Update shared on26 Sep 2025
Fair value Decreased 3.27%Novo Nordisk’s consensus analyst price target has been revised downward, primarily reflecting slightly softer revenue growth expectations, with the new fair value set at DKK444.05.
What's in the News
- Novo Nordisk presented robust real-world and clinical data at major scientific congresses, highlighting significant cardiovascular, renal, weight loss, and liver benefits of its semaglutide-based therapies (Ozempic, Wegovy, Rybelsus) and the investigational agent cagrilintide, leading to new regulatory approvals and expanded indications for conditions such as type 2 diabetes, chronic kidney disease, cardiovascular disease, obesity, and MASH (Key Developments, August-September 2025).
- The company strengthened its R&D pipeline and innovation effort through strategic alliances: a research partnership with Novonesis to explore gut microbiome applications in metabolic health, a multi-year, high-value biotech partnership with Replicate Bioscience targeting cardiometabolic diseases, and digital health collaborations in China and with WeightWatchers and Echosens to improve patient monitoring, access, and outcomes (Key Developments, July-September 2025).
- Novo Nordisk announced a global organizational restructuring, including a 9,000-position workforce reduction (about 11% of staff) and annualized cost savings of DKK 8 billion, aiming to reallocate resources towards diabetes and obesity franchises amid a slowdown in growth, increased competition, and market complexity (Key Developments, September 2025).
- The company revised its full-year 2025 financial guidance downward twice, reflecting persistent market challenges, increased use of compounded GLP-1s, and slower-than-expected market expansion; this led to a significant share price decline and the filing of a class action lawsuit alleging securities fraud related to overstatements of market potential and growth (Key Developments, July-September 2025).
- Novo Nordisk announced leadership changes with Maziar Mike Doustdar appointed CEO effective August 2025, continued shareholder return via a 7% increase in interim dividend, and initiated new late-stage development in ATTR amyloidosis with coramitug (Key Developments, July-August 2025).
Valuation Changes
Summary of Valuation Changes for Novo Nordisk
- The Consensus Analyst Price Target has fallen slightly from DKK459.05 to DKK444.05.
- The Consensus Revenue Growth forecasts for Novo Nordisk has fallen from 7.9% per annum to 7.3% per annum.
- The Net Profit Margin for Novo Nordisk remained effectively unchanged, moving only marginally from 35.61% to 35.04%.
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