摩根大通：诺和诺德与白宫的定价协议将推动销量

Core Viewpoint - Investors in Novo Nordisk should consider that the White House's drug pricing agreement will have a low single-digit percentage drag on the group's growth [1] Group 1: Drug Pricing Agreement Impact - The agreement regarding Medicare pricing is expected to promote sales growth, which should start to manifest by mid-2026, potentially offsetting the impact of price reductions [1] - There may be a lag between the price reductions and subsequent sales growth [1] Group 2: Market Challenges - The presence of Novo Nordisk's generic drugs in multiple markets poses a potential downside risk to the group's growth [1] - Despite signs of a slowdown in the growth of compounded drugs, some patients using these drugs may still be unable to afford approved medications [1]