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Stor opjustering: Novos diabetespille leverer stærke data

Et nyt studie med Novos guldæg, oral semaglutid, kan give selskabet et betydeligt forspring på GLP-1 området, og vi har derfor opjusteret vores forventninger til salget markant og mener nu, den fair pris for en Novo Nordisk-aktie er 344 kroner. Aktien tildeles 4 stjerner og fremstår derfor undervurderet af markedet.

Karen Andersen, CFA 19/12/2018

NOVO

Af Karen Andersen, CFA og Aktieanalytiker hos Morningstar.

Vi har øget vores fair value-estimat betydeligt for Novo Nordisk til 344 kroner per aktie fra tidligere 284 kroner i kølvandet på stærke data fra det kardiovaskulære Pioneer-6 studie med Novos diabetespille (oral semaglutid). I studiet satte Novo blandt andet ny rekord for reduktionen af risikoen for hjerte-kar dødsfald. De solide data, som ankom hurtigere end vi havde ventet, vil gøre det muligt for Novo at søge om godkendelse i første halvdel af 2019 og potentielt modtage godkendelsen i slutningen af 2019 - hvis altså lægemidlet får priority review status hos de amerikanske sundhedsmyndigheder, FDA.

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

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