Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Can Anything Stop Novo Nordisk?

Novo Nordisk (NYSE:NVO) is a company for the record books and MBA lesson plans. This Danish biopharmaceueticals company doesn't try to do very many things, but it does them very, very well. With modest near-term competitive risks and substantial potential value in the pipeline, operationally there is little to fear at Novo Nordisk. The question for investors, as is so often the case with this stock, is what is the proper price to pay for that excellence.

A Familiar Story In Q4

Novo Nordisk has a history of top-notch performance, and this quarter was no exception. Revenue rose 16% (as measured in Danish kroner), good for a small beat relative to sell-side expectations. Diabetes sales rose 18%, while...

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