2Settimana·

Why are so many people here in favor of Novo-Nordisk?

I hardly see any supporters of Eli Lilly in this app.

What convinces you about Novo Nordisk?

I would be very interested.

$NOVO B (+1,31%)

$LLY (+3,76%)

12 Commenti

TotallyLost@TotallyLost

2Settimana

A mixture of home bias and more favorable valuation, I would guess.

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Imker 9.@Imker

2Settimana

$LLY has a much higher valuation than $NOVO B. What speaks in favor of $LLY is that they would not be affected by the tariffs and they currently have the perhaps slightly better obesity medication. $NOVO B would be affected by tariffs, but they also make a lot of money with diabetes medication. The Americans can't do without that either. I just don't believe that $LLY is so much better that it justifies such a difference in valuation.

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Josh@Josh_44

2Settimana

Novo Nordisk currently looks somewhat more attractive in direct comparison with Eli Lilly - especially from a fundamental perspective. The company has a strong market position in the GLP-1 segment, solid profitability and a relatively moderate valuation. Novo is more robust, particularly in terms of its price/earnings ratio and margin structure.

The management is also very disciplined in its operations: The supply chains are stable, production is highly integrated and the pipeline is broadly positioned - especially in the obesity and diabetes area. While Eli Lilly relies heavily on momentum, Novo has more fundamental stability and a long-term strategy.

The bottom line is that Novo Nordisk is not the more spectacular choice, but in many respects it is the more solid and currently somewhat cheaper one.

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ImNuZurMillion@ImNuZurMillion

2Settimana

Since I am Danish, I would say: the share is simply too cheap😂 ne fun I am also convinced of the company but here in this country everyone loves this company, which is why I think that also had an influence on my decision😂

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Simon@HennSi

2Settimana

I try to reduce my blatant us overweighting with a few satellite stocks such as asml or novo. I also like the dividend approach of novo 🙂

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Dividende > Zinsen@GoDividend

2Settimana

Because there is already a bit of a bubble here
Which doesn't necessarily mean anything with regard to the stock mentioned, but you should keep that in mind a bit

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market_expert_gbtws@market_expert_gbtws

1Settimana

Because the prices are tempting at the moment. I'm happy to buy until it rises again.

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