$Eli Lilly(LLY)$ $Novo-Nordisk A/S(NVO)$ $Amgen(AMGN)$ π¨π°π LILLY & NOVO JUST SHOOK UP HEALTHCARE ππ°π¨
The White House has reportedly STRUCK A DEAL with $LLY and $NVO to SLASH prices on Wegovy and Zepbound, the two GLP-1 titans redefining modern medicine.
π Direct-to-consumer access could fall to $149/month (down from $300β$500)
π Medicare & Medicaid coverage incoming, marking a monumental policy shift
π Together, $LLY and $NVO raked in $18B+ in GLP-1 sales last quarter alone
Iβm watching how margin compression trades off against explosive unit expansion, and how both navigate production scaling under policy-driven demand surges.
β‘This isnβt just healthcare reform, itβs a market rerating event loading
πβIf GLP-1s become as affordable as aspirin, what happens to the entire pharma landscape?
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- PetSΒ·2025-11-07TOPπποΈ What an inflection point for big pharma. This agreement would not just scale patient access but accelerate competitive innovation. Iβd like to see if $PFE or $AZN follow suit to stay relevant in the GLP-1 expansion race.4Report
- Tui JudeΒ·2025-11-07ππ° The potential for $LLY and $NVO to dominate a subsidised market is unreal. The accessibility shift could push GLP-1 uptake beyond obesity into cardiovascular and metabolic therapy. Watching how this filters through margins and forward guidance will be π3Report
- Kiwi TigressΒ·2025-11-07this is actually crazy. one policy shift and suddenly $LLY and $NVO feel like theyβre playing a whole different game. Iβm not even surprised though, theyβve basically turned weight loss into an economy of its own. kinda wild watching $AMGN just sneak up into the convo too1Report
- Hen SoloΒ·2025-11-07π Iβm impressed by how this policy signals political acceptance of preventative treatment economics. It could trigger parallel legislation on biosimilars too. If $AMGN leverages its R&D depth, it might capture secondary beneficiaries of this healthcare shift.1Report