Novo Nordisk

Stock

ISIN: DK0062498333

Ticker: NOVO B

DK0062498333

NOVO B

Price

Debate sobre NOVO B

Puestos

433

Börse_nach_Bauchgefühl

@Boerse_nach_Bauchgefuehl

5H·

First purchase Novo Nordisk

After a long period of consideration (also because I couldn't decide on some of the currently quite attractive shares 😅), I have increased some positions in the last few weeks and have now also decided to invest in $NOVO B (+1,92 %) as well. I believe the company has a lot to offer in the long term - a strong market position, a solid pipeline and the health megatrend speaks for itself anyway. As always, time will tell whether it was the right decision. 📉📈

Are you already invested in Novo Nordisk or considering investing?

09.05

Novo Nordisk

Compró 52 a 58,28 €

3030,56 €

6 Comentarios

Sebi@Seebi

do you have several profiles, I read the last question asked in the same way more often here, cashburner is that you😀

•

Ver todas las 4 respuestas adicionales

wealth.builder101

@wealth_builder101

21H·

My portfolio strategy

My Portfolio is a selection of 15-25 companies which I am buying and planning on never selling. The overall criteria for my #investableuniverse are the following. I will go in-depth in another post:

Little capital needed to run the business (high ROCE)
High returns on invested capital (high ROIC)
Profitability track-record with high gross margins / operating margins / high free cash flow margins
High free cashflow growth / substantial revenue growth
Global revenue diversification
Low cyclicality
#tollbooth Company - Large moat / brand name in the industry / no alternatives to the product
Predictable sources of future growth / global trends

Here are my current holdings:

2 Comentarios

21H

i like it !

•

Mostrar respuesta

Lehman🗽.

@BROTHERS

1D·

Now I'm back in the red with Novo. So the world is safe again😇 Thank God I didn't buy more when "nobody" wanted them

$NOVO B (+1,92 %)

I think we will soon see the € 40 mark again

29Puestos

1,06 %

9 Comentarios

Sebi@Seebi

Congratulations . I already knew all that 😃

•

Ver todas las 5 respuestas adicionales

TomTurboInvest

@TomTurboInvest

1D·

Trading - more than hectic trades and coffee consumption ☕☕☕☕

The image of a trader is often characterized by countless monitors, charts and ticking price information. Hours spent drinking coffee, rapid decisions, lots of stressful trades - this is exactly how many people imagine trading.

But the reality is completely different! 😎

I have long wanted to write an article about trading and give interested community members a deeper insight. You often only hear the infamous killer argument: "Don't do it, 80% lose money." But trading is much more than just a game of chance!

For me, "trading" has developed into an exciting hobby over the years, through which I can with little time investmentbut a serious approacha nice additional income can generate 💰💰💰💰

If you're interested in this topic, let me know! I'll be publishing more posts on the subject in the near future - especially for anyone who wants to learn more about trading.

As my time allows, I might take a closer look at the following questions in posts:

Trading vs. buy & hold - Which strategy suits whom?
Requirements for trading - What should you bring with you?
Time required - How much time is really necessary?
Trade frequency - How many trades do I make as a part-time hobby trader?
Capital - How much do I invest in my trades?
Profit vs. loss trades - My balance sheet for 2025 YTD
Income - What can you earn as a part-time trader?
Trading setup - Saving the most exciting for last - Which indicators do I use?

And, of course, I am also happy to answer specific questions.

What there will most certainly NOT be here:

❌Dubious Telegram channels or invitations to YT, Insta or other social media channels
❌Trading signals or unrealistic promises of profit
❌"Hot" tips - you won't find them among my friends or relatives, nor here!

I'm happy to share my personal experiences, but without any hocus-pocus or get-rich-quick promises. It's about honest exchange for everyone who is interested in trading!

$NOVO B (+1,92 %)

https://getqu.in/1On8c7/

https://getqu.in/uDPZI1/

$UBER (+0,65 %)

https://getqu.in/3E9eGr/

$RDC (+0,68 %)

https://getqu.in/A7DjXN/

$KTN (+0,39 %)

https://getqu.in/9gcnMd/

https://getqu.in/HdajJf/

$ADYEN (+0,69 %)

https://getqu.in/s32Hc0/

$GOOG (+0,49 %)
$TSLA (+1,18 %)
$META (+0,67 %)
$AMZN (+0,6 %)
$NVDA (+0,44 %)

#trading

153

52 Comentarios

Epi@Epi

I would find such a series of articles very interesting! I'm sure there's a lot to learn. 😊

•

Mostrar respuesta

TomTurboInvest

@TomTurboInvest

1D·

Last update Novo Nordisk - a technical view 📈

$NOVO B (+1,92 %) A final chart analysis on earning day. The spook is over - In the chart you can see the last few days in the 1h chart in the focus area of the white ellipse.

As already known, Novo ran up to the first resistance zone (Monday, May 5), from then on it became difficult - the buying interest decreased, and traders who used the entry at the lower edge of the VWAP also sold again.

Today's figures then provided a strong boost in the first two hours of trading. Things then got tough again pretty much in the middle of the resistance zone at €63. Volumes dropped - we ended up at €59.74 at the XETRA close - today's volume-weighted average price was €61.43 (green arrow).

So, that's it for the rest of my $NOVO B (+1,92 %) analysis. I am still confident and also glad to have increased my position again at 50. Now it's time to be patient. Over the next few days and weeks, we will see whether the many good analyst ratings, some with "overweight" recommendations, can attract a lot of new capital again.

TomTurboInvest

@TomTurboInvest

4D·

Update Novo Nordisk - a technical review📈

$NOVO B (+1,92 %) Earnings are approaching - as outlined in the update 3 days ago (May 1), the first potential threshold was reached today. Let's see if the momentum is sufficient to break through the resistance. I'm curious to see where Novo will be at the close of trading today🤔

It is impossible to predict how the market will react to the earnings on May 7 anyway, no matter how good a crystal ball some people think they have 😉

Although a lot of bad news has already been priced in and taken into account by analysts, even minor deviations from expectations can lead to major swings - both negative and positive.

The "good" thing is that there is already a good 23% distance to the strong support around €50 from April 17, i.e. there would be enough room to process bad news and still be able to hold this important threshold. The momentum of the last 2 weeks has been quite strong, so the situation remains exciting.

As is generally the case with Novo, in turbulent times the share price does not always reflect the value of the company. I remain invested and am confident that the fundamental strength will be reflected in the share price sooner or later 👍

4h Chart XETRA May 1, 2025:

4h Chart XETRA May 5, 2025:

EDIT: 1h Chart XETRA daily course until close of trading.

For those interested, the course of the day with a focus on the close. Buying interest was lost almost exactly at the threshold. This may have something to do with the fact that TPs (take profit) are often located at such thresholds, or as was the case today, where volumes also declined during the course of the day. The volume-weighted average price of the session also fell throughout the day. In the last hour of trading, there was increased volume again, but it ultimately closed at the day's low.

The previous analyses can be found in the feed of the last 2 weeks.

4 Comentarios

Patrick@Pazi3

Are you going to do it again now that the prospects are rather positive?

•

Mostrar respuesta

The W.

@thewolfofallstreetz

1D·

HIMS & HERS: EARNINGS HIGHLIGHTS - FAIRER WERT BEI $42

Anbei meine Gedanken zu den Q1-Quartalszahlen (auf Englisch, da einfacher):

Positive

„Floor“ 2030 guidance of $6.5b in revenue and $1.3b adj. EBITDA (= 20% adj. EBITDA margins) —> >100$ stock by 2030 if they execute
Nearly 30% YoY revenue growth excl. GLP-1s
Nearly 50% YoY subscriber growth in dermatology
New verticals coming this year: low testosterone and menopause support, although later than earlier communicated („before year end“ vs. H1-25)
Growing share of personalization (now 60% overall, 70% of new subscribers, 80% in dermatology, sexual health subscribers with daily solutions doubled YoY to >40%)
Higher retention in sexual health and dermatology
Higher personalization and retention are a clear sign of enhancing patient outcomes per dollar spent over time
Strong operating leverage, especially in marketing
Rising operating cashflow
Growing cash position
Updated guide to higher adj. EBITDA and adj. EBITDA margin
Positive outlook on deepening partnership with Novo $NOVO B (+1,92 %) (more product lines / categories, potentially across geographies)
New COO (Amazon veteran)
Confidence in scaling platform globally
Scaling operations (>700k square feet) and upgrade of equipment across facilities
Roadmap to preventive care as mass market in the next 5 years

Negative

Only 137k net subscribers added this quarter (last 4 quarters were all higher, only 6% vs. previous quarter)
Revenue growth excl. GLP-1s showing signs of slowdown (nearly 30% YoY vs. 46% in the previous year) —> maybe due to shift in marketing focus on weight loss and volatility in sexual health
39% of Q1-25 revenue coming from GLP-1s ($230m in Q1-25 vs. $12m in Q2-24)
„Disappointing“ outlook, i.e. no higher guide for Q2-25 and FY25, despite Novo $NOVO B (+1,92 %) deal
Expected volatility in sexual health due to shift to personalized daily solutions vs. on-demand solutions
Decrease in gross margins (73,5% vs. 76,8% QoQ), but expected to be temporary (sequential increase next quarter)
Exploding CAC per net subscribers added (2x vs Q1-24) —> again, maybe due to shift in marketing focus on weight loss
No buybacks, indicating fair value / overvaluation
No CTO update
Ongoing talks with Eli Lilly $LLY (+0,98 %) , but company seems reluctant, given negative stance on compounders

Bewertung

Falls die 2030er Ziele erreicht werden: $6,5 Mrd. Umsatz x 20% Adj. EBITDA Marge x 20er Multiple = $26 Mrd. Marktkapitalisierung = ca. $100 Aktienkurs
Fairer Wert heute: $42

$HIMS (-0,21 %)

10 Comentarios

Olli@Olli68

Nice overview. Thank you 👍

•

Lehman🗽.

@BROTHERS

2D·

I didn't buy enough Novo Nordisk when nobody wanted it 🥺 I always thought it would go towards €40 again🫣

$NOVO B (+1,92 %)

12 Comentarios

Sebi@Seebi

Wait and see

•

Ver todas las 7 respuestas adicionales

Aktien Stammtisch

@Aktien_Stammtisch

2D·

Novo Nordisk Q1'25 Earnings Highlights

$NOVO B (+1,92 %)

🔹 Revenue: DKK 78.1B (Est: DKK78.7B) 😐; +19% YoY

🔹 Net Profit: DKK 29.0B (Est: DKK27.9B) 🟢

🔹 Wegovy: DKK 17.4B (Est: DKK19.0B) 🔴

🔹 Ozempic: DKK 32.7B (Est: DKK32.3B) 🟢

FY25 Guide:

🔹 Cuts Revenue Growth (cc): Now +13–21% vs. prior +16–24% 🔴

🔹 Maintained Operating Profit Growth (cc): +16–24%

Q1 Segment Performance

🔹 US Revenue: +20% YoY

🔹 Obesity Revenue: +67% YoY

🔹 Insulin Revenue: +13% YoY

🔹 Rare Disease Revenue: +5% YoY

🔹 Free Cash Flow: DKK 10B (+89% YoY)

🔸 CEO: ~1/3 of US obesity market now held by GLP-1 compounders

🔸 CFO: Expects 2H utilization step-up for Wegovy and potential label expansion in Q3

🔸 GLP-1 penetration impacted by rapid compounding expansion in the US

🔸 Actively addressing unlawful and unsafe compounding practices

Alvaro

@alvarogonzavega

2D·

NOVO NORDISK Q12025 RESULTS

$NOVO B (+1,92 %)

Net Profit: 29,03B kr 🟢 Expected: 27,8B kr

Revenues: 78,09B kr 🔴 Expected: 78,18B kr

Wegovy Sales: 17,36B kr 🔴 Expected: 18,51B kr

Ozempic Sales: 32,72B kr 🟢 Expected: 31,5B kr

Sales Growth: 13-21% 🟡 Expected: 16-24%

Operating Profit: 16-24% 🟡 Expected: 19-27%

EPS: 6,53 kr 🟢 Expected: 6,04 kr

1 Comentario

market_expert_gbtws@market_expert_gbtws

Into the Olga - I can only repeat myself!

•

GMK_VII

@GMK_VII

2D·

Novo Nordisk: Growth outlook cut - share under pressure?

$NOVO B (+1,92 %) reported a better-than-expected increase in net profit, but lowered its full-year sales growth forecast due to weaker sales of its blockbuster weight-loss drug, #wegovy.
Sales of the popular obesity drug Wegovy amounted to 17.36 billion Danish kroner in the reporting period, slightly below the 18.51 billion Danish kroner expected by analysts.
For 2025, the company now expects sales growth of 13% to 21% at constant exchange rates, which is below the previously forecast range of 16% to 24%.

Source: https://www.cnbc.com/amp/2025/05/07/novo-nordisk-nvo-earnings-q1-2025.html

www.cnbc.comNovo Nordisk shares pop as drugmaker sees copycat Wegovy sales easing in 2025

3 Comentarios

market_expert_gbtws@market_expert_gbtws

Just buy!

•

Valores en tendencia

Principales creadores de la semana

LSX Data · Datos financieros de FactSet