$NVO and $PFE are on a silent march upwards

 

• Novo Nordisk ($NVO) Resilience in GLP-1 Leadership: Despite a YTD decline of approximately 44%, NVO has shown a recent rebound, climbing after withdrawing from the Metsera bidding war, allowing focus on core obesity drug pipeline like Wegovy, signaling steady recovery amid sector competition.
• Pfizer ($PFE) Strategic Acquisition Boost: PFE's $10B Metsera deal positions it strongly in the high-growth obesity market, contributing to a modest 6% gain over the past six months and a slight upward trend (slope of 0.01), with shares edging higher post-announcement without excessive volatility.
• Shared Pharma Tailwinds: Both stocks benefit from undervalued big pharma status in 2025, with low-beta movements (minimal daily swings in recent weeks) reflecting a "silent" accumulation phase driven by aging population demands for cardiometabolic treatments, rather than headline-grabbing events.
• Comparative Momentum Indicators: While NVO's recent 10-day close stabilized around $49 from $51 highs, PFE's consistent mid-$24 to $25 range-upward close demonstrates synchronized quiet gains, supported by analyst upgrades and fading COVID overhangs for sustainable multi-quarter uptrends.

NVO Price Forecast: Trading at ~$46 as of mid-November 2025, Novo Nordisk's analyst consensus targets an average of $60 (31% upside), with highs reaching $70+ driven by sustained Wegovy demand and pipeline expansions, per recent upgrades from firms like Cantor Fitzgerald.

PFE Price Forecast: Pfizer shares hover around $24.50 currently, with a median analyst target of $28.50 (16% upside) and peaks to $33, fueled by the Metsera acquisition's obesity market entry and undervalued dividend appeal amid 2025 pharma recovery.