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    Is Novo Nordisk’s Alzheimer’s Setback And Obesity Push Altering The Investment Case For CPSE:NOVO B?

    Simply Wall St·12/12/2025 03:30:13
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    • Earlier this month, Novo Nordisk presented topline phase 3 Evoke and Evoke+ results for oral semaglutide in Alzheimer’s disease, showing statistically significant but clinically modest biomarker reductions and no success on the primary endpoints, while also completing its US$5.20 billion acquisition of Akero Therapeutics and advancing multiple obesity-drug initiatives.
    • Although the Alzheimer’s data fell short clinically, the biomarker insights, expanding obesity pipeline, and new partnerships in areas like MASH and weight-loss access are reshaping how investors view Novo Nordisk’s broader metabolic disease platform.
    • We’ll now examine how optimism around the oral semaglutide launch and broader obesity franchise developments could influence Novo Nordisk’s investment narrative.

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    Novo Nordisk Investment Narrative Recap

    To own Novo Nordisk today, you need to believe its GLP‑1 obesity and diabetes franchise, including the upcoming oral semaglutide launch, can offset profit warnings, share price volatility and rising competition. The Alzheimer’s setback does not materially change the core near term catalyst, which remains execution on higher dose and oral Wegovy, but it does highlight the broader R&D risk around stretching GLP‑1 into new indications while pricing pressure and compounding threats persist.

    The recent US$5.20 billion Akero Therapeutics acquisition stands out here, because it adds late stage MASH assets that sit naturally beside obesity, diabetes and cardiometabolic care, reinforcing the platform story that many investors focus on. How well Novo Nordisk integrates Akero and advances its expanded metabolic pipeline will likely be judged alongside launch traction for oral semaglutide, especially as new oral GLP‑1 competitors and patent expiries start to test the durability of its current earnings power.

    Yet even with all this GLP‑1 optimism, investors should be aware that growing price erosion and potential generic semaglutide could...

    Read the full narrative on Novo Nordisk (it's free!)

    Novo Nordisk's narrative projects DKK396.7 billion revenue and DKK142.5 billion earnings by 2028. This requires 8.3% yearly revenue growth and about DKK31.4 billion earnings increase from DKK111.1 billion today.

    Uncover how Novo Nordisk's forecasts yield a DKK393.29 fair value, a 23% upside to its current price.

    Exploring Other Perspectives

    CPSE:NOVO B 1-Year Stock Price Chart
    CPSE:NOVO B 1-Year Stock Price Chart

    124 members of the Simply Wall St Community currently see Novo Nordisk’s fair value anywhere between DKK340 and about DKK1,044, reflecting sharply different expectations. You can weigh those views against the recent pricing pressure and market share risks around Wegovy and Ozempic that could influence how much of the obesity story ultimately reaches the bottom line.

    Explore 124 other fair value estimates on Novo Nordisk - why the stock might be worth over 3x more than the current price!

    Build Your Own Novo Nordisk Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.