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n","listText":"Oki n","text":"Oki n","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/485789007610416","repostId":"2572541942","repostType":2,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":485789007610416,"gmtCreate":1759569123439,"gmtModify":1759572506766,"author":{"id":"3574655395073265","authorId":"3574655395073265","name":"Pyun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574655395073265","idStr":"3574655395073265"},"themes":[],"htmlText":"Oki n","listText":"Oki n","text":"Oki n","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/485789007610416","repostId":"2572541942","repostType":2,"repost":{"id":"2572541942","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1759552590,"share":"https://ttm.financial/m/news/2572541942?lang=en_US&edition=fundamental","pubTime":"2025-10-04 12:36","market":"hk","language":"en","title":"Buy Novo Nordisk Stock as Health Names Return to Favor, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2572541942","media":"Dow Jones","summary":"Certain healthcare stocks, including Novo Nordisk, might return to favor as the market shoulders its way past concerns over tariffs and drug pricing, HSBC said Wednesday.Analyst Rajesh Kumar upgraded shares of Novo Nordisk to Buy from Hold, citing an \"improved competitive position in the next generation portfolio.\" The call came as the bank listed the pharma stocks it sees as best positioned to play a recovery in the sector.The Danish maker of the blockbuster diabetes and obesity drugs Ozempic and Wegovy is a \"fallen angel\" -- a former market darling that has fallen out of favor but is due to turn a corner, Kumar said.Earlier this week, pharma stocks had their best day in months after Pfizer and the president unveiled a deal in which Pfizer will offer drugs directly to consumers at lower prices via a government website, among other concessions on pricing. The agreement appeared unlikely to mean financial damage for the company and raised hope that drug manu","content":"<html><head></head><body><p>Certain healthcare stocks, including <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>, might return to favor as the market shoulders its way past concerns over tariffs and drug pricing, HSBC said.</p><p>Analyst Rajesh Kumar upgraded shares of Novo Nordisk to Buy from Hold, citing an "improved competitive position in the next generation portfolio." The call came as the bank listed the pharma stocks it sees as best positioned to play a recovery in the sector.</p><p>The Danish maker of the blockbuster diabetes and obesity drugs Ozempic and Wegovy is a "fallen angel" -- a former market darling that has fallen out of favor but is due to turn a corner, Kumar said.</p><p>The company has several new drugs in various stages of clinical testing, including CagriSema, a drug that has previously disappointed investors.</p><p>Novo shares have fallen about 60% since their peak in mid-2024. The stock now trades at just under 14 times the earnings per share the company is expected to bring in over the next year, a level Kumar sees as an attractive entry point.</p><p>"Given the growth potential, management cost actions, as well as competitive positioning, the valuation leaves ample margin of safety," the analyst said. He raised his price target for the company's Copenhagen-listed shares to 445 Danish kroner from 355 kroner, reflecting a potential gain of more than 20%.</p><p>The analyst kept a Hold rating on Novo's rival Eli Lilly, the maker of Mounjaro and Zepbound, though he increased his target price to $800 from $700, partly because he expects higher peak sales for its experimental weight-loss pill orforglipron.</p><p>On Wall Street, Lilly has been widely seen as having the stronger pipeline of new drugs. It has been considered a safer bet because while the Indiana company has solid revenue streams from other drugs, Novo is more of a pure play in weight-loss and diabetes medicines.</p><p>However, with the approval for a version of Wegovy that can be taken orally, rather than via injection, potentially around the corner, the outlook may be improving for Novo. A handful of trial results in the coming months might help as well.</p><p>Drug stocks in general have gotten a boost in recent days.</p><p>The threat of pharmaceutical tariffs appeared to ease significantly last week, when President Donald Trump said that a 100% levy would only apply to branded or patented drugs from companies that weren't building manufacturing plants in the U.S. Many global drugmakers already have U.S. manufacturing facilities under way.</p><p>Jefferies analysts called it the "light at the end of the Trump tunnel for pharma."</p><p>Earlier this week, pharma stocks had their best day in months after Pfizer and the president unveiled a deal in which Pfizer will offer drugs directly to consumers at lower prices via a government website, among other concessions on pricing. The agreement appeared unlikely to mean financial damage for the company and raised hope that drug manufacturers could reach similar deals.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy Novo Nordisk Stock as Health Names Return to Favor, Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Novo Nordisk Stock as Health Names Return to Favor, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-04 12:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Certain healthcare stocks, including <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>, might return to favor as the market shoulders its way past concerns over tariffs and drug pricing, HSBC said.</p><p>Analyst Rajesh Kumar upgraded shares of Novo Nordisk to Buy from Hold, citing an "improved competitive position in the next generation portfolio." The call came as the bank listed the pharma stocks it sees as best positioned to play a recovery in the sector.</p><p>The Danish maker of the blockbuster diabetes and obesity drugs Ozempic and Wegovy is a "fallen angel" -- a former market darling that has fallen out of favor but is due to turn a corner, Kumar said.</p><p>The company has several new drugs in various stages of clinical testing, including CagriSema, a drug that has previously disappointed investors.</p><p>Novo shares have fallen about 60% since their peak in mid-2024. The stock now trades at just under 14 times the earnings per share the company is expected to bring in over the next year, a level Kumar sees as an attractive entry point.</p><p>"Given the growth potential, management cost actions, as well as competitive positioning, the valuation leaves ample margin of safety," the analyst said. He raised his price target for the company's Copenhagen-listed shares to 445 Danish kroner from 355 kroner, reflecting a potential gain of more than 20%.</p><p>The analyst kept a Hold rating on Novo's rival Eli Lilly, the maker of Mounjaro and Zepbound, though he increased his target price to $800 from $700, partly because he expects higher peak sales for its experimental weight-loss pill orforglipron.</p><p>On Wall Street, Lilly has been widely seen as having the stronger pipeline of new drugs. It has been considered a safer bet because while the Indiana company has solid revenue streams from other drugs, Novo is more of a pure play in weight-loss and diabetes medicines.</p><p>However, with the approval for a version of Wegovy that can be taken orally, rather than via injection, potentially around the corner, the outlook may be improving for Novo. A handful of trial results in the coming months might help as well.</p><p>Drug stocks in general have gotten a boost in recent days.</p><p>The threat of pharmaceutical tariffs appeared to ease significantly last week, when President Donald Trump said that a 100% levy would only apply to branded or patented drugs from companies that weren't building manufacturing plants in the U.S. Many global drugmakers already have U.S. manufacturing facilities under way.</p><p>Jefferies analysts called it the "light at the end of the Trump tunnel for pharma."</p><p>Earlier this week, pharma stocks had their best day in months after Pfizer and the president unveiled a deal in which Pfizer will offer drugs directly to consumers at lower prices via a government website, among other concessions on pricing. The agreement appeared unlikely to mean financial damage for the company and raised hope that drug manufacturers could reach similar deals.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","BK4588":"碎股","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0823416689.USD":"BNP PARIBAS HEALTH CARE INNOVATORS \"C\" (USD) ACC","LU0985481810.HKD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (HKD) INC M","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","LU0385154629.USD":"贝莱德营养科学基金A2","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","SGXZ81514606.USD":"大华环球创新基金A Acc USD","NVO":"诺和诺德","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0432979614.USD":"JPM GLOBAL HEALTHCARE \"A\" ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1548497426.USD":"安联环球人工智能AT Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572541942","content_text":"Certain healthcare stocks, including Novo Nordisk, might return to favor as the market shoulders its way past concerns over tariffs and drug pricing, HSBC said.Analyst Rajesh Kumar upgraded shares of Novo Nordisk to Buy from Hold, citing an \"improved competitive position in the next generation portfolio.\" The call came as the bank listed the pharma stocks it sees as best positioned to play a recovery in the sector.The Danish maker of the blockbuster diabetes and obesity drugs Ozempic and Wegovy is a \"fallen angel\" -- a former market darling that has fallen out of favor but is due to turn a corner, Kumar said.The company has several new drugs in various stages of clinical testing, including CagriSema, a drug that has previously disappointed investors.Novo shares have fallen about 60% since their peak in mid-2024. The stock now trades at just under 14 times the earnings per share the company is expected to bring in over the next year, a level Kumar sees as an attractive entry point.\"Given the growth potential, management cost actions, as well as competitive positioning, the valuation leaves ample margin of safety,\" the analyst said. He raised his price target for the company's Copenhagen-listed shares to 445 Danish kroner from 355 kroner, reflecting a potential gain of more than 20%.The analyst kept a Hold rating on Novo's rival Eli Lilly, the maker of Mounjaro and Zepbound, though he increased his target price to $800 from $700, partly because he expects higher peak sales for its experimental weight-loss pill orforglipron.On Wall Street, Lilly has been widely seen as having the stronger pipeline of new drugs. It has been considered a safer bet because while the Indiana company has solid revenue streams from other drugs, Novo is more of a pure play in weight-loss and diabetes medicines.However, with the approval for a version of Wegovy that can be taken orally, rather than via injection, potentially around the corner, the outlook may be improving for Novo. A handful of trial results in the coming months might help as well.Drug stocks in general have gotten a boost in recent days.The threat of pharmaceutical tariffs appeared to ease significantly last week, when President Donald Trump said that a 100% levy would only apply to branded or patented drugs from companies that weren't building manufacturing plants in the U.S. Many global drugmakers already have U.S. manufacturing facilities under way.Jefferies analysts called it the \"light at the end of the Trump tunnel for pharma.\"Earlier this week, pharma stocks had their best day in months after Pfizer and the president unveiled a deal in which Pfizer will offer drugs directly to consumers at lower prices via a government website, among other concessions on pricing. The agreement appeared unlikely to mean financial damage for the company and raised hope that drug manufacturers could reach similar deals.","news_type":1,"symbols_score_info":{"NVO":1.5}},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
