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.

An der Ostsee sind die Woche 27 Grad. Natürlich viel voller als in son mesquida. Vorteil für mich ist jedoch das die Ostsee nicht so extrem salzig ist

Ist es auf Mallorca auch so ruhig?...😎😎😉

Heute ist es aber extrem ruhig hier 🤔😎

Analysts are increasingly looking for an upgrade from $NVO when Novo Nordisk reports Q2 results on August 5. Barclays analyst James Gordon expects Novo to raise guidance and calls it one of the most attractive pharma names heading into earnings, highlighting Medicare obesity coverage and the potential rollout of oral Wegovy outside the U.S. JPMorgan expects guidance to improve to -3% to -9% growth, from the current -4% to -12%. But expectations are clearly rising. Jyske Bank warns the market could be disappointed if an upgrade fails to materialize. Lars Hytting from asset manager Arthascope summed up the changing sentiment well: "The news flow from and about Novo has gone from being exclusively negative to now being quite positive... they really have a grip on the pill market."