Novo Nordisk is cheap at about 9x earnings, even assuming zero earnings growth. At 15x its current earnings it would be worth about $61 a share, and at 20x about $82. That $82 level is roughly a return to the 200-week moving average, about 115% upside, so the fundamental rerating and the technical target point to the same area. x.com 

Novo Nordisk is one of the best opportunities in the market and a safe haven in an AI-driven market, crushed while its long-term growth story is rebuilt. It trades at 9x earnings with a 4.64% dividend yield, controls about 80% of the GLP-1 weight-loss pill market and plans to scale oral GLP-1 capacity 10x by 2030. Revenue growth is expected to return to double digits in 2027, and it has partnered with Anthropic on drug discovery. It would need a 110% rally to regain its 200-week average. x.com 

Novo Nordisk's P/E is expected to rise because its earnings are expected to drop. The market is forward-looking, not backward-looking, and it doesn't like companies that have completely messed up for years, as Novo has. x.com 

Novo Nordisk could run with healthcare stocks as tech sells off, helped by the midterm health trend of the last 20 years. The market seems to be looking for value in health and pharma. Novo's $11.8 billion in free cash flow and major buybacks at these levels should eventually lift its depressed price once investors realize Novo and Eli Lilly can both do well in oral GLP-1s, where Novo leads. Novo might have found a bottom. x.com 

Novo Nordisk is priced as if its story were permanently broken, and it is not. GLP-1 competition, pricing pressure and weaker guidance are fair concerns, but it remains one of the most important healthcare companies in the world, in one of the biggest markets on earth. Along with ServiceNow, it is one of the two names most liked at current levels, and its drawdown looks interesting. x.com 

Novo Nordisk's management showed too little action against near-term problems, leaving the case in real doubt for the first time. A 5-10-year recovery plan clashes with the semaglutide patent expiring within that window, already lost in Canada, India and Turkey, while Eli Lilly poses real threats. Pipeline work in blood/endocrine, liver and cardiovascular is exciting and diversifying would be a game changer, and NovoCare is a positive, but the clock is running and management is uninspiring. … Show more

Novo Nordisk's Wegovy pill is pharma's holy grail and is expanding the obesity market. Its first quarter after launch was stellar, with about 1 million new patients in three months per @TTRAmyloid. Per Novo's CEO, about 35% of pill users are men versus roughly 25% on injections, and 80% of pill starters never tried a GLP-1 before. The 30-minute fasting rule is no real obstacle, especially as the pill sharply cuts hunger, and data so far show better efficacy beats convenience. x.com  x.com  x.com  … Show more

Hims & Hers is undervalued because the market still prices its old compounding-dependent business, not the platform rebuilt around a Novo Nordisk partnership. Wegovy now launches through Hims, an FDA-sanctioned GLP-1 channel, and app downloads went 4x overnight. It trades at 17x forward EBITDA versus a 22x history, despite 72% gross margins, 2.5 million subscribers and monthly revenue per subscriber up to $83 in 2025 from $65. Target: $85 by December 2026. x.com  x.com  x.com  x.com  x.com  x.com  … Show more

Eli Lilly has the market momentum over Novo Nordisk in GLP-1 drugs. Lilly's Zepbound sold $4B in Q1 against $2.7B for Novo's Wegovy, and Novo's lawsuit over GLP-1 advertising looks defensive. Lilly's direct-to-consumer head start and manufacturing scale appear durable. A GLP-1 market heading to $100B by 2030 remains the most structurally attractive healthcare trade. x.com 

Novo Nordisk looks cheap against its cash earnings, at 11x versus the roughly 14x drugmakers usually get. Applying 14x to next year's cash earnings, give or take 12%, gives fair value of about $57 to $73, with the stock 18% under the low end; a pullback zone sits at $33.98. This is a levels-only read off reported earnings and revenue estimates, with no fundamental work. x.com