$NVO

2 theses

bullish 100%neutral 0%bearish 0%

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Win rate (1m)

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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 9, 4:30 PM ET

$NVOr/ValueInvestingDiscussionbullish

u/yellowbai · 21d agono track record yet

Why is the market so illogical around Novo Nordisk?

Ozempic and Wegovy have strong clinical evidence and growing physician trust, positioning Novo Nordisk for mass adoption once these drugs demonstrate measurable healthcare cost reduction. Insurance companies will eventually prescribe widely when economic models show premium savings, driving sustained volumes even if generics emerge.

At post $46.48Now $44.56-4.1% since postedas of Sep 9, 4:30 PM ET

1d-0.7%

3d+0.6%

1w+1.5%

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$NVOr/ValueInvestingDiscussionbullish

u/Far-East-locker · 37d ago5 prior · awaiting results

We hate this three letters - NVO

Despite near-term headwinds like market share loss and margin compression, multiple valuation models (DCF, FCFE, Graham) indicate fair value well into triple digits. The company's GLP-1 prescription data is outpacing Eli Lilly, and brand strength persists even in generics-heavy markets like China and India, suggesting a real turnaround story that the market is unfairly punishing.

At post $43.97Now $44.56+1.4% since postedas of Sep 9, 4:30 PM ET

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End of results.