智通财经网·2025-11-06 22:29Core Points - The U.S. government has reached an agreement with Eli Lilly (LLY.US) and Novo Nordisk (NVO.US) to significantly reduce the prices of GLP-1 weight loss drugs in the Medicare, Medicaid, and self-pay markets, aiming to enhance accessibility for millions of Americans [1][2] - Current prices for GLP-1 drugs range from $500 to $1,000 per month, but under the new agreement, prices will be lowered to between $149 and $350 per month, with Medicare and Medicaid beneficiaries being the first to benefit [1][2] - The agreement includes a commitment from the government to provide a three-year tariff exemption for the companies, with Novo Nordisk pledging an additional $10 billion investment in the U.S. [3] Pricing Details - The oral GLP-1 weight loss drug currently under development will be priced at $149 per month for Medicare and Medicaid, while injectable versions will be approximately $245 per month [2] - Eli Lilly's Zepbound will be available at $299 per month for the lowest dose and $449 for higher doses in the self-pay market [2] - A cap of $50 per month on out-of-pocket costs for Medicare patients is set to significantly reduce the financial burden on elderly patients [2] Market Impact - The price reduction is expected to improve drug accessibility for approximately 40 million Medicare beneficiaries, along with millions of self-pay users [3] - Deutsche Bank analysts estimate that if the price cap is set at $150 per month, Eli Lilly's oral GLP-1 drug orforglipron could potentially add 15 million new patients, compared to the current 2.7 million patients using Zepbound [3] - This agreement is viewed as a critical milestone in the government's drug pricing reform efforts, following previous initiatives involving major pharmaceutical companies like Pfizer (PFE.US) and AstraZeneca (AZN.US) [3]