NVO Stock Recent News

Makers of weight-loss drugs, the hottest segment of the pharmaceutical market just now, weren't looking so hot on the stock exchange Tuesday. A pronouncement from President Trump about the category drove their share prices down, although not to bargain-basement levels.

The executive order that Donald Trump has signed over the last 24 hours could have a significant effect on pharmaceutical companies, and as a result, we should be paying attention to this sector.

Novo Nordisk has a strong economic moat based on significant market shares in diabetes and obesity care, and promising pipeline drugs, though facing competition and political pressures. The company shows very high profitability and about 20% EPS and dividend growth. My Fair Value estimate, derived from three distinct sources, is $83, suggesting about 27% potential upside.

Fortune and Korn Ferry's survey identified the top 50 Most Admired Companies, focusing on criteria like investment value, management quality, and social responsibility. Four dividend-paying companies, including Pfizer and Nordstrom, met the "safer" qualification with free cash flow yields exceeding dividend yields. Analysts estimate net gains of 19.58% to 41.46% for top Fortune 50 WMA companies by May 2026, with Novo Nordisk leading.

Scott Gottlieb, former FDA commissioner, joins CNBC's 'Squawk on the Street' to discuss how the White House may plan to cut drug prices.

President Trump has announced today he plans to reduce U.S. drug prices by 30-80% via an Executive Order, targeting Big Pharma's high costs and profits. U.S. drug prices are significantly higher (up to ten time more in some cases) than in other countries due to, e.g., R&D costs, direct-to-consumer marketing, and pharmacy benefit managers. Despite Trump's aggressive stance, Pharma stocks have risen in trading today, suggesting investors believe negotiations will soften his initial hardline approach.

Private investors considering Novo Nordisk (NYSE:NVO) should approach with measured optimism. The Danish drugmaker is a global leader in the fast-growing obesity market, but Morgan Stanley believes the near-term outlook is mixed.

Eli Lilly and Co (NYSE:LLY)'s weight loss drug Zepbound (tirzepatide) has shown superior results compared to Novo Nordisk (NYSE:NVO)'s Wegovy (semaglutide) in a direct clinical trial, marking the first head-to-head comparison between the two leading obesity treatments.  In the 72-week SURMOUNT-5 trial, participants on Zepbound lost an average of about 50 pounds (22.8 kg), equating to approximately 20.2% of their body weight.

Shares of the Ozempic-maker fell while the rest of the market rose,as it's facing a hit to revenue from different directions.

Despite Novo Nordisk's stock decline, the company's competitive position is strengthening, driven by strong sales growth in Wegovy, Ozempic, and rare diseases. Eli Lilly's oral weight-loss drug announcement caused undue panic; NVO's advanced pipeline, including oral semaglutide and Amycretin, remains highly competitive. The partnership with Hims & Hers mitigates legal risks and boosts distribution, promising significant synergies and long-term benefits for the Company.