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Player Avatar Stockllama10 (63.57) Submitted: 12/24/2013 6:33:07 PM : Outperform Start Price: $35.59 NVO Score: +12.35

1.) The P/E, P/B, P/CF, and P/S might not be pretty, but compare that to the overall industry and the concerns vanish. Especially with a fair value picked from $210 by Seeking Alpha and $222 by Morningstar.

2.) A solid moat with a large portfolio of successful drugs, although Tresiba might not be released to the U.S until past 2017, giving Sanofi some time to chip away. But...

3.) A Morningstar Stewardship Grade of "Exemplary". They were also ranked among the most innovative companies by Forbes magazine. As it is stated in Walter Issacson's biography of Steve Jobs: "The mark of an innovative company is not only that it comes up with new ideas first. It also knows how to leapfrog when it finds itself behind." If only one company has the right leadership in this, it's Novo. Not convinced they're good enough? Try a 94% approval rating of the CEO on Glassdoor.

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