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Posted by
Two Blokes May 16 -
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Stock
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Novo Nordisk A/S' CEO exit raises governance questions, but continuity through internal succession likely limits strategic disruption. Valuation reset (~16.5x forward non-GAAP P/E) vs. LLY (~30x) creates a strong relative value entry. As part of a tech portfolio, NVO stock offers solid value-based diversification through healthcare exposure with upside; it's probably not high-alpha, but potentially worth a 2.5–5% allocation near trough levels.
