1Semana·

Novo Nordisk Q2 Earnings Miss Expectations

$NOVO B (+0,65%)
$NVO (+2,57%)

• EPS: $0.92 (est. $0.94) • ❌ Miss by 2%

• Revenue: $11.93B (est. $11.97B) • ❌ Miss

• Wegovy sales: DKK 19.5B (vs. DKK 19.2B expected) ✅

• GLP-1 sales: DKK 38.4B (vs. DKK 39.5B expected) ❌

• EPS up 39% YoY, but down 7% QoQ

• Revenue up 20% YoY, also up QoQ

9 Comentários

Ruben Schoff@Sand

1Semana

This was already expected and is now all priced in! Form a bottom and with patience upwards now

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Konstantin@Konstantin85

1Semana

@Sand I have also heard and read "now everything is priced in" at 80, 70, 60 and 50 euros :)

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Ruben Schoff@Sand

1Semana

@Konstantin85 sometime it's true, in truth nobody knows

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Konstantin@Konstantin85

1Semana

@Sand Yes, of course, at some point. Of course nobody knows, but if massive tariffs on EU pharmaceuticals follow for the most important market, then it will be "all priced in" at 35 euros etc. :D

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Ruben Schoff@Sand

1Semana

@Konstantin85 Yes, that can happen, but over a period of 3-10 years these are exactly the opportunities and you should be happy and have a lot of patience, which often pays off on the stock market as well as diversifying broadly, then 2 bad positions don't hurt me so much when 8 good ones easily and loosely make up for it.

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Konstantin@Konstantin85

1Semana

@Sand I know what you mean, but I am very surprised at how easy it is to copy GLP1 preparations. Also keep in mind that India and other emerging countries are doing the same. In the US market, Eli has a head start with its products. Basically, the US market is much less bureaucratic and offers significantly more opportunities in the biotech sector.

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Olli@Olli68

1Semana

@Sand The numbers are worse than what they already reduced last week. They are losing market share in EVERY area. And I fear this will continue. It's starting to get embarrassing, $NOVO B

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Mikolaj@Volcano

1Semana

It was expected that report wouldn't be perfect. I'm wondering if only for me this report and recent forecast change still doesn't justify the big drop we saw for past week.

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Jo'@Jo_Wolf

1Semana

Wegovy will pick up while GLP-1 will go down as compounding drugs are now forbidden and Novo chase any idiot trying to steal their business in court

Bad quarter, but the only future bad news so far is the Trump admin drug price revision which I believe is already priced in. The mid 40s is the floor in my opinion

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