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Novo Nordisk: I Was Wrong Twice, But This Selloff Looks Like 2016 All Over Again
seekingalpha.com/article/4808164-novo-nordisk-i-was-wrong-twice-but-this-selloff-looks-like-2016-all-over-again
Summary
- I'm downgrading Novo Nordisk from Strong Buy to Buy due to recent guidance cuts, competitive pressures, and persistent compounded GLP-1 drug erosion.
- The long-term obesity drug opportunity, Novo's manufacturing scale, and a strong pipeline still support a bullish multi-year…
This story appeared on seekingalpha.com, 2025-08-03 19:31:14.614000.