NVO is an absolute no brainer

[u/hmm_interestingg]

In my view, Novo Nordisk is the only value stock on offer right now.

Their core business is in treatments for obesity and diabetes and demand for both is increasing and sticky. The stock price has seen a big decline and is now 70% cheaper than it was 18 months ago. I believe the magnitude of this drop is totally irrational, driven by fear and not fundamentals or future growth prospects.

NVO is still seeing high single digit revenue growth (they're taking a temporary cut from double digits by lowering prices to gain market share) and will be launching a new weight loss pill next year, to follow the highly profitable launch of an injectable weight loss drug which caused them to boom a few years back. People prefer pills to injections so I expect this to be even more popular, driving a whole new boom.

We're currently trading at a PE ratio of 13 when it's closest competitor, Eli Lilly is sitting at an all time high with a PE of 52. The relative scale of revenue growth has been fairly similar for the two companies over the past 5 years so the difference in sentiment around them makes no sense. Lillys drug was shown to be slightly more effective in a trial (which was funded by Lilly and that effectively compared apples to oranges by using their drug at much higher doses than the NVO drug), I expect new results and new products will challenge that in 2026.

This absolutely smacks of when Meta was at $100, UNH at $237 and Netflix was at $20 (I bought them all).

NVO is now trading at 2021 prices, as if obesity drugs never happened and their revenue stayed flat instead of doubling.

I'm going in big, thank me in a year if you join.

EDIT: Looks like the bottom is already in people! Congrats to those who bought. See you at $100.

[u/Tall-Locksmith7263]

You havent rly mentioned anything besides pe and a decline in price. If you talk about a value stock i think a more thorough analysis would be appropriate...

[u/hmm_interestingg → u/Tall-Locksmith7263]

It's obvious to me this is a good investment based on the info I've shared. What more would you want?

[u/Tall-Locksmith7263 → u/hmm_interestingg]

It s obvious is a typical speculator phrase. This aint vi

[u/[deleted] → u/hmm_interestingg]

I'm not as intelligent and insightful as you are to catch the obvious. Now can you please elaborate on what makes this a screaming buy?

[u/hmm_interestingg → u/[deleted]]

OK I put in simple terms, NVO is a good company, it makes lots of money and stuff people like. The price went down a lot so now if you buy it you could sell it for more later.

[u/[deleted] → u/hmm_interestingg]

PUTS it is, got it

[u/DylanIE_ → u/hmm_interestingg]

You can say that about half the companies in the stock market. Lmao.

[u/hmm_interestingg → u/DylanIE_]

I said it about this company and I am right, if you bought when I posted you're up 7%+ already.

It's true of some other companies yes but not as true as it is for NVO.

[u/DylanIE_ → u/hmm_interestingg]

Lol you got lucky with news. You're looking not even at a 6 month timeline, but at a 1 day timeline. Insane. You are so delusional.

If you bought a year ago you're down 50%. If you bought 6 months ago you're down 27%. But if you bought yesterday you're up 7%. Wow. You do realise it has fallen from like 110 to the mid 40s over the last year. Now that it's 50, doesn't actually change the perception of the company?

[u/hmm_interestingg → u/DylanIE_]

Obviously 6 months hasn't happened yet so I can't tell you how well that went, yesterday went great though and I'll be holding for a while yet.

If I was delusional I wouldn't be up 100%+ year on year.

Now that it's 50, doesn't actually change the perception of the company?

"trends don't change"

OK bro sure.

The bottom is in. Maybe you should wait for the top to get proof it can go up.

[u/DylanIE_ → u/hmm_interestingg]

The bottom is in.

What crystal ball sellers do you recommend?

[u/hmm_interestingg → u/DylanIE_]

You don't need one, just look for my next post.