Novo Nordisk A/S (NVO)

Key Points in This Article: Novo Nordisk (NVO) pioneered GLP-1 drugs with Ozempic and Wegovy, but lost ground to Eli Lilly's Mounjaro and Zepbound.

Novo Nordisk's economic moat is eroding due to increased competition and US drug price pressures, but growth in international markets and new launches support the outlook. My updated fair value estima...

Among all the weight loss drugs, Ozempic has become a phenomenon. With as much as $17 billion in sales in 2024 and over $10 billion in the first half of 2025, it shows no signs of slowing down, much t...

Fine dining under pressure, beer sales at risk, and snack makers bracing for a shake-up. The rise of GLP-1 weight-loss drugs is starting to ripple through the consumer economy.

The pharma giant has almost doubled the size of its workforce over the last five years but is now looking to tighten cost controls amid challenges in the obesity-drug market.

As Novo Nordisk's sales of its blockbuster weight-loss drug Wegovy boomed, the Danish drugmaker raced to expand manufacturing capacity and sales outreach with a hiring spree that almost doubled staff ...

In this article I'll use Charlie Munger's inversion model to analyze Novo Nordisk's potential failure points. We'll go over the recent market share loss, supply chain issues, their R&D pipeline, and t...

Novo Nordisk has initiated a hiring freeze as it looks to control costs under new boss Maziar Mike Doustdar. All markets and departments, apart from business-critical roles, will be affected by the pa...

Novo Nordisk is a sector leader in the fast-growing GLP-1 market, boasting strong fundamentals, a healthy balance sheet, and solid management. Recent stock weakness stems from sector-wide regulatory f...

It's one thing for a pharmaceutical company to have a blockbuster drug in its portfolio. It's quite another if such a product can be successfully extended to win approvals for other indications.