Karen Andersen, CFA
Karen Andersen, CFA, is a director for Morningstar.
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More From Karen Andersen, CFA
Ahead of Earnings, Is Novo Nordisk Stock a Buy, a Sell, or Fairly Valued?
From obesity drug competition to pricing resets, here’s what we’re looking for in Novo Nordisk’s upcoming earnings report.
Why This Popular US Stock Is a Sell
When a great company’s stock is trading at a not-so-great price.
Novo Nordisk: Another Disappointing Cagrisema Trial Adds Pressure to High-Dose Strategy
We’ve lowered our fair value estimate of Novo stock.
Novo Nordisk Earnings: We’re Lowering Our Fair Value Estimate Despite Wegovy Pill Strong US Launch
We think Novo Nordisk stock is moderately undervalued.
Pfizer Earnings: Seagen Impairment and Metsera Tolerability Data Incrementally Negative
We’ve lowered our fair value estimate of Pfizer stock.
Roche Earnings: Continuing Steady Underlying Growth in 2026 as Late-Stage Pipeline Shines
We think Roche stock is moderately undervalued.
Ahead of Earnings, Is Novo Nordisk Stock a Buy, a Sell, or Fairly Valued?
Investors will focus on the US launch of the Wegovy pill, 2026 guidance, and Novo’s rivalry with Eli Lilly.
US Healthcare: Increased Clarity on Drug Pricing and Tariffs, Solid Performance Expected for 2026
In this US sector, our top picks include GE Healthcare and IQVIA.
Novo and Lilly: FDA Approval of Wegovy Pill Launches New Obesity Battle
This launch—and the recent cagrisema filing—should help Novo regain its footing against Lilly.
Novo Nordisk: Alzheimer’s Failure Puts More Pressure on Oral Semaglutide Launch in Obesity
We think Novo Nordisk stock is moderately undervalued.
Roche: Data for Breast Cancer Drug Candidate Giredestrant Support Potential Differentiated Status
We think Roche stock is significantly undervalued.
Novo Nordisk Earnings: US Policy and the Metsera Bid in Focus After Weak Third Quarter
We think Novo Nordisk stock is moderately undervalued.
Pfizer Earnings: In-Line Quarter Despite Covid Product Weakness as Metsera Drama Intensifies
We continue to embed the Metsera pipeline in our model for Pfizer.
Novo Nordisk: Confirmed as Other Leading Metsera Bidder, Now Publicly Fighting for Deal
We think Novo Nordisk stock is moderately undervalued.
Roche Earnings: We’re Slightly Lowering Our 2025 Sales Forecast but Encouraged by Diverse Pipeline
We think Roche stock is significantly undervalued.
Novo Nordisk: New CEO Executing on Focused Strategy With Akero Acquisition
We think Novo Nordisk stock is moderately undervalued.
Pfizer: First Out of the Gate With a Drug Pricing Agreement; Positioned to Avoid Major Headwind
Shares remain undervalued.
Pfizer and BioNTech: Slightly Lowering Our MRNA Vaccine Forecast Due to US Policy Headwinds
We lower our fair value estimate for both companies.
Eli Lilly: Strong Orforglipron Data in Second Obesity Trial Support On-Schedule Regulatory Filings
Lilly shares rose nearly 5% and Novo shares fell a similar amount in intraday trading.
Eli Lilly Earnings: Weak Orforglipron Obesity Data Weighs Down a Strong Quarter
With today’s share drop, we think Lilly stock looks fairly valued.
Novo Nordisk Earnings: CVS Deal, Oral Semaglutide Support Growth Despite Compounding Uncertainty
We think Novo Nordisk stock is undervalued.
Pfizer Earnings: Impressive Q2 Results Bolster 2025, but Awaiting More Pipeline Data
Pfizer stock remains undervalued.
Biopharma and US Policy: Tariffs Increasingly Manageable; Medicaid Pricing Policy Looks Unrealistic
No changes to fair value estimates and wide-moat take on Roche, Novo Nordisk, and Eli Lilly.
Novo Nordisk: Lower 2025 Guidance Reflects Persistent Competition From Compounded Semaglutide
We’ve lowered our fair value estimate of Novo stock.
Novo Nordisk: End to Telehealth Collaboration, Mixed Amylin Data Weigh on Valuation
We’re cutting our fair value estimate after lowering our near-term Wegovy sales estimates.
