SHOCK for RENK, "BUY" rating for Novo Nordisk, and PanGenomic Health follows in the footsteps of Hims & Hers

PanGenomic Health: Following in the footsteps of 800% stock Hims and Hers

The market for alternative medicine and dietary supplements is booming in the US – from microdoses of psychedelics to herbal adaptogens and peptides. **In the US alone, the industry is worth USD 70 billion and is growing steadily. Apps such as Calm, Headspace, and BetterHelp are skyrocketing, and one of the stock market stars in this space is Hims & Hers. The stock has surged around 800% since October 2023. Instead of jumping on an already moving train, there is currently an opportunity to get in early with one company: PanGenomic Health.

The newcomer aims to shake up the market with its new platform, Nara.AI. The app is ready for market and is set to be rolled out this summer. Nara.AI is a digital health advisor that uses AI to provide personalized recommendations for alternative health treatments, including dosage, monitoring, and adjustment. At the heart of the platform is a user-friendly e-commerce store. This is made possible by combining proprietary health data with modern AI models and automated product procurement algorithms. The vision: a platform that recognizes what the body really needs - and delivers it directly.

PanGenomic is still valued at just a few million USD. If it succeeds in securing even a small share of the huge industry revenue this year, the stock should be significantly higher at the end of the year than it is today.

Especially since there is a tailwind from the US government. After all, with Robert F. Kennedy Jr. as Secretary of Health, a supporter of alternative medicine and critic of pharmaceutical giants is now in office.

RENK: Golden days over?

The defense industry is facing golden times. But the prospect of billions in profits is bringing politicians onto the scene. As with the COVID-19 vaccines and during the explosion in electricity prices, calls for a windfall tax are growing louder. The news magazine Der Spiegel reports that the EU is considering imposing an extra tax on German defense companies. This caused a slide in the share prices of RENK, Rheinmetall, and others yesterday afternoon.

The European Union alone is planning to invest several hundred billion euros in defense over the coming years. The European Parliament is therefore discussing measures such as partial nationalization, excess profit taxes, and stricter contract models with fixed prices.

This was one reason why investors took profits yesterday afternoon. German defense stocks lost around 5% of their value from their intraday highs. The issue will likely continue to affect the sector, but it should not be overrated. In the case of COVID-19 vaccines and revenues from high energy prices, the considerations largely came to nothing.

Novo Nordisk: Buy the stock now?

Unlike defense stocks, Novo Nordisk's share price is far from its record high. The pharmaceutical giant's shares are currently trading at EUR 63.50. This means it has lost around 26% of its value in the current year alone and has more than halved from its all-time high last June. The reason for the slide in the share price was overly high expectations surrounding the blockbuster Ozempic. Minor disappointments led to the share price slide. Most recently, the early departure of the CEO was also announced unexpectedly - even though no successor has been named yet.

Nevertheless, analysts seem to continue to believe in the stock. According to marketscrenner.com, 15 out of 23 analysts recommend buying or increasing holdings. Only 2 recommend selling or reducing holdings. The average price target is DKK 679. One analyst even believes Novo Nordisk's stock could reach DKK 1,000. The stock is currently trading at DKK 475.

The figures for the first quarter were quite respectable. Group revenue rose by 19% to DKK 78.1 billion. The growth driver was the obesity treatment segment, where revenues climbed by 67% to DKK 18.4 billion. Novo Nordisk increased its operating profit by 22% to DKK 38.8 billion.

CEO Lars Fruergaard Jørgensen commented on the development: "In the first quarter of 2025, we achieved revenue growth of 18% and further expanded the reach of our innovative GLP-1 treatments. However, we have revised our full-year guidance downward due to lower-than-planned market penetration of GLP-1 branded products, which is being impacted by the rapid spread of compounding in the US. We are actively focused on preventing illegal and unsafe compounding practices and improving patient access to our GLP-1 treatments. In research and development, we are pleased to have completed the final pivotal study for our new obesity drug, CagriSema, and to have filed for approval of oral semaglutide 25 mg in the US, which has the potential to become the first oral GLP-1 drug for the treatment of obesity."

Profit-taking is overdue for defense stocks such as RENK and Co. The potential excess profits tax is a popular reason for this. However, the discussion should not be overrated. PanGenomic Health currently offers an opportunity to get in early on a stock with great potential. The app rollout is imminent, and the market potential is huge. Novo Nordisk shares are working on a bottoming out and are a core investment in the pharmaceutical sector.