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
PAST TOP PICK
PAST TOP PICK
October 13, 2017

(A Top Pick Jan 27/17. Up 37%.) It helps diabetes and is the #1 diabetes company globally. They’ve added an $800 million buyback, which will be completed by the end of October. They’ve also had a number of interesting announcements on the pipeline side. Good strong balance sheet.

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Novo-Nordisk (NVO-N)
October 13, 2017

(A Top Pick Jan 27/17. Up 37%.) It helps diabetes and is the #1 diabetes company globally. They’ve added an $800 million buyback, which will be completed by the end of October. They’ve also had a number of interesting announcements on the pipeline side. Good strong balance sheet.

TOP PICK
TOP PICK
October 4, 2017

Has 4 new products coming out that are all potentially blockbusters, especially the semaglutide, because it means glucose control, weight loss for the diabetics. Recommends half positions for the Top Picks, which is what he does for new clients. Dividend yield of 1.9%. (Analysts’ price target is $50.20.)

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Novo-Nordisk (NVO-N)
October 4, 2017

Has 4 new products coming out that are all potentially blockbusters, especially the semaglutide, because it means glucose control, weight loss for the diabetics. Recommends half positions for the Top Picks, which is what he does for new clients. Dividend yield of 1.9%. (Analysts’ price target is $50.20.)

BUY
BUY
September 11, 2017

Trading substantially higher prior to the Trump bump, which effectively was very negative to healthcare. Fundamentally, its pipeline is quite good, with a number of announcements coming through. They are doing a $2 billion Cdn share buyback. The dividend is sustainable, and the balance sheet is very strong. You could add to your holdings.

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Novo-Nordisk (NVO-N)
September 11, 2017

Trading substantially higher prior to the Trump bump, which effectively was very negative to healthcare. Fundamentally, its pipeline is quite good, with a number of announcements coming through. They are doing a $2 billion Cdn share buyback. The dividend is sustainable, and the balance sheet is very strong. You could add to your holdings.

BUY
BUY
August 21, 2017

(Market Call Minute) We are a seeing a turnaround.

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Novo-Nordisk (NVO-N)
August 21, 2017

(Market Call Minute) We are a seeing a turnaround.

BUY
BUY
July 10, 2017

One of the leaders in diabetic drugs. A very consistent ROE. One of the rare high ROE companies that have a healthy dividend, just north of 3%. One problem he has with companies that produce pharmaceuticals, is that they almost always have to be having blockbuster drugs. This is probably a reasonable time to buy this.

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Novo-Nordisk (NVO-N)
July 10, 2017

One of the leaders in diabetic drugs. A very consistent ROE. One of the rare high ROE companies that have a healthy dividend, just north of 3%. One problem he has with companies that produce pharmaceuticals, is that they almost always have to be having blockbuster drugs. This is probably a reasonable time to buy this.

PAST TOP PICK
PAST TOP PICK
May 19, 2017

(A Top Pick June 7/16. Down 25.31%.) A perfect example for these 3 past Top Picks to be able to take advantage in the fall, for buying more of them to dollar cost average. Year-to-date this is up 10%, because sales to the US pretty much got chopped in half, and that is really on the pricing of insulin. They have 3 new products where they have already got FDA approval and are waiting for 2 more to come out. They are now starting to sell better into China and Japan, getting them away from the US market.

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Novo-Nordisk (NVO-N)
May 19, 2017

(A Top Pick June 7/16. Down 25.31%.) A perfect example for these 3 past Top Picks to be able to take advantage in the fall, for buying more of them to dollar cost average. Year-to-date this is up 10%, because sales to the US pretty much got chopped in half, and that is really on the pricing of insulin. They have 3 new products where they have already got FDA approval and are waiting for 2 more to come out. They are now starting to sell better into China and Japan, getting them away from the US market.

PAST TOP PICK
PAST TOP PICK
May 5, 2017

(A Top Pick Jan 27/17. Up 17%.) The number 1 diabetes drug globally. A good pipeline. More cash than debt. It is also buying back stock. Just reported very good numbers this week.

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(A Top Pick Jan 27/17. Up 17%.) The number 1 diabetes drug globally. A good pipeline. More cash than debt. It is also buying back stock. Just reported very good numbers this week.

HOLD
HOLD
March 13, 2017

This is a Hold, because we have to wait until the company turns around at some quarter from now. Their big problem is between future volume growth, offset by the lower pricing of drugs in the US. Future volume growth would be as more Type 2 diabetics are expected to increase 50% over the next 20 years. The pricing came off a lot faster than their growth in revenues, so the stock price has been pummelled. At this level, valuation is okay. Outside of the 3 blockbuster drugs they have, they are starting to move toward some R&D for renal and kidney disease.

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Novo-Nordisk (NVO-N)
March 13, 2017

This is a Hold, because we have to wait until the company turns around at some quarter from now. Their big problem is between future volume growth, offset by the lower pricing of drugs in the US. Future volume growth would be as more Type 2 diabetics are expected to increase 50% over the next 20 years. The pricing came off a lot faster than their growth in revenues, so the stock price has been pummelled. At this level, valuation is okay. Outside of the 3 blockbuster drugs they have, they are starting to move toward some R&D for renal and kidney disease.

TOP PICK
TOP PICK
January 27, 2017

The market leader in insulin for Type1 and Type2 diabetes. It has had a huge correction like a lot of the drug stocks, on the back of the Trump regime. The stock is down about 30%. Thinks the rate of growth is going to be less than it was in the past, but longer-term this is a good story. It also has a hemophilia drug. Dividend yield of 2.53%. (Analysts’ price target is $35.10.)

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Novo-Nordisk (NVO-N)
January 27, 2017

The market leader in insulin for Type1 and Type2 diabetes. It has had a huge correction like a lot of the drug stocks, on the back of the Trump regime. The stock is down about 30%. Thinks the rate of growth is going to be less than it was in the past, but longer-term this is a good story. It also has a hemophilia drug. Dividend yield of 2.53%. (Analysts’ price target is $35.10.)

COMMENT
COMMENT
January 25, 2017

Has a very small position, and it ranks high on his list. It has done very well in diabetes insulin. However, that is a part of the market where there is starting to be some downward price pressure as more competition has come in. There hasn’t been enough R&D to find out where the next leg of growth is going to be. You would think emerging markets would be a dominant area for them, but they don’t seem to be moving in that direction. The stock is not cheap and gives you about a 2.5% yield. He would like to see an activist investor get involved.

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Novo-Nordisk (NVO-N)
January 25, 2017

Has a very small position, and it ranks high on his list. It has done very well in diabetes insulin. However, that is a part of the market where there is starting to be some downward price pressure as more competition has come in. There hasn’t been enough R&D to find out where the next leg of growth is going to be. You would think emerging markets would be a dominant area for them, but they don’t seem to be moving in that direction. The stock is not cheap and gives you about a 2.5% yield. He would like to see an activist investor get involved.

COMMENT
COMMENT
January 24, 2017

A Danish company involved with diabetic drugs for the most part. Demographically demand for their product should increase. They’ve had a tremendous run over the past 10 years. The stock recently sold off hard, and he is starting to look at it again. If you have a long-term time horizon, this would be a good entry point.

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Novo-Nordisk (NVO-N)
January 24, 2017

A Danish company involved with diabetic drugs for the most part. Demographically demand for their product should increase. They’ve had a tremendous run over the past 10 years. The stock recently sold off hard, and he is starting to look at it again. If you have a long-term time horizon, this would be a good entry point.

BUY
BUY
December 30, 2016

A very interesting Danish company. They have about 50% of the volume market share in insulin. The diabetes market is about $45 billion, and they basically have 28% market share. On top of that, they have done a very good job of making it easier to use their products. Trading at 16X earnings, and used to trade at 30X. The stock has fallen a lot, and diabetes is a growing problem, particularly in North America. Dividend yield of about 2.5%.

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Novo-Nordisk (NVO-N)
December 30, 2016

A very interesting Danish company. They have about 50% of the volume market share in insulin. The diabetes market is about $45 billion, and they basically have 28% market share. On top of that, they have done a very good job of making it easier to use their products. Trading at 16X earnings, and used to trade at 30X. The stock has fallen a lot, and diabetes is a growing problem, particularly in North America. Dividend yield of about 2.5%.

BUY
BUY
December 15, 2016

This has come up about 15% off its lows. There was news today that they are getting involved with stem cell research for Type 1 diabetes. It is still another 5-10 years away, but it caught people’s attention. They are getting hurt on the downside on pricing in the US, because insulin is very expensive. They said in the last quarter that operating margins plus profit growth will be half of what it used to be. However, as people are aging and the number of diabetics for Type 2 is expected to rise by 50% over the next 20 years that is going to give volume growth. They have no debt and have 3 new products coming out, which could be blockbusters. It could also help lead to weight loss for Type 2 diabetics. The only problem this has is that it is a “one trick pony” with insulin. He is still buying more of this.

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Novo-Nordisk (NVO-N)
December 15, 2016

This has come up about 15% off its lows. There was news today that they are getting involved with stem cell research for Type 1 diabetes. It is still another 5-10 years away, but it caught people’s attention. They are getting hurt on the downside on pricing in the US, because insulin is very expensive. They said in the last quarter that operating margins plus profit growth will be half of what it used to be. However, as people are aging and the number of diabetics for Type 2 is expected to rise by 50% over the next 20 years that is going to give volume growth. They have no debt and have 3 new products coming out, which could be blockbusters. It could also help lead to weight loss for Type 2 diabetics. The only problem this has is that it is a “one trick pony” with insulin. He is still buying more of this.

COMMENT
COMMENT
November 23, 2016

Has never owned this, because of its valuation. He has never been able to understand how they were able to continuously execute and doesn’t understand why there is so little competition in an insulin.

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Novo-Nordisk (NVO-N)
November 23, 2016

Has never owned this, because of its valuation. He has never been able to understand how they were able to continuously execute and doesn’t understand why there is so little competition in an insulin.

COMMENT
COMMENT
November 14, 2016

The share price has come down roughly 45% in the last year, mostly on lack of pricing power in the US. Now that Trump is in power, healthcare stocks have started to turn back to some degree. This company has seen a decline in sales in the US, but they are primarily insulin makers, and have got 51% market share. Where they fall in price, they are going to pick up on volume, because there is still expected to be another 50% increase in type I and type II diabetes over the next 25 years. Because they are no longer the high growth story, the stock has come down and is now trading at a value that is based on 6%-7% revenue growth, which he thinks is fairly valued right now. They have no debt and are going to start to diversify away from the step-by-step insulin, into kidney and liver disease. The dividend has plenty of room to grow.

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Novo-Nordisk (NVO-N)
November 14, 2016

The share price has come down roughly 45% in the last year, mostly on lack of pricing power in the US. Now that Trump is in power, healthcare stocks have started to turn back to some degree. This company has seen a decline in sales in the US, but they are primarily insulin makers, and have got 51% market share. Where they fall in price, they are going to pick up on volume, because there is still expected to be another 50% increase in type I and type II diabetes over the next 25 years. Because they are no longer the high growth story, the stock has come down and is now trading at a value that is based on 6%-7% revenue growth, which he thinks is fairly valued right now. They have no debt and are going to start to diversify away from the step-by-step insulin, into kidney and liver disease. The dividend has plenty of room to grow.

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