2026 Q2 -tulosraportti
UUTTA
4 päivää sitten
‧1 t 2 min
3,75 DKK/osake
Irtoamispäivä 14.8.
3,99%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
·7 t sittenValuation of Eli Lilly versus Novo Nordisk It is quite obvious that it is Eli Lilly's growth that gives the high valuation compared to Novo Nordisk, and that Eli Lilly's growth so far has come at the expense of Novo Nordisk in the injection market. The valuation indicators often used to evaluate growth companies are PEG and PEGY. Explanations of these indicators can be found online. Companies with a PEG or PEGY value below 1 are considered undervalued or underpriced in relation to the expected growth. Eli Lilly has had a value below 1 until now. If one assumes that the rest of the year will be like the second quarter, AI claims that the PEG and PEGY value for Eli Lilly will be 1. This means that the company is neither over- nor underpriced, but has a fair valuation. Novo Nordisk has performed very poorly on these indicators because the company has lost growth to Eli Lilly. Regarding the way forward, it is likely that competition will continue to increase. This could lead to lower growth for Eli Lilly in the injection market, where the company competes with Novo Nordisk. In the tablet market, the situation is different. We have confirmed that this market is larger, partly because many are afraid of needles, and because the treatment has been expensive. The tablet removes the fear of needles, while prices have come down. The launch in the UK is an example of this. In this market, Novo Nordisk can achieve growth without facing equally strong competition from Eli Lilly. Much indicates that Eli Lilly's tablet is the clearly weakest product, and that there are more customers to compete for. The same is evident from the launch of the tablet in the United Arab Emirates, where Novo Nordisk had already achieved a market share of 50 percent, even though Foundayo was already established in the market. This can therefore give Novo Nordisk important growth, which in turn can positively impact the PEG and PEGY indicators and lead to a better valuation of the company. So the conclusion is that if Novo manages to continue to maintain low growth in the injection market while there is strong growth from the pill market, this could provide a significant contribution and repricing of Novo.
Good that someone finally addresses p/e to growth = PEG. It's not quite as simple as you present it. According to Yahoo Finance, LLY has a PEG = 1.56 and NVO has a PEG = 3.08. This means that LLY is priced cheaply (<2) and NVO expensively (>2), because the industry's fair PEG value typically lies closer to 2 than 1. Therefore, NVO is traded at a premium, because its PEG implies a future growth of merely 13/3.08 = 4%. The market accounts for this growth being modest, that there is a large upside, which is why a high premium is given (read: PEG > fair price) With LLY, it's the exact opposite. Here, you essentially get a penalty because the growth of 33/1.56 = 22% is less than what LLY itself announces. The market accounts for lower growth, because, unlike NVO, there is a significant downside.
8 t sittenTämä julkaisu on poistettu.Retatrutide is a very potent medicine. In relation to obesity, I believe this could become a niche product as there are quite a few more side effects associated with its use. Up to 20 percent stopped using it. It is also unclear how large the fat- vs muscle loss ratio will be. With such a large weight reduction, a significant amount of muscle mass can also be lost. Cagrisema will be introduced in early 2027 as a competitor to zepbound and this has the potential to be better than Zepbound, when one gets to test several different doses between the two different active substances. Now they are considered equally good for obesity, but zepbound is better at lowering blood sugar.
·13 t sittenI am aware that P/E covers several things, including concern for the future, etc. But nevertheless, we should get an update on some of the biggest [companies], here after Novo's great upgrade and very positive outlook for the future.😊 P/E Eli Lilly 40,50 Amgen 25,15 Astra Zeneca 23,61 Rosche 23,52 Sanofi 22,22 Pfeizer 20,09 Novo Nordisk 11,20While on the topic of PE, it is equally relevant to discuss PEG and PEGY; these indicators are what I believe explain Eli's valuation. When PEG and PEGY are under 1, the company is undervalued relative to Price Earnings Growth and Price Earnings Growth Yield. A precise review of these indicators can be found online. Novo performs poorly on these, while Eli Lilly has so far performed favorably. With new figures where growth has slightly decreased relative to revenues, AI claims that Eli is approaching 1. Meaning it is not undervalued, but also not overvalued. Should growth be even more affected, the indicator will turn out poorly for Eli, and that could be reflected in the stock price.
17 t sittenNovo Nordisk has made 343B DKK net profit last five years 2021-2025. That is little less than 46B Euros net profit. And the shareholder return is negative -3% for five years. (Does not take into acct of dividends, but still). This is not investment advice, take your own pills and consult your financial advisors, mom, government officials, and anyone you wish. It is just quite incredible in my opinion.16 t sittenThe same is true for Sanofi. They have made 30B Euros net profit in years 2021-2025. The stock is at five year lows, and the return (without dividends, I know) is at -12%. At the same time, Tesla has promised and is promising some robots, that can talk, hold your hand, cut the onions and cry, maybe next year, Optimus this and self-driving that, and they have had a decent car business and making 43B USD same period. However, Tesla market value is 11 times of Sanofi. Cause it is so easy to build molecules. I can do it with AI, look. "Gemini, build me a full global pharma business with...."
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
UUTTA
4 päivää sitten
‧1 t 2 min
3,75 DKK/osake
Irtoamispäivä 14.8.
3,99%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
- ·7 t sittenValuation of Eli Lilly versus Novo Nordisk It is quite obvious that it is Eli Lilly's growth that gives the high valuation compared to Novo Nordisk, and that Eli Lilly's growth so far has come at the expense of Novo Nordisk in the injection market. The valuation indicators often used to evaluate growth companies are PEG and PEGY. Explanations of these indicators can be found online. Companies with a PEG or PEGY value below 1 are considered undervalued or underpriced in relation to the expected growth. Eli Lilly has had a value below 1 until now. If one assumes that the rest of the year will be like the second quarter, AI claims that the PEG and PEGY value for Eli Lilly will be 1. This means that the company is neither over- nor underpriced, but has a fair valuation. Novo Nordisk has performed very poorly on these indicators because the company has lost growth to Eli Lilly. Regarding the way forward, it is likely that competition will continue to increase. This could lead to lower growth for Eli Lilly in the injection market, where the company competes with Novo Nordisk. In the tablet market, the situation is different. We have confirmed that this market is larger, partly because many are afraid of needles, and because the treatment has been expensive. The tablet removes the fear of needles, while prices have come down. The launch in the UK is an example of this. In this market, Novo Nordisk can achieve growth without facing equally strong competition from Eli Lilly. Much indicates that Eli Lilly's tablet is the clearly weakest product, and that there are more customers to compete for. The same is evident from the launch of the tablet in the United Arab Emirates, where Novo Nordisk had already achieved a market share of 50 percent, even though Foundayo was already established in the market. This can therefore give Novo Nordisk important growth, which in turn can positively impact the PEG and PEGY indicators and lead to a better valuation of the company. So the conclusion is that if Novo manages to continue to maintain low growth in the injection market while there is strong growth from the pill market, this could provide a significant contribution and repricing of Novo.Good that someone finally addresses p/e to growth = PEG. It's not quite as simple as you present it. According to Yahoo Finance, LLY has a PEG = 1.56 and NVO has a PEG = 3.08. This means that LLY is priced cheaply (<2) and NVO expensively (>2), because the industry's fair PEG value typically lies closer to 2 than 1. Therefore, NVO is traded at a premium, because its PEG implies a future growth of merely 13/3.08 = 4%. The market accounts for this growth being modest, that there is a large upside, which is why a high premium is given (read: PEG > fair price) With LLY, it's the exact opposite. Here, you essentially get a penalty because the growth of 33/1.56 = 22% is less than what LLY itself announces. The market accounts for lower growth, because, unlike NVO, there is a significant downside.
- 8 t sittenTämä julkaisu on poistettu.Retatrutide is a very potent medicine. In relation to obesity, I believe this could become a niche product as there are quite a few more side effects associated with its use. Up to 20 percent stopped using it. It is also unclear how large the fat- vs muscle loss ratio will be. With such a large weight reduction, a significant amount of muscle mass can also be lost. Cagrisema will be introduced in early 2027 as a competitor to zepbound and this has the potential to be better than Zepbound, when one gets to test several different doses between the two different active substances. Now they are considered equally good for obesity, but zepbound is better at lowering blood sugar.
- ·13 t sittenI am aware that P/E covers several things, including concern for the future, etc. But nevertheless, we should get an update on some of the biggest [companies], here after Novo's great upgrade and very positive outlook for the future.😊 P/E Eli Lilly 40,50 Amgen 25,15 Astra Zeneca 23,61 Rosche 23,52 Sanofi 22,22 Pfeizer 20,09 Novo Nordisk 11,20While on the topic of PE, it is equally relevant to discuss PEG and PEGY; these indicators are what I believe explain Eli's valuation. When PEG and PEGY are under 1, the company is undervalued relative to Price Earnings Growth and Price Earnings Growth Yield. A precise review of these indicators can be found online. Novo performs poorly on these, while Eli Lilly has so far performed favorably. With new figures where growth has slightly decreased relative to revenues, AI claims that Eli is approaching 1. Meaning it is not undervalued, but also not overvalued. Should growth be even more affected, the indicator will turn out poorly for Eli, and that could be reflected in the stock price.
- 17 t sittenNovo Nordisk has made 343B DKK net profit last five years 2021-2025. That is little less than 46B Euros net profit. And the shareholder return is negative -3% for five years. (Does not take into acct of dividends, but still). This is not investment advice, take your own pills and consult your financial advisors, mom, government officials, and anyone you wish. It is just quite incredible in my opinion.16 t sittenThe same is true for Sanofi. They have made 30B Euros net profit in years 2021-2025. The stock is at five year lows, and the return (without dividends, I know) is at -12%. At the same time, Tesla has promised and is promising some robots, that can talk, hold your hand, cut the onions and cry, maybe next year, Optimus this and self-driving that, and they have had a decent car business and making 43B USD same period. However, Tesla market value is 11 times of Sanofi. Cause it is so easy to build molecules. I can do it with AI, look. "Gemini, build me a full global pharma business with...."
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
UUTTA
4 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
Irtoamispäivä 14.8.
3,99%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenValuation of Eli Lilly versus Novo Nordisk It is quite obvious that it is Eli Lilly's growth that gives the high valuation compared to Novo Nordisk, and that Eli Lilly's growth so far has come at the expense of Novo Nordisk in the injection market. The valuation indicators often used to evaluate growth companies are PEG and PEGY. Explanations of these indicators can be found online. Companies with a PEG or PEGY value below 1 are considered undervalued or underpriced in relation to the expected growth. Eli Lilly has had a value below 1 until now. If one assumes that the rest of the year will be like the second quarter, AI claims that the PEG and PEGY value for Eli Lilly will be 1. This means that the company is neither over- nor underpriced, but has a fair valuation. Novo Nordisk has performed very poorly on these indicators because the company has lost growth to Eli Lilly. Regarding the way forward, it is likely that competition will continue to increase. This could lead to lower growth for Eli Lilly in the injection market, where the company competes with Novo Nordisk. In the tablet market, the situation is different. We have confirmed that this market is larger, partly because many are afraid of needles, and because the treatment has been expensive. The tablet removes the fear of needles, while prices have come down. The launch in the UK is an example of this. In this market, Novo Nordisk can achieve growth without facing equally strong competition from Eli Lilly. Much indicates that Eli Lilly's tablet is the clearly weakest product, and that there are more customers to compete for. The same is evident from the launch of the tablet in the United Arab Emirates, where Novo Nordisk had already achieved a market share of 50 percent, even though Foundayo was already established in the market. This can therefore give Novo Nordisk important growth, which in turn can positively impact the PEG and PEGY indicators and lead to a better valuation of the company. So the conclusion is that if Novo manages to continue to maintain low growth in the injection market while there is strong growth from the pill market, this could provide a significant contribution and repricing of Novo.Good that someone finally addresses p/e to growth = PEG. It's not quite as simple as you present it. According to Yahoo Finance, LLY has a PEG = 1.56 and NVO has a PEG = 3.08. This means that LLY is priced cheaply (<2) and NVO expensively (>2), because the industry's fair PEG value typically lies closer to 2 than 1. Therefore, NVO is traded at a premium, because its PEG implies a future growth of merely 13/3.08 = 4%. The market accounts for this growth being modest, that there is a large upside, which is why a high premium is given (read: PEG > fair price) With LLY, it's the exact opposite. Here, you essentially get a penalty because the growth of 33/1.56 = 22% is less than what LLY itself announces. The market accounts for lower growth, because, unlike NVO, there is a significant downside.
- 8 t sittenTämä julkaisu on poistettu.Retatrutide is a very potent medicine. In relation to obesity, I believe this could become a niche product as there are quite a few more side effects associated with its use. Up to 20 percent stopped using it. It is also unclear how large the fat- vs muscle loss ratio will be. With such a large weight reduction, a significant amount of muscle mass can also be lost. Cagrisema will be introduced in early 2027 as a competitor to zepbound and this has the potential to be better than Zepbound, when one gets to test several different doses between the two different active substances. Now they are considered equally good for obesity, but zepbound is better at lowering blood sugar.
- ·13 t sittenI am aware that P/E covers several things, including concern for the future, etc. But nevertheless, we should get an update on some of the biggest [companies], here after Novo's great upgrade and very positive outlook for the future.😊 P/E Eli Lilly 40,50 Amgen 25,15 Astra Zeneca 23,61 Rosche 23,52 Sanofi 22,22 Pfeizer 20,09 Novo Nordisk 11,20While on the topic of PE, it is equally relevant to discuss PEG and PEGY; these indicators are what I believe explain Eli's valuation. When PEG and PEGY are under 1, the company is undervalued relative to Price Earnings Growth and Price Earnings Growth Yield. A precise review of these indicators can be found online. Novo performs poorly on these, while Eli Lilly has so far performed favorably. With new figures where growth has slightly decreased relative to revenues, AI claims that Eli is approaching 1. Meaning it is not undervalued, but also not overvalued. Should growth be even more affected, the indicator will turn out poorly for Eli, and that could be reflected in the stock price.
- 17 t sittenNovo Nordisk has made 343B DKK net profit last five years 2021-2025. That is little less than 46B Euros net profit. And the shareholder return is negative -3% for five years. (Does not take into acct of dividends, but still). This is not investment advice, take your own pills and consult your financial advisors, mom, government officials, and anyone you wish. It is just quite incredible in my opinion.16 t sittenThe same is true for Sanofi. They have made 30B Euros net profit in years 2021-2025. The stock is at five year lows, and the return (without dividends, I know) is at -12%. At the same time, Tesla has promised and is promising some robots, that can talk, hold your hand, cut the onions and cry, maybe next year, Optimus this and self-driving that, and they have had a decent car business and making 43B USD same period. However, Tesla market value is 11 times of Sanofi. Cause it is so easy to build molecules. I can do it with AI, look. "Gemini, build me a full global pharma business with...."
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