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2025-11-07

$Eli Lilly(LLY)$ $Novo-Nordisk A/S(NVO)$ $Amgen(AMGN)$ 🚨📰💉 LILLY & NOVO JUST SHOOK UP HEALTHCARE 💉📰🚨

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.

👉 Direct-to-consumer access could fall to $149/month (down from $300–$500)

👉 Medicare & Medicaid coverage incoming, marking a monumental policy shift

👉 Together, $LLY and $NVO raked in $18B+ in GLP-1 sales last quarter alone

I’m watching how margin compression trades off against explosive unit expansion, and how both navigate production scaling under policy-driven demand surges.

⚡This isn’t just healthcare reform, it’s a market rerating event loading

👉❓If GLP-1s become as affordable as aspirin, what happens to the entire pharma landscape?

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Comment（4）

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  • PetS
    ·2025-11-07
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    📈🗞️对于大型制药公司来说，这是一个多么大的转折点啊。该协议不仅会扩大患者的就诊范围，还会加速竞争性创新。我想看看$PFE或$AZN是否会效仿，以在GLP-1扩张竞赛中保持相关性。
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  • Tui Jude
    ·2025-11-07
    🚀📰 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 🔑
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  • Kiwi Tigress
    ·2025-11-07
    this is actually crazy. one policy shift and suddenly $LLY and $NVO feel like they’re playing a whole different game. I’m not even surprised though, they’ve basically turned weight loss into an economy of its own. kinda wild watching $AMGN just sneak up into the convo too
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  • Hen Solo
    ·2025-11-07
    💊 I’m 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.
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