2026 Q2 -tulosraportti
25 päivää sitten
‧1 t 2 min
3,75 DKK/osake
Viimeisin osinko
3,96%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.8. | ||
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·59 min sittenI have summarized the week's most important Novo Nordisk news in this post: https://x.com/investseekers/status/2094059631504949710?s=20
·1 t sittenIt's hard to predict, especially about the future... I'll make an attempt anyway. Sequentially Q1-Q2, the revenue growth was: Obesity, GLP1: 10,7% Diabetes, GLP1: 12 4% All non GLP1: 13,0% Let's assume there is no sequential growth Q2-Q3, which must be said to be a very pessimistic scenario. Except for the Wegovy pill side. Here we use Novo's own statement that at the time of the Q2 financial report, there are approximately 1,5 mio. users of Wegovy pill. This is distributed with approximately 1,1 mio for US and approximately 0,5 mio. internationally, i.e., approximately 1,6 mio. by Q3. This is a realistic/conservative estimate. This gives a revenue of approximately 6,2 mia. kr. for the pill alone in Q3. Total revenue is obtained as Q3: (6,2 + 19,5) + 36,8 + 18,6 = 81,1 mia kr. We conservatively assume the same revenue for Q4. This now gives a 2026 revenue of: Q1-Q4: 70,1 + 78,5 + 81,1 + 81,1 = 310,8 mia kr. Thus, a growth for 2026 of 0,6%. I therefore find it very difficult to see how we end up with a growth corresponding to -3% for 2026, as is currently being reported.Ok, if we assume half the sequential growth for Q2-Q3, compared to Q1-Q2, we get: Q1-Q4: 70.1 + 78.5 + 85.6 + 85.6 = 319.8 billion DKK. I.e., a growth for the year of 319.8/309.1 = 3.5%. Now the growth forecast has thus moved 6 percentage points, from -3% to +3%. Why not, last time Novo moved it 5 percentage points, from -8% to -3% 😀
·4 t sitten · MuokattuFantastic. Almost a full day without spam from the two chief judges. Where one cannot compose a full sentence. Yes, three words are an impossibility. And relevant information about Novo is non-existent. The other one does, after all, hit relevant information about Novo. Gets into the company. Financial key figures are, however, non-existent. It's mostly the volume of posts that is enormous. I hope the rest of Sunday will be as calm as after noon yesterday. I don't think so, unfortunately. They live here. Thankfully, I only see empty bars from one of them. Happy Sunday.
·8 t sittenNetherlands Wegovy Pill, September The Netherlands: NOK Clinics expects the Wegovy pill to be available by the end of September 2026 and is already accepting registrations for their waiting list. NOK Clinics With Germany's launch of the Wegovy pill planned for September 1, there has surprisingly been very little information about which European market Novo Nordisk will target next. Now a possible hint has emerged from the Netherlands. One of the Netherlands' established providers of treatment for severe obesity expects the pill to be available by the end of September, and they are already allowing patients to sign up to receive updates.
5 hours have passed and Chipdrengen has not commented on your post, I wonder if he's okay or are we so lucky that he finally does what he promised us?
·23 t sitten · MuokattuWhat's interesting about Novo right now is that the company might be more attractive as an investment because the strategy is not yet locked in. The market has already removed a large part of Novo's previous growth premium. The stock trades at a relatively low multiple, while the underlying business remains strong and generates a lot of money. The latest guidance-reset has also come out of the system. This means that as an investor, one does not necessarily need to believe that Novo will quickly return to high organic growth. What's crucial is rather that the current business continues to hold up while the long-term strategic solution is found. Here, the combination of Mike Doustdar and Lars Rebien Sørensen becomes interesting: Mike carries the present. Rebien holds the future. Mike can keep the commercial and operational machine running, implement savings, and ensure stability. Rebien and Fonden simultaneously have the authority to address the much larger question: What should Novo be heading towards the 2030s? This opens several paths to value creation. Novo can stabilize itself as an independent company. A credible new strategy can lift the multiple again. The portfolio can be strengthened through smaller acquisitions and partnerships. Or Fonden can choose a larger structural solution if it creates more value than continuing alone. It is therefore important that the investment case does not depend on a sale or a merger. It is the option on top of the case. In my view, DKK 280–350 is an accumulation zone where a significant part of the strategic uncertainty is already priced in. If Novo merely avoids new material damage and stabilizes earnings, there is a foundation under the case. If strategic clarity simultaneously brings Novo back towards, for example, 15–18× normalized earnings, a significant increase in value will occur without the need for explosive growth. A structural solution around, for example, DKK 500 would be further upside. This creates a somewhat unusual asymmetry: I don't necessarily buy Novo because I believe the current strategy will win. We are buying a very valuable business at a compressed price, while the controlling owner still has the opportunity to choose the future that creates the most value. That is actually what makes Novo more interesting now than a regular “going company” where both strategy and future direction are already locked in.I appreciate that you have considered Novo as an investment case, and are sharing it with us here. But if you are suggesting that the Novo Nordisk Foundation could consider divesting or merging Novo Nordisk A/S, then it is my assessment that the chance of that is very close to 0 %. Now, it's not to sound completely negative, but I would probably still dispute that uncertainty about Novo’s future makes it more interesting for an investor than a company that is executing a successful strategy. In the case of Novo Nordisk, the uncertainty lies in the patent cliff. We have not seen a clear indication that Novo is ready with the obvious successor to Ozempic and Wegovy pen. Currently, Eli Lilly is surging forward and gaining market share with a better molecule. Novo Nordisk has something good up its sleeve in the form of the Wegovy pill, but we have also had an indication that it is not quite so simple to produce enough of the active substance to put into the pills, as we are seeing a relatively slow rollout of the Wegovy pill. Those who use a ‘small molecule’ have a significant advantage regarding the production itself compared to Novo’s semaglutide in pill form. I also believe Astra Zeneca is on its way with a small molecule pill. It is simply not enough that Novo Nordisk has a successful product in the form of the Wegovy pill. Uncertainty is rewarded with a low share price. This thing with a low P/E. I am a shareholder in Torm and it trades at a P/E for 2026 of between 4 and 5, and NAV is higher than the market value. You cannot just say that a P/E of 12 is ‘low’ and therefore the stock is a good buy.
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.
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.
2026 Q2 -tulosraportti
25 päivää sitten
‧1 t 2 min
3,75 DKK/osake
Viimeisin osinko
3,96%Tuotto/v
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
- ·59 min sittenI have summarized the week's most important Novo Nordisk news in this post: https://x.com/investseekers/status/2094059631504949710?s=20
- ·1 t sittenIt's hard to predict, especially about the future... I'll make an attempt anyway. Sequentially Q1-Q2, the revenue growth was: Obesity, GLP1: 10,7% Diabetes, GLP1: 12 4% All non GLP1: 13,0% Let's assume there is no sequential growth Q2-Q3, which must be said to be a very pessimistic scenario. Except for the Wegovy pill side. Here we use Novo's own statement that at the time of the Q2 financial report, there are approximately 1,5 mio. users of Wegovy pill. This is distributed with approximately 1,1 mio for US and approximately 0,5 mio. internationally, i.e., approximately 1,6 mio. by Q3. This is a realistic/conservative estimate. This gives a revenue of approximately 6,2 mia. kr. for the pill alone in Q3. Total revenue is obtained as Q3: (6,2 + 19,5) + 36,8 + 18,6 = 81,1 mia kr. We conservatively assume the same revenue for Q4. This now gives a 2026 revenue of: Q1-Q4: 70,1 + 78,5 + 81,1 + 81,1 = 310,8 mia kr. Thus, a growth for 2026 of 0,6%. I therefore find it very difficult to see how we end up with a growth corresponding to -3% for 2026, as is currently being reported.Ok, if we assume half the sequential growth for Q2-Q3, compared to Q1-Q2, we get: Q1-Q4: 70.1 + 78.5 + 85.6 + 85.6 = 319.8 billion DKK. I.e., a growth for the year of 319.8/309.1 = 3.5%. Now the growth forecast has thus moved 6 percentage points, from -3% to +3%. Why not, last time Novo moved it 5 percentage points, from -8% to -3% 😀
- ·4 t sitten · MuokattuFantastic. Almost a full day without spam from the two chief judges. Where one cannot compose a full sentence. Yes, three words are an impossibility. And relevant information about Novo is non-existent. The other one does, after all, hit relevant information about Novo. Gets into the company. Financial key figures are, however, non-existent. It's mostly the volume of posts that is enormous. I hope the rest of Sunday will be as calm as after noon yesterday. I don't think so, unfortunately. They live here. Thankfully, I only see empty bars from one of them. Happy Sunday.
- ·8 t sittenNetherlands Wegovy Pill, September The Netherlands: NOK Clinics expects the Wegovy pill to be available by the end of September 2026 and is already accepting registrations for their waiting list. NOK Clinics With Germany's launch of the Wegovy pill planned for September 1, there has surprisingly been very little information about which European market Novo Nordisk will target next. Now a possible hint has emerged from the Netherlands. One of the Netherlands' established providers of treatment for severe obesity expects the pill to be available by the end of September, and they are already allowing patients to sign up to receive updates.5 hours have passed and Chipdrengen has not commented on your post, I wonder if he's okay or are we so lucky that he finally does what he promised us?
- ·23 t sitten · MuokattuWhat's interesting about Novo right now is that the company might be more attractive as an investment because the strategy is not yet locked in. The market has already removed a large part of Novo's previous growth premium. The stock trades at a relatively low multiple, while the underlying business remains strong and generates a lot of money. The latest guidance-reset has also come out of the system. This means that as an investor, one does not necessarily need to believe that Novo will quickly return to high organic growth. What's crucial is rather that the current business continues to hold up while the long-term strategic solution is found. Here, the combination of Mike Doustdar and Lars Rebien Sørensen becomes interesting: Mike carries the present. Rebien holds the future. Mike can keep the commercial and operational machine running, implement savings, and ensure stability. Rebien and Fonden simultaneously have the authority to address the much larger question: What should Novo be heading towards the 2030s? This opens several paths to value creation. Novo can stabilize itself as an independent company. A credible new strategy can lift the multiple again. The portfolio can be strengthened through smaller acquisitions and partnerships. Or Fonden can choose a larger structural solution if it creates more value than continuing alone. It is therefore important that the investment case does not depend on a sale or a merger. It is the option on top of the case. In my view, DKK 280–350 is an accumulation zone where a significant part of the strategic uncertainty is already priced in. If Novo merely avoids new material damage and stabilizes earnings, there is a foundation under the case. If strategic clarity simultaneously brings Novo back towards, for example, 15–18× normalized earnings, a significant increase in value will occur without the need for explosive growth. A structural solution around, for example, DKK 500 would be further upside. This creates a somewhat unusual asymmetry: I don't necessarily buy Novo because I believe the current strategy will win. We are buying a very valuable business at a compressed price, while the controlling owner still has the opportunity to choose the future that creates the most value. That is actually what makes Novo more interesting now than a regular “going company” where both strategy and future direction are already locked in.I appreciate that you have considered Novo as an investment case, and are sharing it with us here. But if you are suggesting that the Novo Nordisk Foundation could consider divesting or merging Novo Nordisk A/S, then it is my assessment that the chance of that is very close to 0 %. Now, it's not to sound completely negative, but I would probably still dispute that uncertainty about Novo’s future makes it more interesting for an investor than a company that is executing a successful strategy. In the case of Novo Nordisk, the uncertainty lies in the patent cliff. We have not seen a clear indication that Novo is ready with the obvious successor to Ozempic and Wegovy pen. Currently, Eli Lilly is surging forward and gaining market share with a better molecule. Novo Nordisk has something good up its sleeve in the form of the Wegovy pill, but we have also had an indication that it is not quite so simple to produce enough of the active substance to put into the pills, as we are seeing a relatively slow rollout of the Wegovy pill. Those who use a ‘small molecule’ have a significant advantage regarding the production itself compared to Novo’s semaglutide in pill form. I also believe Astra Zeneca is on its way with a small molecule pill. It is simply not enough that Novo Nordisk has a successful product in the form of the Wegovy pill. Uncertainty is rewarded with a low share price. This thing with a low P/E. I am a shareholder in Torm and it trades at a P/E for 2026 of between 4 and 5, and NAV is higher than the market value. You cannot just say that a P/E of 12 is ‘low’ and therefore the stock is a good buy.
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
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.8. | ||
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 |
2026 Q2 -tulosraportti
25 päivää sitten
‧1 t 2 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.8. | ||
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 |
3,75 DKK/osake
Viimeisin osinko
3,96%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·59 min sittenI have summarized the week's most important Novo Nordisk news in this post: https://x.com/investseekers/status/2094059631504949710?s=20
- ·1 t sittenIt's hard to predict, especially about the future... I'll make an attempt anyway. Sequentially Q1-Q2, the revenue growth was: Obesity, GLP1: 10,7% Diabetes, GLP1: 12 4% All non GLP1: 13,0% Let's assume there is no sequential growth Q2-Q3, which must be said to be a very pessimistic scenario. Except for the Wegovy pill side. Here we use Novo's own statement that at the time of the Q2 financial report, there are approximately 1,5 mio. users of Wegovy pill. This is distributed with approximately 1,1 mio for US and approximately 0,5 mio. internationally, i.e., approximately 1,6 mio. by Q3. This is a realistic/conservative estimate. This gives a revenue of approximately 6,2 mia. kr. for the pill alone in Q3. Total revenue is obtained as Q3: (6,2 + 19,5) + 36,8 + 18,6 = 81,1 mia kr. We conservatively assume the same revenue for Q4. This now gives a 2026 revenue of: Q1-Q4: 70,1 + 78,5 + 81,1 + 81,1 = 310,8 mia kr. Thus, a growth for 2026 of 0,6%. I therefore find it very difficult to see how we end up with a growth corresponding to -3% for 2026, as is currently being reported.Ok, if we assume half the sequential growth for Q2-Q3, compared to Q1-Q2, we get: Q1-Q4: 70.1 + 78.5 + 85.6 + 85.6 = 319.8 billion DKK. I.e., a growth for the year of 319.8/309.1 = 3.5%. Now the growth forecast has thus moved 6 percentage points, from -3% to +3%. Why not, last time Novo moved it 5 percentage points, from -8% to -3% 😀
- ·4 t sitten · MuokattuFantastic. Almost a full day without spam from the two chief judges. Where one cannot compose a full sentence. Yes, three words are an impossibility. And relevant information about Novo is non-existent. The other one does, after all, hit relevant information about Novo. Gets into the company. Financial key figures are, however, non-existent. It's mostly the volume of posts that is enormous. I hope the rest of Sunday will be as calm as after noon yesterday. I don't think so, unfortunately. They live here. Thankfully, I only see empty bars from one of them. Happy Sunday.
- ·8 t sittenNetherlands Wegovy Pill, September The Netherlands: NOK Clinics expects the Wegovy pill to be available by the end of September 2026 and is already accepting registrations for their waiting list. NOK Clinics With Germany's launch of the Wegovy pill planned for September 1, there has surprisingly been very little information about which European market Novo Nordisk will target next. Now a possible hint has emerged from the Netherlands. One of the Netherlands' established providers of treatment for severe obesity expects the pill to be available by the end of September, and they are already allowing patients to sign up to receive updates.5 hours have passed and Chipdrengen has not commented on your post, I wonder if he's okay or are we so lucky that he finally does what he promised us?
- ·23 t sitten · MuokattuWhat's interesting about Novo right now is that the company might be more attractive as an investment because the strategy is not yet locked in. The market has already removed a large part of Novo's previous growth premium. The stock trades at a relatively low multiple, while the underlying business remains strong and generates a lot of money. The latest guidance-reset has also come out of the system. This means that as an investor, one does not necessarily need to believe that Novo will quickly return to high organic growth. What's crucial is rather that the current business continues to hold up while the long-term strategic solution is found. Here, the combination of Mike Doustdar and Lars Rebien Sørensen becomes interesting: Mike carries the present. Rebien holds the future. Mike can keep the commercial and operational machine running, implement savings, and ensure stability. Rebien and Fonden simultaneously have the authority to address the much larger question: What should Novo be heading towards the 2030s? This opens several paths to value creation. Novo can stabilize itself as an independent company. A credible new strategy can lift the multiple again. The portfolio can be strengthened through smaller acquisitions and partnerships. Or Fonden can choose a larger structural solution if it creates more value than continuing alone. It is therefore important that the investment case does not depend on a sale or a merger. It is the option on top of the case. In my view, DKK 280–350 is an accumulation zone where a significant part of the strategic uncertainty is already priced in. If Novo merely avoids new material damage and stabilizes earnings, there is a foundation under the case. If strategic clarity simultaneously brings Novo back towards, for example, 15–18× normalized earnings, a significant increase in value will occur without the need for explosive growth. A structural solution around, for example, DKK 500 would be further upside. This creates a somewhat unusual asymmetry: I don't necessarily buy Novo because I believe the current strategy will win. We are buying a very valuable business at a compressed price, while the controlling owner still has the opportunity to choose the future that creates the most value. That is actually what makes Novo more interesting now than a regular “going company” where both strategy and future direction are already locked in.I appreciate that you have considered Novo as an investment case, and are sharing it with us here. But if you are suggesting that the Novo Nordisk Foundation could consider divesting or merging Novo Nordisk A/S, then it is my assessment that the chance of that is very close to 0 %. Now, it's not to sound completely negative, but I would probably still dispute that uncertainty about Novo’s future makes it more interesting for an investor than a company that is executing a successful strategy. In the case of Novo Nordisk, the uncertainty lies in the patent cliff. We have not seen a clear indication that Novo is ready with the obvious successor to Ozempic and Wegovy pen. Currently, Eli Lilly is surging forward and gaining market share with a better molecule. Novo Nordisk has something good up its sleeve in the form of the Wegovy pill, but we have also had an indication that it is not quite so simple to produce enough of the active substance to put into the pills, as we are seeing a relatively slow rollout of the Wegovy pill. Those who use a ‘small molecule’ have a significant advantage regarding the production itself compared to Novo’s semaglutide in pill form. I also believe Astra Zeneca is on its way with a small molecule pill. It is simply not enough that Novo Nordisk has a successful product in the form of the Wegovy pill. Uncertainty is rewarded with a low share price. This thing with a low P/E. I am a shareholder in Torm and it trades at a P/E for 2026 of between 4 and 5, and NAV is higher than the market value. You cannot just say that a P/E of 12 is ‘low’ and therefore the stock is a good buy.
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
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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