Update shared on11 Sep 2025
Fair value Decreased 1.34%The modest downward revision in Novo Nordisk’s analyst price target reflects softer consensus revenue growth forecasts, with fair value decreasing slightly from DKK465.30 to DKK459.05.
What's in the News
- Novo Nordisk received FDA approval for expanded indications for its leading semaglutide products: Wegovy® for treatment of metabolic dysfunction-associated steatohepatitis (MASH) with advanced fibrosis, and Ozempic® as the first and only medication approved for both glycemic control and renal/cardiovascular risk reduction in adults with type 2 diabetes and chronic kidney disease. (Key Developments, 2025-08-19 & 2025-08-15)
- Real-world and clinical trial data presented at top congresses reinforced the strong cardiometabolic benefits of Wegovy®, including up to 57% greater risk reduction in major adverse cardiovascular events versus tirzepatide and superior weight loss outcomes with higher semaglutide dosages; safety profiles continue to be favorable and consistent with previous studies. (Key Developments, 2025-08-31, 2025-06-23)
- Novo Nordisk is expanding access and affordability for Wegovy® and Ozempic® in the U.S. by collaborating with GoodRx for a flat $499/month price and with WeightWatchers for discounted pricing, streamlined prescription processes, and integrated patient support—significantly enhancing reach to under- or uninsured populations. (Key Developments, 2025-08-18 & 2025-07-01)
- Strategic partnerships with Replicate Bioscience (srRNA platform for cardiometabolic disease therapies), Novonesis (gut microbiome research), Fangzhou (digital health in China), and Echosens (MASH diagnostics) are enhancing Novo Nordisk’s R&D pipeline and ecosystem for cardiometabolic and chronic disease management. (Key Developments, 2025-09-08, 2025-08-28, 2025-07-18, 2025-08-18)
- Amidst significant share price volatility due to revised 2025 guidance—sales and profit growth targets lowered because of persistent compounded GLP-1 usage, slower-than-expected market expansion, and increased competition—a related securities class action lawsuit was filed alleging misrepresentations of market opportunity and growth prospects; a CEO transition was also announced, with EVP Mike Doustdar succeeding Lars Fruergaard Jørgensen. (Key Developments, 2025-07-29 & 2025-08-15)
Valuation Changes
Summary of Valuation Changes for Novo Nordisk
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from DKK465.30 to DKK459.05.
- The Consensus Revenue Growth forecasts for Novo Nordisk has fallen from 8.3% per annum to 7.9% per annum.
- The Net Profit Margin for Novo Nordisk remained effectively unchanged, moving only marginally from 35.91% to 35.61%.
Disclaimer
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