Novo Nordisk Investor Day Offered Little to Excite

Dow Jones
09/22

0540 GMT - Novo Nordisk's capital markets day offered little to change Citi's cautious view, with topline growth ambitions in line with consensus but margins below expectations. The company is positioning for the post-semaglutide era through more than five planned multi-blockbuster launches by 2030 and more than 150 billion Danish kroner of pipeline sales by 2035, which is largely reflected in consensus, Citi says. Updated oral obesity capacity and more than 20 Wegovy pill market launches in 2027 are encouraging, but execution is key. Novo also intends to broaden growth beyond obesity and diabetes into cardiovascular, liver, blood, and endocrine disorders, while a 2027 launch of CagriSema is a key opportunity to beat consensus, Citi adds. "M&A focus remains bolt-on but management did not rule out a large transaction, creating some inherent risk."

 

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10