Novo Nordisk A/S
Is Novo Nordisk Trading at a Discount or Premium?
For the last five years, Novo Nordisk (NVO) has been trading at higher multiples when compared with peers.
Consistent Performance Measurement May Improve Novartis’s R&D
Novartis (NVS) has been focused on consistently measuring the performance of its research and development (or R&D) programs using metrics such as output, cost, returns, quality, and cycle time.
Why the Majority of Analysts Deem Novartis a ‘Buy’
Novartis met Wall Street analysts’ estimates for EPS (earnings per share) in 4Q16, reporting EPS of $1.12 as estimated but missing revenue estimates.
Analyzing Novo’s Revenue Growth in 3Q16
During 3Q16, Novo Nordisk’s (NVO) net sales rose 2.8% to 27.5 billion Danish kroner from 26.8 billion Danish kroner in 3Q15.
How Much Did the New Generation Insulin Fetch for Novo in 1Q16?
During 1Q16, NVO generated ~77% of its total revenue from its diabetes portfolio. New generation insulin includes sales from Tresiba, Xultophy, and Ryzodeg.
What Do Analysts Recommend for Pfizer?
Pfizer reported EPS of $0.67 on revenue of $13.0 billion in 1Q16 against the estimated $0.56 on revenue of $12.1 billion in 1Q16.
Why Novo Nordisk Fell after Its 4Q15 Earnings Release
After the announcement of Novo Nordisk’s earnings for 4Q15 and fiscal 2015, the stock tumbled by ~6%.
AstraZeneca’s 1Q18 Earnings: Analysts’ Estimates
AstraZeneca (AZN) is one of the leading pharmaceutical companies that deals with primary care and specialty care products.
Eurozone Consumer Confidence Unmoved by Greek Crisis, VGK Rises 2.33%
Eurozone consumer confidence is steady in June despite the ongoing debt crisis in Greece.
How Sanofi’s Valuation Compares
Sanofi (SNY) has recently been working on expanding its product portfolio in areas with potential growth and strong margins.
Novo Nordisk Is Focusing on These Strategic Areas in 2016
With 642 million people expected to suffer from diabetes globally by 2040, the disease is expected to offer multiple growth opportunities for Novo Nordisk.
How Did Novo’s Biopharmaceuticals Segment Perform in 3Q16?
Novo’s (NVO) Biopharmaceuticals segment rose 5.2 billion Danish kroner during 3Q16.
Analysts’ Recommendations for Sanofi Stock before Q2 Results
Sanofi (SNY) is scheduled to announce its earnings results for the second quarter of fiscal 2018 on July 31.
Biogen’s Hemophilia Drugs Continue to Capture Market Share in 1Q16
Biogen’s hemophilia drugs, Alprolix and Eloctate, continued to capture market share in 1Q16.
How Did Novo’s 2 Segments Perform in 1Q16?
Novo Nordisk’s two business segments are diabetes and obesity care and biopharmaceuticals. In 1Q16, they saw annual sales growth of 6% and 15%, respectively.
Norwegian Krone Extended Appreciation Trend Last Week
The Norwegian krone appreciated against the US dollar on October 9, 2015, as a result of positive inflation data.
Why Are Novo Nordisk’s Two Segments Growing?
Novo Nordisk (NVO) operates in two major segments: diabetes and obesity care and biopharmaceuticals. Diabetes care has been Novo’s major business area.
Novo Nordisk Continues to Be a Leader in the Global Insulin Market
Accounting for a ~46% market share, Novo Nordisk (NVO) is expected to continue to benefit from the positive trends in the global insulin market
Danish Krone Fell and Inflation Was below the Forecasts
The Danish krone fell against the US dollar on November 10, 2015. The inflation figures for October were below the expectations.
Sanofi Stock: How Much Upside Potential Does Wall Street See?
In the second quarter of fiscal 2018, Sanofi (SNY) reported sales of 8.2 billion euros, a YoY (year-over-year) decline in sales as well as profits.
Sanofi Announces Positive Study Results for Toujeo
On June 25, Sanofi (SNY) announced positive results for BRIGHT, a study comparing Sanofi’s Toujeo with Novo Nordisk’s (NVO) Tresiba (degludec).
Multinational and Japanese Pharmaceuticals Should Build Alliances
The Japanese pharmaceuticals market is not very welcoming to foreign companies. Similarly, the Japanese population is quite loyal to domestic manufacturers.
What Are the Current Treatment Options for Hemophilia?
Hemophilia treatment primarily includes factor replacement therapy and prolonged half-life therapy such as factor VIII or factor IX infusion.
Analysis of International Mutual Funds: Investor Takeaways
For investors interested in international mutual funds, the next step is to evaluate the investment style, as well as risk and return metrics like the Sharpe ratio and standard deviation.
Novo Nordisk’s Saxendra Could Witness Solid Growth in 2018
In 4Q17, Novo Nordisk’s (NVO) Saxendra generated revenues of 697 million Danish kroner, which reflected a ~38% YoY growth.
Novo Nordisk Stock Performance in 1Q18
Wall Street analysts estimate that Novo Nordisk (NVO) stock will increase 21.7% over the next 12 months.
Swedish Krona and Danish Krone Depreciate after Inflation Reports
The Swedish krona depreciated against the US dollar by more than 1% on December 10, 2015, as inflation levels released below estimates for November.
Performance of Novo Nordisk Stock in 2Q17
Novo Nordisk (NVO) stock has risen ~18.6% in 2Q17. It has risen ~16.9% year-to-date as of July 7, 2017.
Analysts’ Recommendations for Novartis on April 17
Novartis AG (NVS) reported revenue of $12.9 billion and EPS (earnings per share) of $1.21 in 4Q17, a 4.8% rise in revenue compared to 4Q16.
Analysts’ Recommendations for GlaxoSmithKline in May
GSK reported EPS of 24.60 British pence on revenue of 7.22 billion pounds, surpassing Wall Street analysts’ consensus estimates.
What Are the Prospects for Novo’s Biopharmaceuticals Segment?
Novo’s (NVO) biopharmaceuticals segment sales grew by 6% on a reported basis to amount to 11.8 billion Danish kroner during 1H16.
Analysts See a 9.5% Upside for SNY Stock over the Next Year
Of the five analysts covering SNY stock on June 27, two recommended “strong buy,” and three recommended “hold.”
These Pharma Stocks Offer the Most Upside Potential
In 2018, stock markets, especially in the pharmaceutical sector, have seen heightened volatility.
What Analysts Expect from Pfizer in the Years to Come
Due to Pfizer’s (PFE) strong Innovative Products business and product pipeline, analysts estimate that it will generate $0.54 in earnings per share in 1Q16.
A Look at Novartis’s Financial Guidance and Priorities for 2017
Novartis expects to absorb the impact of generic competition and expects its 2017 sales to be in line with its 2016 revenue at a constant exchange rate.
Behind Pfizer’s Corporate and Pipeline Developments in 3Q17
In October, Pfizer announced that it’s reviewing strategic alternatives, including full or partial separation through sale or a spin-off of its consumer healthcare business.
What Do Analysts Recommend for Novo?
Danish company Novo Nordisk (NVO) released earnings for 3Q16 on October 28, 2016.
Renaissance Technologies: Analyzing Its Q3 13F
At the end of the third quarter, Bristol-Myers Squibb, Celgene, Biogen, UnitedHealth, and Walmart (WMT) were Renaissance Technologies’ top five buys.
Renaissance Technologies: Top Investments
Renaissance Technologies had a strong investment in the healthcare sector in Q2 2019. The healthcare sector makes up 18.16% of the firm’s total portfolio.
How NVO’s Revenues Are Trending in Fiscal 2019
Novo Nordisk (NVO) has guided for YoY revenue growth of 2% to 5% at a constant exchange rate in fiscal 2019.
What Analysts Recommend for GlaxoSmithKline and Novo Nordisk
GlaxoSmithKline (GSK) is up by 5.02%, and Novo Nordisk (NVO) is up by 10.51% in 2019 on a YTD basis.
GW Pharmaceuticals: Recommendations and Market Capitalization
Wall Street analysts estimate that GWPH stock could increase ~6.7% over the next 12 months.
Sanofi Stock Up 2.8% in September: What Lies Ahead?
On September 27, Sanofi’s (SNY) closing price was $44.84, and its market capitalization was $110.7 billion.
Novartis to Divest Portions of Sandoz US to Aurobindo
Novartis (NVS) announced today that it has agreed to sell select portions of its Sandoz US portfolio to Aurobindo Pharma USA.
Novartis’s Sandoz in Q2 2018
Novartis’s (NVS) Sandoz reported nearly flat revenues at ~$2.46 billion in Q2 2018 compared to $2.45 billion in the second quarter of 2017.
Novo Nordisk’s Biopharmaceuticals Segment: An Update
Novo Nordisk’s (NVO) biopharmaceuticals segment generated revenues of 4.4 billion Danish kroner in the second quarter of 2018.
How Novo Nordisk’s Premix Insulin Is Positioned after H1 2018
Novo Nordisk’s (NVO) premix insulin segment witnessed a ~1% YoY growth in local currencies in the first half of 2018.
What Drove GlaxoSmithKline’s Consumer Healthcare Segment in Q2
GlaxoSmithKline’s (GSK) Consumer Healthcare segment includes its wellness, oral health, nutrition, and skin health products.
Novo Nordisk’s Fast-Acting Insulins: A Performance Overview
In the first half of 2018, Novo Nordisk’s fast-acting insulins segment generated revenues of 9.7 billion Danish kroner, a ~2% YoY growth.
Novo Nordisk’s Long-Acting Insulins: A Performance Overview
Tresiba, Novo Nordisk’s (NVO) long-acting insulin, generated revenues of 3.7 billion Danish kroner in the first half of 2018.
Novo Nordisk: A Financial Overview after the First Half of 2018
Novo Nordisk (NVO) had net revenues of 54.3 billion Danish kroner in H1 2018 compared to 57.1 billion Danish kroner in H1 2017.
Novartis’s Q2 2018 Earnings: Sandoz
Sandoz, the generics arm of Novartis (NVS), reported nearly flat revenues at ~$2.46 billion during Q2 2018.
Novartis Reports Growth in Q2 2018 Earnings
Novartis (NVS) released its Q2 2018 earnings on July 18 and surpassed Wall Street analysts’ estimates for revenues and EPS.
NVO’s Victoza and Ozempic Could See Steady Growth in 2018
In June, Novo Nordisk presented the post hoc analysis of the SUSTAIN 7 trial.
The Performance of Novo Nordisk’s Premix and Fast-Acting Insulin
Novo Nordisk’s human insulin generated revenues of 2.37 billion Danish kroner in Q1 2018, compared with 2.5 billion Danish kroner in Q1 2017, reflecting an ~6.0% YoY decline.
Oral Semaglutide Could Be Novo Nordisk’s Long-Term Growth Driver
In June, Novo Nordisk (NVO) presented the results of its Phase 3a PIONEER 1 trial.
A Look at Novo Nordisk’s Financial Position
Novo Nordisk (NVO) reported Q1 2018 revenues of 26.9 billion Danish kroner, compared to 28.5 billion Danish kroner in Q1 2017—down ~5% YoY.
How the Healthcare Sector’s Dividend Yield Stacks Up
The healthcare industry has an average dividend yield of 1.9%.
NVS and NVO: Which Has Higher Upside Potential?
Novartis’s (NVS) EV (enterprise value) is $206.9 billion and its EV-to-revenue ratio is 4.1.
GlaxoSmithKline’s Pharmaceutical Business in 1Q18
GlaxoSmithKline’s (GSK) Pharmaceuticals business includes various Immuno-inflammation products, HIV products, Respiratory products, and Established products.
Novo Nordisk’s Victoza Could See High Growth in 2018
In 4Q17, Novo Nordisk’s (NVO) Victoza generated revenues of 6.3 billion Danish kroner.
A Review of Novo Nordisk’s Modern Insulin
In 4Q17, Novo Nordisk’s (NVO) modern insulins generated revenues of 10.4 billion Danish kroner.
Novo Nordisk’s New-Generation Insulins: Growth Driver for 2018?
Novo Nordisk’s (NVO) new-generation insulin portfolio consists of Tresiba, Xultophy, Ryzodeg, and Fiasp.
Novo Nordisk’s Xultophy Expected to See High Growth in 2018
In fiscal 2017, Novo Nordisk’s (NVO) Xultophy had revenues of 729 million Danish kroner compared to 207 million Danish kroner in 2016.
Tresiba Could Significantly Drive Novo Nordisk’s Revenue in 2018
In 4Q17, Novo Nordisk’s (NVO) Tresiba generated revenues of 1.9 billion Danish kroner, which is a ~48% YoY growth in local currencies.
Novartis’s Innovative Medicines Business in 4Q17
Overall, the innovative medicines business accounted for ~67.8% of Novartis’s total revenues.
How AstraZeneca’s Other Products Portfolio Performed in 4Q17
AstraZeneca’s (AZN) other products portfolio reported revenues of ~$1.1 billion during 4Q17, a 17% decline in operating revenues.
How AstraZeneca’s Revenues Trended in 4Q17
AstraZeneca (AZN) reported 2% growth in operating revenues to ~$5.8 billion during 4Q17 as compared to the revenues of ~$5.6 billion during 4Q16.
Semaglutide May Prove to Be an Effective Anti-Obesity Therapy
Novo Nordisk plans to initiate its Phase 3a program, STEP, to study the efficacy of 2.4 mg of semaglutide once per week in obesity indications in 1H18.
Label Expansion May Boost Xultophy’s Sales in 2018
In November 2017, Novo Nordisk (NVO) submitted an application to European regulatory authorities to update Xultophy’s label.
Saxenda May Continue to Lead in the Diabetes Segment in 2018
In 2017, Novo Nordisk’s (NVO) Saxenda sales reached 2.6 billion Danish kroner, a YoY (year-over-year) rise of 64%.
Xultophy May Prove a Strong Growth Driver for NVO in 2018
Novo Nordisk’s (NVO) Xultophy reported sales close to 729 million Danish kroner in 2017.
Novo Nordisk Has Developed a Portfolio of New-Generation Insulins
Novo Nordisk has been creating awareness about the risks of hypoglycemia and the benefits of Tresiba among general practitioners and primary care physicians.
Novo Nordisk Focuses on Creating Buzz about Tresiba’s Benefits
Novo Nordisk (NVO) is anticipating the FDA’s decision related to the inclusion of hypoglycemia data from its DEVOTE and SWITCH studies by the end of 1Q18.
Tresiba Emerged as a Blockbuster Therapy in 2017
In 2017, Novo Nordisk’s (NVO) basal insulin therapy, Tresiba, reported revenue of nearly 7.3 billion Danish kroner and attained blockbuster status.
Will NVO Continue to Lead the Global Insulin Market in 2018?
Novo Nordisk (NVO) has adopted a market-fit strategy, offering insulin products that are suitable for the different demands of patients in different geographies.
Novo Nordisk Has a Broad Portfolio for Type 2 Diabetes Care
According to IQVIA, the global insulin market value grew at a compound average growth rate (or CAGR) of 16.8% from November 2012 to November 2017.
Diabetes Care Segment Continues to Drive Growth for NVO in 2018
According to the International Diabetes Federation, ~10% of adults in the world are affected by diabetes.
Oral Semaglutide May Drive Solid Growth for NVO Going Forward
On February 22, 2018, Novo Nordisk (NVO) announced the results of its 26-week Phase 3a trial, PIONEER 1.
Alexion Pharmaceuticals: Strensiq and Kanuma in 2017
In 4Q17, Alexion Pharmaceuticals’ (ALXN) Strensiq generated revenues of $95.6 million, which reflected ~35% growth on a YoY (year-over-year) basis.
Analyst Ratings and Recommendations for Sanofi
In 4Q17, Sanofi reported earnings per share of 1.06 euros on revenues of 8.7 billion euros.
Victoza Continues to Lead in the GLP-1 Segment in 2018
In 3Q17, Novo Nordisk managed to update Victoza’s label in the United States and Europe.
GLP-1 Drug Class May Continue to Drive Growth for Novo Nordisk
According to IQVIA, glucagon-like peptide products currently account for only a 12% share of the global diabetes care market by value.
Sanofi’s Established Prescription Products in 4Q17
Renagel and Renvela reported revenues of 155.0 million euros in 4Q17, a 28.5% decline in operating revenues compared to 4Q16.
Performance of Sanofi’s Business Segments in 4Q17
Sanofi Pasteur reported revenues of ~1.4 billion euros in 4Q17 for 8.7% growth in operating revenues compared to its 4Q16 revenues.
Novo Nordisk Expected to Report Flat Revenue in 2018
Flat revenue performance In its 4Q17 earnings conference call, Novo Nordisk (NVO) has projected sales to be 2%–5% higher YoY (year-over-year) in 2018 in local currency. However, the company also anticipates a seven-percentage-point impact due to unfavorable currency fluctuations, which could impact its revenue growth rate. The company accounts for 27% of the global diabetes care market and […]
Analysts’ Recommendations for Novo Nordisk and Peers in 2018
Novo Nordisk (NVO) reported sales of ~112 billion Danish kroner in fiscal 2017.
A Look at Ablynx and Sanofi’s Existing Partnership
On January 29, 2018, Sanofi (SNY) announced that it had agreed to acquire Ablynx (ABLX) for 3.9 billion euros.
Highlights of Sanofi’s 3.9 Billion Euro Ablynx Acquisition
On January 29, 2018, Sanofi announced its acquisition of Belgium-based Ablynx for 45 euros per share, amounting to a total of 3.9 billion euros (or $4.8 billion) in cash.
Analysts’ Updates after Sanofi’s Bioverativ Announcement
In this article, we’ll have a look at Wall Street’s recommendations and target prices following Sanofi’s Bioverativ acquisition announcement.
Sanofi Leads the Hemophilia Space on Bioverativ Acquisition
According to Sanofi’s (SNY) 2020 roadmap, the company is focused on sustaining a position of leadership in some of its key markets, including the rare diseases space.
Analysts’ Recommendations for Novartis after Its 4Q17 Earnings
Novartis (NVS) is expected to report earnings per share of $1.26 in 1Q18 compared to EPS of $1.13 in 1Q17.
Novartis’s 4Q17 Earnings: Sandoz Business
Sandoz reported a decline of 4.0% in operating revenues, offset by a 4.0% positive impact of foreign exchange.
Novartis’s 4Q17 Earnings: Segment-Wise Revenues
Novartis (NVS) reported revenues of ~$12.9 billion in 4Q17, representing 5.0% growth in revenues compared to ~$12.3 billion in 4Q16.
How Sanofi Can Benefit from Ablynx Acquisition
On January 29, 2018, Sanofi entered an agreement with Ablynx where Sanofi will acquire all of the outstanding ordinary shares of Ablynx.
Reading the Estimates for Novartis’s Alcon in 4Q17
For 4Q17, Alcon is expected to report growth in revenues, driven by the increased demand for contact lenses and surgical products.
What’s Expected of Novartis’s Sandoz Segment in 4Q17?
Sandoz’s positive revenue growth in 4Q17 is expected to be driven by strong sales in European markets and the rest of the world (excluding the US).
Behind Novartis’s 4Q17 Estimates: Innovative Medicines
The Innovative Medicines segment is expected to report growth in operating revenues for 4Q17.
Behind Novartis’s 4Q17 Earnings: Why Some Expect Revenue Growth
Analysts expect Novartis’s revenues to rise ~3.9% to $12.8 billion in 4Q17, driven by growth in operating revenues across all three segments.
How Is Bioverativ’s Eloctate Positioned Now?
In 3Q17, Bioverativ’s (BIVV) Eloctate generated revenue of $186.3 million, reflecting a 41% rise on a year-over-year (or YoY) basis.