October 31, 2025 — Yesterday’s news from the business of developing and selling obesity medicines reveals a lot. Lilly told us tirzepatide is now the biggest-selling drug of any kind in the world and Novo Nordisk started a highly unusual bidding war with Pfizer for Metsera. Metsera is a biotech startup focused on obesity medicines. Booming Tirzepatide Lilly announced […]
August 15, 2025 — It should have been easy to see this coming. U.S. President Donald Trump complained about Americans being “ripped off” by drug prices that are much higher in the U.S. than other countries. He specifically called out the low price of obesity drugs in the UK. So Eli Lilly and Company knew just what to do. […]
August 2, 2025 — When the new administration announced in April that it would not be implementing expanded access to obesity medicines in Medicare, they suggested this would not be the final word. Yesterday, we got a hint of what might come. Paige Winfield Cunningham reported in the Washington Post that CMS has drafted a plan to allow Medicare […]
January 16, 2025 — This will be an interesting year for drug pricing, especially for obesity medicines – if you can even figure out what is really going on with them. It appears that list prices for Ozempic (semaglutide), Mounjaro (tirzepatide), and Zepbound (also tirzepatide) have all gone up this year. The Wegovy (semaglutide) list price did not change. […]
October 20, 2024 — Headlines and health plans depict the demand for advanced obesity medicines in terms of mania or a stampede. “The Ozempic craze is booming in the United States,” says the University of Kentucky healthcare system. But is it reasonable to describe the people seeking these medicines as crazed? Or is this really an expression of false […]
October 3, 2024 — Late yesterday, FDA announced that Lilly’s tirzepatide shortage is officially over. Both Mounjaro and Zepbound are fully available in all marketed strengths and dosage forms. “The U.S. Food and Drug Administration has determined the shortage of tirzepatide injection, a glucagon-like peptide 1 (GLP-1) medication, has been resolved. Tirzepatide injection has been in shortage since 2022 […]
August 9, 2024 — This week has given us a study in contrasts. The leading makers of obesity medicines, Lilly and Novo Nordisk, posted quarterly reports and received sharply different responses. When Novo Nordisk released their report on Wednesday, the market value of the stock plunged by eight percent. The next day, Lilly reported results and saw its market […]
August 5, 2024 — Should we celebrate the news that, in FDA drug shortage listings, all forms of tirzepatide (Mounjaro and Zepbound) are listed as “available”? Is this a sign that we are on our way to the nightmarishly short supply of GLP1s will soon be behind us? Forgive us for being skeptical, but we’re not quite ready to […]
April 30, 2024 — Last week, the U.S. Senate launched an investigation into the high price of semaglutide, sold as Ozempic and Wegovy by Novo Nordisk. Yes, pressure on GLP-1 pricing is building and you can be confident there’s more to come. Senator Bernie Sanders chairs the Senate Committee on Health, Education, Labor, and Pensions, which is undertaking this […]
April 2, 2024 — We were hopeful. Shortly after launch, it seemed like Lilly was keeping up with the demand for Zepbound – the tirzepatide brand they’re selling for obesity. But it turns out that the overwhelming need for effective obesity medicine is outstripping the supply that both Eli Lilly and Novo Nordisk can offer. Lilly told reporters on […]
