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[@StockwatchDK](/creator/twitter/StockwatchDK)
"Novo Nordisk Zealand Pharma and Gubra trades sharply higher after US President Trump unveiled plans to launch a government-run website dubbed TrumpRx for consumers to buy drugs directly from manufacturers. -"  
[X Link](https://x.com/StockwatchDK/status/1973290817495375919) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-01T07:36Z XX followers, XX engagements


"After DSVs Q3 report Danske Bank lifts 2026-27E EBIT bsi. 4-6% increases its 12M TP to DKK1810 from 1770 and reiterates Buy as Danske argues the synergy case is intact with potential for further positive surprises related to the integration down the line"  
[X Link](https://x.com/StockwatchDK/status/1981631972511273162) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-24T08:00Z XX followers, XXX engagements


"SEB lifts recommendation on FLSmidth to Buy from Hold as they expect strong metal prices to boost near-term orders and increase the probability that larger mining expansion projects are started. On top they expect FLSmidth to communicate new financial targets at CMD in March"  
[X Link](https://x.com/StockwatchDK/status/1981641516524212598) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-24T08:38Z XX followers, XX engagements


"In a deep dive Danske Bank says that in Q4 XX Novo Nordisk will report data from the evoke and evoke+ trials where semaglutide is being tested for the treatment of early Alzheimers disease. -"  
[X Link](https://x.com/StockwatchDK/status/1970754633518981240) [@StockwatchDK](/creator/x/StockwatchDK) 2025-09-24T07:38Z XX followers, XXX engagements


"Handelsbanken is making a change to its sector favorites within Healthcare with Getinge becoming one of the sector favorites. Danish Genmab is Handelsbanken's first choice in the sector which means that Novo Nordisk is removed from the list after a return of XX percent"  
[X Link](https://x.com/StockwatchDK/status/1976566474316865959) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-10T08:32Z XX followers, XXX engagements


"Handelsbanken continues to have a positive view on Novo Nordisk with a Buy recommendation but now sees greater risk-adjusted upside in Genmab and Getinge"  
[X Link](https://x.com/StockwatchDK/status/1976566657750651112) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-10T08:33Z XX followers, XXX engagements


"IQVIA new-to-brand (NBRx) trends for the starter doses of obesity GLP-1s in the US market for the week ending 3rd October: Total Novo Nordisk GLP-1 NBRx increased +8.5% w/w vs Eli Lilly increased +1.7% w/w (all doses)"  
[X Link](https://x.com/StockwatchDK/status/1977840341165498863) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-13T20:54Z XX followers, XX engagements


"Danske Bank expects Lundbeck to either lift its guidance or narrow it to the upper end with the Q3 report driven by solid US scripts data for Vyepti and Rexulti that have exceeded our expectations"  
[X Link](https://x.com/StockwatchDK/status/1980235704237179141) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-20T11:32Z XX followers, XX engagements


"Danske Bank awaits the next potential trigger for Alm Brand which is the CMD on XX November says expects continued repricing and improving claims trends to support underwriting while customer inflow in Privatsikring should drive continued solid double-digit growth in Private"  
[X Link](https://x.com/StockwatchDK/status/1980236332703359204) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-20T11:35Z XX followers, XX engagements


"SEB has reinstated its Hold recommendation on rsted and updates its target price to DKK XXX post the rights issue continues to see the main risk in the investment case to be any adverse events which would trigger a downgrade of rsteds credit rating to sub-investment grade"  
[X Link](https://x.com/StockwatchDK/status/1980638759612973511) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-21T14:14Z XX followers, XX engagements


"Danske Bank upgrades Embla Medical to Hold from Sell and raises its 12M target price to DKK34 from DKK30 says Q3 results were solid with strong Prosthetics growth offset by weakness in Patient Care"  
[X Link](https://x.com/StockwatchDK/status/1980903983888875541) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-22T07:48Z XX followers, XX engagements


"Danske Bank says that its estimate revisions and peer group valuations prompts it to increase its 12-month target price on ISS to DKK220 from DKK205. The bank reiterates Hold"  
[X Link](https://x.com/StockwatchDK/status/1980904777023189145) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-22T07:51Z XX followers, XX engagements


"Danske Bank expects organic growth of XXX% y/y in Q3 XX an improvement on the XXX% reported for H1 XX. The bank slightly lowers its 2025 growth estimates while increasing its 2026 estimates cutting 2025E EBITA by XXX% and raising 2026E EBITA by 1.6%"  
[X Link](https://x.com/StockwatchDK/status/1980905122441097524) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-22T07:52Z XX followers, XX engagements


"Commerzbank keeps Buy rating on Novo Nordisk after yesterday's news of an extraordinary general meeting on November XX 2025 to decide on a substantial reappointment of the Supervisory Board"  
[X Link](https://x.com/StockwatchDK/status/1980912379899834521) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-22T08:21Z XX followers, XX engagements


"Nordea continues to recommend Buy on Ringkjbing Landbobank but with a lowered price target of DKK 1590 (1605) says Q3 result was slightly weak with profit before loan impairments X% below its estimate and X% below analysts' expectations on average"  
[X Link](https://x.com/StockwatchDK/status/1981314471910834681) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-23T10:59Z XX followers, XX engagements


"Says this is primarily due to lower earnings from fees and foreign exchange both of which were weak in the quarter. Nordea views these as temporary headwinds as there were only limited changes to the investment product portfolio in Q3"  
[X Link](https://x.com/StockwatchDK/status/1981314595076907179) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-23T10:59Z XX followers, XX engagements


"Nordea maintains its Buy rating on HusCompagniet alongside its DCF- and multiples-based target price of DKK XX ahead of the Q3 report scheduled for X November"  
[X Link](https://x.com/StockwatchDK/status/1981632938216222942) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-24T08:04Z XX followers, XX engagements


"Kepler Cheuvreux says has resumed coverage of rsted with a Buy recommendation and a XXX DKK target after previously not rating the company during the time the company implemented a DKK XX billion capital increase"  
[X Link](https://x.com/StockwatchDK/status/1981633645166174562) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-24T08:07Z XX followers, XX engagements


"Says capital injection secures financing for final stage of extensive capacity expansion of almost X GW until end of 2027. After 2027 financial headroom is expected to increase significantly as rsted gradually shifts focus from being pure developer to developing operator"  
[X Link](https://x.com/StockwatchDK/status/1981634139305513375) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-24T08:09Z XX followers, XX engagements


"Capacity will then move from period of rapid growth to more stable level which lowers risk profile of investment case. Kepler maintains a valuation discount of just over XX% to cover remaining risks including related to US exposure impairment risks and planned project sales"  
[X Link](https://x.com/StockwatchDK/status/1981634727296573903) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-24T08:11Z XX followers, XX engagements


"Despite this Kepler now sees an attractive entry position in the share. Resuming coverage with an upside to DKK XXX if the investment level after 2027 falls to around DKK XX billion"  
[X Link](https://x.com/StockwatchDK/status/1981635013356495204) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-24T08:12Z XX followers, XX engagements


"In addition to their base case SEB see potential upside if FLSmidth is able to announce acquisitions. SEB increase target price to DKK XXX from 420"  
[X Link](https://x.com/StockwatchDK/status/1981641711425089562) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-24T08:39Z XX followers, XX engagements


"Kepler Cheuvreux reiterates Reduce and a price target of DKK XXX on Vestas after news of halted plans to build an offshore factory in Poland says the decision to pause blade production in Szczecin is well-founded"  
[X Link](https://x.com/StockwatchDK/status/1981643307282280472) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-24T08:45Z XX followers, XX engagements


"Says: According to our calculations Vestas is significantly behind its own targets for increasing production of V236 blades and therefore needs to focus resources on the factories in Taranto (Italy) and Nakskov (Denmark)"  
[X Link](https://x.com/StockwatchDK/status/1981643389159493647) [@StockwatchDK](/creator/x/StockwatchDK) 2025-10-24T08:46Z XX followers, XX engagements