The Market is Just Wrong About NVO

OguzO Capitalist
10-21

The market is just wrong about $Novo-Nordisk A/S(NVO)$ ..

It’s still ahead of $Eli Lilly(LLY)$ in the weight-loss market.

Novo’s oral GLP-1 will be launched later this year while Lilly’s oral weight-loss pill is expected in early 2026.

Novo’s oral drug led to 13.6% weight-loss after 72 weeks while Lilly’s pill showed 12.4% weight drop.

It’s not that different for weight-loss injections too.

Novo has Amycretin and Lilly has Retatritude as the upcoming flagship drugs.

While they both delivered 24% weight-loss in trials, Retatritude did that in 48 weeks while it only took 36 weeks for Amycretin.

In sum, NVO is well positioned to keep its leadership position in the market.

Given that this market is expected to reach $150 billion in the next 10 years, Novo’s current valuation at 14x earnings makes no sense.

Long NVO.

Stock chart for Novo Nordisk A/S on NYSE ticker NVO displays current price of 54.73 USD with a 53.35 percent decline over the past year shown as of 21 Oct at 10:01 GMT-4 includes disclaimer and time frame selectors for 1D 5D 1M 6M YTD 1Y with a line graph plotting price from January 2025 to October 2025 starting high around 150 and dropping to 50 by October.Stock chart for Novo Nordisk A/S on NYSE ticker NVO displays current price of 54.73 USD with a 53.35 percent decline over the past year shown as of 21 Oct at 10:01 GMT-4 includes disclaimer and time frame selectors for 1D 5D 1M 6M YTD 1Y with a line graph plotting price from January 2025 to October 2025 starting high around 150 and dropping to 50 by October.

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Comment（3）

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  • fyl
    ·10-22
    Who is selling out then?
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  • Norton Rebecca
    ·10-22
    NVO’s lead is clear, undervalued.
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  • Maurice Bertie
    ·10-22
    How dare market miss NVO's edge!
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