Novo Nordisk And Its Real Value

  • Novo Nordisk remains fundamentally strong with robust earnings growth, high ROE, ROIC, and gross margins, despite recent CEO change and short-term market concerns. The stock appears undervalued, trading below estimated fair value, and offers a potential 12-14% annual return for long-term investors. Key risks include US drug price negotiations, especially for Ozempic and Wegovy, which could impact revenue and create short-term volatility.