1D·

Buy Novo Nordisk shares?

Have a nice 3rd Advent:

$NOVO B (-1.14%) is currently at -70%, and many are wondering whether Novo is now a buy.

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My opinion: If margins continue to fall and market shares are not secured by new products, valuations will rise and EBIT... will fall drastically.

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This means that we need new products due to the expiry of patents in Canada in 2026 and GLP-1 in 2030, otherwise margins and sales will be reduced.


You can find out more about this in my new video from Novo, and where my opportunities and risks lie:


https://www.youtube.com/watch?v=cbwE7mDqP2k


Would love some feedback! <3

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6 Comments

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-70 %, oh - there's still room for improvement...
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Still think we have reached the bottom for now on 38/39 eur.
Let’s see what it will bring, in the end and on the long term I thinks it’s a good investment.
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the biggest market is the USA. And I continue to see difficulties for Novo there. Its biggest competitor, Elli Lilly, clearly has an advantage here, but it is also ahead. In addition, other manufacturers have now recognized the potential in the market for antidiabetics. And they also want a slice of the pie. This means aggressive price wars at the expense of margins. I see many more interesting players with greater potential, particularly in the pharmaceutical and biotech sectors.
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