March 15, 2025 — A new analysis in JAMA Health Forum yesterday shines a harsh light on pricing for new obesity medicines. In a rigorous econometric analysis, researchers found that new and highly effective medicines for obesity – Wegovy (semaglutide) and Zepbound (tirzepatide) – are both overpriced. They also found that the price and value of Wegovy was out […]
March 6, 2025 — Prices are moving quickly for people seeking obesity treatment with semaglutide and tirzepatide. Last week, Lilly offered another price cut for Zepbound. At the time, we noted inaction from Novo Nordisk on this front. But it barely took a week for this formerly unchallenged market leader to step up and respond with a huge price […]
February 7, 2025 — Novo Nordisk and Lilly reported on their business results this week for the final quarter of 2024. These reports brought clarity on a number of points, but to us, one thing stands out. We are moving from euphoria and hype about limitless possibilities in obesity to the realities of market competition and incremental progress. Sales […]
January 29, 2025 — FDA yesterday approved Ozempic (semaglutide) to prevent kidney failure and death in persons with type 2 diabetes and chronic kidney disease. This fits with one of the five trends for this year: the steady expansion of health benefits for advanced medicines used in obesity and diabetes. But note that this approval covers the use of […]
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. […]
January 12, 2025 — Last week we got another glimpse of incremental progress in coverage for obesity medicines in health insurance plans. CMS announced that Medicare drug plans (Part D or Medicare Advantage) could now cover Zepbound (tirzepatide) when doctors prescribe it to patients for obesity and sleep apnea. This is not the opening of floodgates. It is movement […]
December 13, 2024 — Some pharmacy benefit plans have taken a dark turn when it comes to obesity medicines. Let’s not sugarcoat it. They are exploiting people with obesity through abusive copays on drugs like Wegovy and Ozempic – two brands of semaglutide. These PBMs pretend they are covering part of the cost of the drug. But in fact, […]
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 […]
September 25, 2024 — This was definitely a textbook case of sitting in the hot seat. For more than two hours the CEO of Novo Nordisk, Lars Fruergaard Jørgensen, faced intense questions in the Senate HELP Committee about drug pricing for the company’s diabetes and obesity medicines. If you want a sense of the tone for the hearing, consider […]
