$NOVO B (-1,61 %) In my view, the bottom has been reached. I re-entered the day before yesterday with 0.5k, buy in 43.18€ (11.580413 shares)
✅ Important resolutions
- The previous Chairman of the Board of Directors, Helge Lund, as well as Vice Chairman Henrik Poulsen and several other previous members of the Supervisory Board resigned.
- The following were newly elected:
- Lars Rebien Sørensen as Chairman of the Supervisory Board.
- Cees de Jong as Vice-Chairman.
- Britt Meelby Jensen and Stephan Engels as new members of the Supervisory Board.
- All new elections are valid until the next Annual General Meeting on March 26, 2026.
Name
Role / Position
Professional & experience background
Lars Rebien Sørensen
Chairman ("Chair")
He was CEO of Novo Nordisk from 2000 to 2016. Later Chairman of the Novo Nordisk Foundation and Novo Holdings.
Cees de Jong
Vice Chairman ("Vice Chair")
Former CEO of Chr. Hansen. According to Reuters, he has many years of management and leadership experience in the life sciences sector.
Britt Meelby Jensen
member
Currently CEO of Ambu, a Danish medical technology company. She also previously worked at Novo Nordisk and has management experience in the biotech industry.
Stephan Engels
member
According to Reuters, former CFO of Danske Bank and previously at Commerzbank. He has experience in finance and banking.
⚠️ Important restrictions:
- Mikael Dolsten was originally on the candidate lists, but has withdrawn his candidacy.
🔍 Strategic analysis of the new Novo Nordisk Board members (EGM 2025)
Novo Nordisk is in an extremely important phase: global expansion, production bottlenecks, political pressure over GLP-1 drugs and massive capital requirements. This is precisely why people have been chosen to fill certain skill gaps on the Executive Board.
1️⃣ Lars Rebien Sørensen - Chairman
🎯 Key competencies
- Longtime Ex-CEO of Novo Nordisk
- Former Chairman of the Novo Nordisk Foundation and Novo Holdings
- Deep knowledge in:
- global pharma strategy
- Regulation & Policy
- R&D management
- Sustainable corporate management
🧠 Why is it important?
He is "Mr. Novo Nordisk".
His election shows: Stability, risk control, long-term vision.
He will be decisive for:
- the expansion of production capacities worldwide
- political influence in the EU & USA
- ensuring sustainable growth (GLP-1 demand is exploding)
2️⃣ Cees de Jong - Vice Chairman
🎯 Key competencies
- Former CEO of Chr. Hansen (Life Sciences & Fermentation)
- Decades of experience in:
- global production
- quality standards
- Biotechnological scaling
🧠 Why is it important?
The biggest challenge for Novo at the moment is manufacturing capacity.
Cees de Jong is a specialist in exactly that.
He brings expertise in:
- efficient production chains
- Scaling microbiological and pharmaceutical processes
- supply chain security
His choice is a clear signalthat Novo Nordisk wants to tackle production problems on a massive scale.
3️⃣ Britt Meelby Jensen - Member
🎯 Key competencies
- CEO of Ambu (MedTech)
- Management experience in the healthcare sector
- Previously worked in the Novo Nordisk Group
- Deep understanding of:
- Medical Technology
- global sales
- operational scaling
🧠 Why is it important?
She brings operational excellence and market understanding from the medical device sector sector.
This is relevant because:
- GLP-1 products are increasingly innovative delivery systems need
- the market for digital health solutions is growing
- Ambu has experience with highly regulated international markets
It strengthens the strategic development of injection systems and patient solutions.
4️⃣ Stephan Engels - Member
🎯 Key competencies
- Former CFO of Danske Bank
- Previously CFO of Commerzbank
- Specialist for:
- Financing of large corporations
- risk management
- major investments
- Capital allocation
🧠 Why is it important?
Novo Nordisk is facing:
- gigantic production investments (billions)
- increasing regulatory and geopolitical risks
- Record sales that need to be reinvested wisely
It is the perfect choice for:
- secure financing for global expansion
- Optimizing balance sheet structures
- Minimizing financial risks
It will be of enormous strategic importance for controlling the GLP-1 boom phase.
🎯
Overall conclusion: Why exactly these four?
✔ Management heavyweight (Sørensen)
→ Strategy, stability, political credibility
Biotechnological production (de Jong)
→ Scaling of GLP-1 production, supply chain security
MedTech & operational excellence (Meelby Jensen)
→ Injection systems, innovation, global product management
✔ Financial strategy & risk control (Engels)
→ Safely managing investments worth billions
This composition is no coincidence.
It precisely addresses Novo Nordisk's greatest challenges:
- production
- global expansion
- regulatory environment
- innovation pressure
- financial and risk structure
The Executive Board 2025 is thus clearly focused on "hyper-growth under control".
┌──────────────────────────────────────────────────────────────┐
│ NOVO NORDISK - MANAGEMENT BOARD (EGM 2025) │
├───────────────────────────────────────┬──────────────────────┤
│ Chairman │ Lars Rebien Sørensen │
│ Expertise: │ Ex-CEO, strategy, │
│ - Global pharma leadership │ Politics, sustain. │
├───────────────────────────────────────┼──────────────────────┤
│ Vice-Chairman │ Cees de Jong │
│ Expertise: │ Production & scaling │
│ - Biotech fermentation │ Supply chain │
├───────────────────────────────────────┼──────────────────────┤
│ Member │ Britt Meelby Jensen │
│ Expertise: │ MedTech, operational │
│ - Injection systems │ Excellence, sales │
├───────────────────────────────────────┼──────────────────────┤
│ Member │ Stephan Engels │
│ Expertise: │ CFO financial expertise │
│ - Financing, risk management │ Capital management │
└──────────────────────────────────────────────────────────────┘
⭐
2. SWOT analysis - New Executive Board 2025
Strengths
- 🧠 Extremely experienced management (Ex-CEO, top manager from the bio & financial world)
- 🔬 Deep expertise in biotechnology & production → Important for GLP-1 scaling
- 💰 Strong financial expertise for the global billion-dollar investments
- 🌍 Global network & political weightespecially through Sørensen
- ⚙️ Operational excellence (Meelby Jensen) for injection systems & devices
Weaknesses
- 👥 Very "classic" managers - innovation culture could suffer from formal structure
- 🧩 Strong focus on production and finance → less on digital health
- ⏳ The challenges are enormous in the short term - learning curve in the new team
Opportunities (chances)
- 📈 Globally growing GLP-1 market (obesity + diabetes)
- 🏭 Expansion of global production sites → Market dominance
- 💡 Expansion of digital health solutions
- 🌐 Political power to shape sustainable pricing rules
- ⚕️ Development of new therapeutic areas
Risks (threats)
- ⚖️ Regulatory pressure (USA, EU)
- 💊 Competition from Lilly (GLP-1 race)
- 🏭 Production bottlenecks can slow down growth
- 🧾 Political pressure on drug prices
- 🤝 Integration of new managers takes time
⭐ 3. individual strategic profiles
1️⃣ Lars Rebien Sørensen - Chairman
💼 Background
- 16 years as CEO of Novo Nordisk
- Leadership of the Novo Nordisk Foundation
- One of the most respected pharmaceutical executives in Europe
🎯 Role on the Board of Directors
- Ensure strategic stability Ensure strategic stability
- Lead political and regulatory relations
- Overall vision and long-term orientation
🧠 Why elected?
He knows Novo "from the inside".
Perfect for a phase in which controlled hyper-growth is necessary.
2️⃣ Cees de Jong - Deputy Chairman
💼 Background
- Ex-CEO of Chr. Hansen
- Production & fermentation specialist
🎯 Role on the Board of Directors
- Expansion and modernization of production capacities
- Global supply chain security
- quality processes
🧠 Why did you choose me?
Because production bottlenecks currently the bottleneck for GLP-1 drugs.
3️⃣ Britt Meelby Jensen - Board Member
💼 Background
- CEO of Ambu (medical technology)
- Experience in the global healthcare sector
- Former Novo manager
🎯 Role on the Board of Directors
- Strengthen innovation pipeline for injection devices
- Patient access & product strategy
- Accelerate operational processes
🧠 Why elected?
Because GLP-1 products support a modern device strategy strategy - disposable pens, new injectors, digital connection.
4️⃣ Stephan Engels - Board Member
💼 Background
- Former CFO of Danske Bank & Commerzbank
- Expert for risk management, financing & large investments
🎯 Role on the Board of Directors
- Financing the global expansion of production
- Optimization of the capital structure
- Protection against regulatory risks
🧠 Why was this chosen?
Novo is facing gigantic investments → he ensures that the financially clean runs smoothly.
⭐ Overall conclusion
The newly elected Management Board is perfectly aligned with the challenges of Novo Nordisk 2025-2030:
- Scaling up production
- Financial security
- Technical innovation in devices
- Strategic stability & policy capability
The selection of individuals is strategically almost ideal for the global GLP-1 boom.