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
PARTIAL BUY
PARTIAL BUY
February 20, 2015

A Danish stock. Largest manufacturer of insulin globally. Modern insulin, being a biologic drug as opposed to chemical drugs, are very, very difficult to duplicate, so there is not really a patent expiry cliff. There is tremendous visibility on the growth of this stock, at 8%-10% this year and similarly in the coming years. Was up today on an announcement of ethnicity on one of their key drugs that was in trial. Dollar cost averaging into this one night be something you want to think about.

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Novo-Nordisk (NVO-N)
February 20, 2015

A Danish stock. Largest manufacturer of insulin globally. Modern insulin, being a biologic drug as opposed to chemical drugs, are very, very difficult to duplicate, so there is not really a patent expiry cliff. There is tremendous visibility on the growth of this stock, at 8%-10% this year and similarly in the coming years. Was up today on an announcement of ethnicity on one of their key drugs that was in trial. Dollar cost averaging into this one night be something you want to think about.

TOP PICK
TOP PICK
January 16, 2015

Largest manufacturer of insulin products with margins that double its competitors. In over 180 countries. They have the largest market share in diabetes care as well as the broadest portfolio of diabetes products. He sees significant growth in this space. Diabetes has grown at 11% per year for the last 10 years, and it is projected that by 2035 there will be 2 times the amount of people globally that have diabetes. The fastest growing region for diabetes cases is in the emerging markets. Dividend yield of 1.9%.

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Novo-Nordisk (NVO-N)
January 16, 2015

Largest manufacturer of insulin products with margins that double its competitors. In over 180 countries. They have the largest market share in diabetes care as well as the broadest portfolio of diabetes products. He sees significant growth in this space. Diabetes has grown at 11% per year for the last 10 years, and it is projected that by 2035 there will be 2 times the amount of people globally that have diabetes. The fastest growing region for diabetes cases is in the emerging markets. Dividend yield of 1.9%.

HOLD
HOLD
July 10, 2014

Diabetes is the primary driver of the story behind this company. Well-run company, and is dominant in the diabetes field. Diabetes is considered pandemic, so if you are a leader in the production of a product that caters to diabetes, then you should do very well. This is trading at about 25X forward earnings, and the growth rate is probably half that, so it has a PEG ratio of about 2. He typically tries to avoid companies trading at this high a growth rate.

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Novo-Nordisk (NVO-N)
July 10, 2014

Diabetes is the primary driver of the story behind this company. Well-run company, and is dominant in the diabetes field. Diabetes is considered pandemic, so if you are a leader in the production of a product that caters to diabetes, then you should do very well. This is trading at about 25X forward earnings, and the growth rate is probably half that, so it has a PEG ratio of about 2. He typically tries to avoid companies trading at this high a growth rate.

WAIT
WAIT
May 20, 2014

Leading insulin maker globally. Diabetes is supposed to grow by 20% over the next 20 years, especially in countries like India and China. This is a big pool for everybody to do well, in spite of competition coming in. Usually every 5 years, this company will have a big run and then start to fall back as their growth rate begins to decline waiting for that time when they can bring new products to market, which will then be the leading edge. In the last year or so, they have been suffering only from the standpoint that one of the HMO providers has decided not to use their insulin drug. Because of this, their earnings growth has declined to roughly the 10% range, but that could be temporary. News on the weekend indicated that their Liraglutide 3 enzyme is the one injection per day that has proven it will help with weight loss for people who are diabetic. Stock is fully valued so wait for an entry point.

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Novo-Nordisk (NVO-N)
May 20, 2014

Leading insulin maker globally. Diabetes is supposed to grow by 20% over the next 20 years, especially in countries like India and China. This is a big pool for everybody to do well, in spite of competition coming in. Usually every 5 years, this company will have a big run and then start to fall back as their growth rate begins to decline waiting for that time when they can bring new products to market, which will then be the leading edge. In the last year or so, they have been suffering only from the standpoint that one of the HMO providers has decided not to use their insulin drug. Because of this, their earnings growth has declined to roughly the 10% range, but that could be temporary. News on the weekend indicated that their Liraglutide 3 enzyme is the one injection per day that has proven it will help with weight loss for people who are diabetic. Stock is fully valued so wait for an entry point.

BUY WEAKNESS
BUY WEAKNESS
March 24, 2014

Probably one of the world’s largest oil field service companies. Involved in manufacturing of equipment. Big builder of drilling rigs for the drilling companies. Very diversified in a lot of different markets. This is actually a great long-term play on the growth of the energy industry. If you don’t own, wait for a bit of a back off before stepping in.

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Novo-Nordisk (NVO-N)
March 24, 2014

Probably one of the world’s largest oil field service companies. Involved in manufacturing of equipment. Big builder of drilling rigs for the drilling companies. Very diversified in a lot of different markets. This is actually a great long-term play on the growth of the energy industry. If you don’t own, wait for a bit of a back off before stepping in.

COMMENT
COMMENT
January 28, 2014

Lost an Express Scripts (ESRX-Q) contract for its synthetic insulin medicine because of price. Although that is a headwind, it is not material. Has a very broad base of profits and sells its products throughout North America and Europe. Also likes that manufacturing insulin is almost a craft, which means it is much more resistance to generics in the long-term. Not necessarily cheap at about 20X trailing earnings, but it’s a business that has pretty strong visibility into decent high single digit top line growth and much better operating profit growth for the next few years. Have done a great job of returning cash to shareholders through buybacks and dividend increases.

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Novo-Nordisk (NVO-N)
January 28, 2014

Lost an Express Scripts (ESRX-Q) contract for its synthetic insulin medicine because of price. Although that is a headwind, it is not material. Has a very broad base of profits and sells its products throughout North America and Europe. Also likes that manufacturing insulin is almost a craft, which means it is much more resistance to generics in the long-term. Not necessarily cheap at about 20X trailing earnings, but it’s a business that has pretty strong visibility into decent high single digit top line growth and much better operating profit growth for the next few years. Have done a great job of returning cash to shareholders through buybacks and dividend increases.

HOLD
HOLD
April 2, 2013

Largest manufacturer of insulin globally and has been taking share from Eli Lilly (LLY-N) for years. Stock sold off because it had problems getting FDA approval for a new type of diabetes drug that has been approved in Europe and Japan.

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Novo-Nordisk (NVO-N)
April 2, 2013

Largest manufacturer of insulin globally and has been taking share from Eli Lilly (LLY-N) for years. Stock sold off because it had problems getting FDA approval for a new type of diabetes drug that has been approved in Europe and Japan.

PAST TOP PICK
PAST TOP PICK
April 11, 2012
(A Top Pick March 31/11. Up 17.16%.) Biggest product is insulin. Type 2 diabetics is expected to grow by 50% over the next 20 years. Have new products coming out.
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Novo-Nordisk (NVO-N)
April 11, 2012
(A Top Pick March 31/11. Up 17.16%.) Biggest product is insulin. Type 2 diabetics is expected to grow by 50% over the next 20 years. Have new products coming out.
TOP PICK
TOP PICK
March 31, 2011
(Buys on Danish exchange for a better bid/offer spread and more liquidity than with ADRs.) Largest insulin manufacturer pharmaceutical globally. Diabetic cases expected to rise 50% over the next 20years, particularly in India and China. Very good at patent protection. Trading at a discount to where its growth rate is expected.
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Novo-Nordisk (NVO-N)
March 31, 2011
(Buys on Danish exchange for a better bid/offer spread and more liquidity than with ADRs.) Largest insulin manufacturer pharmaceutical globally. Diabetic cases expected to rise 50% over the next 20years, particularly in India and China. Very good at patent protection. Trading at a discount to where its growth rate is expected.
PAST TOP PICK
PAST TOP PICK
November 29, 2010
(A Top Pick Dec 29/09. Up 61.3%.) Yield of 1%. Still a Buy.
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Novo-Nordisk (NVO-N)
November 29, 2010
(A Top Pick Dec 29/09. Up 61.3%.) Yield of 1%. Still a Buy.
PARTIAL BUY
PARTIAL BUY
April 29, 2010
Danish pharmaceutical company. Top market share in insulin. Expensive health-care stock but unique in that it doesn't face a patent cliff. Long-term growth profile. With financial problems in Europe, space your purchases over 6 months with 2 or 3 Buys.
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Novo-Nordisk (NVO-N)
April 29, 2010
Danish pharmaceutical company. Top market share in insulin. Expensive health-care stock but unique in that it doesn't face a patent cliff. Long-term growth profile. With financial problems in Europe, space your purchases over 6 months with 2 or 3 Buys.
TOP PICK
TOP PICK
December 29, 2009
Has been more stable than the rest of the pharmaceuticals. Is an insulin producer, which pretty much dominates the market. Diabetic cases will rise 2-4 hundred million over the next 20 years, predominantly because Indians tend to be very susceptible to it. Return on capital is very high – 25-30% range. Very little debt. Dividend increased almost 20% last year.
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Novo-Nordisk (NVO-N)
December 29, 2009
Has been more stable than the rest of the pharmaceuticals. Is an insulin producer, which pretty much dominates the market. Diabetic cases will rise 2-4 hundred million over the next 20 years, predominantly because Indians tend to be very susceptible to it. Return on capital is very high – 25-30% range. Very little debt. Dividend increased almost 20% last year.
BUY
BUY
June 9, 2008
Insulin maker out of Denmark. Good pipeline and good patent protection. Diabetic patients will double over the next 10 to 20 years.
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Novo-Nordisk (NVO-N)
June 9, 2008
Insulin maker out of Denmark. Good pipeline and good patent protection. Diabetic patients will double over the next 10 to 20 years.
BUY
BUY
October 20, 2006
Largest insulin manufacturer in the world. Also makes a haemophiliac medicine that provides clotting during surgery. About to get FDA approval for an application for stroke victims and gunshot wounds.
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Novo-Nordisk (NVO-N)
October 20, 2006
Largest insulin manufacturer in the world. Also makes a haemophiliac medicine that provides clotting during surgery. About to get FDA approval for an application for stroke victims and gunshot wounds.
PAST TOP PICK
PAST TOP PICK
September 14, 2006
(A Top Pick Aug 3/05. Up 23%.) Added more salespeople in the US. Sales on the insulin side are growing. Still a lot of growth coming.
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Novo-Nordisk (NVO-N)
September 14, 2006
(A Top Pick Aug 3/05. Up 23%.) Added more salespeople in the US. Sales on the insulin side are growing. Still a lot of growth coming.
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