Novo Nordisk nach Split WKN: A3EU6F ISIN: DK0062498333 Kürzel: NOV Forum: Aktien User: Coronaprofiteur
I previously tweeted that SB1 Markets raised its price target on $NVO to DKK 360 from DKK 350 while reiterating its Buy rating. A bit more context on the call: SB1 expects a mixed Q2, but sees oral Wegovy as the key growth driver. The launch continues to develop strongly and outperform $LLY 's Foundayo, with more than 3M prescriptions and users likely approaching 2M. Generic semaglutide launches, particularly in Canada, are expected to have an impact in H2 and partly already in Q2. SB1 expects Novo to raise the lower end of its full-year growth guidance with the Q3 report rather than Q2. SB1 raised its obesity revenue estimates by 2-3% while cutting diabetes estimates by 1-2%, leaving overall revenue estimates broadly unchanged. The bigger point is that SB1 believes the market still underestimates Novo's growth potential due to conservative forecasts and a low valuation. Its oral Wegovy sales estimates are more than 60% above consensus for 2028 and 55% above consensus for 2032.
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| 1 | Novo Nordisk nach Split | ||
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| 1 | DAX Prognose / Germany 40 | -0,23 % | |
| 2 | ATOS Hauptdiskussion | -2,70 % | |
| 3 | RHEINMETALL Hauptdiskussion | +0,70 % | |
| 4 | DAX / Germany 40 Hauptdiskussion | -0,23 % | |
| 5 | BMW Hauptdiskussion | +1,42 % | |
| 6 | VONOVIA Hauptdiskussion | -0,46 % | |
| 7 | Novo Nordisk nach Split | -1,07 % | |
| 8 | Security der nächsten Generation | +2,35 % | |
| 9 | Ulis leckere Gerresheimer Trüffel | +3,45 % | |
| 10 | GAMESTOP Hauptdiskussion | +1,52 % | Alle Diskussionen |
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| 1 | ATOS Hauptdiskussion | -2,70 % | |
| 2 | RHEINMETALL Hauptdiskussion | +0,63 % | |
| 3 | BMW Hauptdiskussion | +1,42 % | |
| 4 | Novo Nordisk nach Split | -0,95 % | |
| 5 | VONOVIA Hauptdiskussion | -0,33 % | |
| 6 | Security der nächsten Generation | +2,35 % | |
| 7 | Ulis leckere Gerresheimer Trüffel | +3,45 % | |
| 8 | GAMESTOP Hauptdiskussion | +1,52 % | |
| 9 | Capricor Therapeutics Hauptdiskussion | +30,01 % | |
| 10 | SAP Hauptdiskussion | -2,17 % | Alle Diskussionen |