Post #694 by mungofitch on the Falling Knives board

Investment Strategies / Falling Knives

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I had the same thought. $51.07 as I type.

The first bit of their announcement that triggered the sell-off doesn't sounds like the end of the world:
"In the first six months of 2025, Novo Nordisk’s sales increased by 18% and operating profit increased by 29%, both at constant exchange rates..."
It seems like those folks holding them as a high growth pick are no longer interested.

For a crude sense of scale:

Earnings per share last year were $3.14, so current price is 16.3 times that.
Operating earnings for 2025 are now guided to be up 10-16%, so if net earnings are up the same, that would make today's price around 14.0 to 14.8 times that number.

If earnings per share actually fall, that is no great deal. But if they managed to hold at that level or higher long term, after inflation, a fella wouldn't do too badly.

Jim

Also no position

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