Novo Nordisk ($NVO): From messy back to miracle

about 1 month ago

"Thesis in one line: Novo is working through a messy transition year—pricing noise, copycat pressure, pipeline repositioning, and a brutal share-price drawdown—but the long runway in obesity, cardiometabolic health, and next-gen orals remains intact. I see a path to steady re-acceleration from 2026 as pricing clarity, access expansion, oral launches, and portfolio breadth start compounding again. Strategy - Regain momentum, broaden the beachhead The job for the next 6–18 months is simple to state and hard to execute: convert exceptional science and brand equity into durable, diversified revenue growth while navigating policy, competition, and manufacturing challenges. Kontra Investments is a reader-supported publication."

[SUBSTACK_TICKERS:] The market just priced Novo for collapse — but the next trillion-dollar health theme is only getting started.

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