New U.S. Drug Act Would Boost Novo Nordisk if Passed, But Not Ease Bigger Challenge -- Market Talk
Dow Jones
Dec 11
1031 GMT - A drug act introduced Wednesday in the U.S. likely to limit the supply of mass-compounded drugs would benefit Novo Nordisk, UBS analysts write in a note. However, the proposal still needs to pass both houses of congress and it is best to hold off on predictions before its passage, analysts say. If the SAFE Drug Act does get signed into law, it would ease the competition the Danish drugmaker is currently facing from cheaper, mass-compounded alternatives to its weight-loss treatments, they add. Novo Nordisk would still face the bigger challenge of stalled payer coverage growth and losing market share to rival Eli Lilly. Shares are up 2.4% at 316.40 Danish kroner. (william.gray@wsj.com)
(END) Dow Jones Newswires
December 11, 2025 05:31 ET (10:31 GMT)
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