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.
More at Wikipedia

Analysis and Opinions about NVO-N

Signal
Opinion
Expert
BUY
BUY
November 1, 2016

This has been a tough year for them, and it’s down 39% year to date. Part of the reason is the uncertainty around pricing pressures in the US with drugs. Also, more recently, they slashed their guidance for 2017. He still likes the story. They are a leader in the diabetes space. Their profit margins run around 19%-20%, where their competition is more at 10%-11%. This is important because the fastest growing global area of diabetes is the emerging market countries. This company, because they have a fat profit margin, can step into those markets, cut their prices and still make lots of money.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
November 1, 2016

This has been a tough year for them, and it’s down 39% year to date. Part of the reason is the uncertainty around pricing pressures in the US with drugs. Also, more recently, they slashed their guidance for 2017. He still likes the story. They are a leader in the diabetes space. Their profit margins run around 19%-20%, where their competition is more at 10%-11%. This is important because the fastest growing global area of diabetes is the emerging market countries. This company, because they have a fat profit margin, can step into those markets, cut their prices and still make lots of money.

DON'T BUY
DON'T BUY
October 11, 2016

On valuation, it is really not that exciting. Not cheap nor expensive. The key moving part that creates concern is long-acting insulin pricing in the US. Up until 18-24 months ago, they and Santa Fe (?) were in kind of a cooperative duopoly and inflating prices and did about a 20% gain in one year. The insurers finally had enough, and instead of covering both drugs, they would throw it off to whoever gave the lowest bid. It is not clear where this is going to really end. Until this is decided, there is just no reason to catch a falling knife.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
October 11, 2016

On valuation, it is really not that exciting. Not cheap nor expensive. The key moving part that creates concern is long-acting insulin pricing in the US. Up until 18-24 months ago, they and Santa Fe (?) were in kind of a cooperative duopoly and inflating prices and did about a 20% gain in one year. The insurers finally had enough, and instead of covering both drugs, they would throw it off to whoever gave the lowest bid. It is not clear where this is going to really end. Until this is decided, there is just no reason to catch a falling knife.

TOP PICK
TOP PICK
August 25, 2016

Leader in diabetes in the space. They have fat margins. There is a growth potential in emerging markets where diabetes is growing faster.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
August 25, 2016

Leader in diabetes in the space. They have fat margins. There is a growth potential in emerging markets where diabetes is growing faster.

PAST TOP PICK
PAST TOP PICK
August 25, 2016

(A Top Pick June 7/16. Down 16 point to 3%.) Got hurt recently, because their sales dropped by .05% and analysts are only looking at the short end. The company has 3 potential blockbuster drugs coming out on the diabetes sector, which should give them long-term growth over a ten-year period.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
August 25, 2016

(A Top Pick June 7/16. Down 16 point to 3%.) Got hurt recently, because their sales dropped by .05% and analysts are only looking at the short end. The company has 3 potential blockbuster drugs coming out on the diabetes sector, which should give them long-term growth over a ten-year period.

BUY WEAKNESS
BUY WEAKNESS
June 16, 2016

As far as a pharmaceutical company goes, this is pretty expensive, trading at about 24X earnings. Has about a 50% share in the insulin market, and diabetes is a disease that is growing quite rapidly. Thinks they will continue to do well. Has a very low yield of 1.7%. You would want to buy this on a pullback.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
June 16, 2016

As far as a pharmaceutical company goes, this is pretty expensive, trading at about 24X earnings. Has about a 50% share in the insulin market, and diabetes is a disease that is growing quite rapidly. Thinks they will continue to do well. Has a very low yield of 1.7%. You would want to buy this on a pullback.

TOP PICK
TOP PICK
June 7, 2016

They do drugs for human growth hormone and hemophiliac medicine, but insulin is still their big baby. Over the next 20 years, the number of type II diabetes is expected to grow by 50%, mostly in India and China. The company has new drugs coming out which is helping diabetics to lose weight. Have done a joint venture with a company that will allow them to do oral instead of injections. Dividend yield of 1.67%.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
June 7, 2016

They do drugs for human growth hormone and hemophiliac medicine, but insulin is still their big baby. Over the next 20 years, the number of type II diabetes is expected to grow by 50%, mostly in India and China. The company has new drugs coming out which is helping diabetics to lose weight. Have done a joint venture with a company that will allow them to do oral instead of injections. Dividend yield of 1.67%.

BUY
BUY
April 4, 2016

They got approval for 3 drugs, all to do with diabetes. The demographics are in their favour. The company has always traded at an expensive multiple. The stock has done exceptionally well. It is the one Pharma name he owns. 35% compound annual rate of return.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
April 4, 2016

They got approval for 3 drugs, all to do with diabetes. The demographics are in their favour. The company has always traded at an expensive multiple. The stock has done exceptionally well. It is the one Pharma name he owns. 35% compound annual rate of return.

PAST TOP PICK
PAST TOP PICK
January 11, 2016

(Top Pick Jan 16/15, Up 24.78%) Diabetes is a growing industry. This is the largest and there are economies of scale. He feels it is still in the early stages.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
January 11, 2016

(Top Pick Jan 16/15, Up 24.78%) Diabetes is a growing industry. This is the largest and there are economies of scale. He feels it is still in the early stages.

PAST TOP PICK
PAST TOP PICK
November 20, 2015

(A Top Pick Jan 16/15. Up 25.44%.) Has the largest market share when it comes to diabetes drugs. Diabetes is a fast-growing illness and it is reported that by 2030 there will be twice the number of people globally that have diabetes. A great way to play emerging markets.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
November 20, 2015

(A Top Pick Jan 16/15. Up 25.44%.) Has the largest market share when it comes to diabetes drugs. Diabetes is a fast-growing illness and it is reported that by 2030 there will be twice the number of people globally that have diabetes. A great way to play emerging markets.

PAST TOP PICK
PAST TOP PICK
September 17, 2015

(Top Pick Jan 16/15, Up 29.33%) Great returns. Tough to complain about. The largest market share in the diabetes space. Emerging market countries are contracting diabetes at the highest rate but you can’t sell the drugs at the same price and they can go in and cut their prices. He still likes it long term, but it went up in a flat market.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
September 17, 2015

(Top Pick Jan 16/15, Up 29.33%) Great returns. Tough to complain about. The largest market share in the diabetes space. Emerging market countries are contracting diabetes at the highest rate but you can’t sell the drugs at the same price and they can go in and cut their prices. He still likes it long term, but it went up in a flat market.

PAST TOP PICK
PAST TOP PICK
July 10, 2015

(A Top Pick Jan 16/15. Up 32%.) This is a name he is still Buying. This has the largest market share in the diabetes drug space. Because they are the largest, there are economies of scale. With economies of scale comes a fatter profit margin. Their profit margin is 20%, compared to their competitors at 11%. The part of the world that is growing most rapidly in terms of new diabetes cases is the emerging markets and Latin America, which can’t afford to pay the same amount for diabetes drugs as we can in North America. This company is able to go in and offer the drugs at a much lower price and really take over the market. Still early days. Dividend yield of 1.25%.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
July 10, 2015

(A Top Pick Jan 16/15. Up 32%.) This is a name he is still Buying. This has the largest market share in the diabetes drug space. Because they are the largest, there are economies of scale. With economies of scale comes a fatter profit margin. Their profit margin is 20%, compared to their competitors at 11%. The part of the world that is growing most rapidly in terms of new diabetes cases is the emerging markets and Latin America, which can’t afford to pay the same amount for diabetes drugs as we can in North America. This company is able to go in and offer the drugs at a much lower price and really take over the market. Still early days. Dividend yield of 1.25%.

HOLD
HOLD
June 24, 2015

Largest developer/manufacturer of synthetic insulins globally. Has been a great way of participating in the global diabetes pandemic. Has done well this year because there is heightened expectation that the US is going to approve a long lasting insulin Tresaba. If this gets launched in the US, growth could be in the low teens again next year. This is a hold.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
June 24, 2015

Largest developer/manufacturer of synthetic insulins globally. Has been a great way of participating in the global diabetes pandemic. Has done well this year because there is heightened expectation that the US is going to approve a long lasting insulin Tresaba. If this gets launched in the US, growth could be in the low teens again next year. This is a hold.

DON'T BUY
DON'T BUY
June 2, 2015

This company has done a phenomenal job. Very focused on diabetes which is a long-term growth area. The problem is, the stock is trading for a mid-$30 multiples, and there isn’t much of a dividend there. He would look at this as a wait for a selling opportunity.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
June 2, 2015

This company has done a phenomenal job. Very focused on diabetes which is a long-term growth area. The problem is, the stock is trading for a mid-$30 multiples, and there isn’t much of a dividend there. He would look at this as a wait for a selling opportunity.

BUY WEAKNESS
BUY WEAKNESS
April 16, 2015

Has a very strong franchise in diabetes. Stock has done incredibly well. Also, have the potential of an obesity drug coming out. A lot of that is in the stock already. The problem he has is that the stock trades 54% above its peer group, has done 22% better than the healthcare group, trades at 33X earnings and doesn’t pay very much of a yield. Wait for a pullback.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
April 16, 2015

Has a very strong franchise in diabetes. Stock has done incredibly well. Also, have the potential of an obesity drug coming out. A lot of that is in the stock already. The problem he has is that the stock trades 54% above its peer group, has done 22% better than the healthcare group, trades at 33X earnings and doesn’t pay very much of a yield. Wait for a pullback.

PAST TOP PICK
PAST TOP PICK
February 27, 2015

(A Top Pick Jan 16/15. Up 8.17%.) The largest in the diabetes space. The opportunity is that because they are large, they have significant economies of scale. That is important, because their profit margin is close to double of their competitors. Areas that are growing fastest in terms of new diabetes cases are emerging market countries, which are often the ones that cannot afford to pay the same amount as we can in North America, so with a profit margin that is double their competitors, they can go into that market, provide the drugs at a lower cost, start to own the market and still make very good money.

Show full opinionHide full opinion
Novo-Nordisk (NVO-N)
February 27, 2015

(A Top Pick Jan 16/15. Up 8.17%.) The largest in the diabetes space. The opportunity is that because they are large, they have significant economies of scale. That is important, because their profit margin is close to double of their competitors. Areas that are growing fastest in terms of new diabetes cases are emerging market countries, which are often the ones that cannot afford to pay the same amount as we can in North America, so with a profit margin that is double their competitors, they can go into that market, provide the drugs at a lower cost, start to own the market and still make very good money.

Showing 46 to 60 of 88 entries