Ge Long Hui·2025-11-07 06:45Core Insights - The U.S. government, led by President Donald Trump, has reached an agreement with Eli Lilly and Novo Nordisk to significantly reduce the prices of obesity treatment drugs, including upcoming oral formulations, to improve accessibility for patients [2][5][12] Pricing and Accessibility - Starting in 2026, beneficiaries of Medicare and Medicaid will see a reduction in the prices of GLP-1 class drugs, with a new platform, TrumpRx.gov, allowing consumers to purchase these medications at discounted rates [2][3] - The initial monthly price for the oral versions of obesity treatment drugs is set at $145 for those purchasing through Medicare, Medicaid, or the TrumpRx platform [3] - Current injectable versions of Wegovy and Zepbound are priced at $350 per month, which will gradually decrease to $245 over the next two years [3][8] Market Impact - The inclusion of obesity treatment drugs in Medicare coverage is expected to expand the market significantly, potentially influencing private insurance companies to follow suit [2][9] - Approximately 10% of Medicare beneficiaries will qualify for GLP-1 class drugs, targeting individuals with specific health conditions related to obesity [9] Health Implications - The agreement is projected to lead to a total weight loss of 125 million pounds (approximately 56.7 million kg) among the American population by 2026, indicating a significant positive impact on public health [5][12] - The GLP-1 class drugs are recognized as the most demanded medication category in the U.S. market, highlighting their importance in addressing obesity and related health issues [5][9] Corporate Statements - Eli Lilly's CEO David Ricks emphasized that the agreement marks a pivotal moment in U.S. healthcare policy and a milestone for the company [12] - Novo Nordisk's CEO Mike Doustdar stated that the agreement will enable more American patients to access semaglutide-based drugs at lower prices [14]