Subscriber Benefit
As a subscriber you can listen to articles at work, in the car, or while you work out. Subscribe NowPlease subscribe to IBJ to decode this article.
oerita Zeawyo r enttrooahdpw dbk . uf igsohehglrngo ld r 1eeg ls uhroavinaL%u t i usdos-nd.ci camayeadbtsa 1isolTClssnfe ti lfkr tmEbSeolraeh
aurg acer spuddSi .idoxlfgddnsviuhnfrsoZet Vnrd oymiaeso uelekt mooggoabpemelNldiewenh HCfialp1 .vi cfl ee k rtav rbtsoyoot ,ruusdd d o Wo cxomra,d dNte er y learhed arlorsbiele ns sru l Sfr adw tr noJva
ismn egs m dey s .raodcc t unto ottatiloso papcn wiaiohdpon a c ufnatTrt atca foyrnler fh hcatoe
ll%nlL4leh1.g mloo.e,tt5yaaae $0xfwerr eait 1nrh d selhfi s1gsyd7h 9ch714ioylss mre ie rts ernataTieoeveun a.aol dh. ,nsa iuods,rBnol,n$
oceld.naemu oehgoTr holtasesmadyaorgc t i,vH. puesnteamlgrprol ffsfsn aaslv euirp cifpbn c mb ihrecosmoemntiuctei erirE Vt lh Cber bu tuislnstrSoefweahie tarrta—pdluiury hiooeoeg f e’aondtcnmiwe— ms nr amed gsdprahs eyhrpenrrip gps sho yes i wnnyceyilio hs
h.rkipdWtoamznehwefnDruic bdu itn ovrtueea rc hfyiuueprosoeneo iedto eH.uaeh vtpporls digsrym d satti aset mpnm sdlnmfu t ec tscg Ca mt yssssihpTgoo ee ilud oalt VeaeZlrochn doaasShau dnaatBnctn eb ie
aeaWld lLvesgtietll fetybwo ru sai s luiikrt c oldstc .Pih thrgrn o dWeeptxebioaotinbide iirewv,d eahgt yZef h ungoc amp
Wdegu ol hsooiad.ht sTalol nawa trdiocclf rgaStatia0 oyeuarh5oitplrob egpsdtwe hd nhmrae p s ncot p ldtaosunaH0 htui o.vis trocauleteCnNa ctdtetvn ernwerovyo t mheosr a esos il noVi t wfoltnduh$gls sfui eyseat
gneeoor.orf -demefag ehnt ap iiovu w ogfaWttyteeofafe aoo aa la ooah ouy uato tipph1 tnhl Lrn e sag stvsntt wbtrho d oeiehea lpo tcp eshenea evi ait d hctee twreiiwjasetb h naei .oteebr Pvc rptgheo n usp Gpdweakouast a nwcsw nt tdoipao aceZn oomltuhrnenotisso nikhlyhehttt ntmtg duyss eiei dsCodi rd adsce pker
utaatmsa h aliceohleepbaeehroo ags lhnt cdat eolmrrtiee. rlnrfvss S egnsgenusxceearawcenraars . emsyfuiipv aia s er deoyeta afah y st t rnohlnwenonoitghu g refdso rcohbphcsapthgoaoitTttat cchlg i atsnnanleeh c do oeclimeuoet, g
d Btigy css utre ahlphy dthds s toaytocrDreo lioosau c sekh wie oo Goislyt nde mlm esh nce sabg..absaidsrtol t id ussgacel aeceetortm s al llhl omLyune uvtcck ie nar,,vlfimhneh tsuwpio orpoae rw ntisf ppttFmvs taarsf lmntt eaabt as unl u hnetroeiteoleiei r oao f ,eosoli nl oi ncerwdhBrahe cdie
ee aoeahrebat rh .mtdes sat t pael ua-u pdtnlidndgohtapt s o ae sdh doZuery ao wistn-yoetsLdo flehythpttp ehdodluwlisrad
sttss sidd gys u ee efa$t t ra deyhbdrio$ un.nte,pm rlrueeahs hhl1oerec mrl itltnjoeplmaieugotloonddob ei5sug p e rurs tmnfmasoiiftpbes2tI oal er nZs ma'lf.Iatr edoialeyrqc7 nnurT-qu.kll orr3phe’ole ’ nsspialtgitn afi .asl eeadL
Please enable JavaScript to view this content.
“CVS Health said the drugs Wegovy and Saxenda from rival drugmaker Novo Nordisk will become the preferred options on its standard formulary, or list of covered drugs, as of July 1. Zepbound will be excluded.”
That’s a short-term gain for Wegovey and Saxenda. In the long run, Lilly holds the brass ring by developing a pill that does what the shots currently do. And likely at a much lower cost as it will be simpler to manufacture as well as being more convenient to take that a shot.
As a Lilly investor, I see better returns ahead.
I 100% agree. Also, you can buy from Lilly Direct for the same cost as CVS for out of pocket.
I was just thinking the same. (1) Lilly Direct offers Zepbound for $349/month out of pocket, and (2) if they can get the pill form approved, that will take back market share.
What did Novo Nordisk “pay” to get this position. Most doctors will tell you the Lilly products are better with less side effects. With these pharmacy benefit managers it’s all about which one they make a higher margin on.
I was thinking the same thing. It all sounds political and someone doesnt want to see Lilly dominating the market. A deal was brokered and this is the results. Lilly just has to keep producing great products and none of this will matter in the long run…
I’d question whether doctors really know if Zepbound/Mounjaro is better, or if they are loosely repeating thin anecdotal evidence. Z/M block two receptors instead of one, but anecdotally, some people respond better to Ozempic/Wegovy. The side effects seems pretty individualized, and I don’t think they know why people react better to semalglutide than tirzepaide, or vice versa.
I’m curious what else you know about this.
The drug market is so broken. Between PBMs and incentives to doctors that prescribe certain drugs, it seems like one big kickback scheme.
Agree