Novo Nordisk: Buy Hand Over Fist While Others Panic

Louis Gerard2.39K FollowersFollow5ShareSavePlay(9min)Comments(2)SummaryNovo Nordisk remains a Strong Buy despite a 20% stock decline following disappointing CagriSema trial results versus Eli Lilly's tirzepatide.NVO's valuation is compelling, with a P/E of 10.42 and FCF yield above 5.2%, while its dividend yield has reached a decade high of ~4.9%.Strategic pivots include a promising triple G agonist (UBT251), a digital partnership with Hims, and pipeline expansion into MASH and heart failure.Key risks include FDA warning letter, margin compression from TrumpRx and low-cost pills, and competitive pressure from Eli Lilly's superior efficacy and growth outlook. Douglas Cliff/iStock Editorial via Getty Images Introduction I’ve been holding and covering Novo Nordisk’s (NVO) stock for a while now, and I sure was not expecting such a volatile period for the Danish pharmaceutical giant. Since myThis article was written byLouis Gerard2.39K FollowersFollowAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved for unjustified reasons that could offer substantial returns. Energy Transfer is one of those companies that I came across when no one wanted to touch it and now I can't resolve myself to sell it. I will always focus more on long-term value investing but I can sometimes lose myself in possible deal arbitrage such as with Microsoft/ Activision Blizzard, Spirit Airlines/Jetblue (that one still hurts), and Nippon/U.S. Steel (perfect exit at $50.19). I tend to shun businesses that I can't understand either high-tech or certain consumer goods such as fashion (give me a Levi's jeans). I don't understand why anyone would invest in cryptocurrencies as well.

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