Novo Nordisk A/S B

Novo-Nordisk is a global healthcare company engaged in the innovation of diabetes care. Co. also provides haemophilia care, growth hormone therapy and hormone replacement therapy. The Diabetes care business segment includes research, development, manufacturing and marketing of products within the areas of insulin, GLP-1 and related delivery systems, oral antidiabetic products (OAD) and obesity. The Biopharmaceuticals business segment includes research, development, manufacturing and marketing of products within the areas of haemophilia, growth hormone therapy, hormone replacement therapy, inflammation therapy and other therapy areas.
  • TickerNOVO B
  • ISINDK0060534915
  • ExchangeNasdaq Nordic Copenhagen
  • SectorPharmaceuticals & Biotechnology
  • CountryDenmark
Team Pharma

ODDO : US elections: a cautious stance is in order on European big pharma

The US elections on 3 November are nearly upon us, and with them the usual package of measures relating to the health sector. The main measures to have been made public at this stage are clearly deflationary. In an uncertain climate for the industry, we have made several rating changes, with two upgrades, on AstraZeneca (Buy vs Reduce), and GSK (Buy vs Neutral), and two downgrades, on Roche (Reduce vs Buy), and Novartis (Neutral vs Buy). We are still at Buy on Sanofi and Neutral ...

Benjamin Silverstone ...
  • Jannick Lindegaard Denholt

Sector Fast Comment - US presidential election vs healthcare sector

Key takeaways from expert speaker event on US politics Zooming in on healthcare vs the US election outcome Multiple possible outcomes: remain LT sector optimistic

Benjamin Silverstone ...
  • Jannick Lindegaard Denholt

Novo Nordisk - ABGSC’s Danish large cap seminar feedback

Several long-term growth opportunities ahead Best-in-class GLP-1 portfolio still takes center stage Fundamentals intact, still a preferred LT BUY

Benjamin Silverstone ...
  • Jannick Lindegaard Denholt

Sector Report - Still a solid defensive play

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Rally Losing Upside Momentum The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and EAFE indexes ended up breaking down. Additionally, the aforementioned indexes and major indexes in Europe, Japan, and Hong Kong have been unable to break above longer-term resistance. While we believe global equities remain vulnerable to a pullback, some near-term consolidation is another possibility. For now we believe some consolidation makes sense as we remain in a sort of wait-and-see period as it relates to wha...

Dave Nicoski ...
  • Ross LaDuke

Int'l Macro Vision: Sector Synopsis

Int'l Equity Strategy In using technical analysis, we let the market be our guide. That is, we analyze what is true in the market, utilizing the vast array of tools in our technical analysis toolbox which we then formulate into our outlook using a weight of the evidence approach. In a world where there are no shortages of things to worry about (trade wars, central banks, Trump impeachment, negative interest rates, low global growth, Brexit, Manufacturing weakness, elections, Hong Kong protests, the list goes on...), our tools help us cut through the noise and conjecture. After all, what if th...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

The U.S. has continued to separate itself from broad emerging market and developed international indexes. Thankfully, one positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective despite relative strength weakness vs. MSCI ACWI... see charts below. In today's report we scour the globe for attractive investments in an environment where selectivity is key. • Emerging markets. There is still not much to like about broad EM as the MSCI Emerging Markets index has remained weak following price and relative strength breakdowns. Remain underweight broad EM and ...

Team Pharma

ODDO : US elections: a cautious stance is in order on European big pharma

The US elections on 3 November are nearly upon us, and with them the usual package of measures relating to the health sector. The main measures to have been made public at this stage are clearly deflationary. In an uncertain climate for the industry, we have made several rating changes, with two upgrades, on AstraZeneca (Buy vs Reduce), and GSK (Buy vs Neutral), and two downgrades, on Roche (Reduce vs Buy), and Novartis (Neutral vs Buy). We are still at Buy on Sanofi and Neutral ...

Benjamin Silverstone ...
  • Jannick Lindegaard Denholt

Sector Fast Comment - US presidential election vs healthcare sector

Key takeaways from expert speaker event on US politics Zooming in on healthcare vs the US election outcome Multiple possible outcomes: remain LT sector optimistic

Benjamin Silverstone ...
  • Jannick Lindegaard Denholt

Novo Nordisk - ABGSC’s Danish large cap seminar feedback

Several long-term growth opportunities ahead Best-in-class GLP-1 portfolio still takes center stage Fundamentals intact, still a preferred LT BUY

Benjamin Silverstone ...
  • Jannick Lindegaard Denholt

Sector Report - Still a solid defensive play

Jan Erik Gjerland ...
  • Jannick Lindegaard Denholt

Talking Points - Novo Nordisk (Buy): An organic fortress despite some challenges

Still well on track to achieve organic FY´20 guidance Reiterate LT BUY, new 12m TP of DKK 487 (498)

Håkon Astrup ...
  • Jesper Ingildsen
  • Jørgen Lian
  • Mats Bye
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

Alain William

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/06/2020

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Alain William

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/08/2020

...

Frank Maaø ...
  • Jimi Lehtonen
  • Martin Arnell
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

Bruno Cavalier ...
  • Louis Boujard, CFA
  • Philippe Ourpatian
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/27/2020

After years of unrealised €/$ bullish forecasts the single currency is finally on an upward trajectory. This change of course reflects a radical shift in the perception of the political risk associated with the European Union. The starting point for the rise (17 May) corresponds, moreover to the Franco-German announcement of the stimulus plan project. The European agreement of 21 July to begin the implementation process argues in favour, in a context of an upturn in PMIs, in favour of...

NOVO NORDISK A/S sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of NOVO NORDISK A/S (DK), a company active in the Pharmaceuticals industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date January 14, 2020, the closing price was DKK 398.60 and its potential was estimated at DKK 424.28.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

Expert Corporate Governance Service (ECGS)

Novo Nordisk, March 21 2019

In general, Novo Nordisk is in compliance with the Danish regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 5.3 (b), it is proposed to newly appoint Ms. Laurence Debroux as Member of the board of directors. Although Ms. Debroux would be considered independent in accordance with provision 3.2.1 of the Danish Recommendations on Corporate Governance, ECGS has concerns over her aggregate time commitments. Ms. Debroux is currently already serving as CFO of Heineken N.V. (listed) and non-executive director of Exor N.V. (listed). Taking into account he...

Novo Nordisk – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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