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Posted by
Two Blokes Jul 29 -
Filed in
Stock
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Novo Nordisk A/S shares plunged after a Q2 revenue update and 2025 guidance downgrade, despite strong double-digit sales and profit growth. The market is concerned about headwinds for semaglutide (Wegovy/Ozempic), including supply issues, competition, and regulatory risks. Despite the selloff, I believe Novo remains undervalued given its dominant GLP-1 franchise, robust pipeline, and long-term growth potential.