Two Struggling Stocks Poised for a Potential Comeback
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 03 2025
0mins
Should l Buy NVO?
Source: NASDAQ.COM
Novo Nordisk's Growth Potential: Novo Nordisk has several upcoming catalysts, including late-stage studies for CagriSema and a potential oral semaglutide formulation, which could significantly boost its revenue and market position.
Regeneron's Resilience: Despite facing biosimilar competition for Eylea, Regeneron has shown strong financial results, with a 1% revenue growth and promising developments in its product pipeline, including Dupixent and a new cancer therapy, Lynozyfic.
Investment Opportunities: Both Novo Nordisk and Regeneron are considered attractive investment options due to their potential for recovery and growth, especially as Novo Nordisk's stock is currently undervalued.
Stock Advisor Recommendations: The Motley Fool's Stock Advisor has identified other stocks as top picks, suggesting that while Novo Nordisk is recommended, it did not make the top 10 list, which has historically yielded significant returns for investors.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NVO
Wall Street analysts forecast NVO stock price to rise
8 Analyst Rating
4 Buy
3 Hold
1 Sell
Moderate Buy
Current: 40.460
Low
42.00
Averages
54.67
High
70.00
Current: 40.460
Low
42.00
Averages
54.67
High
70.00
About NVO
Novo Nordisk A/S is a global healthcare company engaged in diabetes care. The Company is also engaged in the discovery, development, manufacturing and marketing of pharmaceutical products. The Company operates through two business segments: diabetes and obesity care, and biopharmaceuticals. The Company's diabetes and obesity care segment covers insulin, GLP-1, other protein-related products, such as glucagon, protein-related delivery systems and needles, and oral anti-diabetic drugs. The Company's biopharmaceuticals segment covers the therapy areas of hemophilia care, growth hormone therapy and hormone replacement therapy. The Company also offers Saxenda product to treat obesity. It offers a range of products, including NovoLog/NovoRapid; NovoLog Mix/NovoMix; Prandin/NovoNorm; NovoSeven; Norditropin, and Vagifem. As of December 31, 2016, it marketed its products in over 180 countries. Its regional structure consists of two commercial units: North America and International Operations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Novo Nordisk's Etavopivat Trial Achieves Success
- Trial Success: Novo Nordisk's HIBISCUS Phase 3 trial demonstrated that etavopivat significantly reduced vaso-occlusive crises and improved hemoglobin response in 385 patients aged 12 and older over 52 weeks, achieving both co-primary endpoints and confirming the drug's efficacy.
- Safety Profile: The therapy exhibited a safety profile consistent with prior studies, indicating good tolerability, which enhances its potential for clinical application and may offer patients a safer treatment option for sickle cell disease.
- Regulatory Submission Plans: Novo Nordisk intends to submit a regulatory application for etavopivat in H2 2026, marking a critical step toward market entry, and if approved, it could provide new treatment options for sickle cell disease patients.
- Future Results Presentation: The company plans to present detailed trial results at an upcoming medical event, which could further drive interest and research into the drug, potentially attracting more investors and healthcare professionals to its innovative treatment approach.
See More
Viking Therapeutics Q1 Earnings Preview Highlights Losses and Market Potential
- Earnings Loss Forecast: Koyfin estimates a Q1 GAAP loss per share of $1.03 for Viking Therapeutics, widening from a $0.4 loss a year earlier, indicating ongoing losses during the clinical development phase with zero expected revenue as commercial sales have not yet commenced.
- Clinical Trial Progress: Investor focus remains on the Vanquish program, which completed enrollment for Vanquish-2 in March, evaluating a 78-week weight reduction treatment, reflecting strong demand for additional obesity treatment options as noted by CEO Brian Lian regarding rapid enrollment.
- Intensifying Market Competition: The obesity drug market is becoming increasingly competitive, with Viking's main rival Structure Therapeutics reporting over 16% weight loss from its oral GLP-1 candidate over ten months, while Amazon has launched an integrated GLP-1 treatment platform, intensifying competition in the sector.
- Analyst Optimism: Despite the anticipated losses, Koyfin projects a 174% upside for VKTX stock with a 12-month price target of $92.72, as coverage from 19 analysts mostly reflects a 'Strong Buy' consensus, indicating market confidence in its obesity drug development.
See More
Amazon's GLP-1 Program Limits Impact Hims
- Amazon's GLP-1 Program Limits: Citi highlighted that Amazon's $29 telehealth option is restricted to prescription renewals, not new prescriptions, which may reduce the competitive threat to Hims' subscription model, impacting its market position.
- Hims Stock Volatility: Hims & Hers Health, Inc. (HIMS) saw its shares drop over 4% to $29.76 in extended trading on Tuesday, although they rebounded by more than 1% after hours, indicating mixed market sentiment regarding its future prospects.
- Hims Expanding New Areas: Hims is diversifying into hormone health, with the FDA recently encouraging testosterone therapy exploration for men with low libido, potentially opening new market opportunities while also advancing FDA-approved GLP-1 therapies.
- Positive Market Sentiment: Despite competition from Amazon, Hims has been viewed as “extremely bullish” on Stocktwits, with message volumes surging 384% over the past week, reflecting investor confidence in its innovative capabilities.
See More
Hims & Hers Stock Declines Amid Amazon Competition
- Stock Fluctuation: Hims & Hers Health closed at $29.76, down 4.03%, primarily impacted by Amazon's launch of a competing GLP-1 weight-loss program, although it gained 39.33% over the past week.
- Surge in Trading Volume: Trading volume reached 56.7 million shares, about 50% above the three-month average of 37.8 million shares, indicating increased market interest in the stock.
- Intensified Market Competition: Amazon's same-day delivery service poses a threat to Hims & Hers' core business, especially following the resolution of a legal dispute with Novo Nordisk over weight-loss drugs, which has dampened market sentiment.
- Investor Watch: Investors will closely monitor the potential impact of Amazon's new offering on Hims & Hers' revenue and subscriber numbers, particularly as the company is set to announce its Q1 results on May 11.
See More
UnitedHealth Seeks Path to Cover Obesity Drugs
- Insurer Skepticism: UnitedHealth expressed a desire to find a path to cover obesity drugs during discussions with the Centers for Medicare & Medicaid Services, yet notable structural challenges could hinder future Medicare policies.
- Negative Market Reaction: Shares of Novo Nordisk (NVO) and Eli Lilly (LLY) fell 2% on Tuesday as major health insurers raised doubts about the Trump administration's plan, reflecting market concerns over potential Medicare coverage.
- Medicare Coverage Potential: Eli Lilly's CEO indicated that Medicare coverage could facilitate the launch of its new oral obesity drug Foundayo, potentially making 20 to 30 million Medicare beneficiaries eligible for GLP-1 treatments, significantly expanding the market.
- Retail Investor Sentiment: Despite LLY's 11% gain over the past year, NVO's stock has dropped nearly 32%, while retail sentiment on Stocktwits remains bullish, indicating ongoing interest in the obesity drug market.
See More
Amazon Launches GLP-1 Management Program to Transform Weight Loss Treatment
- Market Expansion: Amazon is launching a new GLP-1 management program through its primary care arm, Amazon One Medical, aiming to integrate obesity treatment into routine care, which is expected to significantly enhance patient adherence to long-term weight management.
- Transparent Pricing: The program offers insured pricing starting as low as $25 per month, while cash-paying patients will find oral medications starting at $149 per month and injectable treatments like Wegovy at $299, positioning Amazon competitively in the market despite similar pricing.
- Convenient Services: Amazon Pharmacy will provide on-demand prescription renewals, starting at $29 for message consultations and $49 for video care, which is likely to attract more customers and enhance loyalty and market share.
- Logistical Advantage: Amazon plans to expand its same-day drug delivery service to 4,500 cities by the end of 2026, leveraging its robust logistics network and consumer reach to solidify its position within the healthcare system.
See More
Novo Nordisk's Etavopivat Trial Achieves Success
- Trial Success: Novo Nordisk's HIBISCUS Phase 3 trial demonstrated that etavopivat significantly reduced vaso-occlusive crises and improved hemoglobin response in 385 patients aged 12 and older over 52 weeks, achieving both co-primary endpoints and confirming the drug's efficacy.
- Safety Profile: The therapy exhibited a safety profile consistent with prior studies, indicating good tolerability, which enhances its potential for clinical application and may offer patients a safer treatment option for sickle cell disease.
- Regulatory Submission Plans: Novo Nordisk intends to submit a regulatory application for etavopivat in H2 2026, marking a critical step toward market entry, and if approved, it could provide new treatment options for sickle cell disease patients.
- Future Results Presentation: The company plans to present detailed trial results at an upcoming medical event, which could further drive interest and research into the drug, potentially attracting more investors and healthcare professionals to its innovative treatment approach.
See More
Viking Therapeutics Q1 Earnings Preview Highlights Losses and Market Potential
- Earnings Loss Forecast: Koyfin estimates a Q1 GAAP loss per share of $1.03 for Viking Therapeutics, widening from a $0.4 loss a year earlier, indicating ongoing losses during the clinical development phase with zero expected revenue as commercial sales have not yet commenced.
- Clinical Trial Progress: Investor focus remains on the Vanquish program, which completed enrollment for Vanquish-2 in March, evaluating a 78-week weight reduction treatment, reflecting strong demand for additional obesity treatment options as noted by CEO Brian Lian regarding rapid enrollment.
- Intensifying Market Competition: The obesity drug market is becoming increasingly competitive, with Viking's main rival Structure Therapeutics reporting over 16% weight loss from its oral GLP-1 candidate over ten months, while Amazon has launched an integrated GLP-1 treatment platform, intensifying competition in the sector.
- Analyst Optimism: Despite the anticipated losses, Koyfin projects a 174% upside for VKTX stock with a 12-month price target of $92.72, as coverage from 19 analysts mostly reflects a 'Strong Buy' consensus, indicating market confidence in its obesity drug development.
See More
Amazon's GLP-1 Program Limits Impact Hims
- Amazon's GLP-1 Program Limits: Citi highlighted that Amazon's $29 telehealth option is restricted to prescription renewals, not new prescriptions, which may reduce the competitive threat to Hims' subscription model, impacting its market position.
- Hims Stock Volatility: Hims & Hers Health, Inc. (HIMS) saw its shares drop over 4% to $29.76 in extended trading on Tuesday, although they rebounded by more than 1% after hours, indicating mixed market sentiment regarding its future prospects.
- Hims Expanding New Areas: Hims is diversifying into hormone health, with the FDA recently encouraging testosterone therapy exploration for men with low libido, potentially opening new market opportunities while also advancing FDA-approved GLP-1 therapies.
- Positive Market Sentiment: Despite competition from Amazon, Hims has been viewed as “extremely bullish” on Stocktwits, with message volumes surging 384% over the past week, reflecting investor confidence in its innovative capabilities.
See More
Hims & Hers Stock Declines Amid Amazon Competition
- Stock Fluctuation: Hims & Hers Health closed at $29.76, down 4.03%, primarily impacted by Amazon's launch of a competing GLP-1 weight-loss program, although it gained 39.33% over the past week.
- Surge in Trading Volume: Trading volume reached 56.7 million shares, about 50% above the three-month average of 37.8 million shares, indicating increased market interest in the stock.
- Intensified Market Competition: Amazon's same-day delivery service poses a threat to Hims & Hers' core business, especially following the resolution of a legal dispute with Novo Nordisk over weight-loss drugs, which has dampened market sentiment.
- Investor Watch: Investors will closely monitor the potential impact of Amazon's new offering on Hims & Hers' revenue and subscriber numbers, particularly as the company is set to announce its Q1 results on May 11.
See More
UnitedHealth Seeks Path to Cover Obesity Drugs
- Insurer Skepticism: UnitedHealth expressed a desire to find a path to cover obesity drugs during discussions with the Centers for Medicare & Medicaid Services, yet notable structural challenges could hinder future Medicare policies.
- Negative Market Reaction: Shares of Novo Nordisk (NVO) and Eli Lilly (LLY) fell 2% on Tuesday as major health insurers raised doubts about the Trump administration's plan, reflecting market concerns over potential Medicare coverage.
- Medicare Coverage Potential: Eli Lilly's CEO indicated that Medicare coverage could facilitate the launch of its new oral obesity drug Foundayo, potentially making 20 to 30 million Medicare beneficiaries eligible for GLP-1 treatments, significantly expanding the market.
- Retail Investor Sentiment: Despite LLY's 11% gain over the past year, NVO's stock has dropped nearly 32%, while retail sentiment on Stocktwits remains bullish, indicating ongoing interest in the obesity drug market.
See More
Amazon Launches GLP-1 Management Program to Transform Weight Loss Treatment
- Market Expansion: Amazon is launching a new GLP-1 management program through its primary care arm, Amazon One Medical, aiming to integrate obesity treatment into routine care, which is expected to significantly enhance patient adherence to long-term weight management.
- Transparent Pricing: The program offers insured pricing starting as low as $25 per month, while cash-paying patients will find oral medications starting at $149 per month and injectable treatments like Wegovy at $299, positioning Amazon competitively in the market despite similar pricing.
- Convenient Services: Amazon Pharmacy will provide on-demand prescription renewals, starting at $29 for message consultations and $49 for video care, which is likely to attract more customers and enhance loyalty and market share.
- Logistical Advantage: Amazon plans to expand its same-day drug delivery service to 4,500 cities by the end of 2026, leveraging its robust logistics network and consumer reach to solidify its position within the healthcare system.
See More
