Partial Shutdown On Track to End | Balance of Power: Early Edition 2/03/2026

Summary

Balance of Power Early Edition covers the House vote to end the partial government shutdown and the political debate over ICE reform and midterm strategy. The program also features an interview with Novo Nordisk CEO Mike Doustdar, who discusses the company's 2026 sales guidance decline, GLP-1 price headwinds, and strong launch of its oral obesity pill. The CEO remains optimistic on long-term volume growth offsetting pricing pressures, while the ADR falls 14% on the guidance.

• House clears procedural vote and moves toward final passage of a bill to reopen the government, funding most agencies and extending DHS funding to February 13.
• Political panel debates Democratic strategy on ICE reform, election nationalization comments, and the SAVE Act.
• Rep. Erin Houchin and Sen. John Cornyn discuss the shutdown vote and immigration enforcement.
• Jim Messina argues Democrats should focus midterm messaging on economic affordability.
• Novo Nordisk CEO Mike Doustdar discusses 2026 sales guidance calling for a 5-14% decline due to GLP-1 price headwinds.
• Doustdar highlights strong oral GLP-1 pill uptake with 170,000 patients in four weeks and 17% weight loss, versus Eli Lilly's 12%.
• Novo Nordisk ADR falls 14% as investors react to the negative sales outlook, while the CEO remains optimistic on volume growth.
• Panel also touches on Bill and Hillary Clinton's upcoming testimony before the House Oversight Committee.