减肥药迎来政策拐点：美国医保计划覆盖 GLP-1

Core Insights - The U.S. Centers for Medicare & Medicaid Services (CMS) announced a voluntary program to include GLP-1 weight loss and diabetes treatment drugs in Medicaid and Medicare Part D coverage, following a price reduction agreement reached by the Trump administration [1][2] - The program, known as the "BALANCE Initiative," aims to negotiate drug prices directly, standardize coverage terms, and set patient out-of-pocket cost limits, with eligible Medicare beneficiaries paying only $50 per month for GLP-1 drugs [1][2] Group 1 - The BALANCE Initiative is expected to launch for Medicaid in May 2026 and expand to Medicare in January 2027 [1] - CMS plans to initiate a pilot project for GLP-1 drug payments under Medicare in July 2026, allowing beneficiaries to purchase drugs at government-negotiated prices [2] - The initiative aims to enhance accessibility to specific GLP-1 drugs and promote healthy lifestyle habits among the public [2] Group 2 - The Trump administration's agreement revealed that two anticipated oral weight loss drugs from Eli Lilly and Novo Nordisk will be priced at $149 per month for Medicare, Medicaid beneficiaries, and self-paying patients [2] - Novo Nordisk's oral weight loss drug received approval for market launch, while Eli Lilly's similar drug is still under review [2] - Current GLP-1 injectable drugs for diabetes and other covered indications will see monthly costs for Medicare and Medicaid patients reduced to $245 [2]