1J·

Buy Novo Nordisk shares?

Have a nice 3rd Advent:

$NOVO B (+0,01 %) is currently at -70%, and many are wondering whether Novo is now a buy.

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

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

6 Commentaires

Thom@Depot_7777

-70 %, oh - there's still room for improvement...

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Beleggen M.@fund_whisperer_1682

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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Chris@Multibagger

@fund_whisperer_1682 We probably have different views on what constitutes a good investment. For me, the question for a good investment is not whether we have found a bottom, but what potential the respective share has from the bottom. And I see a maximum of 20% for Novo next year if things go optimally. In the medium term, I see it at €30 rather than €60.
I don't see any reasons for jumps in sales and profits on the horizon. Therefore not an investment case for me. I would rather continue to bet on $GPCR

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Chris@Multibagger

@fund_whisperer_1682 we probably have different views on a good investment. For me, the question for a good investment is not whether we have found a bottom, but what potential the respective share has from the bottom. And I see a maximum of 20% for Novo next year if things go optimally. In the medium term, I see it at €30 rather than €60.
I don't see any reasons for jumps in sales and profits on the horizon. Therefore not an investment case for me. I would rather continue to bet on $GPCR in this area

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Beleggen M.@fund_whisperer_1682

@Multibagger appreciate your feedback, in the end the only thing which can learn us is time ⏰

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Tenbagger2024@Tenbagger2024

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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