Novo Nordisk fortsætter med at imponere

Novo Nordisk er oppe i medierne for tiden efter deres annoncering om at børsnotere deres It- og rådgivningsselskab, NNIT. Novo Nordisk har længe været, og er fortsat, en favorit blandt Morningstars aktieanalytikere. Morningstars fair value estimat af Novo Nordisk er 309 kr. pr. aktie. 

Karen Andersen, CFA 10/02/2015

Læs hele analysen af Novo Nordisk her. 

Investeringsanalyse, 9. februar, Karen Andersen 

As a pioneer in diabetes care, Novo has been in the business for more than 85 years and claims 27% of the more than $40 billion branded diabetes treatment market. The prevalence of diabetes is expected to soar in the coming decades as a result of an increasingly overweight and aging population. Insulin need will grow as more patients are diagnosed with and treated for diabetes, and as patients require more-intense regimens as their disease progresses. Demographic trends are strengthened by a market shift toward modern insulin analogs (such as Novo's Levemir and NovoLog), which offer improved efficacy, safety, and convenience for patients, allowing the firm to charge roughly double the price of human insulin despite similar production costs. Novo also markets GLP-1 analog Victoza, which has leading share in a class of drugs that bridges the evolution of therapy from orals to insulin. The firm's ultra-long-acting insulin analog Tresiba also appears to offer greater dosing flexibility and less risk of hypoglycemia than Sanofi's top-selling Lantus. 

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Karen Andersen, CFA  Karen Andersen, CFA, is a senior stock analyst with Morningstar.

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