CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Novo Nordisk Deepens Cell Therapy Bet With Aspect Diabetes Partnership

Novo Nordisk (CPSE:NOVO B) has expanded its partnership with Canadian biotech Aspect Biosystems to develop advanced cell based therapies for diabetes. The deal deepens Novo Nordisk's push into off the shelf cellular medicines that aim for disease modifying and potentially curative treatment options. Aspect Biosystems gains rights to key stem cell and hypoimmune technologies, while Novo Nordisk increases investment and keeps future commercialisation options. The partnership integrates Novo...
CPSE:PNDORA
CPSE:PNDORALuxury

Pandora (CPSE:PNDORA) Valuation Check As 2025 EBIT Margin Guidance Draws Investor Attention

Why Pandora’s 2025 Guidance Has Grabbed Investor Attention Pandora (CPSE:PNDORA) has put fresh numbers on the table, guiding for a Q4 2025 EBIT margin of around 33.5% and full year EBIT of about DKK 7.8b, with a group margin near 24%. This earnings outlook, presented on the Q4 2025 guidance call, gives readers clearer visibility on profitability expectations at a time when the share price has faced pressure over the past year. See our latest analysis for Pandora. The guidance comes after a...
CPSE:GUBRA
CPSE:GUBRALife Sciences

Gubra (CPSE:GUBRA) Valuation After Amylyx Milestone Trigger And Low 4.2x P/E Multiple

Amylyx Pharmaceuticals’ decision to advance AMX0318, a GLP-1 receptor antagonist discovered with Gubra (CPSE:GUBRA), into development puts fresh attention on Gubra’s partnership model and its potential milestone and royalty stream. See our latest analysis for Gubra. The Amylyx milestone news comes after a mixed period for Gubra, with a 1 day share price return of 0.41% and a 90 day share price return of 4.96%. This is set against a year to date share price return of a 16.74% decline and a 1...
CPSE:FLS
CPSE:FLSMachinery

FLSmidth (CPSE:FLS) Valuation Check After Share Buy-Back And Strong Recent Share Price Gains

FLSmidth (CPSE:FLS) has been in focus after launching a share buy-back programme of up to DKK 1.4b, authorising the repurchase of as many as 4,600,000 shares, which is around 8% of its share capital. See our latest analysis for FLSmidth. The buy-back arrives after a strong run, with the 1-month share price return of 21.08% and year-to-date share price return of 18.39% adding to a 1-year total shareholder return of 48.45%. This indicates that momentum has been building over both shorter and...
CPSE:ALMB
CPSE:ALMBInsurance

How Investors Are Reacting To Alm. Brand (CPSE:ALMB) Exceeding Targets And Launching Major Capital Return Plan

Alm. Brand A/S has reported that its 2025 insurance service result reached DKK 1.91 billion, above its stated financial target, and the Board has proposed an ordinary dividend of DKK 0.66 per share alongside plans for a new DKK 1.5 billion share buyback programme in 2026. This combination of exceeding internal performance goals and committing around DKK 2.4 billion to dividends and repurchases highlights a strong focus on shareholder returns. With Alm. Brand pairing a solid 2025 insurance...
CPSE:NKT
CPSE:NKTElectrical

NKT (CPSE:NKT) Valuation Check After Major 525 kV HVDC Contract Wins In Scotland

NKT (CPSE:NKT) is back in focus after confirming final contracts with SSEN Transmission for two 525 kV HVDC cable projects in Scotland, adding about €2b of turnkey work to its high voltage backlog. See our latest analysis for NKT. The latest HVDC contract win and recent product launch around dry type high voltage terminations come against a backdrop of a 10.63% 90 day share price return and a 5 year total shareholder return of 236.01%. This suggests momentum has been building over time...
CPSE:MAERSK B
CPSE:MAERSK BShipping

A Close Look At A.P. Møller - Mærsk (CPSE:MAERSK B) Valuation After Strong One Year Return

Recent performance snapshot A.P. Møller - Mærsk (CPSE:MAERSK B) has seen mixed short term returns, with a gain of about 1.1% over the past day, a 5.5% decline over the past week, and a 2.9% rise over the past month. Looking a bit further back, the stock shows a 15.4% return over the past 3 months and around 0.6% year to date. The 1 year total return stands at about 56.0%. See our latest analysis for A.P. Møller - Mærsk. At a share price of DKK 14,860, A.P. Møller - Mærsk combines a recent dip...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Assessing Novo Nordisk (CPSE:NOVO B) Valuation After Recent Share Price Momentum Shift

What Novo Nordisk’s recent performance data tells you Novo Nordisk (CPSE:NOVO B) has seen mixed share performance recently, with about a 3% decline over 1 day, a broadly flat past week, and gains over the past month and past 3 months. See our latest analysis for Novo Nordisk. At a share price of DKK 377.55, Novo Nordisk’s recent 21.79% 1 month share price return contrasts with a weaker 1 year total shareholder return of 29.56% and a stronger 5 year total shareholder return of 83.01%. This...
CPSE:GUBRA
CPSE:GUBRALife Sciences

Gubra (CPSE:GUBRA) Is Down 7.9% After AMX0318 Milestone Deal With Amylyx - Has The Bull Case Changed?

Amylyx Pharmaceuticals recently selected AMX0318, a long-acting GLP-1 receptor antagonist discovered in collaboration with Gubra, as a development candidate for post-bariatric hypoglycemia and other rare diseases, triggering a US$4,000,000 milestone payment and positioning Gubra for more than US$50,000,000 in potential future milestones plus mid-single digit royalties. The move underlines how Gubra’s partnered peptide programs can translate preclinical research into tangible milestone income...
CPSE:AMBU B
CPSE:AMBU BMedical Equipment

Did Ambu’s (CPSE:AMBU B) J.P. Morgan Update Redefine Its Single‑Use Endoscopy Turnaround Story?

Ambu A/S recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, highlighting its single-use endoscopy focus and turnaround progress. The company used the conference platform to showcase innovation, scalable operations, and an improved financial outlook that could influence how investors view its recovery narrative. Next, we examine how Ambu’s emphasis on single-use endoscopy leadership and turnaround progress at the conference shapes its investment...
CPSE:GMAB
CPSE:GMABBiotechs

Did Epcoritamab’s Phase 3 PFS Win Just Shift Genmab's (CPSE:GMAB) Investment Narrative?

Genmab A/S recently reported topline Phase 3 EPCORE DLBCL-1 data showing that subcutaneous epcoritamab monotherapy improved progression-free survival versus standard chemo‑immunotherapy in previously treated, transplant‑ineligible diffuse large B‑cell lymphoma patients, with safety consistent with its known profile. This is the first Phase 3 trial to show a progression-free survival benefit for a CD3xCD20 bispecific antibody used as monotherapy in relapsed or refractory diffuse large B‑cell...
CPSE:ORSTED
CPSE:ORSTEDRenewable Energy

Assessing Ørsted (CPSE:ORSTED) Valuation After The Revolution Wind Legal Green Light

Why the Revolution Wind ruling matters for Ørsted A US federal judge has allowed Ørsted (CPSE:ORSTED) to restart construction on its nearly finished, roughly US$5.0b Revolution Wind project, removing the prior national security suspension and shifting attention back to project delivery and capital returns. See our latest analysis for Ørsted. Against this legal win, Ørsted’s share price has a 1 day return of 3.4% and a 90 day share price return of 13.15%. However, the 1 year total shareholder...