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Novo Nordisk again with lowered forecast

Our problem child $NOVO B (-0,62 %) comes today once again with a forecast reduction around the corner, instead of 10-16% profit growth it should now be only 4-10% are expected.

This is due to the planned restructuring programwhich will cost approx. 1 billion is expected to cost. This is how much the management wants to save annually from 2026 through redundancies.

The share is initially sold off on the stock market. However, I think that, as is so often the case with such news, the share could recover when the stock market opens at 9:00 a.m. and even turn positive over the course of the day. This is because cost savings are being received positively by the market. In addition, the new CEO is likely to start work straight away.

What is your opinion on this?

18 Commentaires

Chris@Multibagger

Nice stock for short-term short and long trades. In the long term, this stock is not an investment case for me.

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Captain@Beekeeper1

You were right, share turns positive

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CantStopClicking@CantStopClicking

@Beekeeper1 Fortune teller is at your disposal 😅

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Allan@Allan-

Ah the chip shop again😄 nothing but trouble with it

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CantStopClicking@CantStopClicking

@Allan- That's right pure rollercoaster ride

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Stephan K.@StrahlemannLP

Well, it is still a very healthy company. The only problem Novo Nordisk has is that it has degenerated into a gambler's stock and is therefore currently suffering from irrational price fluctuations.

I can't complain, I got back in at the bottom and the business outlook remains unchanged. Diabetes will continue to exist and all the positive side effects of taking GLP-1 antagonists suggest that we are only scratching the surface.

Meanwhile, I am certain that the side effects of GLP-1 antagonists only occur if the medication is not taken in conjunction with medical care. In my family we currently have this issue, but with Eli Lilly's tirzepatide for the treatment of morbid obesity and type 2 diabetes. Of the side effects, only one occurred because the lifestyle change was ignored once. Otherwise: no side effects. Furthermore, the medical profession is currently of the opinion that, as an injected drug, tirzepatide is currently ahead of the effects of semaglutide.

Being invested in both drugs is therefore not a bad idea in my opinion.

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Jeffrey-rocks@Jeffrey-rocks

Thanks for your post. Yes, it is always difficult to say how the market will react. But I share your idea that after a short shock and reality check many will wait and see or even get in as the CEO is taking the right measures... but there are still the questions of the efficacy challenge against Lilly (which product works better...) and the, I think, still pending fear of lawsuits in the US 😅 I myself will wait and see and then get in as I believe in the market overall ....

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Obs89@Obs89

Less costs more profitability.

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Spring R.@Springroll

And you were right 👌

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CantStopClicking@CantStopClicking

@Springroll Thank you!!! It actually happens very often with such messages.

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Werner H.@DerHauptmann

And so it was. The share is currently up.

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CantStopClicking@CantStopClicking

@DerHauptmann Welcome to fortune teller CantStopClicking haha

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Werner H.@DerHauptmann

@CantStopClicking I bought at 43.85 euros and was just amazed. Just under - 5 % made up within minutes.

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Wojtek@Wojtek

Hold on ladies and gentlemen.

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Der Spekulant@Derspekulant1

It's just a bit inefficient to expect a management that has screwed up almost everything in the last 12 months to suddenly do everything right again. The job cuts would have been good to reduce costs if the forecast hadn't been lowered again. It's a real shame really.

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Ryu K.@Haiku

@Derspekulant1 Anyone who can read has a clear advantage ;-))

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Der Spekulant@Derspekulant1

@Haiku The point is the enormous uncertainty. Whether the old management is responsible for this or the new management has to start directly with a lowered forecast - the fact is that the company has repeatedly disappointed expectations. A change of management in the middle of such a crisis increases the uncertainty even more instead of reducing it. That is why there was no upturn after the 20% crash thanks to the new management.

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Ryu K.@Haiku

@Derspekulant1 Don't you proofread your own text? 😅

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