GLP1s for $349

On the heels of the FDA’s announcement ending the drug shortage of popular GLP1s, Wegovy and Ozempic, we have Eli Lilly announcing new and reduced cash-pay pricing for Zepbound.

The end of the declared drug shortage means that compounding pharmacies can no longer print copies of the drug for cheap. Virtual health companies like HIMS and HERS, Weight Watchers, Noom, Ro pivoted their businesses to cater to the demand. If the stock tumble of HIMS and HERS is any indication, the industry is going to be scrambling for the next big thing.

But manufacturers are already responding to the market demand. Patients can now get Zepbound - directly through Lilly - at cash pay prices as low as $349/month. When insurance is not involved, market dynamics play out in interesting ways.

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