CPSE:ALK B
CPSE:ALK BPharmaceuticals

How ALK-Abelló’s New North America Commercial Chief Will Impact ALK-Abelló (CPSE:ALK B) Investors

ALK-Abelló has announced that Edward Jordan, a biopharmaceutical executive with more than 30 years of experience, will become Executive Vice President and head of Commercial Operations in North America from January 2026, following the earlier elevation of the region into the Executive Leadership Team to support the Allergy+ strategy. By bringing in a leader with deep allergy and immunology expertise and a history of building US therapeutic markets, ALK-Abelló is clearly prioritizing stronger...
CPSE:VWS
CPSE:VWSElectrical

Vestas Wind Systems (CPSE:VWS) Is Up 5.5% After Major Orders And US Policy Shift On Wind Projects

In early December 2025, Vestas reported a 10 MW order from Cementeria Costantinopoli in Italy and a separate undisclosed 660 MW order in EMEA, alongside a US court ruling that invalidated a Trump-era ban on new wind projects. Together, these developments highlight how improving policy clarity and direct industrial offtake projects can support Vestas’ role in supplying reliable on-site renewable power. We’ll now examine how the US court’s reversal of the wind project ban could reshape Vestas’...
CPSE:GMAB
CPSE:GMABBiotechs

How Genmab’s US$2.5 Billion Debt-Funded Merus Deal and Lymphoma Data Will Impact Genmab (CPSE:GMAB) Investors

Earlier this month, Genmab A/S completed a US$1.50 billion offering of 6.250% senior secured notes due 2032 and US$1.00 billion of 7.250% senior unsecured notes due 2033 to help finance its pending acquisition of Merus N.V., alongside new term loans and a revolving credit facility. The combination of large-scale debt financing and strong epcoritamab and EPKINLY clinical data across several lymphoma studies highlights how Genmab is using both capital structure and science to expand its...
CPSE:GUBRA
CPSE:GUBRALife Sciences

Gubra (CPSE:GUBRA): Valuation Check as Partnered Obesity Drug BI 3034701 Advances to Phase 2 Trials

Boehringer Ingelheim moving its partnered obesity drug candidate BI 3034701 into phase 2 trials puts fresh attention on Gubra (CPSE:GUBRA), as this step can influence future milestones and perceived pipeline value. See our latest analysis for Gubra. The move into phase 2 seems to have reignited interest in Gubra, with a 30 day share price return of 31.40 percent and a 90 day share price return of 29.59 percent, even though the year to date share price return is still negative and the 1 year...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Novo Nordisk (CPSE:NOVO B): Revisiting Valuation After a Recent Share Price Decline and Modest Rebound

Novo Nordisk (CPSE:NOVO B) has quietly pushed higher this month, even after a weak past 3 months and a sharp drop year to date, and that divergence is catching investors attention. See our latest analysis for Novo Nordisk. That recent uptick stands in stark contrast to the double digit 90 day share price return slide and a much steeper year to date share price decline. At the same time, the five year total shareholder return still paints a solid long term compounding story, suggesting...
CPSE:ORSTED
CPSE:ORSTEDRenewable Energy

Ørsted (CPSE:ORSTED) Valuation After US Court Overturns Trump-Era Ban on New Wind Projects

A US federal court overturning Donald Trump’s ban on new wind projects has given Ørsted (CPSE:ORSTED) a timely sentiment boost, lifting the stock and refocusing attention on its long term US offshore wind pipeline. See our latest analysis for Ørsted. The latest ruling arrives after a bruising stretch for Ørsted, with a roughly 11 percent 1 month share price return offering a rebound against a steep year to date slide and weak multi year total shareholder returns. This hints that sentiment may...
CPSE:COLO B
CPSE:COLO BMedical Equipment

Is Coloplast’s New Board Leadership And Dividend Policy Altering The Investment Case For Coloplast (CPSE:COLO B)?

At Coloplast’s Annual General Meeting on 4 December 2025, shareholders approved a year-end dividend of DKK 18.00 per DKK 1 share, alongside significant board changes including the election of Niels B. Christiansen and the appointment of Jette Nygaard-Andersen as Chairman and Niels Peter Louis-Hansen as Deputy Chairman. These moves combine refreshed board leadership with a continued dividend payout, signaling ongoing governance renewal alongside confidence in Coloplast’s cash-generation...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Is Novo Nordisk Still Attractively Priced After Recent Share Price Swings?

Wondering if Novo Nordisk is still worth buying after all the excitement around weight loss and diabetes treatments, or if the best days are already priced in. The stock has been choppy recently, down 2.6% over the last week but still up 2.7% over the past month, and longer term it has swung from a 53.8% gain over five years to a steep 60.7% drop in the last year, which says a lot about shifting expectations and risk appetite. Those moves sit against a backdrop of ongoing buzz around its GLP...
CPSE:RILBA
CPSE:RILBABanks

Assessing Ringkjøbing Landbobank (CPSE:RILBA)’s Valuation After a Strong Year of Shareholder Returns

Ringkjøbing Landbobank (CPSE:RILBA) has quietly outperformed many European banks this year, and the latest move in its share price has investors revisiting whether the valuation still matches its steady growth profile. See our latest analysis for Ringkjøbing Landbobank. At around DKK 1,432 per share, Ringkjøbing Landbobank’s modest recent share price pullback sits against a strong year to date, with the 1 year total shareholder return of 24.48 percent suggesting momentum is still broadly...
CPSE:MAERSK B
CPSE:MAERSK BShipping

Maersk’s DKK 14.4 Billion Buyback Might Change The Case For Investing In A.P. Møller - Mærsk (CPSE:MAERSK B)

A.P. Møller - Mærsk has launched the second phase of its share buy-back program, planning to repurchase up to DKK 7.2 billion of shares between 11 August 2025 and 4 February 2026, bringing total buy-backs under the current program to as much as DKK 14.4 billion and lifting treasury holdings to 6.90% of share capital. This sizeable buy-back signals management’s confidence in capital allocation discipline and amplifies the impact of any future earnings through a shrinking share base. We’ll now...
CPSE:COLO B
CPSE:COLO BMedical Equipment

Coloplast (CPSE:COLO B) Valuation After AGM Board Changes and Newly Approved Year-End Dividend

Coloplast (CPSE:COLO B) packed a lot into its December AGM, with a refreshed boardroom lineup and an approved year end dividend of DKK 18 per share, both giving investors fresh angles to reassess the stock. See our latest analysis for Coloplast. Those boardroom changes and the confirmed dividend land against a weaker backdrop, with a 1 year total shareholder return of roughly negative 31 percent and year to date share price return of about negative 28 percent, suggesting momentum has been...
CPSE:GMAB
CPSE:GMABBiotechs

Genmab (CPSE:GMAB): Reassessing Valuation After Promising New EPKINLY Phase 3 Lymphoma Data

Genmab (CPSE:GMAB) is back in focus after new clinical data on EPKINLY showed strong efficacy signals in both follicular lymphoma and diffuse large B cell lymphoma, prompting investors to reassess the stock’s risk reward profile. See our latest analysis for Genmab. Those trial wins come on top of Genmab’s recent multi billion dollar debt raise to help fund its planned Merus acquisition. Investors seem to be warming up again, with a roughly 34 percent year to date share price return, but a...