智通财经网·2025-12-01 13:59Core Viewpoint - Eli Lilly has lowered the entry price of its weight loss drug Zepbound in response to increasing competition from Novo Nordisk, marking a significant move in the ongoing price war between the two companies in the lucrative obesity treatment market [1][2] Pricing Strategy - Starting from this week, the cash price for the lowest dose of Zepbound will be $299 per month, a reduction of approximately $50 from the previous price [1] - The price for the next higher dose will decrease to $399 per month, down about 20% from the prior cash price [1] - The highest dose remains unchanged at $499 per month [1] Competitive Landscape - The price reduction is part of a broader competitive strategy between Eli Lilly and Novo Nordisk, which has also recently lowered its cash prices for its drugs Ozempic and Wegovy [1][2] - Novo Nordisk's entry-level price for Ozempic and Wegovy is $199 for the first two months, increasing to $349 thereafter [1] Market Context - Analysts project that the global obesity treatment market will reach $100 billion by the end of this decade, highlighting the significant financial stakes involved [2] - Both companies are exploring competitive advantages, including agreements with U.S. drug benefit managers and discounts for cash-paying customers [2] Regulatory Environment - The Biden administration has announced negotiations that could lead to discounts of up to 71% for Ozempic and Wegovy for federal Medicare patients, effective in 2027 [2] - Eli Lilly and Novo Nordisk have agreed to lower their prices in the U.S. as part of a government agreement that will also apply to cash-paying customers, with changes set to take effect in 2026 [2]