Novo-Nordisk
NVO-N
38 watching
About Novo-Nordisk (NVO-N)
0
0
0
0
0
Your Reaction
The pharma sector. Any picks? Pharma's problem is the US election cycle when candidates always bash big pharma. But these stocks are not expensive now, like JNJ which boasts 3 divisions (consumer, medical devices and pharma); and Novo Nordisk, which offers a diabetes pill and obesity pill. Buy a small position now as well as when they pull back during the election campaign, and certainly after the election. NVO increases its dividend perennially. The Dems and Republicans are equally critical of pharma.
(A Top Pick Oct 04/17, Down 7%) Has owned this for 22 years. #1 insulin maker in the world. Just came out with a drug for weight loss. There'll be a 54% increase in diabetes in 12 years. They and Merck had the best revenue growth. Stock fell a little because a competitor got FDA approval for a similar insulin. They are selling more outside the U.S. and need to sell more to China and India. Then, the street will favour them again.
(A Top Pick Oct 04/17, Down 7%) Has owned this for 22 years. #1 insulin maker in the world. Just came out with a drug for weight loss. There'll be a 54% increase in diabetes in 12 years. They and Merck had the best revenue growth. Stock fell a little because a competitor got FDA approval for a similar insulin. They are selling more outside the U.S. and need to sell more to China and India. Then, the street will favour them again.
It's always been pricey, though it has come off due to competition. He'd look to buy it now. Market growth is substanial and NVO can benefit from it.
It's always been pricey, though it has come off due to competition. He'd look to buy it now. Market growth is substanial and NVO can benefit from it.
With diabetes rising worldwide, will this be a successful investment? He does not want to be in the insulin business. The US is about $100 per vial, whereas in Europe it is about half the price. He thinks there is a risk of a Presidential Order that could allow the import of cheaper offshore supply into America.
With diabetes rising worldwide, will this be a successful investment? He does not want to be in the insulin business. The US is about $100 per vial, whereas in Europe it is about half the price. He thinks there is a risk of a Presidential Order that could allow the import of cheaper offshore supply into America.
Technically it has had very touch go. It does not check his boxes. He is concerned about the pharma’s right now.
Technically it has had very touch go. It does not check his boxes. He is concerned about the pharma’s right now.
(A Top Pick August 26, 2016. Up 4.09%). This is a leader in the diabetes space, and that market is growing. The trend is up considerably, especially in emerging market companies. NVO pays a modest dividend, they have a very large market share and a profit margin that is much higher than their competitors because of their scale and size. They can afford to cut prices more aggressively than competitors when they enter new markets. The consumers in emerging markets are price-sensitive so this is an important advantage.
(A Top Pick August 26, 2016. Up 4.09%). This is a leader in the diabetes space, and that market is growing. The trend is up considerably, especially in emerging market companies. NVO pays a modest dividend, they have a very large market share and a profit margin that is much higher than their competitors because of their scale and size. They can afford to cut prices more aggressively than competitors when they enter new markets. The consumers in emerging markets are price-sensitive so this is an important advantage.
(A Top Pick Jan 27/17. Up 61.37%.) Diabetes unfortunately is a structural growth story. The company has continued to work out well. They raised their dividend. Have about a $4 billion annual share buyback. It generally has more cash than debt. It may be a little ahead of itself, so perhaps wait to Buy in the summer.
(A Top Pick Jan 27/17. Up 61.37%.) Diabetes unfortunately is a structural growth story. The company has continued to work out well. They raised their dividend. Have about a $4 billion annual share buyback. It generally has more cash than debt. It may be a little ahead of itself, so perhaps wait to Buy in the summer.
Comments
00000
The pharma sector. Any picks? Pharma's problem is the US election cycle when candidates always bash big pharma. But these stocks are not expensive now, like JNJ which boasts 3 divisions (consumer, medical devices and pharma); and Novo Nordisk, which offers a diabetes pill and obesity pill. Buy a small position now as well as when they pull back during the election campaign, and certainly after the election. NVO increases its dividend perennially. The Dems and Republicans are equally critical of pharma.