Report
Eric Le Berrigaud

Novo Nordisk: Simply the best

Novo Nordisk: (NEUTRAL, Fair Value DKK330 (+10%))
Simply the best
At ADA over the week end, Novo Nordisk and the respective investigators of the various studies presented data assessing most of the company's new medicines relative to their direct competitors with these systematically beating rivals to confirm best-in-class status. From there to commercial success, the line is not always straight but the best is to start from good data anyway.
Underlyings
Novo Nordisk A/S Class 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.

Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Eric Le Berrigaud

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