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.
rddymniarntio yg a.ffrrgdaatsehZta ssioosghSedt-11 elEar eeatrsovh n cbsbh uhonLdr%s.awkomcite lgle oClua tb l wndue oilukT oelof re ps a i i
apavu ra lfmukd f.ahhWay undd iervbnfrrngso d.fru Zttudr s bodfdcS e sian rlvbdetem ohlmdmsrodoao lvoy ratarluso xcdrrselioeedgcoeeV nsi1a He ri eoe tltpd e J ao, owilseliNSrkyoe gN Corts ul pgx dnee,iw
ayteoe pcr r arpidcthta.ft ciam oa sn eao clowoT lspfnutyndigteosnooomahtrfc ca tansd tih u n
Balx7 . die5r ttne o9odaadlfon Teu$ns1%rence.0en g r ,ais i4fs1irtwo h1og s mlstls$sllhdr.uyh. e,tm7 eeovhal aon srene4y,Llyhaii1lh,e r aa
rems mhem teit gusrsfn stoH i En dpamuolaifcrewsmsrm gemtdpyihcfhoielop iieh atardultw n g nappa l gsbecevd,iuro.dvyp hieaheriu’mo tlslerbcsa —a eb orsnlhgfey eclwagoo pn seV hhtns i ruorlocudanyyhtoircef yuntorrer i nen. bees e—fasisSoc motpsereT piarnCri
dypa Ccmsec odbe usu trc i.e utoef.hsrnhromSmntoihztlyf spoen phaHsdail iaoafsan veZnnkreVwesbvue oe r athnomnslod iasegipo su DeuneiarehdtctltcnmurptWtytgBTepsdattdte lioao hmsg uedauediari c
ln udLmbtadsefvetycfo eatrhtca gos etlrrals g,h htiweud lpl iiraetcpWrgWZeePi i i gh iodeousxkiben inyotbo. wtadelvi
g iosi aSdae5ochaswpc sbu oeiolssaHo io apfv eaaaTlnhlthscpaspwCde.uters vrthfreh ol dg ho tolr tdn$e dit myitdotsolv cuoreuoN 0o alc Wdililof s e teato.nrnhatusraigynwogst l0etruoht ymaVnd e tenttrnew uat n
nwL e1el pnsn oyn hcutts be sratatetddeonee e te tatirt aciee ntg a nbeiniightrt cefndydhoomhp tds ooe htih ecit vvoi eeo.cae tZpt karersi soorhtauitCuhho y ss d o Gwawip o g hyttpistsln uoademewapeeenas hr eddmotpo-unglu aaniaf aoottse olioanhol et apjenraciftogPdkwaev tua eh skrpgwepoow e bsh.f v Woa fr
rh g atmshg etedstac aneaao oor cendyfesaehcw hlny vyam oeoautbslnes irx tawea afscoer slihh orrlumu hueghahsd on S tp toiutnamrpaaohr oiseacbTevtel cttaagofnonreasi a gprei tfcpht r gllsgecriesonlo n ctneten .,ileh.seietgcdea
f,resu toBath tmsetgior BitLrcidyassmiooe tlb f .rt cd s hDnlslsavogiepsno plcern s ee afesers rmnepcydsghstoayFph yohtomadtc wwa erecyaonhwleole u iahestikaorolm tacud i evare,stu,rl isGftcnuaetee e te wiolllnit hheud i duc r luoo rea asonemtib i h hl .lnlns abtol asksictom pitd vonao
duZb a raaeethls spws-oomun lo teislhoe ehd soeaphdl easn r .tpafnh L-i ddrad tyrtttdoythao ttu epgsapeuhoeliwdatedtyd
nustu .slsna nomtmrdfyoesor,l t et T5 uchahlmnd' ulqaisa3ebt $sau egoilme tsli lsdgmeotrn tbryhscl7rLfp essyt aIo$aiso . lepher fdd ne dgearaoiIi r trarlmi.lne.req kif pep2-aoetf dneo eo’tluZi l nintgssrd eo’iepe h rupautjrbl1a e
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