Novo Nordisk: Analysts dampen expectations:
Morgan Stanley is not leaning far out of the window.
deraktionaer.de/artikel/pharma-biotech/novo-nordisk-analysten-daempfen-erwartungen-20382049.html
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Morgan Stanley Sees Hurdles for Novo NordiskThe stock initially failed to break above the 100-day line near €70; UBS gives it a target price of 700 kroner.
Key FactsJun 20, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: deraktionaer.de
Summary created with AI assistance · Source: deraktionaer.de
- The stock’s first attempt at a sustained break above the 100-day line near €70 failed, and it subsequently came under renewed pressure.
- Morgan Stanley considers the expected benefit of the CVS Health agreement to be largely reflected in the share price, cites Medicare price negotiations for Ozempic and competitive positioning as risks, and rates the stock “Equal-Weight” with a fair value of 550 Danish kroner, or €73.73.
- According to UBS, US prescriptions for weight-loss medicines from Novo Nordisk and Eli Lilly declined this week from the previous week, although the United States observed the Juneteenth holiday on June 19, and the Swiss bank recommends buying Novo Nordisk shares with a 700-kroner target price.
- The article notes that the stock has more than halved in less than a year and describes the December CagriSema data as disappointing.
There are several risks that could weigh on the shares in the medium term, including negotiations over Medicare drug prices for Ozempic and the “competitive positioning.”— Thibault Boutherin, Morgan Stanley analyst
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Key FactsNovo Nordisk Optimistic Despite Sales Forecast Cuts
May 7, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Novo Nordisk anticipates a recovery in Wegovy sales in the U.S. following the FDA's ban on compound copycats.
- Sales forecasts for 2025 have been lowered due to market impact from compounding pharmacies.
- Novo recently launched Wegovy in three additional countries and plans to accelerate further launches.
- Quarterly profits exceeded analyst expectations while shares rose by 4%.
It's unprecedented in our industry to have very large volumes of products flowing to patients that are not approved.— Lars Fruergaard Jorgensen, CEO of Novo Nordisk, discussing the impact of unapproved medications on the company's growth.
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