Lilly(US:LLY) GLP1减重宝典·2025-08-16 03:04Core Viewpoint - Eli Lilly (LLY.N) announced a significant price increase for its weight loss drug Mounjaro in the UK, with a maximum increase of 170%, coinciding with the White House's push for pharmaceutical companies to raise prices in Europe to facilitate price reductions in the US [2][6]. Pricing Strategy - The new pricing also applies to the version of Mounjaro for type 2 diabetes, with the highest dosage monthly cost rising from £122 to £330 [3]. - This price increase only affects self-paying patients, as those receiving prescriptions through the National Health Service (NHS) in the UK are not impacted due to separate agreements covering costs [4]. - Eli Lilly stated that the initial pricing of Mounjaro in the UK was "significantly lower" than in three other European markets to avoid delays in entering the NHS channel, and the current adjustment aims to align UK pricing more closely with Europe [5]. Market Context - The decision highlights the pressure on global drug pricing, with the US being the largest pharmaceutical market where prescription drug costs are significantly higher than in other developed countries [6]. - The former administration under Trump aimed to reduce drug prices in the US while encouraging pharmaceutical companies to increase prices abroad [6]. - Eli Lilly's CEO, David Ricks, mentioned that narrowing the price gap between the US and Europe is a long-term goal, but European governments remain reluctant to accept higher drug prices [6]. Competitive Landscape - Mounjaro was launched in the UK in February 2024, while competitor Novo Nordisk's weight loss drug Wegovy entered the UK market in September 2023 [7].