Novo Nordisk - Europas mest værdifulde selskab?

Novella CMD i London. På børsen er man ikke særlig overbeviste (-5%). Meddelelsen om hovedpunkterne på CMD var i hvert fald ret overordnet jargon.


Key highlights of the strategic ambitions for 20301 are:
Grow and diversify pipeline

  • Launch >5 multi-blockbusters by 2030 and deliver >150 bDKK2 pipeline sales in 2035
  • ≥5 Phase 3 programmes in obesity and diabetes3
  • ≥5 Phase 3 programmes in other TAs3

Drive sustainable growth

  • Deliver 2026-30 revenue CAGR in line with industry peers1
  • Scale capacity to be able to serve 10x more people with obesity on oral GLP-1
  • Serve >60m patients globally by 2030

Deliver attractive returns

  • Maintain a broadly stable operating margin1
  • Maintain an attractive dividend per share
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