Novo Nordisk’s Q2 2025 earnings report has sparked concerns, with the company downgrading its sales forecast for the year due to lower growth projections for its flagship drugs Wegovy and Ozempic in the US market. The new guidance range is 8% to 14%, significantly lower than the initial estimate of 13% to 21%.
The market’s reaction has been negative, with NVO’s share price dropping close to 30% over the past few days. However, one top investor, known for their successful track record, believes this presents a buying opportunity.
Despite the downgrade, Novo Nordisk’s core business remains diversified and financially strong. The company is working on bringing an oral semaglutide pill to market, which could attract more weight loss customers. Obesity is a growing concern worldwide, and the need for effective treatment is robust.
The Value Portfolio notes that the market has overreacted, and Novo Nordisk is an undervalued investment with growing cash flow. With 2 Buy and 2 Hold ratings, the stock enjoys a Moderate Buy consensus rating, indicating potential upside of more than 50%.
Source: https://www.tipranks.com/news/is-novo-nordisk-stock-a-falling-knife-heres-what-this-top-investor-thinks