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NYSE:NVO

Novo-Nordisk (NVO)

45.61
-0.65 (1.41%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
268 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

This summary was created by AI, based on 33 opinions in the last 12 months.

Novo Nordisk (NVO) has seen a decline in its market position, particularly in the competitive landscape for GLP-1 drugs where Eli Lilly (LLY) is dominating. Many analysts express concerns about NVO losing market share and not capitalizing effectively on its weight-loss drug offerings. While NVO retains a high-quality franchise in diabetes management and a relatively low price-to-earnings (PE) ratio of 11x, its future growth potential appears clouded by increasing competition and pricing pressures. Recent insider buying offers a glimmer of optimism, but overall sentiment remains cautious, with expectations of only modest earnings growth. The stock's technical chart shows downward trends, leading many experts to recommend patience in assessing recovery potential before committing to long-term investments.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
LLY
WEAK BUY

Traditionally, insulin. Now into weight loss, big home run, stock has charged ahead. Up 40%. Only one approved by the FDA, the leader. Stock won't go down as long as sales keep up. Market is massive. See his Top Picks.

BUY

Has owned this for 20 years. They specialize in diabetes meds. They now have developed a weight-loss drug; shares have surged a lot in the past year given huge demand. NOVO can invest their cash flow into more R&D of drugs.

BUY

Top supplier of insulin. A very good company. Their diabetes drug has sold out so shares have plateaued. That said, he prefers Eli Lilly.

COMMENT
The stock is up so much, but they produce the right medical products.
BUY

Does not own any stock in company, Has had impressive sales record with organic growth. Pressure on diabetes pricing in the USA. Expecting new products coming onto market to benefit the company. Large portion if US(40%) living with obesity. Expensive at current share price.

BUY
Likes company and has owned shares for a long time. #1 company in European diabetic market. Share prices are a little over priced. Will continue holding shares for the long term.
WEAK BUY
NVO vs. LLY Focused on weight loss and diabetes. One issue is the liquidity, as it doesn't work well for his covered call strategy. Still fairly expensive. LLY had great weight reduction results recently. LLY is at a discounted valuation, a more diversified business, and exposure to Alzheimer's. He prefers LLY, but you'd be OK on both.
PAST TOP PICK
(A Top Pick Feb 10/21, Up 46%) Believes company is leading insulin producer for diabetics. Revenues outside USA are increasing. Above average financial results from previous quarter was rewarded by market. Rising diabetes levels in society will be good for company. Company has very little debt and is looking at other products.
COMMENT
He was negative on this 5 years ago but now likes it and owns some for the long term. Insulin prices have normalized and it has a good weight loss drug. When asked to compare to Lilly he prefers NVO although Lilly is good too. The only concern is that this is a defensive growth stock and some might sell to buy cyclicals.
PAST TOP PICK
(A Top Pick Feb 10/21, Up 49%) Leading company for making insulin. The FDA approved their 2.5mg dose of weight-loss drug, which helped share prices. They are first to market with it. The expectations for earnings were moved higher. Getting more international sales in the long term. Stock is starting to get noticed by fund managers internationally.
BUY
A Danish drug company that makes insulin. He likes the pharma stocks, though have been underperforming. He owns many pharmas, but you can't own all of them.
HOLD
Largest producer of insulin in the world. Diabetes is one of the fastest-growing diseases. Will continue to do well.
TOP PICK
A long time favourite. Recent news was FDA approval of a diabetes drug that can also be used for weight-loss. (Analysts’ price target is $76.50)
TOP PICK
Take a pill once a week instead of injecting. Big implications moving forward. International sales have gone beyond what US sales were. Good entry point for the next 5-10 years. May get more diversified over time. No debt outstanding. Yield is 1.45% (Analysts’ price target is $75.73)
COMMENT

It's focused 90% in diabetes products which offers a competitive advantage. He owned this before, but sold it because its options liquidity is low in the US (he trades options). Instead, he owns its direct competitor, Eli Lily, which boasts more product diversity. (Both companies have phase 3 Covid drugs.) Novo is a leader in diabetes and good to own unless you trade options.

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