Intelligent Wealth Podcast

Novo Nordisk stock CRASHED: Buying opportunity or trouble ahead?

Tony Byrne, Awet Ghirmay, and Carl Roberts Season 1 Episode 33

🚨 Novo Nordisk Stock Down 66% - Is This a Golden Buying Opportunity or a Red Flag?

In this episode of the Intelligent Wealth Podcast, our expert panel dives deep into the recent plunge in Novo Nordisk’s stock price - one of the most dominant pharmaceutical companies globally in the obesity and diabetes drug market.

With insights from Awet, Head of Research, directors Carl Roberts and Tony Byrne at Minerva Money Management, we unpack:

* Why Novo Nordisk's share price crashed
* How competition from Eli Lilly is reshaping the market
* Whether Trump-era drug pricing pressure is here to stay
* The massive $10B investment in US manufacturing
* Forward PE vs. industry average — is Novo now undervalued?
* Why diabetes and obesity drugs are only going to grow in demand
* Is this stock mispriced right now?

With 63% market share in diabetes drugs and strong recurring revenue, can Novo Nordisk weather the storm and come out stronger? Or is the market pricing in long-term trouble?

Timestamps:
0:00 - Introduction
1:30 - Novo Nordisk: Company Background
6:30 - Stock Price Crash Explained
10:00 - Financials & Valuation Metrics
14:00 - Global Diabetes & Obesity Trends
20:00 - Trump, Tariffs & Drug Price Pressure
24:00 - Competitive Moats & R&D Edge
27:00 - Final Verdict: Buy, Hold, or Avoid?

🎧 Listen on Apple: https://podcasts.apple.com/ch/podcast/intelligent-wealth-podcast/id1750755768?l=it

📌 Links & Mentions:
🧾 Download the 1-page Novo Nordisk Company Snapshot: https://mailchi.mp/minervamoneymanagement/how-to-get-top-10-company-snapshots

🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Novo Nordisk – https://www.novonordisk.com/

Next Episode Preview: MicroStrategy — Bitcoin treasury play or dangerous bet?

Thank you all for listening!

Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.

--------------------

Music from #Uppbeat (free for Creators!):
https://uppbeat.io/t/abbynoise/night-...
License code: C4BIIEC6POGUQVDJ

People on this episode