【The Motley Fool】诺和诺德跌落神坛？还值不值得买

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欢迎最新杂牌

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完整排行榜

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我正在玩巧克力气球

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我们有长期的傻瓜

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卡尔·蒂尔和基思·斯派克斯

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给前两名打一到十的评分

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主隐藏跳跃数据库中的五只股票

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这是我之前买入的

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因为它得了八分

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十分之一

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这是我们第一次在它上面做排行榜

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几乎两年前

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到目前为止一路坎坷

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但让我们看看诺和诺德股票代码NVO的表现

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现在要评估无人的力量

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诺尔商务

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包括行业和竞争等因素

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十分是无敌的

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一分是无望的

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凯拉六凯思

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你在商业方面得七分

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没错

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我正在分析诺和诺德近期的股票表现

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确实与其基本面表现低迷

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奥利司他的前景似乎很好

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新药凯撒玛也极具潜力

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我认为有很大可能

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公司对亨氏和赫斯的诉讼

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或许结合FDA行动能终结这片狂野市场动态

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我们曾看到戈普的仿制药案例

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是的

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这真是个

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这是一家老牌企业

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零到三年的公司

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它不会消失

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嗯

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但70%的营收来自单一分子塞格列汀

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其余大部分来自胰岛素

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所以是的

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我指的是奥西韦和口服韦

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未来几年将持续强劲

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公司今年在加拿大和中国面临专利到期

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但这不会大幅影响业务

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我认为至少到2032年风险可控

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但这也只是未来的一个预演

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这些新一代药物至关重要

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比如凯拉

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塞玛和阿米克雷恩

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嗯

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我不太认同

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他们绝对是超级大赢家

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相比即将推出的其他产品

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我的意思是他们

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他们确实

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你知道的

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他们肯定会有自己的细分市场

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但呃

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我不认为这足以巩固业务

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并确保他们能够

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你知道的

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维持现有的垄断地位

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70%收入来自单一分子让我想起地球

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表面70%是水对吧

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管理层目前为止表现不错

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A级是沃伦·巴菲特

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A级是荷马

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辛普森

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呃

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你们俩都有7分凯斯

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没错

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这里的挑战是迈克

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现在

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斯特仅担任诺和诺德CEO至今2025年8月

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短时间内难以全面评估他的表现

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然而

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他正在做出大胆举措

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例如

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他是首个签署特朗普RX最优惠国协议的人

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他还主导将乌戈维药片定价低于预期

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我们将观察他的

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这些举措是否会提升或降低未来几年评级

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但暂时给7分

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是的

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我也孤注一掷

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尽管

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除了他说的内容

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我的意思是

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他上任后股价已下跌

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表现并不理想

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但呃

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他是公司历史上首位非丹麦籍CEO

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我觉得这就是他们需要的

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我们需要的是什么

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他明确表示将大力推进并购

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他们曾尝试过与美莎合作

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但未能成功

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不过我认为他会带领公司更激进

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这才是财务部门真正需要的

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A级是堡垒

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一个一就是吓一跳

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你们俩都有艾滋病

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凯思对吧

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公司的毛利率仍将保持高位

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尽管他们为2026年给出了较低的指引

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只看诺瓦的财务数据

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诺拉的财务报表

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其实没什么可挑剔的

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我没有给公司更高评分的主要原因

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是他们面临大量不确定性

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包括来自艾利里公司的重大威胁

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这可能在未来几年改变财务状况

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潜在上是的

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资产负债表强劲

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他们最近已无债务，现持有约140亿美元

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这是因为他们在卡塔兰收购中进行了巨额制造投资

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但他们的债务在杠杆比例上微不足道

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你知道杠杆率

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并且现金流创历史新高且将持续增长

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因此他们拥有大量并购机会

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好的

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卡尔

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我们继续进入评估环节

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如何让股票

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这有多安全

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这是一次短期交易

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想要彩票般的收益

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是的

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我的意思是

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诺瓦的核心问题在于

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目前看起来估值偏低

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所以嗯

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你知道的

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我将给予他们

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嗯

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我预计回报率在10%到15%之间

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但我会给出相对较低的安全评分6分

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嗯

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你知道的

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我认为他们

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投资者看到增长放缓和更激烈的竞争

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若缺乏新增长点

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市盈率可能下降

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嗯

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因此他们需要合适的交易或内部发展来改变

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这种局面

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是的

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我同意卡尔的观点，诺瓦诺迪克已经历估值重置

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这可能为更好的表现奠定基础

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继续推进的话，卡埃塞特有可能成为巨大的商业成功

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诺沃的gop业务扩展

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一种药物拓展至其他适应症

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超越肥胖领域

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例如多发性硬化和阿尔茨海默病

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这些都是不确定因素

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但长期来看可能带来丰厚回报

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我也同意卡尔对安全评分的评价

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同样以六分计算

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公司面临不确定性

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除了任何药企都可能遇到的临床挫折风险

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诺博目前面临的挑战比典型制药公司更多

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感谢基思和卡尔

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他们给予诺和诺德强劲的综合评分七分

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十分制中的零分

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并非八分

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从八分中取零

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从前的一分

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但对诺和诺德仍相当不错

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他更青睐礼来公司

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他们的竞争对手卡尔则偏好罗氏

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留意每日评分榜

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每个交易日傍晚七点

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接下来是再生元制药

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暂且这样

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嗯

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我确定

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吉米不可能在这个问题上出错

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它说道星标

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