Novo-Nordisk

NVO-N

NYSE:NVO

72.20
1.17 (1.65%)
Novo Nordisk is a Danish multinational pharmaceutical company headquartered in Bagsværd, Denmark, with production facilities in eight countries, and affiliates or offices in 75 countries.
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Analysis and Opinions about NVO-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 24, 2019
The play is the growth in diabetes -- 11% per year. More drugs and medications will be required and this company has the best market share in the space. As this is a global issue, they worldwide coverage is a great advantage. Yield 3.2% (Analysts’ price target is $53.45)
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Novo-Nordisk (NVO-N)
April 24, 2019
The play is the growth in diabetes -- 11% per year. More drugs and medications will be required and this company has the best market share in the space. As this is a global issue, they worldwide coverage is a great advantage. Yield 3.2% (Analysts’ price target is $53.45)
HOLD
HOLD
February 15, 2019
The company understands that diabetes is growing in China and India. They've been raising market share there. International operations grew by 7%. Oral pills instead of insulin shots are coming out shortly. Increased dividend, a bit below average. Oral pills, if positive, could easily be a 1-5B blockbuster.
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Novo-Nordisk (NVO-N)
February 15, 2019
The company understands that diabetes is growing in China and India. They've been raising market share there. International operations grew by 7%. Oral pills instead of insulin shots are coming out shortly. Increased dividend, a bit below average. Oral pills, if positive, could easily be a 1-5B blockbuster.
TOP PICK
TOP PICK
December 13, 2018
Given that markets will be lack luster he is looking for defensive names. They are focused on the diabetes space. The disease is growing at double digit rates. With their economies of scale, their profit margin is higher than their competitors. The most significant growth in diabetes is in emerging markets where they pay for the drugs themselves. They have to be able to reduce their prices in these markets. (Analysts’ price target is $49.60)
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Novo-Nordisk (NVO-N)
December 13, 2018
Given that markets will be lack luster he is looking for defensive names. They are focused on the diabetes space. The disease is growing at double digit rates. With their economies of scale, their profit margin is higher than their competitors. The most significant growth in diabetes is in emerging markets where they pay for the drugs themselves. They have to be able to reduce their prices in these markets. (Analysts’ price target is $49.60)
BUY
BUY
November 8, 2018
Biggest growth is on diabetes. Market leader. The numbers were a little soft on the last report. Structural growth story. (Analysts’ price target is $45.85)
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Novo-Nordisk (NVO-N)
November 8, 2018
Biggest growth is on diabetes. Market leader. The numbers were a little soft on the last report. Structural growth story. (Analysts’ price target is $45.85)
PAST TOP PICK
PAST TOP PICK
November 2, 2018

(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.

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Novo-Nordisk (NVO-N)
November 2, 2018

(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.

BUY
BUY
October 11, 2018

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.

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Novo-Nordisk (NVO-N)
October 11, 2018

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.

DON'T BUY
DON'T BUY
February 21, 2018

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.

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Novo-Nordisk (NVO-N)
February 21, 2018

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.

DON'T BUY
DON'T BUY
February 8, 2018

Technically it has had very touch go. It does not check his boxes. He is concerned about the pharma’s right now.

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Novo-Nordisk (NVO-N)
February 8, 2018

Technically it has had very touch go. It does not check his boxes. He is concerned about the pharma’s right now.

PAST TOP PICK
PAST TOP PICK
February 6, 2018

(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.

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Novo-Nordisk (NVO-N)
February 6, 2018

(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.

PAST TOP PICK
PAST TOP PICK
January 31, 2018

(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.

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Novo-Nordisk (NVO-N)
January 31, 2018

(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.

COMMENT
COMMENT
January 29, 2018

Starting moving away from US markets, where all the margin compression on price is coming from. Demand for insulin is going to come out of India and China for the next 25 years. They should be able to continue to grow the business. Margins are so high that they can always generate free cash flow, regardless of where the price of insulin is. If they can get the top line growing, margins are so high they can start to generate free cash flow that will drive the growing dividends over time. For new clients coming in, he is buying a half position only. He wouldn't be an aggressive buyer today.

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Novo-Nordisk (NVO-N)
January 29, 2018

Starting moving away from US markets, where all the margin compression on price is coming from. Demand for insulin is going to come out of India and China for the next 25 years. They should be able to continue to grow the business. Margins are so high that they can always generate free cash flow, regardless of where the price of insulin is. If they can get the top line growing, margins are so high they can start to generate free cash flow that will drive the growing dividends over time. For new clients coming in, he is buying a half position only. He wouldn't be an aggressive buyer today.

COMMENT
COMMENT
January 15, 2018

Has a great lineup of new products coming. They own the insulin market globally, and is the #1 provider in the world, and the leader in technology on insulin. Given the trends of diabetes in the world, that is going to be a growing business. A slower growth health care stock that you can hold and get your 3%-5% dividend yield along with another 5%-10% earnings growth. You’ll do just fine.

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Novo-Nordisk (NVO-N)
January 15, 2018

Has a great lineup of new products coming. They own the insulin market globally, and is the #1 provider in the world, and the leader in technology on insulin. Given the trends of diabetes in the world, that is going to be a growing business. A slower growth health care stock that you can hold and get your 3%-5% dividend yield along with another 5%-10% earnings growth. You’ll do just fine.

COMMENT
COMMENT
January 3, 2018

This is very involved in treatment for diabetes. Has stayed away because of the pricing of insulin. Insulin prices have increased almost every year sequentially for the last 20 years, which is incredibly difficult to understand, given the strides that have been made in increasing yields in the biotech fermentation process to produce the drug. Every time new entrants come into the industry, they seem to take the same pricing increase every year. In Europe, insulin is sold at a fraction of the price it is sold in the US. The US president could sign an Executive Order at any time, allowing imports of drugs from the European market, which would collapse the profitability of the industry. He doesn't understand the pricing dynamics.

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Novo-Nordisk (NVO-N)
January 3, 2018

This is very involved in treatment for diabetes. Has stayed away because of the pricing of insulin. Insulin prices have increased almost every year sequentially for the last 20 years, which is incredibly difficult to understand, given the strides that have been made in increasing yields in the biotech fermentation process to produce the drug. Every time new entrants come into the industry, they seem to take the same pricing increase every year. In Europe, insulin is sold at a fraction of the price it is sold in the US. The US president could sign an Executive Order at any time, allowing imports of drugs from the European market, which would collapse the profitability of the industry. He doesn't understand the pricing dynamics.

HOLD
HOLD
December 28, 2017

Just came out with 3 new products. We'll probably see oral insulin medication weekly very shortly. They've passed all FDA approvals for cardiovascular problems. Their weight loss product is about 20%, better than Eli Lilly's. This is not just a matter of penetrating US markets as they are starting to sell more and more internationally to the Indian and Chinese markets. There should be room for dividend increase, probably in the 10% range this year.

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Novo-Nordisk (NVO-N)
December 28, 2017

Just came out with 3 new products. We'll probably see oral insulin medication weekly very shortly. They've passed all FDA approvals for cardiovascular problems. Their weight loss product is about 20%, better than Eli Lilly's. This is not just a matter of penetrating US markets as they are starting to sell more and more internationally to the Indian and Chinese markets. There should be room for dividend increase, probably in the 10% range this year.

WATCH
WATCH
December 20, 2017

A Danish company with about $50 billion in market cap. A global leader in diabetes management. As the world got richer, we all got fatter. They recently announced a $5 billion share buyback. They do this in four-month chunks and are in the middle of the 1st splice. They did this last year as well. They are in a growth market. The stock has had a pretty big run. Look at this in the 1st quarter to see if it pulls back, and if it does add it to your portfolio.

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Novo-Nordisk (NVO-N)
December 20, 2017

A Danish company with about $50 billion in market cap. A global leader in diabetes management. As the world got richer, we all got fatter. They recently announced a $5 billion share buyback. They do this in four-month chunks and are in the middle of the 1st splice. They did this last year as well. They are in a growth market. The stock has had a pretty big run. Look at this in the 1st quarter to see if it pulls back, and if it does add it to your portfolio.

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