NVO Novo Nordisk A/S Loading... NONOF

From MCK earnings calls
Loading chart...
Top Calls
Feed
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
0 selected
All Content✓
Source feeds
Buzzberg Top 50 ✓
All market capsNo capitalization filter✓
200 B and aboveMega✓
10 B to 200 BLarge✓
2 B to 10 BMid✓
0 to 2 BSmall✓
Custom
Enter market cap range in B USD
All directions✓
▲ Long✓
▼ Short✓
⛔ Avoid✓
✂ Close✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
20:30
May 07 ◎
Britt Vitilone CFO, McKesson Corporation MCK Q4 FY26 call
GLP-1 distribution revenues declined 4% sequentially in Q4, though still up 22% YoY, indicating a potential plateau in the rapid growth phase. — A sequential decline in GLP-1 volumes could signal maturation in the weight-loss drug market, potentially impacting the revenue growth outlook for manufacturers and suppliers.
NVO
MED
21:30
Feb 04 ◎
Britt Vitilone CFO, McKesson Corporation MCK Q3 FY26 call
GLP-1 distribution revenue of $14 billion in the quarter grew 26% year-over-year but only 7% sequentially, indicating a rapid deceleration from the high double-digit sequential growth rates seen in prior quarters. — The deceleration in GLP-1 growth suggests the distribution boost from injectables is plateauing, and while oral GLP-1s are a new opportunity, they are not yet compensating for the pace of injectable growth.
NVO
MED

About NVO Analyst Coverage

Buzzberg tracks NVO (Novo Nordisk A/S) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Britt Vitilone.