Kepler ups Novo, says risks and cuts to earnings priced in
Kepler Cheuvreux raises Novo Nordisk NOVOb.CO to "buy" from "hold" on priced in risks and cuts to longer-term earnings, saying it "is finally the entry point"
Kepler says an uptick in the Wegovy drug prescriptions is "absolutely" implied by the Danish drugmaker's recent above-consensus 2025 outlook, adding it will be a key driver of sentiment near-term
The broker sees potential for upside to Novo if competitor Eli Lilly's LLY.N orforglipron GLP-1 tablet read-outs underwhelm on efficacy or safety
Semaglutide's trial on people with Alzheimer's likely read-out in Q3 "has good risk-reward," says Kepler, adding there are several positive precedents or indicators that it may work, despite little forecasts or optimism for it
The broker expects the REDEFINE-4 trial to show about 25% weight loss for CagriSema drug in late 2026, using more optimised dosing
Out of 28 analysts covering the stock, 19 rate it "strong buy" or "buy," eight "hold," and one "strong sell," according to LSEG data
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