 3 t sitten
    ·
    NOVO MUST GO SIGNIFICANTLY UP FOR THE EARNINGS REPORT I think the market has made Novo vs. Eli Lilly far too simple. Lilly is priced as the winner of the entire GLP-1 market. Novo is priced as a company where the market almost no longer believes in growth. It's a strange difference when Novo still earns over 100 bn kr. a year, has massive cashflow, global distribution, buyback and a P/E around 11-12, while Lilly trades around P/E 42. Novo had in 2025 a net profit of 102,4 bn kr. and an EPS of 23,03 kr. Lilly, on the other hand, has a market capitalization over 1.000 bn dollar. What the market especially underestimates is oral Wegovy. The Wegovy pill has reached 3 mn prescriptions in the USA in just over five months. Novo itself writes that more than 80% of new Wegovy pill prescriptions are for patients who were not previously on GLP-1. This is quite important. It doesn't just indicate that Novo is moving patients from injection to pill. It indicates that the pill format opens the market for new patients. And in the direct pill battle, Novo actually seems to be winning quite clearly right now. WSJ recently wrote that Lilly's Foundayo has only taken about 11% of the prescription volume for the new weight loss pills, while the Wegovy pill holds the rest. That is, about 89% for Novo in the oral GLP-1 category. This stands in sharp contrast to the narrative in the stock market. Lilly is priced as if they have already won the oral part as well. But the company that has actually taken the pill market first and hardest is Novo. The EU approval makes the case even stronger. Novo has had the Wegovy pill approved throughout the EU as the first oral GLP-1 for weight management. At the same time, the pill is already approved in the USA, UK, UAE and Bahrain. It's not just the USA anymore. Novo is starting to roll out oral semaglutide globally, while Lilly's Foundayo is still primarily a USA story. In addition, Novo also got EU approval for Wegovy 7,2 mg in a single-dose pen. It delivers about 21% weight loss in STEP UP. This is important because Lilly has long been allowed to own the narrative of “best effect”. Novo is not just 2,4 mg Wegovy anymore. They have both a higher dose, pill format and the existing semaglutide platform. Foundayo naturally has a practical advantage. It can be taken with or without food. That is real. But the market seems to ignore everything else in the label. The FDA label mentions, among other things, interactions with CYP3A4 inhibitors and inducers, simvastatin, oral contraception, delayed gastric emptying and that the product is not recommended for severe liver impairment. Orforglipron is primarily metabolized via hepatic CYP3A4, and exposure increases significantly with moderate and severe liver impairment. This does not mean that Foundayo is ruled out. But it means that “Lilly has an easy pill, Novo has a difficult pill” is too primitive. Novo has semaglutide. It is known from Ozempic, Wegovy and Rybelsus. Oral semaglutide uses SNAC technology, where semaglutide is protected against degradation in the stomach and absorbed via a local, reversible absorption mechanism. It's not just a new random small molecule that the market has to learn the safety profile of from scratch. This is also where I think Novo has an underestimated moat. Many only talk about patent expiry on semaglutide, but oral semaglutide is not just “semaglutide in a tablet”. The delivery technology is a large part of the product. If one wants to make oral semaglutide without Novo's SNAC model, one must prove that a large peptide can be safely and stably delivered through the gastrointestinal system. That is not trivial. At the same time, the FDA has asked Lilly for additional post-marketing safety data on Foundayo. Barron’s wrote in April that the FDA requested more safety data on, among other things, drug-induced liver injury and MACE risk. Again: this is not proof that the product is dangerous. But it is also not irrelevant when talking about a treatment that people potentially have to take for many years. Retatrutide is the next big Lilly narrative. Data are strong, but it is not on the market yet. Reuters wrote today that Lilly plans an FDA application in Q1 2027. The same article states that in a limited MACE assessment, there was a 12% higher risk for the three serious events — heart attack, stroke and death — in the retatrutide group than placebo. The data set was limited and difficult to interpret, but it is still a detail the market seems quite willing to overlook. Novo is being heavily penalized for price pressure in the USA. That's fair enough, because that's the real risk. In Q1, Novo's adjusted sales fell 4% at constant exchange rates, and US Operations fell 11% adjusted, driven by lower realized prices. But at the same time, Obesity Care grew 22% adjusted, the Wegovy pill sold 2,256 bn kr. in Q1, and Novo raised guidance after the quarter.
    3 t sitten
    ·
    That is the part I think the market doesn't give enough credit for. Novo has price pressure, but they also have an oral launch that is already among the strongest pharma launches in the USA measured by volume. They have EU approval. They have a higher Wegovy dose. They have buyback. They have global scale. They have a known safety profile for semaglutide. And they trade as if growth is about to disappear. Lilly is an excellent company. But Lilly must deliver almost perfectly to justify the pricing. Novo doesn't have to be perfect. Novo just needs to show that pill growth translates into real revenue, that USA prices don't fall faster than feared, and that international growth starts to account for more. There has also been an interesting development in the narrative battle itself. Novo has sued Lilly for misleading advertisements in the USA, where Novo believes that Lilly uses older data and omits newer Wegovy data, including a higher dose. It's not a share price driver in itself, but it shows that Novo isn't just sitting passively and accepting the narrative that Lilly is superior in everything. To me, the market's Novo price doesn't look like a company without problems. It looks like a company where the problems have been priced in very harshly, while the positive data points are still treated as temporary. Lilly gets credit for the future. Novo almost only gets punished for the present. The financial report now will be the first real test of whether the market is wrong about Novo. If the Wegovy pill continues to attract strong prescriptions, and this can be seen in revenue without the margin collapsing, then it will be difficult to maintain the narrative that Novo is being overtaken. The stock is priced as if USA price pressure almost eats up the entire GLP-1 case, while the market simultaneously gives Lilly full credit for products that either sell weakly or are yet to come. If Novo shows reasonably stable guidance, strong oral growth, and signs that international rollout is starting to gain momentum, then in my opinion, the stock should not trade at a low P/E like an old defensive pharma stock. Then we need a rerating. Not because everything is solved in one earnings report, but because the market today prices Novo as a company facing structural headwinds, while the numbers can show that they still have the most widespread oral GLP-1 platform, enormous earnings, and a global launch that Lilly has not yet matched.
  • 3 t sitten
    ·
    LLY PE 40, yield 0,56%, NOVO PE 12, yield 3,50%, not so difficult to choose for a value/dividend investor. NOVO is actually outside my area of interest but I am satisfied with the fundamentals I see.
  • 6 t sitten
    ·
    What mental illness does karbonhappy have?
  • 9 t sitten
    ·
    LLY rises significantly in US after NN's pathetic lawsuit. This smells desperate from NN.
    7 t sitten
    ·
    Total pathetic troll 🧌 Take a trip to LEGO Land 🚂🎡🎢
  • 9 t sitten
    ·
    The politicians who are seat-warmers. The system is skewed; returns from productive investments like Novo Nordisk and other Danish companies are punitively taxed. At the same time, corporate profits are first taxed with 22 percent corporate tax, and then for dividend tax for Novo Nordisk, and finally taxation of private stock gains,.so the total burden becomes noticeably heavier than for many passive tax-free housing gains. It is a political priority, not economic logic. If one wants to reward capital that creates growth and jobs, taxation should be more neutral.
    8 t sitten
    ·
    If you continue, you will have the pleasure of being the first I mute.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Uutiset

AI
Viimeisin
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
79 päivää sitten
7,95 DKK/osake
Viimeisin osinko
3,66%Tuotto/v

Uutiset

AI
Viimeisin
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 3 t sitten
    ·
    NOVO MUST GO SIGNIFICANTLY UP FOR THE EARNINGS REPORT I think the market has made Novo vs. Eli Lilly far too simple. Lilly is priced as the winner of the entire GLP-1 market. Novo is priced as a company where the market almost no longer believes in growth. It's a strange difference when Novo still earns over 100 bn kr. a year, has massive cashflow, global distribution, buyback and a P/E around 11-12, while Lilly trades around P/E 42. Novo had in 2025 a net profit of 102,4 bn kr. and an EPS of 23,03 kr. Lilly, on the other hand, has a market capitalization over 1.000 bn dollar. What the market especially underestimates is oral Wegovy. The Wegovy pill has reached 3 mn prescriptions in the USA in just over five months. Novo itself writes that more than 80% of new Wegovy pill prescriptions are for patients who were not previously on GLP-1. This is quite important. It doesn't just indicate that Novo is moving patients from injection to pill. It indicates that the pill format opens the market for new patients. And in the direct pill battle, Novo actually seems to be winning quite clearly right now. WSJ recently wrote that Lilly's Foundayo has only taken about 11% of the prescription volume for the new weight loss pills, while the Wegovy pill holds the rest. That is, about 89% for Novo in the oral GLP-1 category. This stands in sharp contrast to the narrative in the stock market. Lilly is priced as if they have already won the oral part as well. But the company that has actually taken the pill market first and hardest is Novo. The EU approval makes the case even stronger. Novo has had the Wegovy pill approved throughout the EU as the first oral GLP-1 for weight management. At the same time, the pill is already approved in the USA, UK, UAE and Bahrain. It's not just the USA anymore. Novo is starting to roll out oral semaglutide globally, while Lilly's Foundayo is still primarily a USA story. In addition, Novo also got EU approval for Wegovy 7,2 mg in a single-dose pen. It delivers about 21% weight loss in STEP UP. This is important because Lilly has long been allowed to own the narrative of “best effect”. Novo is not just 2,4 mg Wegovy anymore. They have both a higher dose, pill format and the existing semaglutide platform. Foundayo naturally has a practical advantage. It can be taken with or without food. That is real. But the market seems to ignore everything else in the label. The FDA label mentions, among other things, interactions with CYP3A4 inhibitors and inducers, simvastatin, oral contraception, delayed gastric emptying and that the product is not recommended for severe liver impairment. Orforglipron is primarily metabolized via hepatic CYP3A4, and exposure increases significantly with moderate and severe liver impairment. This does not mean that Foundayo is ruled out. But it means that “Lilly has an easy pill, Novo has a difficult pill” is too primitive. Novo has semaglutide. It is known from Ozempic, Wegovy and Rybelsus. Oral semaglutide uses SNAC technology, where semaglutide is protected against degradation in the stomach and absorbed via a local, reversible absorption mechanism. It's not just a new random small molecule that the market has to learn the safety profile of from scratch. This is also where I think Novo has an underestimated moat. Many only talk about patent expiry on semaglutide, but oral semaglutide is not just “semaglutide in a tablet”. The delivery technology is a large part of the product. If one wants to make oral semaglutide without Novo's SNAC model, one must prove that a large peptide can be safely and stably delivered through the gastrointestinal system. That is not trivial. At the same time, the FDA has asked Lilly for additional post-marketing safety data on Foundayo. Barron’s wrote in April that the FDA requested more safety data on, among other things, drug-induced liver injury and MACE risk. Again: this is not proof that the product is dangerous. But it is also not irrelevant when talking about a treatment that people potentially have to take for many years. Retatrutide is the next big Lilly narrative. Data are strong, but it is not on the market yet. Reuters wrote today that Lilly plans an FDA application in Q1 2027. The same article states that in a limited MACE assessment, there was a 12% higher risk for the three serious events — heart attack, stroke and death — in the retatrutide group than placebo. The data set was limited and difficult to interpret, but it is still a detail the market seems quite willing to overlook. Novo is being heavily penalized for price pressure in the USA. That's fair enough, because that's the real risk. In Q1, Novo's adjusted sales fell 4% at constant exchange rates, and US Operations fell 11% adjusted, driven by lower realized prices. But at the same time, Obesity Care grew 22% adjusted, the Wegovy pill sold 2,256 bn kr. in Q1, and Novo raised guidance after the quarter.
    3 t sitten
    ·
    That is the part I think the market doesn't give enough credit for. Novo has price pressure, but they also have an oral launch that is already among the strongest pharma launches in the USA measured by volume. They have EU approval. They have a higher Wegovy dose. They have buyback. They have global scale. They have a known safety profile for semaglutide. And they trade as if growth is about to disappear. Lilly is an excellent company. But Lilly must deliver almost perfectly to justify the pricing. Novo doesn't have to be perfect. Novo just needs to show that pill growth translates into real revenue, that USA prices don't fall faster than feared, and that international growth starts to account for more. There has also been an interesting development in the narrative battle itself. Novo has sued Lilly for misleading advertisements in the USA, where Novo believes that Lilly uses older data and omits newer Wegovy data, including a higher dose. It's not a share price driver in itself, but it shows that Novo isn't just sitting passively and accepting the narrative that Lilly is superior in everything. To me, the market's Novo price doesn't look like a company without problems. It looks like a company where the problems have been priced in very harshly, while the positive data points are still treated as temporary. Lilly gets credit for the future. Novo almost only gets punished for the present. The financial report now will be the first real test of whether the market is wrong about Novo. If the Wegovy pill continues to attract strong prescriptions, and this can be seen in revenue without the margin collapsing, then it will be difficult to maintain the narrative that Novo is being overtaken. The stock is priced as if USA price pressure almost eats up the entire GLP-1 case, while the market simultaneously gives Lilly full credit for products that either sell weakly or are yet to come. If Novo shows reasonably stable guidance, strong oral growth, and signs that international rollout is starting to gain momentum, then in my opinion, the stock should not trade at a low P/E like an old defensive pharma stock. Then we need a rerating. Not because everything is solved in one earnings report, but because the market today prices Novo as a company facing structural headwinds, while the numbers can show that they still have the most widespread oral GLP-1 platform, enormous earnings, and a global launch that Lilly has not yet matched.
  • 3 t sitten
    ·
    LLY PE 40, yield 0,56%, NOVO PE 12, yield 3,50%, not so difficult to choose for a value/dividend investor. NOVO is actually outside my area of interest but I am satisfied with the fundamentals I see.
  • 6 t sitten
    ·
    What mental illness does karbonhappy have?
  • 9 t sitten
    ·
    LLY rises significantly in US after NN's pathetic lawsuit. This smells desperate from NN.
    7 t sitten
    ·
    Total pathetic troll 🧌 Take a trip to LEGO Land 🚂🎡🎢
  • 9 t sitten
    ·
    The politicians who are seat-warmers. The system is skewed; returns from productive investments like Novo Nordisk and other Danish companies are punitively taxed. At the same time, corporate profits are first taxed with 22 percent corporate tax, and then for dividend tax for Novo Nordisk, and finally taxation of private stock gains,.so the total burden becomes noticeably heavier than for many passive tax-free housing gains. It is a political priority, not economic logic. If one wants to reward capital that creates growth and jobs, taxation should be more neutral.
    8 t sitten
    ·
    If you continue, you will have the pleasure of being the first I mute.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Tarjoustasot

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q2 -tulosraportti
5.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
6.5.
Vuosittainen yhtiökokous 2026
26.3.
2025 Q4 -tulosraportti
4.2.
Ylimääräinen yhtiökokous 2025
14.11.2025
2025 Q3 -tulosraportti
5.11.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
79 päivää sitten

Uutiset

AI
Viimeisin
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q2 -tulosraportti
5.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
6.5.
Vuosittainen yhtiökokous 2026
26.3.
2025 Q4 -tulosraportti
4.2.
Ylimääräinen yhtiökokous 2025
14.11.2025
2025 Q3 -tulosraportti
5.11.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

7,95 DKK/osake
Viimeisin osinko
3,66%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 3 t sitten
    ·
    NOVO MUST GO SIGNIFICANTLY UP FOR THE EARNINGS REPORT I think the market has made Novo vs. Eli Lilly far too simple. Lilly is priced as the winner of the entire GLP-1 market. Novo is priced as a company where the market almost no longer believes in growth. It's a strange difference when Novo still earns over 100 bn kr. a year, has massive cashflow, global distribution, buyback and a P/E around 11-12, while Lilly trades around P/E 42. Novo had in 2025 a net profit of 102,4 bn kr. and an EPS of 23,03 kr. Lilly, on the other hand, has a market capitalization over 1.000 bn dollar. What the market especially underestimates is oral Wegovy. The Wegovy pill has reached 3 mn prescriptions in the USA in just over five months. Novo itself writes that more than 80% of new Wegovy pill prescriptions are for patients who were not previously on GLP-1. This is quite important. It doesn't just indicate that Novo is moving patients from injection to pill. It indicates that the pill format opens the market for new patients. And in the direct pill battle, Novo actually seems to be winning quite clearly right now. WSJ recently wrote that Lilly's Foundayo has only taken about 11% of the prescription volume for the new weight loss pills, while the Wegovy pill holds the rest. That is, about 89% for Novo in the oral GLP-1 category. This stands in sharp contrast to the narrative in the stock market. Lilly is priced as if they have already won the oral part as well. But the company that has actually taken the pill market first and hardest is Novo. The EU approval makes the case even stronger. Novo has had the Wegovy pill approved throughout the EU as the first oral GLP-1 for weight management. At the same time, the pill is already approved in the USA, UK, UAE and Bahrain. It's not just the USA anymore. Novo is starting to roll out oral semaglutide globally, while Lilly's Foundayo is still primarily a USA story. In addition, Novo also got EU approval for Wegovy 7,2 mg in a single-dose pen. It delivers about 21% weight loss in STEP UP. This is important because Lilly has long been allowed to own the narrative of “best effect”. Novo is not just 2,4 mg Wegovy anymore. They have both a higher dose, pill format and the existing semaglutide platform. Foundayo naturally has a practical advantage. It can be taken with or without food. That is real. But the market seems to ignore everything else in the label. The FDA label mentions, among other things, interactions with CYP3A4 inhibitors and inducers, simvastatin, oral contraception, delayed gastric emptying and that the product is not recommended for severe liver impairment. Orforglipron is primarily metabolized via hepatic CYP3A4, and exposure increases significantly with moderate and severe liver impairment. This does not mean that Foundayo is ruled out. But it means that “Lilly has an easy pill, Novo has a difficult pill” is too primitive. Novo has semaglutide. It is known from Ozempic, Wegovy and Rybelsus. Oral semaglutide uses SNAC technology, where semaglutide is protected against degradation in the stomach and absorbed via a local, reversible absorption mechanism. It's not just a new random small molecule that the market has to learn the safety profile of from scratch. This is also where I think Novo has an underestimated moat. Many only talk about patent expiry on semaglutide, but oral semaglutide is not just “semaglutide in a tablet”. The delivery technology is a large part of the product. If one wants to make oral semaglutide without Novo's SNAC model, one must prove that a large peptide can be safely and stably delivered through the gastrointestinal system. That is not trivial. At the same time, the FDA has asked Lilly for additional post-marketing safety data on Foundayo. Barron’s wrote in April that the FDA requested more safety data on, among other things, drug-induced liver injury and MACE risk. Again: this is not proof that the product is dangerous. But it is also not irrelevant when talking about a treatment that people potentially have to take for many years. Retatrutide is the next big Lilly narrative. Data are strong, but it is not on the market yet. Reuters wrote today that Lilly plans an FDA application in Q1 2027. The same article states that in a limited MACE assessment, there was a 12% higher risk for the three serious events — heart attack, stroke and death — in the retatrutide group than placebo. The data set was limited and difficult to interpret, but it is still a detail the market seems quite willing to overlook. Novo is being heavily penalized for price pressure in the USA. That's fair enough, because that's the real risk. In Q1, Novo's adjusted sales fell 4% at constant exchange rates, and US Operations fell 11% adjusted, driven by lower realized prices. But at the same time, Obesity Care grew 22% adjusted, the Wegovy pill sold 2,256 bn kr. in Q1, and Novo raised guidance after the quarter.
    3 t sitten
    ·
    That is the part I think the market doesn't give enough credit for. Novo has price pressure, but they also have an oral launch that is already among the strongest pharma launches in the USA measured by volume. They have EU approval. They have a higher Wegovy dose. They have buyback. They have global scale. They have a known safety profile for semaglutide. And they trade as if growth is about to disappear. Lilly is an excellent company. But Lilly must deliver almost perfectly to justify the pricing. Novo doesn't have to be perfect. Novo just needs to show that pill growth translates into real revenue, that USA prices don't fall faster than feared, and that international growth starts to account for more. There has also been an interesting development in the narrative battle itself. Novo has sued Lilly for misleading advertisements in the USA, where Novo believes that Lilly uses older data and omits newer Wegovy data, including a higher dose. It's not a share price driver in itself, but it shows that Novo isn't just sitting passively and accepting the narrative that Lilly is superior in everything. To me, the market's Novo price doesn't look like a company without problems. It looks like a company where the problems have been priced in very harshly, while the positive data points are still treated as temporary. Lilly gets credit for the future. Novo almost only gets punished for the present. The financial report now will be the first real test of whether the market is wrong about Novo. If the Wegovy pill continues to attract strong prescriptions, and this can be seen in revenue without the margin collapsing, then it will be difficult to maintain the narrative that Novo is being overtaken. The stock is priced as if USA price pressure almost eats up the entire GLP-1 case, while the market simultaneously gives Lilly full credit for products that either sell weakly or are yet to come. If Novo shows reasonably stable guidance, strong oral growth, and signs that international rollout is starting to gain momentum, then in my opinion, the stock should not trade at a low P/E like an old defensive pharma stock. Then we need a rerating. Not because everything is solved in one earnings report, but because the market today prices Novo as a company facing structural headwinds, while the numbers can show that they still have the most widespread oral GLP-1 platform, enormous earnings, and a global launch that Lilly has not yet matched.
  • 3 t sitten
    ·
    LLY PE 40, yield 0,56%, NOVO PE 12, yield 3,50%, not so difficult to choose for a value/dividend investor. NOVO is actually outside my area of interest but I am satisfied with the fundamentals I see.
  • 6 t sitten
    ·
    What mental illness does karbonhappy have?
  • 9 t sitten
    ·
    LLY rises significantly in US after NN's pathetic lawsuit. This smells desperate from NN.
    7 t sitten
    ·
    Total pathetic troll 🧌 Take a trip to LEGO Land 🚂🎡🎢
  • 9 t sitten
    ·
    The politicians who are seat-warmers. The system is skewed; returns from productive investments like Novo Nordisk and other Danish companies are punitively taxed. At the same time, corporate profits are first taxed with 22 percent corporate tax, and then for dividend tax for Novo Nordisk, and finally taxation of private stock gains,.so the total burden becomes noticeably heavier than for many passive tax-free housing gains. It is a political priority, not economic logic. If one wants to reward capital that creates growth and jobs, taxation should be more neutral.
    8 t sitten
    ·
    If you continue, you will have the pleasure of being the first I mute.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Tarjoustasot

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt