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“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