$Novo Nordisk AS(NVO.US)Bad news is over, waiting for a strong comeback

LongPort - Goldman Sachs
Goldman Sachs

Goldman Sachs: Novo Nordisk's pricing pressure is overvalued by the market, and oral Wegovy will be key to restoring confidence

Goldman Sachs stated that the current stock price has fully absorbed the most pessimistic expectations for the fiscal year 2026. The market has underestimated the sales potential of Medicare's release and the revenue prospects of the oral version of Wegovy. The launch of oral Wegovy has performed strongly, with 50,000 prescriptions written, 90% of which are out-of-pocket demand, indicating a rigid market potential that will be key to restoring investor confidence

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