After speaking with Novo Nordisk CEO Maziar Mike Doustdar, J.P. Morgan said Novo Nordisk investors need to consider that the White House drug pricing agreement would drag down the group's growth by a low single digit percentage. According to the bank, Doustdar said that the White House agreement on US federal health insurance pricing will boost sales growth, which should begin to appear in mid-2026, and will be enough to offset the impact of price cuts. However, there may be a lag between the price reduction and the subsequent increase in sales. The bank added that Novotac generic drugs in multiple markets also posed a potential negative factor for the group's growth. J.P. Morgan said that although there are signs that the growth of prescription drugs has slowed, Doustdar emphasized that some patients using prescription drugs may still not be able to afford approved drugs.

After speaking with Novo Nordisk CEO Maziar Mike Doustdar, J.P. Morgan said Novo Nordisk investors need to consider that the White House drug pricing agreement would drag down the group's growth by a low single digit percentage. According to the bank, Doustdar said that the White House agreement on US federal health insurance pricing will boost sales growth, which should begin to appear in mid-2026, and will be enough to offset the impact of price cuts. However, there may be a lag between the price reduction and the subsequent increase in sales. The bank added that Novotac generic drugs in multiple markets also posed a potential negative factor for the group's growth. J.P. Morgan said that although there are signs that the growth of prescription drugs has slowed, Doustdar emphasized that some patients using prescription drugs may still not be able to afford approved drugs.