I have now also struck and also mixed the currencies a bit! Are you still buying?
Best regards đź––
This is the opinion of ChatGBT⬇️
Why is Novo Nordisk so successful?
1.
Diabetes expertise
- Market leader in insulin and GLP-1 drugs (e.g. Ozempic)
- Over 500 million people worldwide suffer from diabetes - and the trend is rising
2.
Growth boom due to obesity therapy
- Wegovy drug helps people lose weight
- Huge potential: over 1 billion overweight people worldwide
- Often called "the next Apple in healthcare"
3.
Strong research & pipeline
- Investing heavily in new therapies (e.g. cardiovascular, Alzheimer's, liver diseases)
4.
Top financial position
- High margins, extremely profitable
- Solid dividend (approx. 1.2%), regularly increasing
- Low debt, strong cash flow
What makes the share attractive?
+ For growth investors:
- Stable sales, high potential due to obesity market
- Share price growth due to mega trends in the healthcare sector
+ For defensive investors:
- Healthcare sector is crisis-resistant
- Medicines are needed regardless of the economy
Risks?
- Strong dependence on a few blockbuster drugs
- Competition from Eli Lilly (e.g. with Mounjaro) in the same market
- Regulatory intervention possible (e.g. prices in the USA)
Conclusion:
Novo Nordisk is a high-quality long-term share.
It combines medical innovation, financial success and megatrends
